Wednesday, April 26, 2023    |   2:00-2:50 p.m. ET

Speakers: Bob Kaplan, CFP, CPC, QPA, QKC, QKA®, Director of Technical Education, American Retirement Association
Kelsey Mayo, Partner, Poyner Spruill LLP

Description: SECURE 2.0 has increased the tax credits available that encourage retirement plan adoption and individual saving for retirement. These credit apply for both some employees and employers. During this interactive session we’ll address these incentives, including credits for small employers adopting plans and tax credits for participants with modest incomes. 

Learning Objectives:

1. How to identify which employers are entitled to tax credits when they adopt a plan and how to calculate the credit
2. How to calculate tax credits for individuals contributing to a plan
3. When adding an automatic enrollment feature will be eligible for an additional tax credit

Registration Links:

      

On-Demand Webcast is Available Until: April 26, 2024

Registration Information: 

• Live webcast registration will be available to purchase in the Marketplace until 11:59 p.m. ET on the day prior to the date of the live event. For same-day live registration, contact [email protected]
• Each viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.
• Live webcast registration does not provide access to the on-demand version.
• Registration for On-Demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date. Recordings are available one week after the live webcast takes place.
• To receive continuing education credit for the On-Demand webcasts, viewers must pass a brief quiz following the recorded session. 

Continuing Education Credit (Live): 1 ASPPA, 1 NAPA Relevant Topics, 1 NTSA,  1 JBEA Non-Core, 1 JBEA Formal, 1 ERPA

Continuing Education Credit (On-Demand): 1 ASPPA, 1 NAPA Relevant Topics, 1 NTSA,  1 JBEA Non-Core, 1 ERPA

About the Speakers: 

Bob Kaplan is the director of technical education for the American Retirement Association.  Bob’s responsibilities include updating existing ARA educational material and being a Subject Matter Expert for new ASPPA programs. Bob is a frequent speaker for ARA conferences. Bob was previously a co-chair of the ASPPA Government Affairs Committee and a member of ASPPA’s Leadership Council.  He also previously served as a member of the Board of Managers of the American Institute of Retirement Education (AIRE) as well as the Board of Directors of the National Institute of Pension Administrators (NIPA).  Bob has provided testimony before the Treasury department on 401(k) issues and other retirement plan issues, and has over 40 years of experience in retirement plan services, including plan design, administration, sales, and consulting.

Kelsey Mayo is an ERISA attorney at Poyner Spruill and ARA's Director of Regulatory Affairs.  She routinely represents clients before the Internal Revenue Service, Department of Labor, and Pension Benefit Guarantee Corporation, including many 403(b) and 457(b) plan sponsors and enjoys helping professionals decipher the most complex areas of this field.

General Webcast Information

How to Access Webcast: All live and on-demand webcasts will be accessible directly through your Learning Activities.

Paying Online Using a Credit Card: Please use the Live or On-Demand registration buttons above to purchase using a credit card only. Email confirmations will be sent immediately after purchase.

Paying a Different Way: Download the webcast registration form and either: 

• E-mail: Send your registration form(s) and credit card information to [email protected]
• Fax: Fax your scanned registration form(s) and credit card information to 703-516-9308
• Mail: American Retirement Association, PO Box 34725, Alexandria, VA  22334-0725
• Express/overnight deliveries: American Retirement Association, 4401 North Fairfax Drive, Suite 600, Arlington, VA 22203

Note: Make checks payable to the American Retirement Association. To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic registration confirmation to the e-mail address listed on your registration form. 

Group Discounts: For details on Webcast packages or any additional training package offerings, please contact Tiffany Hanks, Director of Education Sales [email protected]. You can also find more information on webcast pricing package page.

Cancellation Policy:  All webcasts are non-refundable. If you have registered for the live webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.

Disclaimer: Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.

Questions? Please reach out to our Customer Care team [email protected]