Available Until, September 23, 2021
Speaker: Robert M. Richter, J.D., LL.M., Retirement Education Counsel, ARA
Experience Level for Attendees: All
Target Audience: TPAs, Recordkeepers, Advisors, Attorneys
Keywords: Washington, Congress, Bills, Regulations, Legislation
IRS Program Number: CZTXU-Q-01195-20-O
Description: This fast-paced, interactive, 50-minute session will review the latest proposals coming out of Washington that will impact retirement plans. Not only will you hear the latest from Capitol Hill, but you will also get an update on the latest guidance from the IRS and DoL. If it impacts retirement plan service providers – we will discuss it. After this webcast you will be prepared for the questions that clients, prospects, and distribution partners ask about items they have concerns about.
Learning Objectives
- Become acquainted with the latest proposals that affect retirement plans coming out of Capitol Hill
- Keep up to date with the latest rules and regulations to be released by the IRS and DOL
- Get practical examples of the how these changes will impact service providers for retirement plans
Registration Deadlines:
Live: 09/23/2020
On-Demand: 09/23/2021
CE Credit: 1 ASPPA, 1 NAPA Relevant Topics, 1 NTSA, 1 ERPA, 1 JBEA Noncore
About the Speaker:
Robert Richter joined the American Retirement Association (ARA) in 2019 as Retirement Education Counsel where he’s primarily responsible for maintaining the ERISA Outline Book and assisting with ARA educational programs. Robert was previously a vice president with FIS (previously SunGard and Corbel) where he managed the consulting department and was responsible for authoring and supporting FIS retirement plan documents. Robert served as President of the American Retirement Association in 2017 and in 2012 (ASPPA). Robert is a Fellow in the American College of Employee Benefit Counsel and is a member of The Florida Bar. Robert received a B.S., with a major in Finance, from the University of Florida, a J.D. from Florida State University, and an LL.M. in taxation from the University of Florida.
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Registration for on-demand recorded webcast includes unlimited viewing of the webcast recording to play any time before the one-year expiration date, webcast outline, and any additional presentation materials. Recordings are available one week after the live webcast takes place.
Webcast Package Pricing
For more details on additional training package offerings, please contact [email protected]
Methods of Registration: 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.
Click here to download a registration form
Please use Live or On-Demand links to purchase using credit card only. Email confirmations will be sent immediately after purchase.
E-mail: E-mail your scanned 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
For express/overnight deliveries (FedEx/DHL, etc., send to: American Retirement Association, 4401 North Fairfax Drive, Suite 600, Arlington, VA 22203
Make checks payable to the American Retirement Association
General Information
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
Registration and General Questions
American Retirement Association Customer Support
703-516-9300