Avaliable Until, February 10, 2022
Speaker: Robert M. Kaplan, CFP, CPC, QPA, QKC, QKA, Director of Technical Education, American Retirement Association
Experience Level for Attendees: All
Target Audience: TPAs, administrators, advisors
Keywords: tax incentives, deductions, tax credits, tax deductions
IRS Program Number: CZTXU-Q-01290-20-O
Description: One of the incentives for adopting and participating in an employer sponsored qualified plan are the tax benefits for both employees and employers. This interactive session will address items including the credits for small employers adopting plans and tax credits for participants with modest incomes. The speaker will also address some of the tax penalties associated with missed required distributions. The additional 10% tax for early distributions leads to many inquiries from employers and employees so the tax and exceptions will be discussed.
Learning Objectives
- Learn how to calculate the tax credit available to small employers when adoption a new plan
- Understand when the 10% additional tax applies and the exceptions that waive the tax
- Know which employees will be subject to the RMD excise tax or the tax credits for deferrals by modest income workers
Registration Deadlines:
Live: 2/10/2021
On-Demand: 2/10/2022
CE Credit: 1 ASPPA, 1 NTSA , 1 NAPA Relevant, 1 JBEA Formal, 1 JBEA Noncore
About the Speaker:
Bob Kaplan joined the American Retirement Association as director of technical education in 2017. 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.
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