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Washington Update: "What you need to know"
Wednesday, March 11, 2015
8:00 a.m. to 9:30 a.m.
Located at the offices of:
Snell & Wilmer
One Arizona Center
400 East Van Buren Street, Suite 1900
Phoenix, AZ 85004-2202
Presented by Bob Kaplan of Voya Financial
*** APPROVED FOR ENROLLED RETIREMENT PLAN AGENT (ERPA) CONTINUING EDUCATION CREDITS ***
This session will review both the latest guidance received from the IRS and DoL, as well as expected guidance from both agencies that is anticipated to affect retirement plans.
In addition, the speaker will review the latest proposals from Capitol Hill that have provisions that would impact retirement plans as well as discuss the chances for enactment of them.
Robert M. Kaplan, CFP, CPC, QPA, APA
Bob Kaplan is the VP, National Training Consultant for Voya Financial. His responsibilities include web cast and live training for members of the TPA and Financial Advisor community as well as Voya personnel.
He is currently a Co-Chair of the American Society of Pension Professionals and Actuaries (ASPPA’s) Government Affairs Committee.
Bob is a member of ASPPA’s Leadership Counsel.
He 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).
In 2009, Bob was presented with NIPA’s Lifetime Achievement Award for his contributions to the retirement plan industry.
Bob is a frequent speaker at industry events.
He has provided testimony before the Treasury department on 401(k) issues and other retirement plan issues.
Bob has over 35 years of experience in retirement plan services, including plan design, administration, sales and consulting.
Bob is also a former high school basketball coach.
He is a graduate of the
State
University
at
Albany,
NY
and has a graduate degree from
William
Paterson
University
in
New Jersey
.
The statements and materials presented at WP&BC Phoenix Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Phoenix Chapter. In addition, WP&BC Phoenix Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Phoenix Chapter events
