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Monthly Luncheon: Washington Update presented by Bob M. Kaplan, CFP, CPC, QPA, APA of Voya Financial

  • 05 Nov 2015
  • 11:30 AM - 1:00 PM
  • Phoenix Country Club (at 7th Street and Thomas)


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Washington Update
Thursday, November 5, 2015

11:30 a.m. to 1:00 p.m.
Phoenix Country Club
7th Street and Thomas Road


Presented by

Robert "Bob" Kaplan, CFP, CPC, QPA, APA of

Voya Financial



This session will review the latest guidance from the DOL and IRS that you need to be familiar with in the administration of retirement plans. 

Also discussed will be the guidance we are waiting to receive from these agencies.  Finally, this interactive session will discuss potential legislation as proposed by Congress and the White House that could impact the future of retirement plans. 

Please bring any questions you might have as the speaker will encourage interaction during the presentation.    

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

Please feel free to reach out to WP&BC with any questions.
The Western Pension & Benefits Council Phoenix Chapter wants to continue to provide our members with the best experiences possible.

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