Based in the Washington, D.C. area, the American Retirement Association is a non-profit professional organization with two major goals: to educate all retirement plan and benefits professionals, and to create a framework of policy that gives every working American the ability to have a comfortable retirement.
SECURE 2.0 Webcasts
ASPPA SECURE
2.0 Update
January 24, 2023
12:00-3:00 p.m. ET
SPEAKERS:
Bob Kaplan, CFP, CPC, QPA, QKC, QKA, Director of Technical Education, American Retirement Association
Robert M. Richter, J.D., LL.M., APM, Retirement Education Counsel, American Retirement Association
NTSA SECURE
2.0 Update
January 25, 2023
2:00-2:50 p.m. ET
SPEAKERS:
Kelsey Mayo, Lead Employee Benefits Partner, Poyner Spruill, LLP
Andrew Remo, Director of Federal and State Legislative Affairs, American Retirement Association
NAPA SECURE
2.0 Update
January 26, 2023
2:00-2:50 p.m. ET
SPEAKERS:
Brian Graff, Chief Executive Officer, American Retirement Association
Will Hansen, Chief Government Affairs Officer, American Retirement Association
PSCA SECURE
2.0 Update
January 26, 2023
1:00-2:30 p.m. ET
SPEAKERS:
Mike Griffin, Head of Retirement Plan Sales & Relationship Management, UBS Workplace Wealth Solutions
Shane Lieberman, Executive Director, Federal Affairs Manager, UBS Americas Inc.
Resources
On March 10, 2023, the American Retirement Association and 18 other organizations wrote to the Internal Revenue Service in support of the new rules that provide for remote witnessing of spousal consent by a plan representative or notary. (more…)
On February 14, 2023, the American Retirement Association wrote to the Securities and Exchange Commission with serious concerns about the proposed Hard Close rule and its impact on defined contribution retirement plans and its participants. (more…)
On January 20, 2023, the American Retirement Association wrote to the Department of Labor to recommend further improvements to the Proposed Amended and Restated Voluntary Fiduciary Correction Program (VFCP). (more…)