Federated Hermes and Transamerica are delivering a double header you won’t want to miss! Guest speakers Brad Campbell, Kalene Widerman, and Danny Kling will be bringing timely updates from Washington and on Pooled Plan Solutions.
DOL Update: What You Need to Know About What’s Going on in Washington
Bradford Campbell from Faegre, Drinker, Biddle, & Reath LLP will be tackling timely Washington updates impacting your retirement plan practice. Topics include:
· Tax Reform and Retirement Savings
· DOL Investigations and Enforcement Policies
· New Rollover Rules coming this December
· And more…
Pooled Plan Solutions for Today
Kalene Widerman & Danny Kling from Transamerica will discuss Pooled Plan Solutions for Today. Interest and development of PEPs, Open-MEP, Exchanges and GOPs has continued throughout 2020 and 2021. This presentation will have plenty of practical applications for TPAs and Advisors alike to consider when designing Pooled Plan Solutions for clients.
1 hour of CE Credit for ASPPA, NIPA, and other organizations will be provided. CE should be self-reported and a certificate of attendance will be provided. ERPA credit has been applied for. Each attendee should register and log into the webinar individually and listen to the presentation to receive CE credit. Listening by phone or in a group will not qualify for CE credit.