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The DOL Fiduciary Rule: What’s Next?

Available through August 18, 2016

Speakers: Brian Graff, Esq., APM, CEO of the American Retirement Association; and Chris DeGrassi, NTSA Executive Director

 

Click here to view the webcast outline!

With the comment period now closed, and scheduled hearings conducted, American Retirement Association CEO and NAPA Executive Director Brian Graff and NTSA Executive Director Chris DeGrassi will provide insights and perspective on the DOL Fiduciary Regulation, as well as review comments on the proposal submitted by NAPA and NTSA.


Attendee Takeaways:

  • Status of proposed DOL Fiduciary Rule
  • Positions taken by NAPA and NTSA
  • Potential impact on practice


REGISTRATION

 

Registration Deadline:

Recorded  – 08/18/2016

Individual Viewer

     Additional Viewers

NTSA Member: $0      NTSA Member: $0
NAPA Member: $0      NAPA Member: $0
ASPPA Member: $55      ASPPA Member: $20
Non-Member: $90      Non-Member: $32.50

Registration for Recorded Webcast Includes:


  • Unlimited viewings of the Webcast recording to play anytime before the one year expiration date 

  • Webcast outline and any additional presentation materials


Recordings are available one week after the live webcast takes place.

Webcast Package Pricing


For more details on additional training package offerings, please contact [email protected].

Methods of Registration

To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic Registration Confirmation to the e-mail address listed on your registration form.

Click here to download a registration form

Online   Receive an immediate e-mail Registration Confirmation.
E-mail   E-mail your scanned registration form(s) and credit card information to  [email protected].
Fax       Fax your scanned registration form(s) and credit card information to 703.516.9308.
Mail     ASPPA – PO Box 34725, Alexandria, VA 22334-0725

              For express/overnight deliveries (FedEx, DHL, etc.) send to:
              ASPPA, 4245 N Fairfax Dr Suite 750, Arlington, VA 22203
              Make checks payable to ASPPA 


CONTINUING EDUCATION INFORMATION

ASPPA/NAPA/NTSA/ACOPA Members

The webcast is designed to offer registrants 1 ASPPA CE credit.

Enrolled Actuaries

The webcast is designed to offer registrants 1 JBEA Non-Core CE credits for Enrolled Actuaries. The final decision as to the number and type of JBEA credits rests solely with the Joint Board for the Enrollment of Actuaries.

Enrolled Retirement Plan Agent (ERPA)

The webcast is designed to offer registrants 1 ERPA CE credit. The final decision as to the number of ERPA credits rests solely with the Internal Revenue Service.


GENERAL INFORMATION

Cancellation Policy

All Webcasts are non-refundable. If you have registered for the live Webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live Webcast takes place.

Disclaimer
The statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.


ABOUT THE SPEAKERS

Brian H. Graff, Esq., APM, is CEO of the American Retirement Association, the umbrella organization that encompasses ASPPA, ACOPA, NAPA, and NTSA.  He started with the organization in November 1996. Brian oversees operations, is a member of the Executive Committee, and working with the American Retirement Association’s Board of Directors, charts the strategic direction for the organization. During his tenure, the organizations within the American Retirement Association have grown from a budget of $1.6 million to more than $13 million. Today, the four sister organizations represent more than 15,000 retirement plan professionals and provide advocacy, specialized education and training, networking, and business intelligence to a growing membership base.

Chris DeGrassi joined NTSA as executive director in 2012 to lead NTSA's government affairs and membership development efforts. During the last three years he has worked with NTSA members in 28 states to defend and promote the important role of NTSA members in the American retirement system. An avowed Midwesterner now living outside of Washington, D.C., Chris is motivated by 20 years of first-hand industry experience observing how NTSA members care for their clients and make a difference in their communities. He is a graduate of Loras College and lives with his college sweetheart and two sons in Fairfax County, Va.


QUESTIONS

Registration and General Questions

ASPPA Customer Support

703.516.9300

[email protected]