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ASPPA Webcast: 457(b) Plans for the 401(k) Administrator

ASPPA Webcast: 457(b) Plans for the 401(k) Administrator
Available Until May 3, 2018

Speaker: Rod Stortenbecker, CPC, APA, FLMI, Director of Compliance, Lincoln Financial Group

IRS Program Number: CZTXU-Q-00717-16-O

Webcast Outline: Click here.

   

Description: 
This webcast will provide an overview of both 457(b) governmental and 457(b) top-hat plans. It will include an in-depth analysis of the differences between these two plans and how these plans work in conjunction with other retirement plans. We will discuss 457(b)-eligible organizations, employee eligibility, rollovers versus plan-to-plan transfers, contribution types and limits, and the three-year catch-up provision.

Key Takeaways:
1. Address eligible organizations and employee eligibility/participation.
2. Suggest appropriate plan design options and be aware of limitations associated with eligibility, contributions, and plan distributions.
3. Identify the key requirements under the 457 Regulations
4. Determine differences between and availability for rollovers and plan-to-plan transfers.

Registration Deadlines: 
Live: 5/3/2017
On-Demand: 5/3/2018

CE Credit: 2 ARA, 2 ERPA, 2 JBEA Noncore

About the Speaker:

Rod Stortenbecker is director of compliance and a senior consultant at Lincoln Financial Group. He has over 18 years of experience in the retirement plan industry working with both for-profit and not-for-profit entities. Rod assists clients with plan design, compliance and operational questions/issues for various types of retirement plans (401(k), 403(b), 457(b), 457(f), ESOPs, NQDC and Defined Benefit Plans). He has been with Lincoln since June 2012 and was previously employed at Principal Financial Group as a Senior Consultant.Individual Viewer Additional ViewersASPPA Member: $115 ASPPA Member: $45Non-member: $190 Non-member: $70Registration for on-demand recorded webcast includes unlimited viewing of the webcast recording to play any time 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 PricingPlease click here for information on package pricing for classroom style webcasts and web-course viewing. For more details on additional training package offerings, please contact [email protected] 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 formOnline For credit card payment only. Receive an immediate e-mail Registration Confirmation.E-mail E-mail your scanned registration form(s) and credit card information to [email protected]: Fax your scanned registration form(s) and credit card information to 703-516-9308.Mail: American Retirement Association, PO Box 34725, Alexandria, VA 22334-0725For express/overnight deliveries (FedEx/DHL, etc., send to: American Retirement Association, 4245 North Fairfax Drive, Suite 750, Arlington, VA 22203Make checks payable to the American Retirement AssociationGeneral InformationCancellation PolicyAll 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.

Individual Viewer Additional Viewers 
ASPPA Member: $115  ASPPA Member: $45 
Non-Member: $190  Non-Member: $70 

Registration for on-demand recorded webcast includes unlimited viewing of the webcast recording to play any time 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:

Please click here for information on package pricing for classroom style webcasts and web-course viewing. 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: For credit card payment only. 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: American Retirement Association, PO Box 34725, Alexandria, VA 22334-0725 For express/overnight deliveries (FedEx/DHL, etc., send to: American Retirement Association, 4245 North Fairfax Drive, Suite 750, Arlington, VA 22203

Make checks payable to the American Retirement Association

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:
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.

Questions:

Registration and General Questions
American Retirement Association Customer Support
703-516-9300
[email protected]