ASPPA Webcast: CB and DB Plans: Who, When, and Why Plus a Bit of What and How
Available Until August 29, 2018
Speaker: Lorraine Dorsa, MSPA, Actuary, Aegis Pension Services, Inc.
IRS Program Number: CZTXU-Q-00732-17-O
Webcast Outline: Click Here.
Cash balance plans are quite the trendy option and defined benefit plans have a lot going for them. For the right client, they are powerful ways to boost tax-qualified retirement savings and accumulate significant amounts at retirement. Cash balance plans offer the additional benefit of easy customization and coordination with the client’s existing defined contribution plans. This webcast is for anyone with an interest in how cash balance and defined benefit plans can work for closely held businesses in today’s environment and when and how to present them. It will be real-world and practical, not actuarial nor techie.
1. Gain a better understanding of what CB and DB plans can offer your clients
2. Improve your ability to identify prospects, both within your book of business and from outside sources
3. Hone your client communication and plan design skills to produce the best result for your client
CE Credit: 2 ARA, 2 ERPA, 2 JBEA Noncore
About the Speaker:
Lorraine Dorsa is an actuary at Aegis Pension Services, Inc. She has extensive experience providing defined benefit and cash balance plan design, consulting and actuarial support services to DC plan administrators, TPAs and financial institutions. Lorraine is a frequent speaker at employee benefits conferences including those sponsored by ASPPA, AICPA, and other professional associations as well as seminars sponsored by financial institutions, plan sponsors, and other groups. She is an Enrolled Actuary, Fellow of the Conference of Consulting Actuaries, Member of the American Academy of Actuaries, and Member of the American Society of Pension Professionals and Actuaries.
|ASPPA Member: $115
||ASPPA Member: $45
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