ASPPA Webcast: CB and DB Plans: Who, When, and Why Plus a Bit of What and How

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.

 

Description: 
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.

Key Takeaways:
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

Registration Deadlines: 
Live: 8/29/2017
On-Demand: 8/29/2018

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.


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 jlinney@usaretirement.org

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 accountsreceivable@usaretirement.org.

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 accountsreceivable@usaretirement.org 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
customercare@usaretirement.org


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