ASPPA Webcast: Life Insurance in Retirement Plans

By ASPPA Net Staff • November 28, 2017 • 0 Comments
Available until April 24, 2019

Speaker: Richard S. Phillips, AIF, ERPA, CPC, QPA, QKA, President and CEO, ERISA Consultants, Inc.

Experience Level for Attendees: Intermediate

IRS Program Number: CZTXU-Q-00818-18-O

Webcast Outline | Download Webcast Outline Document


As with any benefit, right or feature in a qualified plan, there are pros and cons. The decision to include life insurance may have been made without guidance from a qualified professional. In this webcast, we explore the opportunities and challenges participants and plan sponsors face with life insurance contracts in a qualified retirement plan.

Key Takeaways:
1. Identify the pros and cons of life insurance in a qualified plan
2. Explore the deduction and distribution rules of life insurance contracts in a defined contribution plans and ESOPs
3. Determine the impact to beneficiaries of life insurance held in the plan

Registration Deadlines: 
On-Demand: 4/24/2019

CE Credit: 1 ARA, 1 ERPA, 1 JBEA Noncore

About the Speaker

Richard Phillips is the founding principal of ERISA Consultants, Inc. He has over 25 years of experience in the effective design, consultation and management of 401(k) plans. Richard served as co-chair of ARA’s Retirement Plan Academy; was a subject-matter expert on coverage testing under IRS Code §410(b) and investments; led a team to revise and update the investment curriculum of the Certified Pension Consultant program; and chaired the committee tasked with revamping the curriculum of the Qualified Plan Financial Consultant (QPFC) program, a high-level training program for advisers working in the qualified plan arena.

Individual Viewer Additional Viewers 
ASPPA Member: $57.50 ASPPA Member: $22.50
Non-Member: $95 Non-Member: $35


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

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 email address listed on your registration form.

  • Download a registration form.
  • Online: For credit card payment only. Receive an immediate email Registration Confirmation. 
  • Email your scanned registration form(s) and credit card information to
  • 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 and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.

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.


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