ASPPA Webcast: Life Insurance in Retirement Plans
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.
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
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.
|ASPPA Member: $57.50
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