ASPPA Webcast: A Closer Walk… with Church Plans
Thursday, September 27, 2018
Speakers: Don Harris, Sr. Vice President, Higher Education, Religious, and Charitable Markets, VALIC; and Richard Turner, Vice President and Associate General Counsel; Gayle Rollins, Assistant General Counsel; and Joe Kendy, Assistant General Counsel, AIG Group Retirement
Experience Level for Attendees: Intermediate
IRS Program Number: CZTXU-Q-00875-18-O
Webcast Outline: Coming Soon.
Many plan rules apply differently, if at all, to church plans. This webcast will help you develop a deeper understanding around key questions, including: (1) who qualifies for them; (2) which rules apply, and which ones don’t; (3) are there different types of church plans;(4) what makes church 403(b) plans different; and (5) how have Congress and the courts impacted these plans recently? Our panelists will explore these questions and more.
1. Ask, and answer, the right questions about church plan status
2. Focus in on key factors to help determine eligibility
3. Identify how Congress and the courts have impacted these plans recently
4. Apply the right sets of rules, depending on the type of church plan
CE Credit: 2 ARA, 2 ERPA, 2 JBEA Noncore
About the Speakers
Don Harris is Senior Vice President, Higher Education, Religious and Charitable Markets for VALIC. Don has more than 30 years’ experience in retirement planning and consulting in the not-for-profit community. Prior to joining VALIC, he held leadership roles in the retirement industry in marketing, product and service development, financial education, and relationship management.
Richard Turner served on the United States Department of Labor’s ERISA Advisory Council from 2011 through 2013. He has previously contributed to Panel’s 403(b) Answer Book, Plansponsor.com’s 403(b)-Lines, and other publications for plan sponsors and plan practitioners. With more than 30 years of providing legal and compliance support relating to employer sponsored plans, Richard is a frequent speaker on the range of qualified and nonqualified plans including specific topics such as the new DOL fiduciary advice rule, prototype and volume submitter plan documents, IRS and DOL plan examinations, and voluntary plan corrections. He has served on the faculty of the national annual conference sponsored by the American Law Institute and the American Bar Association (ALI-ABA; now ALI CLE), and he has participated in past IRS national field examiner training sessions on the subject of 403(b) and 457(b) plans.
Gayle Rollins is Assistant General Counsel at AIG Group Retirement. Gayle supports AIG’s group plan services for employer-sponsored qualified and nonqualified retirement plans. Prior to coming to the legal team, Gayle had a law practice devoted to domestic relations order assistance to participants, alternate payees and family law attorneys and was part of the management team in VALIC’s Operations Department where her responsibilities included financial reporting, plan document services, nondiscrimination testing and plan consulting services.
Joseph S. Kendy III is Assistant General Counsel at AIG Group Retirement. Joe is a member of the AIG team of tax, benefits and ERISA professionals. He is a frequent speaker on the range of plans maintained by public schools, colleges, & universities, with a particular focus on 403(b) plans, 403(b) audits, and the 403(b) regulations. Joe has 20 years of experience working with retirement plans and products.
|ASPPA Member: $115
||ASPPA Member: $45
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