ASPPA Webcast: A Closer Walk… with Church Plans

By ASPPA Net Staff • January 01, 2018 • 0 Comments
Thursday, September 27, 2018

23:40PM ET

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.

   

Description
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.

Key Takeaways:
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

Registration Deadlines: 
Live: 9/27/2018
On-Demand: 9/27/2019

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.

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 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 accountsreceivable@usaretirement.org.
  • 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