ASPPA Webcast: Retirement Plan Catch-Up Contributions
Tuesday, October 9, 2018
Speaker: Margaret A. Younis, ERPA, CPC, QPA, QKA, TGPC, APA, APR, Senior Consultant, Retirement Plan Design and Consulting Group, Lincoln Financial Group
Experience Level for Attendees: Intermediate
IRS Program Number: CZTXU-Q-00876-18-O
Webcast Outline: Coming Soon.
The Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTTRA) introduced the age 50 catch-up provision, allowing participants the opportunity to supplement their retirement savings. This created more awareness of the available catch-up provisions in defined contribution plans. 403(b) and 457(b) plans have offered special catch-up provisions for many years. Employers that sponsor multiple plans have the opportunity to utilize these catch-up provisions to aid retirement readiness. Attend this webcast to learn how to make the most of the catch-up opportunities available in your plan.
1. Identify the different types of catch-up contributions
2. Determine the amount of catch-up available by plan type
3. Review plan provisions to optimize plan design across multiple plans
CE Credit: 1 ARA, 1 ERPA, 1 JBEA Noncore
About the Speaker
Maggie Younis is Senior Consultant for Lincoln Financial Group’s Retirement Plan Design and Consulting Group. She joined Lincoln in 2010 and has over 16 years of retirement industry experience. She is responsible for plan sponsor compliance communications and is a primary consultant on request for proposals ans sales finalist meetings. In addition to her designations and involvement with ASPPA, Maggie has earned the Enrollend Retirement Plan Agent (ERPA) designation along with the Accredited Pension Administrator (APA) and Accredited Pension Representative (APR) designations from the National Institute of Pension Administrators (NIPA). She also serves on NIPA’s Annual Forum and Expo Conference Planning Committee, and chairs the ASPPA Webcast Committee.
|ASPPA Member: $57.50
||ASPPA Member: $22.50
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