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ASPPA Webcast: 403(b) Versus 401(k) Plans: Plan Design Options and Considerations

ASPPA Webcast: 403(b) Versus 401(k) Plans: Plan Design Options and Considerations
Available Until November 30, 2017

Speaker: Rod Stortenbecker, CPC, APA, FLMI, Senior Consultant, Lincoln Financial Group

IRS Program Number: CZTXU-Q-00688-16-O

Webcast Outline: Click here.

   

Description: 
This webcast will provide an overview of the key differences between 403(b) and 401(k) plans, as well as an in-depth analysis of specific plan and testing requirements. This will include a 403(b) discussion on eligible organizations, funding vehicles, universal availability/eligibility, and the special 15-year catch-up provision.

Key Takeaways:
1. Address the pros/cons of a client adopting a 403(b) or 401(k) plan.
2. Determine which plan may be the best option for a client.
3. Identify potential operational or compliance problems/issues with a 403(b) plan.
4. Suggest certain changes to a 403(b) plan to alleviate compliance concerns and/or “pain points.”

Registration Deadlines: 
Live: 11/30/2016
On-Demand: 11/30/2017

CE Credit: 2 ARA, 2 ERPA, 2 JBEA Noncore

About the Speaker:

Rod Stortenbecker is a Senior Consultant at Lincoln Financial Group. He has over 18 years of experience in the retirement plan industry working with both for-profit and not-for-profit entities. Rod assists clients with plan design, compliance and operational questions/issues for various types of retirement plans (401(k), 403(b), 457(b), 457(f), ESOPs, NQDC and Defined Benefit Plans). He has been with Lincoln since June 2012and was previously employed at Principal Financial Group as a Senior Consultant.

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 [email protected]

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 e-mail address listed on your registration form.

Click here to download a registration form.

Online: For credit card payment only. Receive an immediate e-mail Registration Confirmation. 

E-mail: E-mail your scanned registration form(s) and credit card information to [email protected].

Fax: 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 [email protected] 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
[email protected]