Thursday, September 26, 2019
2–2:50 p.m. ET
Speaker: Maggie Younis, CPC, QPA, QKA, TGPC Senior Consultant, Lincoln Financial Group
Experience Level for Attendees: Intermediate
IRS Program Number: CZTXU-Q-01023-19-O
Webcast Outline: Coming Soon.
A tax-exempt organization has different options than a for-profit entity when offering a retirement plan. While 403(b) plans look a lot like 401(k) plans, and have many similarities, there are differences between the plan types. Depending on the plan sponsor’s goals and objectives, one plan type may provide more advantages and plan design flexibility. Attend this webcast to understand the differences between 403(b) and 401(k) plans, and why it is important to choose the right plan type.
1. Discuss plan design options for tax-exempt organizations.
2. Compare the rules and requirements of 403(b) and 401(k) plans.
3. Analyze the advantages and disadvantages of maintaining a 403(b) vs. 401(k) plan.
CE Credit: 1 ASPPA, 1 NAPA, 1 NTSA, 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 and sales finalist meetings. In addition to her designations and involvement with ASPPA, Maggie has earned the Enrolled 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: $59
||ASPPA Member: $24.50
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