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ASPPA Webcast: 403(b) vs. 401(k) — Plan Design Considerations

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.

Live Registration     On-Demand Registration

Description
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.

Learning Objectives:
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.

 
Registration Deadlines: 

Live: 9/26/2019

On-Demand: 9/26/2020

 

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.

Individual Viewer Additional Viewers 
ASPPA Member: $59 ASPPA Member: $24.50
Non-Member: $99 Non-Member: $39.50

Registration for on-demand recorded webcasts includes unlimited viewing 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

Date: 
Thursday, September 26, 2019 - 14:00