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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Director, Strategic Accounts and Channel Development July Business Services
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Stones River Consulting
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Internal Channel Sales Team Lead July Business Services
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Independent Retirement
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Regional Sales Director-Mid Atlantic July Business Services
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EPIC RPS
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Daybright Financial
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EPIC RPS
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Spectrum Pension Consultants (part of Daybright Financial)
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Daybright Financial
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Relationship Manager – Defined Contributions Daybright Financial
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Independent Retirement
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| Webinars and Podcasts |
> | Upcoming | On-Demand |
| Conferences | > | Upcoming | Grouped by Location |
| All Webinars, Podcasts and Conferences | > | Upcoming | Grouped by Sponsor |
403(b) and 457(b) Characteristics and Plan Design OptionsASPPA [American Society of Pension Professionals & Actuaries] |
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Apr. 7, 2021 On-Demand Webinar |
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Tax-exempt and governmental employers have additional plan design options that are not available in the corporate market. We’ll discuss the characteristics of 403(b) plans and take a deep dive into 457(b) plans. We’ll also review tips and traps that administrators should know when working with 403(b) and 457(b) plans. Learning Objectives:
Speaker: Maggie Younis, CPC, TGPC, ERPA, APA, APR, National Director, Consultant Relations, Lincoln Financial Group |