This webcast provides an overview of governmental retirement plans, including an in-depth review of the types of plans a governmental employer can sponsor: 401(a), 457(b), 457(f) and 415(m). The speaker will provide an analysis of plan provisions and options specific to governmental plans, such as 414(h) and 403(b) or 401(k) plans for certain entities.
The webcast examines best practices for a governmental employer, including fiduciary considerations and how these plans work in conjunction with other retirement plans.
- Outline the retirement plans a governmental employer may sponsor.
- Identify the key considerations and requirements under the 457 regulations.
- Suggest appropriate plan design options for a governmental employer to meet the employer’s goals and objectives.
- Explore best practices for a governmental employer.
Speaker: Rodney W. Stortenbecker, CPC, QPA, Assistant Vice President of Compliance, Lincoln Financial Group
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