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View More American Society of Pension Professionals & Actuaries [ASPPA] Webcasts and Conferences

403(b) and 457(b) Characteristics and Plan Design Options

American Society of Pension Professionals & Actuaries [ASPPA]

Apr. 7, 2021
Recorded Online

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:

  • Identify key characteristics of 403(b) plans.
  • Review the differences between a 457(b) governmental and a 457(b) Top Hat plan.
  • Determine plan design best practices.

Speaker: Maggie Younis, CPC, TGPC, ERPA, APA, APR, National Director, Consultant Relations, Lincoln Financial Group

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