Speakers: Don Harris, Sr. Vice President, Higher Education, Religious, and Charitable Markets, VALIC; and Richard Turner, Vice President and Associate General Counsel; Gayle Rollins, Assistant General Counsel; and Joe Kendy, Assistant General Counsel, AIG Group Retirement
Experience Level for Attendees: Intermediate
Description: Many plan rules apply differently, if at all, to church plans. This webcast will help you develop a deeper understanding around key questions, including: (1) who qualifies for them, (2) which rules apply, and which ones don’t, (3) are there different types of church plans, (4) what makes church 403(b) plans different, and (5) how have Congress and the courts impacted these plans recently? Our panelists will explore these questions and more.
Recorded webcasts are available for one year after the date of the live presentation.