Meeting Details

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ASPPA Webcast: Retirement Plan Catch-Up Contributions-OD
1.00 ASPPA
October 9, 2018 To October 9, 2019
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Recorded Webcast
1.00 ASPPA Credit
1.00 ERPA
1.00 JBEA Non-Core

Speaker:  Margaret A. Younis, ERPA, CPC, QPA, QKA, TGPC, APA, APR, Senior Consultant, Retirement Plan Design and Consulting Group, Lincoln Financial Group


Experience Level for Attendees:  Intermediate


Description:  The Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTTRA) introduced the age 50 catch-up provision allowing participants the opportunity to supplement their retirement savings.  This created more awareness of the available catch-up provisions in defined contribution plans.  403(b) and 457(b) plans have offered special catch-up provisions for many years.  Employers that sponsor multiple plans have the opportunity to utilize these catch-up provisions to aid retirement readiness.   Attend this webcast to learn how to make the most of the catch-up opportunities available in your plan.

Recorded webcasts are available for one year after the live presentation date.

  • List Price: $99.00
  • Member Price: $59.00
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