Meeting Details

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ASPPA Webcast: Governmental Plans-OD
1.00 ASPPA
June 18, 2019 To June 18, 2020
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Recorded Webcast
1.00 ASPPA Credit
1.00 ERPA
1.00 JBEA Non-Core

Speaker:  Rodney W. Stortenbecker, CPC, QPA, Assistant Vice President of Compliance, Lincoln Financial Group


Experience Level for Attendees:  Intermediate


Target Audience:  Administrators, TPAs, Plan Advisors


Keywords:  Governmental, 457, Non-ERISA


IRS Program Number:  CZTXU-Q-01002-19-O


Description:  This webcast will provide 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 that are specific to governmental plans such as 414(h) and 403(b) or 401(k) plans for certain entities.  The webcast will also examine best practices for a governmental employer, including fiduciary considerations, and how these plans work in conjunction with other retirement plans.

Recorded webcasts are available for one year after their live air date.

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