Designed as an introduction to 403(b) and 457(b) plans, this webcast will serve as an overview to compare the distinguishing features between these plan types and compare those features to 401(k) plans. Covered topics will include plan design and compliance aspects and operational considerations.
About the Speaker
Ryan Marshall is a Senior Consultant with the Retirement Plan Design and Consulting Group at Lincoln Financial Group. He has 14 years of experience in the retirement plan industry working with various types of entities. Ryan assists clients with plan design, compliance, and operational questions/issues for many types of retirement plans (401(k), 403(b), 457(b), 457(f), and NQDC plans). He has been with Lincoln since December 2009. Ryan has a bachelor’s degree in Finance from Indiana University. He is also FINRA Series 6 licensed.
Each attendee/viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.
Registration for on-demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date.
Recordings are available one week after the live webcast takes place.
To receive CE for the on-demand version, viewers must pass a brief quiz following the recorded session.