ONLINE Webinar: New Retirement Plan Designs as a Result of the SECURE Act

Thursday, 24 Sep 2020

10:00 AM - 11:40 AM

To enroll click:

Presentation:

The SECURE Act brings new retirement plan design opportunities.  Join this webinar for a discussion of the Act’s various provisions from the perspectives of a recordkeeper and a TPAa nd how they are helping plan sponsors navigate the new options.  The speakers will discuss:

• Provisions plan sponsors will find most impactful to their retirement plans.
• How service providers are adapting to the new regulations.
• Specific provision that need additional guidance from Treasury and the IRS.

 Our speakers:

Stephanie Terry, CPA, QPA, QKA is a partner of Pinnacle Plan Designs and manages the ongoing administration of a wide range of qualified retirement plans. Stephanie’s 20 years of industry experience (with a special emphasis on plan operations, compliance, and reporting) equips her to lead Pinnacle’s administration of both defined benefit and defined contribution plans.

Stephanie's area of specialty include:

• Cash Balance Defined Benefit Plans
• Traditional Defined Benefit Plans
• 401(k) Plans
• Profit Sharing Plans
• Combination Plans

Stephanie received her Bachelor of Science in Business Administration at the University of Arizona.  

Maggie Younis is a National Director of Consultant Relations at Lincoln Financial.   She joined Lincoln in 2010 and has over 17 years of industry experience.   Prior to joining the Consultant Relations team, she served as a senior consultant for Lincoln’s Retirement Plan Design and Consulting Group where she was responsible for plan sponsor compliance communications and internal training on legislative and regulatory changes.  

Maggie earned a bachelor’s degree in Economics from DePauw University.  She has earned the APA and APR designations from NIPA and the CPC, QPA, QKA and TGPC designations from ASPPA. She also holds the ERPA designation from the IRS.  Maggie served on NIPA’s Annual Forum and Expo Conference Planning Committee from 2011 – 2019 and was awarded the Outstanding Volunteer in 2015.  She is also a member of ASPPA’s Retirement Plan Academy Advisory Group, serving as Chair of the webcast committee from 2016-2019.  Maggie was awarded ASPPA’s Educator of the Year in 2018.

 Continuing Education:

• 2 CE for AIF 
• 2 CE for CEBS
• 2 CECs for ERPA 
  
• 2 CECs for JBEA
• 2 CPEs for ASPPA certifications
  
• 2 CECs for NIPA certifications
  
• 2 hours for California CPAs 
  
• 1.75 hours of California MCLE
  
• 2 CECs for CRPS
• 2 hours for Certified Financial Planners

    Early bird Cost: $65 for members, $90 for non-members. 

A Special Thank You to Our Sponsors

Marti Hack, Webinar Coordinator

Western Pension Governing Board
24001 Calle de la Magdalena, #2715

Laguna Hills, CA 92653-2715

http://www.westernpension.org 
webinars@westernpension.org.

949-859-6277