Retirement Plans for Governmental and Tax-Exempt Entities: 403(b), 457(b), and 457(f) Plans

Thursday, May 18, 2017

4:00 pm to 5:00 pm Program with a Social Hour to follow

Governmental and tax-exempt employers have different retirement plan options available to them.  How do these organizations know which option to choose? How are 403(b), 457(b) and 457(f) plans designed, administered and communicated to employees? Determine which combination of plans works best for your organization or your clients, and learn the  new rules affecting these plans.

this one hour seminar runs from 4:00 pm to 5:00 pm and includes hors d'oeuvres plus one drink ticket.  All are encouraged to stay for happy hour from 5:00 pm to 5:45 pm.

Online Registration

If you do not have an ASPPA user ID and password, please create a free ASPPA account here. If you already have an account and do not know your login information, please contact ASPPA Customer Care.

Meeting Fees

ASPPA Member

$50

Non-Member $75

Continuing Education

One (1) ASPPA CE credits are available for this meeting. 

Location

University Club
1225 SW 6th Ave

Portland, OR 97204

Validated parking at Pac West Tower or the Unitus Building

Contact

Steve Resnikoff (Email)

About the Speaker

Walter (Wally) W. Miller is a shareholder at Schwabe Williamson & Wyatt.  Since entering the employee benefits field 30 years ago, he has assisted clients in working through a cascade of new laws, from the Employee Retirement Income Security Act of 1974 (ERISA) through the Consolidated Omnibus Budget Reconciliation Act (COBRA), the Health Insurance Portability and Accountability Act (HIPAA), the Pension Protection Act, and most recently, the Affordable Care Act.  Clients call on Wally to guide them in matters involving Section 401(k) and defined benefit plans; Section 403(b) and 457 retirement plans; non-qualified deferred compensation plans; Section 409A issues, welfare benefit plans, including Section 125 cafeteria plans; self-insured medical plans; health reimbursement arrangements (HRAs); VEBAs; MEWAs; Flexible Spending Arrangements (FSAs); health savings accounts (HSAs); ERISA compliance; HIPAA privacy; and plan-related issues in connection with acquisitions, dispositions and mergers. 

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