Skip to main content

You are here

Advertisement

ACOPA Webcast: Floor Offset Plans: Are They Worth the Effort?

ACOPA Webcast: Floor Offset Plans: Are They Worth the Effort?
Available Until December 13, 2017

Speaker: Tom Finnegan, FSPA, MSPA, CPC, QPA, Executive Vice President, CBIZ Savitz

Webcast Outline: Coming Soon.

IRS Program Number: CZTXU-Q-00656-16-O

   

Description: 
Many practitioners believe floor offset plans are the most cost effective way to provide benefits under a DB/DC combination. Others claim that they add cost and grossly increase complexity. Why the disagreement? This webcast will explore the good and bad of floor offset plans, so that you can decide for your practice.

Key Takeaways:
1. Access the cost savings of floor offset plans
2. Avoid the pitfalls of certain designs
3. Work with 401(a)(4) and 401(a)(26)

Registration Deadlines: 
Live: 12/13/2016
On-Demand: 12/13/2017

CE Credit: 2 ARA, 2 ERPA, 2 JBEA Core

About the Speaker:

Tom Finnegan, FSPA, MAAA, CPC, QPA, is an Executive Vice President and Director of Compliance at CBIZ Savitz in Philadelphia. He is an actuary with over 30 years of experience working with all types of qualified and non-qualified retirement plans. Prior to joining The Savitz Organization, Tom served as a senior actuary for a major employee benefits consulting firm and the director of retirement plan services for a mid-sized regional consulting firm. He is a Past President of ASPPA, an ex-officio member of the ACOPA Leadership Council, a Fellow of the Conference of Consulting Actuaries, and a member of the American Academy of Actuaries.

Individual Viewer Additional Viewers 
ASPPA/ACOPA Member: $115  ASPPA/ACOPA Member: $45 
Non-Member: $190  Non-Member: $70

Registration for on-demand recorded webcast includes unlimited viewing of the webcast recording to play any time before the one-year expiration date, webcast outline, and any additional presentation materials. Recordings are available one week after the live webcast takes place. 

Webcast Package Pricing:

Please click here for information on package pricing for classroom style webcasts and web-course viewing. For more details on additional training package offerings, please contact [email protected]

Methods of Registration:

To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic registration confirmation to the e-mail address listed on your registration form.

Click here to download a registration form.

Online: For credit card payment only. Receive an immediate e-mail Registration Confirmation. 

E-mail: E-mail your scanned registration form(s) and credit card information to [email protected].

Fax: Fax your scanned registration form(s) and credit card information to 703-516-9308.

Mail: American Retirement Association, PO Box 34725, Alexandria, VA 22334-0725 For express/overnight deliveries (FedEx/DHL, etc., send to: American Retirement Association, 4245 North Fairfax Drive, Suite 750, Arlington, VA 22203

Make checks payable to the American Retirement Association

General Information

Cancellation Policy:

All webcasts are non-refundable. If you have registered for the live webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.

Disclaimer:
Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.

Questions:

Registration and General Questions
American Retirement Association Customer Support
703-516-9300
[email protected]