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403 (b) Plans
Tuesday, May 19

8 a.m. - 10:30 a.m. (includes breakfast buffet)

Speaker: Charles D. Lockwood, J.D., & L.L.M.; ASC Institute

Come and hear speaker Charles Lockwood discuss how the 403(b) Plans will work under the new program and the issues raised by LRMs. 

     Online Registration

     PDF Registration

    Please RSVP by Friday, May 8.  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 (includes breakfast buffet)

    ASPPA Member

    $45

    ABC Member $45
    Corporate Member $45
    Non-Member $75
    ABC/ASPPA Member $35

    CE Credit Info

    Two (2) ASPPA, ERPA, and JBEA Non-core Continuing Education credits are available for this meeting.

    Location

    Metropolitan Club

    50 E. River Center Boulevard

    Suite 1900

    Covington, Ky. 41011

    Contact

    Jennifer Moore, QKA (Email)

    About the Speaker

    Charles D. Lockwood has over 30 years experience in the employee benefits field and is currently a principal with the ASC Institute (ASCi). Prior to joining ASCi, Charles was a principal with the pension consulting firm Global Benefit Advisors, LLC (GBA) and before entering private consulting, Charles worked in the Employee Plans Division in the National Office of the Internal Revenue Service (IRS), as a Tax Law Specialist. He has also been a Vice President with Pension Publications of Denver, Inc. (PPD) as well as a senior consultant with the benefit consulting practice of Coopers & Lybrand.