Available Until April 7, 2022
Speaker: Maggie Younis, CPC, TGPC, ERPA, APA, APR
National Director, Consultant Relations
Lincoln Financial Group
Experience Level for Attendees: Advanced
Target Audience: TPAs, Advisors, Administrators
Keywords: 403(b), 457(b), Governmental, Tax-Exempt
IRS Program Number: CZTXU-Q-01304-21-O
Description: Tax-exempt and governmental employers have additional plan design options that are not available in the corporate market. We’ll discuss the characteristics of 403(b) plans and take a deep dive into 457(b) plans. We’ll also review tips and traps that administrators should know when working with 403(b) and 457(b) plans.
Learning Objectives
- Identify key characteristics of 403(b) plans.
- Review the differences between a 457(b) governmental and a 457(b) Top Hat plan.
- Determine plan design best practices.
Registration Deadlines:
Live: 04/07/2021
On-Demand: 04/07/2022
CE Credit: 1 ASPPA, 1 NAPA Relevant Topics, 1 NTSA, 1 JBEA Noncore,
About the Speaker:
Maggie Younis is a National Director of Consultant Relations at Lincoln Financial. She joined Lincoln in 2010 and has 19 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 and is a member of the Annual Conference Planning Committee.
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General Information
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