Tuesday, March 28, 2023     |     2:00-3:40 p.m. ET

Speaker: Ryan Marshall, CPC, TGPC, Senior Consultant, Retirement Plan Design and Consulting Group, Lincoln Financial Group

Description: Designed as an introduction to 403(b) and 457(b) plans, this webcast will serve as an overview to compare the distinguishing features between these plan types and compare those features to 401(k) plans. Covered topics will include plan design and compliance aspects and operational considerations. 

Learning Objectives:

1. Discover the key differences between 401(k), 403(b), and 457(b) plans
2. Determine which types of organizations can sponsor each plan type, and the advantages and disadvantages of each
3. Analyze plan design and compliance considerations for each plan type

Registration Links:

              

On-Demand Webcast is Available Until: March 28, 2024

Registration Information: 

• Live webcast registration will be available to purchase in the Marketplace until 11:59 p.m. ET on the day prior to the date of the live event. For same-day live registration, contact [email protected]
• Each viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.
• Live webcast registration does not provide access to the on-demand version.
• Registration for On-Demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date. Recordings are available one week after the live webcast takes place.
• To receive continuing education credit for the On-Demand webcasts, viewers must pass a brief quiz following the recorded session. 

Continuing Education Credit (Live): 2 ASPPA, 2 NAPA Relevant Topics, 2 NTSA,  2 JBEA Non-Core, 2 JBEA Formal, 2 ERPA

Continuing Education Credit (On-Demand): 2 ASPPA, 2 NAPA Relevant Topics, 2 NTSA,  2 JBEA Non-Core, 2 ERPA

About the Speaker: Ryan Marshall is a Senior Consultant with the Retirement Plan Design and Consulting Group at Lincoln Financial Group. He has 14 years of experience in the retirement plan industry working with various types of entities. Ryan assists clients with plan design, compliance, and operational questions/issues for many types of retirement plans (401(k), 403(b), 457(b), 457(f), and NQDC plans). He has been with Lincoln since December 2009. Ryan has a bachelor’s degree in Finance from Indiana University. He is also FINRA Series 6 licensed.

 

General Webcast Information

How to Access Webcast: All live and on-demand webcasts will be accessible directly through your Learning Activities.

Paying Online Using a Credit Card: Please use the Live or On-Demand registration buttons above to purchase using a credit card only. Email confirmations will be sent immediately after purchase.

Paying a Different Way: Download the webcast registration form and either: 

• E-mail: Send your 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
• Express/overnight deliveries: American Retirement Association, 4401 North Fairfax Drive, Suite 600, Arlington, VA 22203

Note: Make checks payable to the American Retirement Association. 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. 

Group Discounts: For details on Webcast packages or any additional training package offerings, please contact Tiffany Hanks, Director of Education Sales [email protected]. You can also find more information on webcast pricing package page.

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? Please reach out to our Customer Care team [email protected]