Available through May 12, 2016
Speaker: Ellie Lowder, TGPC, Consultant and John Clouden, Sgroi Financial LLC
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Check back soon for the webcast outline!
It is vital that providers and financial advisors are prepared to help spouse and non-spouse beneficiaries make the right choices when the participant/owner dies. Mistakes can be costly with potential tax penalties that will be applied if post-death distributions are not taken timely. John Clouden and Ellie Lowder will dig deep into the options and requirements, with attendees invited to pose questions. This is one webcast you won't want to miss.
Learning Objectives:
- Understand when rollovers of the deceased's account will be of benefit to the surviving beneficiary (ies).
- Know the deadlines for action, including required minimum distributions
- Understand the options for spouse beneficiaries versus non-spouse beneficiaries
- Be aware of differences between employer sponsored plans and IRAs post-death
REGISTRATION
Registration Deadline:
Live – 05/11/2015
Recorded – 05/12/2016
Registration for Recorded Webcast Includes:
- Unlimited viewings of the Webcast recording to play anytime before the one year expiration date
- Webcast outline and any additional presentation materials
Recordings are available 72 hours after the live webcast takes place.
Webcast Package Pricing
Please click here for information on package pricing for classroom style webcasts and webcourse viewing. For more details on additional training package offerings, please contact [email protected].
CONTINUING EDUCATION INFORMATION
ASPPA Members
The webcast is designed to offer registrants 2 ASPPA CE credits.
Enrolled Actuaries
The webcast is designed to offer registrants 2 JBEA Non-Core CE credits for Enrolled Actuaries. The final decision as to the number and type of JBEA credits rests solely with the Joint Board for the Enrollment of Actuaries.
Enrolled Retirement Plan Agent (ERPA)
The webcast is designed to offer registrants 2 ERPA CE credits. The final decision as to the number of ERPA credits rests solely with the Internal Revenue Service.
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
The statements and materials presented on ASPPA webcasts are solely the opinions of the speakers and do not represent the opinion or the position of ASPPA. ASPPA assumes no responsibility for the content and materials presented by speakers during the webcast.
ABOUT THE SPEAKER
Ellie Lowder
Eleanor (Ellie) Lowder has been involved in the 403(b) tax-sheltered account markets since 1961 and is regarded in the industry as an expert in this specialty market niche. For the past 13 years, she has been a highly sought-after independent consultant for the retirement plans of public education and 501(c)(3) employers. Prior to that, her career included personal production and a wide variety of marketing and sales management experience. She served as national sales director, qualified annuities for Transamerica Life & Annuity Company, and chief marketing officer for Delta Life & Annuity.
QUESTIONS
Registration and General Questions
ASPPA Customer Support
703.516.9300
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