LISTEN NOW! The webcast is free for NTSA members!
Available through November 7, 2014
Speakers: Ellie Lowder, TGPC, Consultant & Kent D. Schutte, CFP, TGPC, CLU, ChFC, LUTCF, President/CEO of EFS Advisors
A growing number of employers are interested in making the Roth option available to their employees, but aren’t sure the steps to take. Financial Advisors and Third Party Administrators can not only help engage and direct the employer, but can provide vital comparative information to eligible employees. Everyone benefits – the employer with increased participation; the employee with new motivation to get started on retirement savings, and the financial advisor with increased production – and, a new relationship with the employer.
Attendee Takeaways
- Understand the steps in adding the Roth option to the 403(b) (and/or the governmental 457(b)) plan.
- Learn how to help your employer client take those steps.
- Learn to use the tools your TPA or product provider(s) can supply.
- Learn to overcome the unspoken objection “who will help our employees understand the differences between pre-tax contributions and Roth contributions to our plans”.
- Understand how the conversion of pre-tax assets to the Roth option works.
Registration for Recorded Webcast Includes:
- One viewing of the Webcast recording to play anytime before the one year expiration date
- Webcast outline and any additional presentation materials
Recordings are available one week after the live webcast takes place.
Continuing Education Information
NTSA Members
The webcast is designed to offer registrants 2 ASPPA CE credits.
Continuing Education Changes for Recorded Webcast Attendees
Once registered, attendees will receive a confirmation letter directing them to the “Access Recorded Webcasts” page with a link to the WebEx OnDemand Center. Each registered viewer will be tracked when they log in with their name and email address. The webcast link will expire once the attendee has satisfied the CE requirement. CE credits will be applied to their record on a periodic basis and a certificate of attendance will be available on each attendee’s My ASPPA page.
General Information
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 Speakers
Ellie Lowder, TGPC
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.
Kent D. Schutte, CFP, TGPC, CLU, ChFC, LUTCF
Kent is the president of EFS Advisors, LLC & Educators Benefit Consultants (EBC). Kent has been working with educators, non-profit and governmental plans since 1985. Kent is a nationally recognized speaker on financial matters and for his expertise in the implementation of 403(b) match programs, Special Pay Plans, Severance and Early Retirement Benefits. He is a past member of the executive committee of the National Tax-Sheltered Accounts Association (NTSAA). Kent has received LUTCF, CLU, ChFC, CFP and TGPC designations.
EFS Advisors, LLC consists of 35 Financial Advisors who currently manage assets in excess of $1.6 billion.
EBC is an Independent TPA specializing in Non-ERISA 403(b) Plans in addition to HRA/VEBA and Section 125 Flex Administration Plans.
Kent and his wife Lynn, a special education teacher in Cambridge, Minnesota have three children.
Questions?
Registration and General Questions
ASPPA Customer Care
703.516.9300
[email protected]
- Log in to post comments