Register HERE to view the recorded webcast!
Available through March 12, 2015
A discussion of how important it is for advisors and plan sponsors to manage the loan and distribution processes, or face the legal or practical consequences.
Attendee Takeaways:
- Gain a comprehensive understanding of the legal issues surrounding the design and utilization of loan and distribution provisions
- Learn the administrative and practical impacts of loan/distribution utilization, such as the negative impact on the ability of the plan to obtain favorable pricing from vendor(s)
- Acquire practical "tips and tricks" to minimize loan/distribution utilization
Registration
Important Webcast Changes
Please note attendees who purchase this recorded webcast will be able to pause the recording, but cannot skip back and forth while viewing the webcast. If attendees log out of the recording, they will not be able to log back in where the recording left off. This feature allows ASPPA to accurately determine and monitor completion of the modules by attendees, so attendees are no longer required to complete and pass a quiz to receive CE credit.
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
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
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.
Michael A. Webb, AIF®, CEBS, TGPC
Mike joined Cammack Retirement in 1991, where he has provided retirement plan consulting services spanning several tax-exempt industries for over 20 years. His expertise covers healthcare organizations, colleges and universities, corporate, cultural institutions and social service organizations.
Questions?
Registration and General Questions
ASPPA Customer Care
703.516.9300
[email protected]
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