457(b) Plans for 401(k) Practitioners
Date: 11/1/2011
Time: 2:00 p.m. (ET)
Duration: 100 minutes
NOTE: This program, originally scheduled for October 12, 2011, has been moved to November 1, 2011. Please ensure you are able to attend on the new date before registering.
Description
For governmental organizations, 457(b) plans can provide a valuable system for employee or employer retirement contributions, totally independent of qualified plans or 403(b) plans. In fact, a 457(b), combined with a 403(b), can allow a government employee to make elective deferrals of $33,000 this year (or more if the employee is catch-up eligible). 457(b) plans are also available for top executives of tax-exempt organizations.
While there are many similarities to 401(k) plans, there are also many important differences. This Web seminar gives the 401(k) practitioner all he or she needs to know to assist in designing and operating 457(b) plans. We will cover 457(b) plans from “soup to nuts,” emphasizing the areas where a 457(b) differs from the typical 401(k) plan.
This is the only 457(b) plans program to be presented until Fall 2012 so plan to attend.
Prerequisites:
There are no prerequisites or other advanced preparation for this program. The speaker will not assume any experience with 457(b) plans, but will assume that attendees understand the basics of operating 401(k) plans.
Level: Beginning
Instructional Delivery Method:
Group – Internet-Based
Speaker: S. Derrin Watson, J.D., APM
Recipient of ASPPA's 2006 Educator of the Year Award
Objectives: Upon completion of this workshop, attendees should be able to:
- Explain the differences between 457(b) and 401(k) plans
- Explain the interaction between 457(b) and other tax-benefited retirement plans
- Assist in designing a 457(b) plan that meets a client’s objectives
- Assist in the day-to-day administration of a 457(b) plan
How To Participate
You will need a telephone (with speakerphone for multiple participants sharing the Primary registrant’s authorized connection) and Internet access. The graphics presentation and illustrations can be viewed via the Primary registrant’s Web connection, while the audio portion can be heard via the Primary registrant’s telephone.
* Select the "Fees" link on the right side menu for more information about who is authorized to connect to the program.
Program Schedule (Eastern Time) NEW DATE!
Tuesday, November 1, 2011
2:00 p.m. to 3:40 p.m. Eastern Time
(1:00 p.m. CT; 12:00 p.m. MT; 11:00 a.m. PT)
Program-related requests, questions or concerns may be e-mailed to: relius.education@sungard.com.