Breakfast Forum:Distributions Retirement Planning

  • Thursday, October 18, 2018
  • 7:30 AM - 9:45 AM
  • Andrei's Restaurant, 2607 Main Street, Irvine
  • 11

Registration

  • Early Bird pricing
  • Early Bird pricing

Register
     


Distributions Retirement Planning

 The Presentation: 

While participants spend most of their time figuring out how much to contribute to their retirement plan or what to invest in, plan administrators and advisors need to understand the techniques of distributions to maximize retirement income. This session will cover the impact of a variety of distribution strategies. The session will include:       

 ·       To roll, or not to roll, to an IRA

·        QLACs, and QDROs, and ROBS, oh my!

·        Distribution tax treatment, Roth strategies, RMDs, and 72(t)


Our Speaker:

 William C. Grossman is a retirement plan speaker and writer. Bill has spoken at the WP&BC Annual Conference, ASPPA Annual Conference and NIPA NAFE as well as on webcasts for WPBC and ASPPA and at local chapters of ASPPA, NIPA and now WPBC.

Bill was Director of Education and Communication at McKay Hochman for over 15 years. Bill delivered many classes and webcasts and was the primary author of most of McKay’s website articles and the firm’s three newsletters. Bill also answered client technical questions on a variety of retirement plans.

Prior to McKay, Bill was Director of 401(k) Training for a major record keeper. Bill also has had over 20 years experience running a NYC bank’s 1 billion IRA and small retirement plan business.

Bill earned his QPA in 2003 and has been an ERPA since 2009. Bill’s ASPPA volunteer work includes having been co-chair of the ASPPA Annual Conference, co-chair of The ASPPA Journal (now known as The Plan Consultant), a member of the ASPPA asapcommittee and Bill currently serves on the ASPPA GAC IRS committee. Bill’s NIPA volunteer work includes having been co-chair of the ERPA Conference and having served on the NIPA NAFE conference committee.

Bill has a BA from New Jersey City University, an MBA from Fairleigh Dickinson University and is a graduate of the NYC American Institute of Banking, where he then served as an instructor for 17 years.

Who Should Attend: 

  • Plan Fiduciaries and Plan Sponsors who want to understand how their retirement plans can best facilitate employees’ retirement
  • Financial Advisors who want to know more about distribution strategies
  • Auditors who want to know more about the special distribution features and investment alternatives that plans are now adopting
  • Record keepers who would like to know the state of the art in distribution strategies
  • Consultants who would like to have the most current information on distribution strategies
  • All Benefits Professionals who are interested in participating in a high-quality educational forum and want to benefit from the knowledge and experience of other benefits experts

Continuing Education: 

2 CE for AIF Certification (pending)
2 CE for ASPPA certifications
2 CEC for NIPA certifications
2 CPE for CEBS
1.75 hours MCLE for California attorneys
2 hours for California CPAs
2 hours for Certified Financial Planners (pending)
2 hour for ERPA and Enrolled Agents 

Doors open at 7:30 a.m. for check-in, breakfast and networking.  Our program will begin at 8:00 a.m. and this program will end at approximately 9:45 a.m.  The registration fee includes a full breakfast buffet and hosted valet parking.

The reservation deadline for this event is Thursday, October 11.

WP&BC Members can bring a guest for free!  This is a wonderful opportunity to introduce your peers and colleagues to our Chapter.  Remember, your guest should be a first-time visitor and potential member.   Look for the free guest offer when you register online

The statements and materials presented at WP&BC Orange County Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Orange County Chapter. In addition, WP&BC Orange County Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Orange County Chapter events.

Who Should Attend: 

  • Plan Fiduciaries and Plan Sponsors who want to understand how their retirement plans can best facilitate employees’ retirement
  • Financial Advisors who want to know more about distribution strategies
  • Auditors who want to know more about the special distribution features and investment alternatives that plans are now adopting
  • Record keepers who would like to know the state of the art in distribution strategies
  • Consultants who would like to have the most current information on distribution strategies
  • All Benefits Professionals who are interested in participating in a high-quality educational forum and want to benefit from the knowledge and experience of other benefits experts
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