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New Retirement Plan Designs as a Result of the SECURE Act

  • Wednesday, August 26, 2020
  • 11:00 AM - 2:00 PM
  • Online
  • 34 registrants

Registration

  • You may invite any member of your company at no extra charge.
  • You may register additional employees of your company at the member rate. Please use the guest registration field below.
  • As a Sponsor you will be able to invite any employee and guest you desire. There is no limit.
    Further, your logo will appear on all email notifications that are sent.
Registration is closed


ONLINE WEBINAR

New Retirement Plan Designs as a Result of the SECURE Act

Wednesday, August 26, 2020

11:30 am to 2:00 pm

The presentation will begin at 11:30 am with Zoom Networking before

  Our Presentation:

The SECURE Act brings new retirement plan design opportunities.  Join this webinar for a discussion of the Act’s various provisions from the perspectives of a recordkeeper and a TPA and how they are helping plan sponsors navigate the new options.  The speakers will discuss:

  • Provisions plan sponsors will find most impactful to their retirement plans.
  • How service providers are adapting to the new regulations.
  • Specific provision that need additional guidance from Treasury and the IRS.

 Our speakers:

Stephanie Terry, CPA, QPA, QKA is a partner of Pinnacle Plan Designs and manages the ongoing administration of a wide range of qualified retirement plans. Stephanie’s 20 years of industry experience (with a special emphasis on plan operations, compliance, and reporting) equips her to lead Pinnacle’s administration of both defined benefit and defined contribution plans.

Stephanie's area of specialty include:

  • Cash Balance Defined Benefit Plans
  • Traditional Defined Benefit Plans
  • 401(k) Plans
  • Profit Sharing Plans
  • Combination Plans

Stephanie received her Bachelor of Science in Business Administration at the University of Arizona.

Maggie Younis is a National Director of Consultant Relations at Lincoln Financial.   She joined Lincoln in 2010 and has over 17 years of industry experience.   Prior to joining the Consultant Relations team, she served as a senior consultant for Lincoln’s Retirement Plan Design and Consulting Group where she was responsible for plan sponsor compliance communications and internal training on legislative and regulatory changes.  Maggie earned a bachelor’s degree in Economics from DePauw University.  She has earned the APA and APR designations from NIPA and the CPC, QPA, QKA and TGPC designations from ASPPA. She also holds the ERPA designation from the IRS.  Maggie served on NIPA’s Annual Forum and Expo Conference Planning Committee from 2011 – 2019 and was awarded the Outstanding Volunteer in 2015.  She is also a member of ASPPA’s Retirement Plan Academy Advisory Group, serving as Chair of the webcast committee from 2016-2019.  Maggie was awarded ASPPA’s Educator of the Year in 2018.

 This Seminar will be held ONLINE.  Check-in is from 11:00 a.m for a Zoom pre-meeting followed by the 11:30 am meeting 

Continuing Education:

  • 2 CE for AIF (pending)
  • 2 CECs for ERPA 
  • 2 CPEs for ASPPA certifications
  • 2 CECs for NIPA certifications
  • 2 hours for California CPAs 
  • 1.75 hours of California MCLE
  • 2 hours for Certified Financial Planners (pending)



 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.

Please feel free to reach out to WP&BC with any questions.

Direct Questions To:

Christine Stewart,
Chapter Administrator
info@WPBCOrangeCounty.org

Phone:

(949) 407-9128

Address:

WP&BC
Orange County Chapter
PO Box 6111
Garden Grove, CA 92846
949-407-9128

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