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
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:
Stephanie's area of specialty include:
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
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.
Direct Questions To:
WP&BCOrange County ChapterPO Box 6111Garden Grove, CA 92846949-407-9128