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Retirement Plan Basics—Session Schedule, Speakers and Handouts

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In order to download session handouts you must be logged in and registered for the program.

Session handouts will be available to registered attendees Wednesday, September 19 through Friday, November 30.

Show Date:  

Monday, September 24

8:00 AM – 8:30 AM

RPB1A  Retirement Plan Basics - Day 1

R. Scott Gregory, FSA Instructor
President
R. Scott Gregory, Inc.
Annapolis, MD

• Overview of Social Security • Retirement plan philosophy • Defined contribution plans • Defined benefit plans • Hybrid plans • Distribution options • Benefit design and financing issues • Legal/regulatory environment • Case study (#38—Retirement)

8:30 AM – 11:00 AM

RPB1B  Retirement Plan Basics - Day 1

Bruce D. Schobel, CEBS, CLU, FSA, MAAA Instructor
Consulting Actuary
Sunrise, FL

• Overview of Social Security • Retirement plan philosophy • Defined contribution plans • Defined benefit plans • Hybrid plans • Distribution options • Benefit design and financing issues • Legal/regulatory environment • Case study (#38—Retirement)

11:00 AM – 5:00 PM

RPB1C  Retirement Plan Basics - Day 1

R. Scott Gregory, FSA Instructor
President
R. Scott Gregory, Inc.
Annapolis, MD

• Overview of Social Security • Retirement plan philosophy • Defined contribution plans • Defined benefit plans • Hybrid plans • Distribution options • Benefit design and financing issues • Legal/regulatory environment • Case study (#38—Retirement)