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Retirement Plan Basics—Session Schedule, Speakers and Handouts

Session handouts were available to registered attendees from Wednesday, September 19 through Friday, November 30. Please contact edprog@ifebp.org if you have questions or need assistance.

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)