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CS - Retirement Plan Basics Session Schedule and Handouts

Session handouts were available to registered attendees from Wednesday, March 7 through Friday, May 18. Please contact edprog@ifebp.org if you have questions or need assistance.

Show Date:  

Monday, March 12

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

Thomas R. Margenau Instructor
Social Security Consultant
Fort Collins, CO

• 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)