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CS - Retirement Plan Basics Session Schedule and Handouts

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, March 7 through Friday, May 18.

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)