CS - Retirement Plan Basics Session Schedule and Handouts

Session handouts were available to registered attendees from Wednesday, February 26, 2020 through Friday, May 8, 2020. Please contact edprog@ifebp.org if you have questions or need assistance.

Show Date:  

Monday, March 2

8:00 AM – 8:30 AM

RPB1A  Retirement Plan Basics

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

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

8:30 AM – 11:00 AM

RPB1B  Retirement Plan Basics

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

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

11:00 AM – 5:00 PM

RPB1C  Retirement Plan Basics

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

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