Feeling SECURE and Giving CARES for Your School District 403(b) and 457 Plans

Recorded On: 05/14/2020

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Wondering how the recent SECURE and CARES Acts impact your school districts’ 403(b) and 457 plans? Join Terry Harrell, Voya’s Regional Vice President, and Linda Segal Blinn Voya Financial Advisors' Technical Services Vice President, for an interactive “ask the experts” discussion and get your plan-related questions answered in real time. This webinar will only be posted for 30 days from May 20- June 19, 2020.

Terry Harrell

Regional Vice President, Voya Financial Advisors

Terry Harrell has over 30 years of experience in the financial services industry, specializing in 403(b) and 457 plans. As Voya’s Ohio Valley Regional Vice President for Tax-Exempt Markets, he is responsible for new business and on-going service for public schools throughout central and southern Ohio. Terry is a graduate of Bowling Green State University and resides in Dublin, Ohio.

Linda Segal Blinn

Vice President, Technical Services, Voya Financial Advisors

Linda Segal Blinn provides general legislative, regulatory, and compliance information to public school districts about compliantly operating their retirement plans. Linda is a contributing author to the 403(b) Answer Book and is a member of the Association of School Business Officials 403(b) Retirement Plan Council and the National Tax-deferred Savings Association Communication Committee.

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Retirement Plans and CARES Act Guidance - Part 1 -Voya - May 2020
Open to view video.
Open to view video.
Retirement Plans and CARES Act Guidance - Part 2 -Voya - May 2020
Open to view video.
Open to view video.
Contact Hour
0.50 Contact Hours credits  |  No certificate available
0.50 Contact Hours credits  |  No certificate available 0.5 contact hour