Managing Your 403B/457 Plans Webinar - 10.12.2022
Recorded On: 10/12/2022
- Registration Closed
Date: 10.12.2022, 12 p.m.
Location: Online
Cost: Member - $0 | Non-Member - $55
Join us for a discussion about best practices to keep your 403(b) and 457(b) plan document compliant, including:
- The plan-related materials you should keep on hand in the event of an IRS audit;
- Deadline to amend your district’s plan documents for federal retirement legislation; and
- Deadline to amend your district’s plan documents for plan design changes.
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.
Key:
Complete
Next
Failed
Available
Locked