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Fundamental Concepts of Advanced Retirement Plan Design

FUNDAMENTAL CONCEPTS OF ADVANCED RETIREMENT PLAN DESIGN

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 20, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

This course is an overview of the tools and techniques used by actuaries, third-party administrators, and financial advisors to legally design the contributions and benefits provided under the plan’s formula. The goal of these techniques is to benefit owners and key employees of the business sponsoring the qualified retirement plan.
 
Learning Objectives:


  • Define concepts of advanced retirement plan design

  • Identify tools and techniques for designing advanced retirement plans

  • List the building blocks of advanced design

  • Recognize characteristics of sponsors that will most likely make use of an advanced design

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

George Schein

Nationwide
Technical Director, Advanced Consulting Group
[email protected]
(614) 249-1354

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George Schein, JD, advised both for-profit and not-for-profit employers as an employee benefits attorney in private practice for over a decade before joining Nationwide Financial in 2018. His work in the Advanced Consulting Group focuses on providing technical expertise and education to advisors and plan sponsors as it relates to qualified retirement plans and welfare benefit plans. He also partners with employers and their third-party vendors to evaluate current plan offerings and/or identify alternative solutions to ensure that the employer’s objectives are being met and that employees have opportunities to plan for and live in retirement.

George graduated from Miami University summa cum laude with a dual Bachelor of Arts in International Studies and Diplomacy & Foreign Affairs and went on to earn his Juris Doctor from the University of Minnesota cum laude. George is admitted to the bar in Illinois and Ohio.
 

About Our Presenter

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Nationwide, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified insurance and financial services organizations in the United States. Nationwide is rated A+ by both A.M. Best and Standard & Poor’s. An industry leader in driving customer-focused innovation, Nationwide provides a full range of insurance and financial services products including auto, business, homeowners, farm and life insurance; public and private sector retirement plans, annuities and mutual funds; excess & surplus, specialty and surety; pet, motorcycle and boat insurance.