The Advisor’s Changing Role in Retirement Planning


The Basics of 403(b) Plans: Is it really a one trillion dollar market? [Webinar]

May 21, 2013
Online

Tuesday, May 21, 2013 | 1:00 p.m. - 2:00 p.m. ET

Listen to Recorded Webinar

Recent studies show that 403(b) plans represent a one trillion dollar market for advisors and consultants. Although recent regulations have made 403(b) plans look more like 401(k) plans, working in the non-profit world of 403(b) requires understanding new concepts and different ways of working with plan sponsors and participants.

To help advisors and consultants capitalize on opportunities in this trillion dollar market, this webcast will cover:

  • Basics of ERISA and non-ERISA 403(b) plans
  • Why ERISA is an opportunity Types of 403(b) plans (K-12, higher education, non-profits, hospitals
  • 401(k) vs. 403(b): Why 403(b) plan sponsors and participants are different
  • Opportunities for open architecture solutions in 403(b)

Please click here to learn more about Broadridge/Matrix and its solutions.

This session is part of the ASPPA Qualified Plan Financial Consultant course that will be offered at MatrixU in Keystone, CO in August. It qualifies for ASPPA, NIPA, CFP, CRPS and CRPC CEcredit. CPE certificates can be provided for those seeking other CPE credit.