Essential information from VALIC for plan sponsors and employees -- designed to help plan sponsors manage their plans and prepare to meet regulatory and compliance requirements, and help employees make strategic decisions involving their retirement plans.
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WEBCASTS FOR CONSULTANTS AND PLAN ADVISORS
| Learn about simplified plan compliance and administration |
| Retirement Manager Core Compliance provides real-life solutions for 403(b) plan sponsors. Managing multiple providers and multiple plans doesn’t have to be expensive or complicated. |
| • | Presenters | |
| Richard Turner, Vice President and Deputy General Counsel
Rich Jackson, Vice President, Institutional Services |
| • | Moderator
Don Harris, Senior Vice President, National Education Markets | |
| • | Time and Dates | |
| > Thursday, August 12, 2010 -- 1:00 p.m. CST
To play back webcast, click here. Participant Dial in Number: 1 (866) 226-5240 (US) 1 (404) 665-9928 (International) Conference ID – 83696861 > Wednesday, August 18, 2010 -- 1:00 p.m. CST To play back webcast, click here. Participant Dial in Number: 1 (866) 226-5240 (US) 1 (404) 665-9928 (International) Conference ID – 83687042 |
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BOB ARCHITECT ON 403(B) PLAN COMPLIANCE
| Bob Architect, Vice President of Compliance and Market Strategy for VALIC, will apply his 35 years of 403(b) regulatory experience to help plan sponsors develop a solid understanding of how to operate their plans compliantly under the new regulations. He will also provide insight into what may be in store for 403(b) plans in the coming months. |
| As a former Senior Tax Specialist and 403(b) guidance author at the Employee Plans Division of the IRS, Bob provides a unique level of insight and expertise. During this 90 minute webcast, he will discuss topics that can help business officials make the most of their district's 403(b) plan and choices that can be incorporated to best serve the needs of their schools and employees.
For those unable to participate, the presentation will be archived on this web page by clicking on the play back link below. |
| • | Presenters | |
| Bob Architect, Vice President, Compliance and Market Strategy, VALIC
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| • | Moderator | |
| Don Harris, Sr. Vice President, National Education Markets, VALIC |
| • | Time and Dates | |
| > Tuesday, June 1 -- Begins at 2:00 p.m. ET
|
| • | To play back webcast, click here. | |
| • | To view webcast slides "403(b) Plans - Now and in the Future - with Bob Architect", click here. |
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WEBCASTS FOR CONSULTANTS AND PLAN ADVISORS
| Attn: Consultants and Plan Advisors |
| This VALIC webcast will provide you an opportunity to hear former IRS senior tax law specialist and 403(b) guidance author, Bob Architect, discuss current issues for 403(b) plans. Bob will be joined by Richard Turner, contributing author to Panel Publisher’s The 403(b) Answer Book. Don’t miss this opportunity to take advantage of Bob and Richard’s 56 years of combined 403(b) experience. |
| • | Presenters | |
| Bob Architect, Vice President, Compliance and Market Strategy, VALIC
Richard Turner, Vice President, Vice President and Deputy General Counsel, VALIC |
| • | Moderator | |
| Cindy Seeman, Vice President, Consultants Relations, VALIC |
| • | Time and Dates | |
| > Friday, March 26 -- 10:30 a.m. - 11:15 a.m. CT
|
| • | To play back, click here. | |
ARCHIVED WEBCASTS
WEBCASTS FOR PLAN ADMINISTRATORS
| Ready for 2010: Your Final 403(b) Checklist |
| This VALIC webcast will help you identify any remaining steps you may need to take to comply with the final 403(b) regulations and prepare you for what to expect in 2010. One session is specifically for plan administrators at public non-ERISA institutions and one is tailored for administrators at private, ERISA institutions: |
| • | Presenter | |
| Richard Turner, Vice President and Deputy General Counsel, VALIC |
| • | Time and Dates | |
| > Thursday, November 5 -- 2:00 p.m. - 3:30 p.m. ET (non-ERISA plans).
To play back, click here. | ||
| > Thursday, November 12 -- 2:00 p.m. - 3:30 p.m. ET (ERISA plans).
To play back, click here. |
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WEBCASTS FOR EMPLOYEES
| Resilience: Rethink, Rebuild, Retire |
| The recent market downturn may have plan participants asking: Where do I go from here? This timely webcast provides answers that can help employees rethink their current financial situation; provide choices on how to rebuild retirement savings; and offer help in implementing a plan to retire comfortably. Two sessions are available: |
| • | Presenter | |
| David Hilbig, Vice President, Financial Planning & Education, VALIC |
| • | Time and Dates | |
| > Wednesday, November 11 -- 5:00 p.m. - 6:00 p.m. ET.
To play back, click here. | ||
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| Making Sense of the Alphabet Soup: 403(b), 457(b), 401(k), 401(a), IRA, Roth IRA |
| Don't miss this opportunity to learn more about your district's tax-qualified retirement plans. The October 21 webcast, featuring guest speaker Richard Turner from VALIC, will provide an overview of the different plan options available to public schools, as well as additional alternatives that may be available to employees outside their employers' plans. The discussion will also consider how those plan types can interact with each other if an employee participates in more than one plan. This webcast is sponsored by SASBO and presented by VALIC. |
| • | Moderator | |
| Brantley Thomas, SASBO President, CFO, Berkeley County Public Schools, SC |
| • | Guest Speaker | |
| Richard Turner, Vice President and Deputy General Counsel, VALIC |
| • | To play back, click here. |
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System requirements
• Computer with a sound card and audio speakers
• High-Speed Internet Connection
• Windows XP or MAC OS X
• Internet Explorer 6.0 or above (recommended), Firefox 3.0 or above, Safari 4.0 or above
• Windows Media Player 9 or above (recommended), Adobe Flash Player or telephone simulcast
• Default security settings