Monthly Luncheon: Roth Roth Roth! presented by Margaret A. Younis of Lincoln Financial Group

  • 10 Oct 2019
  • 11:30 AM - 1:00 PM
  • Phoenix Country Club (at 7th Street and Thomas)

Registration


Registration is closed

Roth Roth Roth!

Even though Roth has been around for awhile, there are still some questions and misconceptions on administering Roth in a qualified plan.  This session will dive into the rules and also focus on common Roth issues and trends, such as:

  • Designated Roth contributions and distribution rules and requirements
  • In-Plan Roth Rollovers
  • Back Door Roth plan design options
  • Roth IRAs


Event Details

When:

Thursday, October 10, 2019

11:30am to 1:00pm

 

Where:

Phoenix Country Club

2901 N. 7th Street

Phoenix, AZ 85014

 

(Don't forget that if you are a member, you can invite colleagues from outside your organization to our event for free with your paid registration.  Just email us with your guest name, company and email address to info@wpbcphoenix.org.  



About Margaret A. Younis, ERPA, CPC, TGPC, APA, APR

Maggie Younis is a National Director of Consultant Relations at Lincoln Financial.  She joined Lincoln in 2010 and has over 17 years of industry experience.  Prior to joining the Consultant Relations team, she served as a senior consultant for Lincoln's Retirement Plan Design and Consulting Group where she was responsible for plan sponsor compliance communications and internal training on legislative and regulatory changes.  Maggie earned a bachelor's degree in Economics from DePauw University.  She has earned the CPC, QPA, QKA and TGPC designations from ASPPA and the APA and APR designations from NIPA.  She also holds ERPA designation from the IRS.  Maggie served on the NIPA's Annual Forum and Expo Conference Planning Committee from 2011 - 2019 and was awarded the Outstanding Volunteer in 2015.  She is also a member of ASPPA's Retirement Plan Academy Advisory Group, serving as Chair of the webcast committee.  Maggie was awarded ASPPA's Educator of the Year in 2019.



The statements and materials presented at WP&BC Phoenix Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Phoenix Chapter. In addition, WP&BC Phoenix Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Phoenix Chapter event

Western Pension & Benefits Council Phoenix Chapter

WPBC Phoenix Statement of Privacy.doc

WPBC Phoenix Terms and Conditions.doc

Powered by Wild Apricot Membership Software