Category Archives: Events

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What Advisors Need to Know About Retirement Plans: Presentation to Illinois CPA Society

I had the opportunity recently to make a presentation on qualified retirement plans to the Illinois CPA Society (ICPAS). Actually, it was using PowerPoint to begin a dialogue with the members of the ICPAS Investment Advisory Services/Personal Financial Planning Forum The ICPAS describes their Forums as being “composed of members with shared interests who interact … Continue Reading

Risk Management Strategies for Business Owners for New Department of Labor Fee Disclosure Rules

Today our firm and Mike Cavanaugh and Tim Webb, Registered Investment Advisors at Know Your Options, Inc., sponsored a special briefing for corporate attorneys on the new fee disclosure regulations impacting their clients. Our briefing at the University of Chicago Gleacher Center was provided  to help them provide their clients with the guidance and strategies … Continue Reading

The New World of 403(b) and 457 plans

That’s a map of the New World circa 1540 by Sebastian Munster, a German cartographer. It depicts the European view about the New World and especially North America. It’s my visual metaphor about where the 403(b) and 457 markets are now – almost three years after the final regulations became effective January 1, 2009. The … Continue Reading

403(b) and 457 Seminar at John Marshall Law School

Last month, I participated in a seminar at the John Marshall Law School, “New Rules for Non-Traditional Retirement Plans”, as part of the Law School’s LLM Program in Employee Benefits. The seminar was led by attorney Bob Toth with whom I collaborated in our 403(b) Crunch Time Series. Bob is considered one of the leading experts on 403(b) plans, 457 plans, and … Continue Reading

403(b) and 457 “Lunch and Learn” at John Marshall Law School

Today I presented a “Lunch and Learn” about 403(b) and 457 retirement plan for the students at John Marshall Law School. It was a preview to the two day seminar on October 8 and 9, 2010 in which I will be participating. It’s called “New Rules for Non-Traditional Retirement Plans”, as part of the Law School’s LLM Program … Continue Reading

Report from the 5th Annual Employee Benefit Advisers Forum

Earlier this week, over 125 brokers, consultants, advisers attended the 5th Annual Employee Benefit Adviser Summit in Boca Raton, Florida. Looking Into The Future: What You and Your Clients Will Look Like.   Here’s a link to Employee Benefit Adviser’s report, Advisers Find Opportunities in Change at EBA Summit. My own presentation at one of the … Continue Reading

403(b) and 457 Seminar at John Marshall Law School

On October 31 and November 1, I participated in a seminar at the John Marshall Law School, “New Rules for Non-Traditional Retirement Plans”, as part of the Law School’s LLM Program in Employee Benefits. The seminar was led by attorney Bob Toth with whom I collaborated in our 403(b) Crunch Time Series. Bob is considered one of the … Continue Reading

Life Insurance in Qualified Retirement Plans: Presentation to Lake County Estate Planning Council

I was honored to be a guest speaker today to The Lake County Estate Planning Council. The group is an interdisciplinary organization for professionals involved in estate planning to better serve the needs of the public in estate planning. The title of my presentation is: LIFE INSURANCE IN QUALIFIED RETIREMENT PLANS: The Impact of the New … Continue Reading

Department of Labor sponsoring fiduciary compliance assistance seminar for small businesses

Unless you’ve been asleep, compliance with fiduciary responsibilities is one of the highest priorities of the U.S. Department of Labor (DOL). And if you’re a small employer, it can be a difficult and challenging assignment to be responsible for a retirement plan. But here’s some help. The DOL will be sponsoring a free seminar in … Continue Reading

Defined benefit plan seminar handout available for download

Here is the link to my presentation handout (43 pages, PDF) for the August 5, 2008 Seminar, Defined Benefit Pension Plans: What’s Old is New Again and better than ever. This was a 3 hour continuing education seminar sponsored by the Lanny D. Levin Agency, Inc., a General Agent for the Guardian Life Insurance Company. … Continue Reading

Defined Benefit Pension Plan Seminar for Financial Advisers

On Tuesday, August 5, 2008, I will be a co-presenter at the following seminar: "GUARDIAN UNIVERSITY" Tuesday, August 5, 2008 THE LANNY D. LEVIN AGENCY, Inc. DEFINED BENEFIT PENSION PLANS: WHAT’S OLD IS NEW AGAIN – And Better Than Ever! (3 hours CE credit approved for Illinois Insurance Producers) Speakers: Jerry Kalish, National Benefit Services, … Continue Reading

ESOP as an Exit Strategy: Presentation to Chicago Bar Association Financial Institution Committee

See full-size image. Exit strategies for business owners – particularly the baby boomers – is a matter to which they are giving increased attention. And so are their attorneys. Yesterday I participated in a continuing education program sponsored by the Financial Insitution Committee of the Chicago Bar Association for its members on this topic. Our particular focus was ESOP … Continue Reading

Conference of State Bank Supervisors Trust Forum

I am honored to be a guest speaker at the 2008 Trust Forum sponsored by the Conference of State Bank Supervisors (CSBS) in San Antonio  on April 14-16, 2008. The CSBS is the national organization for state bank supervisors, and the nations leading advocate for the state banking system. The Trust Forum is the annual … Continue Reading

Public Employee and Union Benefit Conference

I am honored to be a guest speaker at the 2007 Annual V3 Users Conference which is taking place in Palm Coast, Florida on June 6 – 8, 2007. The conference is being sponsored by Vitech Systems Group , a provider of public retirement and multi-employer benefit administration software for users of their V3 Benefits … Continue Reading

Independent contractor or employee: a teleconference on the practical side

Last month, I wrote about the importance of correcting classifying your workers: independent contractors or employees. The IRS publication to which I included a link told you the rules. Now here is an opportunity to learn in a very practical way how to win audits on independent contractor status from Nancy Joerg, a shareholder and … Continue Reading

Pension Protection Act Seminar

"GUARDIAN UNIVERSITY�" Tuesday, November 7, 2006 Lanny D. Levin Agency, Inc, presents Pension Protection Act of 2006�: Challenges and Opportunities (3 hours CE credit applied for) Speakers: Jerry Kalish, National Benefit Services, Inc. Lanny D. Levin, CLU, ChFC, LANNY D. LEVIN AGENCY, Inc. Some of the topics: Extension of EGTRRA Provisions Retirement Plan Provisions Long … Continue Reading

401(k) Webcast for Lorman Education Services on October 10

Here is the information on the webcast I will be presenting for Lorman Educational Services, a leading provider of continuing educational programs in the United States and Canada. Managing Your 401(k) Plan: Current Considerations and New Challenges Date: Tuesday, October 10, 2006 Time: 1:00 pm ET (12:00 pm CT, 11:00 am MT, 10:00 am PT) … Continue Reading

Retirement Plan Workshop for New England Financial on September 8

I will conducting a workshop for the Associates of New England Financial on Friday, September 8, 2006. The Associates of the Northbrook, IL firm specialize in personal and business financial programs, with emphasis on estate growth, wealth accumulation strategies, minimizing taxes, employee benefits, and maintenance of business interests. My topic will be Targeting The Retirement … Continue Reading

My Roth 401(k) Presentation

I’m active providing continuing education seminars, a number of which are sponsored by The Lanny D. Levin Agency, a Guardian General Agency, for its brokers. Here is an abbrevated version of my recent Roth 401(k) presentation (PDF download) requested by a number of brokers unable to attend. Thanks again to Lanny Levin, the Agency’s owner, … Continue Reading