SCHEDULE PLANNING GUIDE - Financial Services Institute

ED SESSIONS
Bill Reilly has been employed in a number of capacities by the Office of Financial
Regulation, formerly the Department of Banking and Finance, since 1980, most
recently, as chief, bureau of securities regulation. Bill has also served as a member,
co-chair, and chair of the North American Securities Administrators Association,
Inc. (NASAA) Broker-Dealer Operations Project Group since 1989 and a member
of the Standards, Training, and Certification Project Group since 2006. For the last
24 years Bill has been responsible for the content and speaker selection for the
Florida/NASAA Annual Broker Dealer Training Program. He received NASAA
Outstanding Service Awards in 1997 and 2001. In October 2008, Bill was
appointed by Chief Financial Officer Alex Sink to serve on the Safeguard Our
Seniors Task Force which is charged with reviewing insurance industry practices
involving senior citizens. Bill is a graduate of the University of Florida.
The New World of 403(b)
Tuesday, January 26, 2:30pm–3:45pm (75 minutes)
This session has been approved for 1.5 hours of continuing education for CFP ® , CLU ® , and ChFC ® .
Over the last few years, a number of changes have occurred in the 403(b) arena. Some companies
have totally moved away from the 403(b) business and some have embraced the changes and
expanded their business. This session will discuss both previous and future changes in the 403(b)
retirement area, as well as how firms who work mainly in the 403(b) arena have embraced these
changes.
Speakers: David Blask, Chief Pension Consultant, Lincoln Investment Planning, Inc.
Jim Henderson, CFP ® , CPA, President & CEO, Great American Advisors, Inc.
David Blask, senior pension consultant for Lincoln Investment Planning Inc.,
specializes in 403(b), 457, and 401(k) plans. He has worked with all types of retirement
programs for over 28 years and played a key role in the development of new
standards at Lincoln Investment for maximum allowable contribution calculations
and in educating financial representatives and employers on the rules governing
403(b) contributions. He has spoken to a variety of groups explaining the impact of
Internal Revenue Service audits on retirement plans of governmental entities and
the final 403(b) regulations. David is a regular contributor of articles on technical
aspects of retirement plans to the NTSAA Advisor. His views on the changing
world of 403(b) plans have been quoted by The Wall Street Journal and Defined
Contribution & Savings Plan Alert.
david has earned the American Society of Pension Actuaries designation of
Certified Pension Consultant and is an Enrolled Agent entitled to practice before
the Internal Revenue Service.
42 2010 FSI Broker- Dealer Conference