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Retirement Insights & Answers

NCEO Webinar replays are the recorded version of our live Webinars, using PowerPoint presentations viewed online. To purchase a twelve-month subscription providing unlimited access to all recorded Webinars, including this one, follow this link. If you have a current subscription to the replays, log in here. (Replays are not available for individual purchase). Please contact Colleen Kearney at 510-208-1311 or for additional information.

This replay was recorded on February 19, 2019.

About This Meeting

The Retirement Answers and Insights Webinar was not recorded due to compliance issues. Handouts for the presentation are available.

Today's Webinar will help you address an important decision — what to do with your retirement plan assets when you retire or leave your job. This is money you've worked hard to save, and it's important that you handle your plan in the way that can most benefit your financial future. In addition, your plan may provide additional options such as installment payments or annuities that are not discussed here. You should consult with your plan administrator regarding any such options.

Learn Objectives:

1. What is today's retirement reality, and why it's important for you to understand what that looks like
2. What are the advantages and disadvantages of your retirement plan distribution options
3. What special considerations may affect your decision
4. What will be your next steps


Keith Apton

presenter photologo

The Capital ESOP Group- UBS Financial Services

Keith has 17 years of financial services industry experience with an extensive background in corporate finance. As founding partner of The Capital ESOP Group at UBS, he leverages the resources of the firm to assist his clients and their families in creating personalized financial solutions. Keith has a disciplined approach to help small- to middle-market business owners with sell-side solutions and post-sale financial planning, including wealth management and tax and estate planning strategies. Keith is an author and heads a national practice partnering with financial advisors on 1042 qualified replacement property rollovers.