Plan Terminations – Lessons Learned & New Perspectives
April 22, 2020 11:30 AM - 12:45 PM
There is always something new to learn as you guide a plan sponsor through a plan termination. Presenters address some lessons learned as well as pitfalls to avoid, including the insurer perspective regarding the annuity purchase and hear from experts on tips for a smooth execution for your next plan termination.
Note that any allocation of EA credit depends on the actual content of the session.
Session Category: Retirement
Credits: EA Non-Core: 1.50 CPD: 1.50