Plan Terminations – Lessons Learned & New Perspectives Webinar

 

 

Sessions:

Session Handout

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
  • 1 . Jennifer L. Greenwell Mercer
  • 2 . David Geloran BCG Pension Risk Consultants | Penbridge
  • 3 . Russell S. Proctor Pacific Life Insurance Co.
  • 4 . Meryl A. Feigenbaum Buck