Title: CE Webinar: Defined Benefit Documents Update
Date:Wednesday, May 29, 2019
Time: 2:00-3:15 PM Eastern Time
Duration: 75 min
CE Webinar: Defined Benefit Documents Update
Have you restated your DB plans onto the PPA restated documents?
Only about one year left to do so. Join us to learn about the
enhancements made to both the PPA documents as well as the system. We
will also be covering questions raised by other customers during this
restatement period. The webinar will be presented by Brian Furgala,
Director of ERISA Services and Holly Roussel-Godfrey, technical product owner,
from ftwilliam.com, as well as Charles Brown, Regional Vice President &
Consulting Actuary at EGPS.
Takeaways from the webinar include:
New or improved
language in the documents
Drafting tips for
both traditional defined benefit and cash balance plans
Efficient ways to
convert from EGTRRA to PPA and other tips and tricks in ftwilliam.com
ftwilliam.com Webinar Series
Eligible for the following CE credits: 1.5 ASPPA/NIPA
REGISTER BELOW
FEATURED SPEAKERS
Brian
Furgala, Director of ERISA Services and TAG, ftwilliam.com
Charles Brown
Regional Vice President & Consulting Actuary at EGPS