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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

Holly Roussel-Godfrey,
Technical Product Owner, ftwilliam.com