Join us for a 45-minute webinar designed for plan sponsors, auditors, attorneys, and investment advisors. We will highlight the following plan termination preparation steps:
- Financial – Findley PlanTermTM Financial Modeler demonstration of the moving variables and strategies for each
- Plan Design – Legislative considerations and replacement benefits
- Data – Data quality, missing participants, QDROs
- Implementation Strategy – Quickly reach consensus among stakeholders, manage and communicate change
Our goal is to simplify this complex process making it easier for you to lay out a path to achieve your goal.
Wednesday, December 5, 2018, 11:00 a.m. ESTEvents