Meeting Details

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ASPPA Webcast: How a Defined Benefit Plan Termination or Freeze Impact a DC Qualified Plan-OD
2.00 ASPPA
August 29, 2018 To August 29, 2019
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Recorded Webcast
2.00 ASPPA Credit
2.00 ERPA
2.00 JBEA Core

Speakers:  Joseph A. Nichols, MSPA, Owner, Nichols Actuarial Consulting, LLC; and Rodney W. Stortenbecker, CPC, QPA, Director of Compliance, Lincoln Financial Group


Experience Level for Attendees:  Intermediate


Description:  "I only work on 401(k) plans so I do not need to know anything about DB plans" said the 401(k) administrator.  Now, one of his/her clients just terminated a DB plan and wants to know how it might impact their 401(k) plan.  You do not want to not be this administrator, correct?  Then sign up for this webcast!  Rod and Joe will explain the ins and outs of a DB plan termination and the potential impact on the 401(k) plan.  The discussion will include employee communication, PBGC and IRS filings, 401(k) plan design options (to replace lost benefits), etc.

Recorded webcasts are available for one year after the date of the live presentation.

  • List Price: $199.00
  • Member Price: $119.00
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