Don’t let those pesky deadlines ruin your weekends and holidays. Plan your 2025 with this informative review of the annual administration deadlines common to small-employer defined benefit plans. We will identify the standard actuarial reports, compliance testing, participant disclosures, government filings and employer elections required throughout the year along with the applicable due dates. Be sure to note the deadlines that can be moved to the next business day should they fall on a weekend or federal holiday.

About the Speaker
Joe Cimino is an Enrolled Actuary with over 15 years of retirement plan experience spanning both coasts. Currently a Senior Actuary at FuturePlan by Ascensus, he reviews a combination of retirement plans with a focus on cash balance designs. Other responsibilities include mentoring actuarial trainees and hosting internal webcasts about plan design. You can find Joe out with his dog or surfing the waves outside the office.

Participant Information
Each attendee/viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.

Registration for on-demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date.

Recordings are available one week after the live webcast takes place.