Meeting Details

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ACOPA Webcast: Just Because You Can Design a Plan This Way Doesn’t Mean You Should-OD
2.00 ASPPA
November 1, 2018 To November 1, 2019
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Recorded Webcast
2.00 ASPPA Credit
2.00 ERPA
2.00 JBEA Core

Speakers:  Kevin J. Donovan, CPA, EA, FSPA, FCA, President, Pinnacle Plan Design, LLC; and Thomas J.  Finnegan, FSPA, MSPA, CPC, QPA, Executive Vice President, CBIZ Retirement Plan Services


Experience Level for Attendees:  All


Target Audience:  Actuaries, consultants, TPAs


Keywords:  Plan Design, Pensions, Floor Offset


IRS Program Number:  CZTXU-Q-00947-18-O


Description:  This session will look at plan designs, many of which are in the marketplace.  These plans may be perfectly legal, but they’re also really bad ideas.  This webcast will take a look at these designs and cover what people want them to accomplish and what can be left in their aftermath.

Recorded webcasts are available for one year after their live air date.

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