Meeting Details

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Events
ACOPA Webcast: Just Because You Can Design a Plan This Way Doesn’t Mean You Should-OD
2.00 ASPPA
Date:
November 1, 2018 To November 1, 2019
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Format:
Recorded Webcast
Credits:
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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