The New ftwilliam.com Defined Benefit Documents
Date: 2018-10-18 01:30:00
Duration: 1.5 hours
CE Credit: ASPPA/NIPA
Speakers: Brian Furgala and Holly Roussel-Godfrey
The PPA restatement documents are here for defined benefit plans! We are excited to go over all the enhancements we made to both the documents and the system. Join Brian Furgala, Director of ERISA Services and Holly Roussel-Godfrey, technical product owner, from ftwilliam.com, as well as Charles Brown, Regional Vice President & Consulting Actuary at EGPS, as they cover the following during this webinar:
- New or improved language in the documents
- Drafting tips for both traditional defined benefit and cash balance plans
- Efficient ways to convert from EGTRRA to PPA and other tips and tricks in ftwilliam.com