Defined Benefit Documents Update

Date: 2019-05-29 01:00:00

Duration: 75 minutes

CE Credit: 1.5 ASPPA/NIPA

Speakers: Charles Brown, Regional Vice President & Consulting Actuary at EGPS; Brian Furgala, Director of ERISA Services and TAG,; Holly Roussel-Godfrey, Technical Product Owner,

Have you restated your DB plans onto the PPA restated documents?  Only about one year left to do so.  Join us to learn about the enhancements made to both the PPA documents, as well as to the system.  We will also be covering questions raised by other customers during this restatement period.

Takeaways from the Webinar include:

-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

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What We Have Here is a Failure to Communicate: Service Provider Communication Best Practices

Date: 2019-06-13 01:00:00

Duration: 75 Minutes

CE Credit: 1.5 ASPPA/NIPA, 1 ERPA

Speakers: Sarah Simoneaux, President of Simoneaux Consulting Services & Jane Nickalls, Senior Product Support Specialist,

Cost Per Person: $39

In this 75-minute webinar, we will look at service provider communication best practices – including how to “speak ERISA” to advisors, plan sponsors and participants – using actual retirement services case studies to illustrate these concepts:

  • First impressions and the importance of conversion communication
  • Customer service skills for relationship managers and administrators
  • Communication in the digital age

We will also discuss Compliance Testing & Reporting software case study customer service tips, including ideas from the Compliance Support Team.

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