401 - Administrative Grab Bag and Case Studies
Member Price
$
1320.00
Non-Member Price
$
1790.00
The speakers touch on a variety of complex and sometimes overlooked administrative issues including handling non-spouse beneficiaries and deferred beneficiaries; plan termination data readiness; and using the new RMD rules. Questions are welcome, and interactive case studies are presented.
Speakers:

Jaime F. Packer
USI Consulting Group

Jamie Michelle Sloat
Mercer

Spencer Wade
Fidelity Investments
Credits:
CPD Credit: 2.00 EA Core Credit: 2.00 EA Ethics Credit: 0.00 EA Non-Core Credit: 0.00 EA Formal Credit: 2.00-
August 17
ARP: Special Financial Assistance for Multiemployer Plans
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September 07
Recent, New and Proposed ASOPs Affecting General Actuarial Practice
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September 14
New Healthcare Price Transparency Regulations: Crystal Clear or Clear as Mud?
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October 16
2022 CCA Annual Meeting
Austin, TX