602 - Plan Termination: Winding Down Nonqualified Plans

Member Price
$
1320.00
Non-Member Price
$
1790.00

There are a host of issues to face when considering winding down and terminating a nonqualified plan. In many cases the relevant considerations and challenges for a nonqualified plan are the opposite of a qualified plan. Panelists address the strategy, decision points, timing, and steps that need to be considered, including a transfer of investment and mortality risk and reduction of financial statement volatility.

Speakers:

David Scharf

Buck

Pete J. Neuwirth

Russell S. Proctor

Pacific Life Insurance Co.

Credits:

CPD Credit: 1.50 EA Core Credit: 0.00 EA Ethics Credit: 0.00 EA Non-Core Credit: 1.50 EA Formal Credit: 1.50