602 - Plan Termination: Winding Down Nonqualified Plans

Member Price
Non-Member Price

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.


David Scharf


Pete J. Neuwirth

Russell S. Proctor

Pacific Life Insurance Co.


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