3-A-4 - Last Call for SFA: What We’re Seeing in Applications, Compliance, and the Courts

As the SFA application window enters its final year, plans face a narrowing opportunity alongside shifts in review focus, making it more important than ever to get submissions right. Speakers highlight recent trends and issues emerging in applications and offers practical considerations to help avoid delays and complications. They also examine the annual statement of compliance process and discuss the potential impact of recent litigation.

Speakers:

Mr David Pazamickas

Horizon Actuarial Services, LLC

Mr. James Edward O'Neill

Pension Benefit Guaranty Corp.

Ms. Erika B. Bode

Pension Benefit Guaranty Corp.

Credits:

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