402 - Plan Terminations: Spotting the Rattlesnake Before It's Too Late

Terminating a plan is easy, right? What can possibly go wrong? In this session, speakers examine pitfalls related to regulatory requirements, data integrity, missing participants, lump sum elections, and annuity purchases. Attendees gain practical insights into how to spot and address these costly surprises before they strike.

Speakers:

Hilja Viidemann

Gallagher

Jamie Michelle Sloat

Marsh People and Investments

Mr Kurt Thomas Southworth

October Three LLC

Rose Zaklad

Groom Law Group, Chartered

Credits:

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