502 - Identifying and Navigating Gaps in Guidance

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Retirement plans have been the topic of thousands of pages of law, tax code, regulation, and informal guidance. But somehow there are still things we don’t know – both new and old topics. Panelists discuss some of the items we wish we knew or had guidance on, as well as approaches to take when you find yourself in one of these situations.

Speakers:

Bruce Cadenhead

Mercer

John Malcolm Merrill

Nicolay Consulting Group

Mr. James E. Holland, Jr.

Cheiron, Inc.

Tristan T. Christ

WTW

Credits:

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