502 - Identifying and Navigating Gaps in Guidance

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. Discussion topics include: market-based cash balance plans, multiple annuity starting dates and 415 limits, spinoffs and funding method changes, SECURE Act guidance, and post year-end amendments.

Speakers:

Bruce Cadenhead

Marsh People and Investments

Matthew Sampogna

Principal Financial 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