508 - SFA Retrospective and Next Steps

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With the SFA application process winding down, attention now turns to post-SFA compliance and strategies. Speakers will review the rules that apply to plans that receive SFA and discuss investment and other strategies. The panel will also reflect on the program and offer views on the successes and failures.

Speakers:

Amanda Lyn Borden

Segal

Brian Hartsell

The McKeogh Company

Mr. Joshua Shapiro

Groom Law Group, Chartered

Credits:

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