508 - SFA Retrospective and Next Steps

With the Special Financial Assistance application process winding down, attention now turns to post-SFA compliance and strategies. Speakers review the rules that apply to plans that receive SFA and discuss funding strategies. The panel also discusses current events with the eligibility of terminated plans, and reflect on the program’s successes and failures.

Speakers:

Amanda Lyn Borden

Segal

Brian Hartsell

The McKeogh Company

Lori R. Waichman

Mooney Green Saindon Murphy & Welch, P.C.

Credits:

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