702 - Small Plan Terminations

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Small DB plan terminations present unique challenges that require careful navigation of regulatory, financial, and operational considerations. This session explores common termination triggers, funding strategies, and practical steps for managing the process efficiently and correctly.

Speakers:

Lance Paul Roteman

National Professional Planning Group

Credits:

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