Session Handout

Pitfalls in Innovative Design June 12, 2019 11:30 AM - 12:45 PM

Whether your client is an organization looking to retain certain employees through rich retirement benefits, a small practice looking to use a retirement plan to defer income taxes, or an organization trying to exit itsr defined benefit plan, innovative designs and plan changes require understanding and navigating the multitude of rules and regulations applicable to retirement plans. Presenters examine some “innovative” plan designs appearing more frequently in the marketplace and point out potential pitfalls.

Note that any allocation of EA credit depends on the actual content of the session.

Session Category
Retirement
Credits
EA Core1.00
EA Non-Core0.50
CPD1.50

Certificate: Pitfalls in Innovative Design June 12, 2019 11:30 AM - 12:45 PM

Please use the following form to list the attendees from your location who wish to receive certificates of attendance. Under the group policy, CCA members receive their certificates as a benefit of membership. Non-members who wish to receive a continuing education certificate are charged a $30 processing fee per individual certificate.

  • 1 Suzanne C. Wyatt Willis Towers Watson
  • 2 Thomas J. Finnegan CBIZ Retirement Plan Services
  • 3 Lawrence Deutsch Larry Deutsch Enterprises