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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 their defined benefit plan, innovative designs and plan changes require understanding and navigating the multitude of rules and regulations applicable to retirement plans. Presenters will 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
EA Core0.75
EA Non-Core0.75


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