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Sessions

Plan Terminations – Lessons Learned & New Perspectives April 22, 2020 11:30 AM - 12:45 PM

There is always something new to learn as you guide a plan sponsor through a plan termination. Presenters address some lessons learned as well as pitfalls to avoid, including the insurer perspective regarding the annuity purchase and hear from experts on tips for a smooth execution for your next plan termination.

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

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

Certificate: Plan Terminations – Lessons Learned & New Perspectives April 22, 2020 11:30 AM - 12:45 PM

Speakers

  • 1 Jennifer L. Greenwell Mercer
  • 2 David Geloran BCG Pension Risk Consultants | Penbridge
  • 3 Russell S. Proctor Pacific Life Insurance Co.
  • 4 Meryl A. Feigenbaum Buck