303 - Small Plan Overfunding (Client Communications)

Member Price $300.00
Non-Member Price $200.00

What methods exist to put an overfunded plan to good use for small plans? Speakers discuss the tools as well as introduce new approaches to handling current or potential overfunded situations.


Michael S. Clark

River and Mercantile

Derek N. Guyton

Edward M. Pudlowski

MorningStar Actuarial Consulting, LLC

James L. Jones - EY

Tasha Eurich


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