403 - The Finer Points of Plan Administration

Member Price $300.00
Non-Member Price $200.00

Speakers at this session focus on some of the finer points of plan administration that may only impact a small percentage of a plan’s population but can cause some of the biggest headaches if not properly addressed. Potential topics include required minimum distributions, actuarial increases, suspension of benefits notices, QDROs, top 25 lump sum restrictions, and missing participants.


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