503 - Plan Mergers and Spinoffs for DB and DC Plans (Frozen and Active Plans)

Member Price $300.00
Non-Member Price $200.00

Many sponsors have multiple retirement plans, and in several situations it might make sense to merge them. Similarly, there may be situations where it might make sense to transfer liabilities among plans.


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