603 - Strategic Plan Design for DC Plans

Member Price $300.00
Non-Member Price $200.00

This session will cover the plan design of a Defined Contribution program that meets both employee and employer retirement needs and can also be used as a tool for employer recruiting and retention. We will discuss the design of combination DB/DC plans as well as important plan features such as auto enrollment and escalation, portfolio design, participant education, benefit portability and other plan design features.


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