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.

Speakers:

Michael S. Clark

River and Mercantile

Derek N. Guyton

Edward M. Pudlowski

MorningStar Actuarial Consulting, LLC

James L. Jones - EY

Tasha Eurich

Credits:

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