303 - Small Plan Overfunding (Client Communications)

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.


Joel W. Tippetts

Pension Planning Consultants Inc

Lynn M. Young

Pinnacle Plan Design, LLC

Mr. Richard O. Goehring

Richard O. Goehring Inc.


CPD Credit: 1.50 EA Core Credit: 1.50 EA Ethics Credit: 0.00 EA Non-Core Credit: 0.00 EA Formal Credit: 1.50