403 - The Finer Points of Plan Administration

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.


Jaime F. Packer

USI Consulting Group

Jamie M. Sloat


Jeremy P. Olszewski

Fidelity Investments

Spencer Wade

Fidelity Investments


CPD Credit: 2.00 EA Core Credit: 2.00 EA Ethics Credit: 0.00 EA Non-Core Credit: 0.00 EA Formal Credit: 2.00