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

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.

Speakers:

Julie Sachs

Aon

Mr Frederick W Lamm

WTW

Mr. Craig P. Rosenthal

Mercer

Ms. Marina L. Edwards

Credits:

CPD Credit: 2.00 EA Core Credit: 1.00 EA Ethics Credit: 0.00 EA Non-Core Credit: 1.00 EA Formal Credit: 2.00