2-C-4 - Takeovers for Small Plans
Like it or not, everyone will have to take over a plan at some point. What is the process? What are your professional obligations? How do you protect yourself and your client? Is doing a takeover even necessary? Join us for a lively session where we answer these questions, and (hopefully) discuss some real-life situations from our audience. Bring your war stories!
Speakers:
Mr. Andrew C. Forgrave
Pinnacle Plan Design, LLC
Ms. Karen Nowiejski Smith
Nova 401(k) Associates