3-B-4 - Dealing With Lump Sum Issues

Speakers cover the various issues in determining lump sum benefits including calculation methodologies, how Section 436 restrictions can impact the lump sum calculations, and Section 415 and 417 issues.


Mr. Lawrence Deutsch

Larry Deutsch Enterprises

Ms. Kelsey Mayo

Poyner Spruill


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