501 - The House Always Wins: Winning at Pension Administration

Panelists provide a deep dive into complex pension administration topics. They’ll explore technical issues such as benefit accruals after NRD, IRC 415 limits, RMDs and more. The session includes a discussion on the IRS Employee Plans Compliance Resolution System (EPCRS) and its role in correcting administrative errors, providing actuaries with practical strategies for maintaining plan integrity.

Speakers:

Jamie Michelle Sloat

Mercer

Lee D. Gold

Mercer

Mrs Sophia Kardadi Sanchez

DWC The 401(k) Experts

Sherrie Boutwell

Boutwell Fay LLP

Credits:

CPD Credit: 2.00 EA Core Credit: 2.00 EA Formal Credit: 2.00