1-C-3 - Small Plan Design (Nondiscrimination Issues, Too)

Small plan design and nondiscrimination testing go hand in hand. Our panelists share practical tips for designing DB/DC small plans, from testing basics to less common strategies such as designing plans that are primarily DB in nature and staggering rate groups to improve testing results. Come and see case studies exploring various plan design options.

Speakers:

Justin F. Greindl

Fidus Actuarial Solutions

Mr. Lawrence Deutsch

Larry Deutsch Enterprises

Credits:

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