2-C-3 - Thawing a Frozen Plan / New Plans

Your client’s plan has been frozen for a number of years. You’ve spent meeting after meeting prepping them for plan termination. But now… they’re suddenly interested in… re-opening the plan? What do you – and they – need to know? What are the hidden tricks and traps – the rules and regulations you’ve never thought about but are suddenly very meaningful? Is it different between re-opening an existing plan or starting a new defined benefit plan from scratch? Speakers cover these issues, so you’re ready to address this rapidly trending topic.

Speakers:

Jess McGrath

Fidelity Investments

Kyle R. Woods

Alston & Bird, LLP

Ms. Laura Pinkall

Fidelity Investments

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