402 - Plan Terminations: Spotting the Rattlesnake Before It's Too Late
Terminating a plan is easy, right? What can possibly go wrong? In this session, speakers examine pitfalls related to regulatory requirements, data integrity, missing participants, lump sum elections, and annuity purchases. Attendees gain practical insights into how to spot and address these costly surprises before they strike.
Speakers:
Hilja Viidemann
Gallagher
Jamie Michelle Sloat
Mercer
Mr Kurt Thomas Southworth
October Three LLC
Rose Zaklad
Groom Law Group, Chartered