Continuing Education Webinar Series:

ftwilliam.com's Cycle 3 (Post PPA) Defined Contribution Documents - Part I

Date: Thursday, October 22, 2020

Time: 1:00 PM EDT

2020 has been a drag, but your DC restatements don’t have to be! Join Brian Furgala and Kelly Johnson from our documents team as they show you some of the new bells and whistles on our newly-released Cycle 3 (“Post PPA”) defined contribution documents.

This webinar will cover:

New and improved checklist items;
Updated document language; and
Our new format for compensation and eligibility requirements (spoiler alert: it’s those tables so many of you have been asking for).

Let’s end 2020 with a silver lining!

Featured Speakers

Brian Furgala,

Director of ERISA Services

ftwilliam.com

Kelly Johnson,

ERISA Consultant

ftwilliam.com

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After 10/22? Register for the replay!

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Live attendance is eligible for 1 ASPPA or NIPA credit