CE Webinar from ftwilliam.com
Overview of FTW's Cycle 3 Defined Benefit & Cash Balance Documents
Date: Thursday, March 16, 2023
Time: 1:00 PM EST
CE Credit: 1 ASPPA & 1 NIPA
During this webinar, FTW’s resident actuary and document expert, Charles Brown, will review our Defined Benefit / Cash Balance Documents for Cycle 3. Charles will cover all of the required changes and how your PPA plans will map to a Cycle 3 plan. We will also use this time to go over some of the efficiency tools to make conversion and delivery more streamlined for your documents team.
Highlights
- High-level overview of restatement tracking via the New Plan Design Summary module
- General info on Cycle 3 (dates, legislation included, etc.)
- New features and changes in the FTW Cycle 3 DB/CB documents
- Using Cycle 3 documents for retroactive effective dates
- Conversion and delivery using FTW’s Plan Document Software
This live event is now complete. Click below to access to the replay
Presenters
Charles A. Brown
Actuarial Director, ftwilliam.com
Holly Roussel-Godfrey
Senior Technology Project & Program Manager, ftwilliam.com
Kelly A. Johnson
ERISA Consultant at ftwilliam.com
Follow Wolters Kluwer
