Complimentary Webinar
Who's Afraid of a Broken DB Plan? Not Us!
Date: Wednesday, January 29, 2025
Time: 1:00 PM ET
Are you a TPA or actuary that shies away from taking on clients with broken defined benefit plans? Then plan to join us on Wednesday, January 29th at 1 pm ET for Who's Afraid of a Broken DB Plan? Not Us!
These “broken plans” represent a two-fold opportunity: one-time, up front revenue for the correction and recurring revenue for annual administration. The key is knowing how to perform the correction and managing resources correctly.
After our webinar – where we'll be joined by Charles Brown, Katie Heemskerk, and Holly Roussel-Godfrey – you'll be ready to incorporate DB plan corrections into your business by:
- Identifying and triaging DB plan compliance failures.
- Determining the appropriate correction method under EPCRS (if necessary).
- Assimilating plan corrections into your workflow.
You don't want to miss out. Register today!
CE Credit: 1 ASPPA/NIPA
Click the button below to view the replay!
Presenters
Charles Brown
Actuarial Director
Katie Heemskerk
Technology Product Manager
Holly Roussel-Godfrey
Associate Director, Product Design & Compliance
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