The Inside Scoop on Pension Plan Termination

WHAT TO KNOW BEFORE YOU START

Webinar Registration

Wednesday, December 5, 2018

11:00am - 11:45am EST Webinar

Terminating a pension plan is not easy with many moving parts to think about. You'll learn how to prepare for a smoother, more predictable process.

This 45-minute webinar for plan sponsors, auditors, attorneys, and investment advisors will highlight the following plan termination preparation steps:

  •      Financial – Findley PlanTermTM Financial Modeler demonstration of the moving variables and strategies for each
  •      Plan Design – Legislative considerations and replacement benefits
  •      Data – Data quality, missing participants, QDROs
  •      Implementation Strategy – Quickly reach consensus among stakeholders, manage and communicate change

Our goal is to simplify this complex process making it easier for you to lay out a path to achieve your goal.

Use your words

Use your words

Use your words

Use your words