Plan Design Workshop
The text below is from the program that ran in March 2008 and is for information only.
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Optimizing the EGTRRA Restatement
It’s time to restate employer plans for EGTRRA. Newly minted EGTRRA prototype and volume submitter documents with a multitude of options await you. If you are using an individually designed plan, you also must restate for EGTRRA. Does the current plan design fit the employer’s needs? Are there new options the employer should take advantage of? Being able to identify the right design and select the plan provisions that best meet your client’s goals is an essential skill. To gain this skill, attend our innovative Plan Design Workshop.
In this full day Workshop, the focus is on strategies, not rules. We help you recognize the clients’ goals, identify the best plan, and select the options that will best implement those goals. And, we take into account the significant changes of the Pension Protection Act of 2006 and the opportunities under pre-approved EGTRRA prototype and volume submitter plans. Each design uses complete numerical illustrations to compare the strengths and weaknesses of the most popular types of plans. You’ll leave the program with skills you can use now. There is no better opportunity than the required EGTRRA restatement to optimize the employer’s plan design.
Who Should Attend
This Workshop offers an exceptional opportunity for intermediate to advanced pension professionals to enhance the skills needed to help their clients select and design the appropriate plan. It’s ideal for the practitioner, consultant, trust officer, plan administrator, accountant, financial services representative, employee benefits manager, or human resources staff with retirement plan responsibility.