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Relationship Manager - Defined Contributions Daybright Financial
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Northwestern Wisconsin Associates, Inc. (NWA, Inc.)
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Relationship Manager for Defined Benefits Daybright Financial
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Frank Pension Consultants, Ltd.
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Compass
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Compass
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Relationship Manager for Defined Contributions 2 Daybright Financial
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Free Publications
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| Webinars and Podcasts |
> | Upcoming | On-Demand |
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Compensation: Are You Getting The Correct Data?ASPPA [American Society of Pension Professionals & Actuaries] |
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Mar. 1, 2023 On-Demand Webinar |
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The IRS indicates that one of the most common errors they find during audits is how compensation is applied when administering a retirement plan. This interactive session will not only review the basic definitions that are acceptable, but also those more advanced concepts (such as exclusions, fringe benefits, and severance pay) that provide challenges for administration. Is your client providing you with the data that you need to run the required tests? After attending this webcast, you will have a better understanding of what details of compensation you need and more importantly – why.
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