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The Pension Source
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Distributions Processor - Qualified Retirement Plans Anchor 3(16) Fiduciary Solutions, LLC
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DWC ERISA Consultants LLC
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Nova 401(k) Associates
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BPAS
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EPIC RPS
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BPAS
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Merkley Retirement Consultants
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Compensation Strategies Group, Ltd.
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Defined Benefit Specialist II or III Nova 401(k) Associates
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Retirement Combo Plan Administrator Heritage Pension Advisors, Inc.
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July Business Services
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View More American Society of Enrolled Actuaries [ASEA] Webinars, Podcasts and Conferences
Closed Plan Relief and Plan Design ApplicationsAmerican Society of Enrolled Actuaries [ASEA] |
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Feb. 7, 2024 On-Demand Webinar |
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Speaker: Kevin Donovan, FSEA, Senior Advisor, Pinnacle Plan Design LLC Description: SECURE 2.0 added Code Section 401(o). This section created a path for small employers to freeze their defined benefit plans. Plans that meet the requirements of the new law may be frozen for new entrants, avoid Section 401(a)(26) going forward and pass combined plan testing without a gateway requirement. Learning Objectives:
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