This session will look at plan designs, many of which are in the marketplace. These plans may be perfectly legal, but they’re also really bad ideas.
This webcast will take a look at these designs and cover what people want them to accomplish and what can be left in their aftermath.
- Recognize pitfalls in offset designs
- Gain an understanding of how to measure risk associated with certain designs
- Identify when a legal plan design is a house of cards
- Kevin J. Donovan, CPA, EA, FSPA, FCA, President, Pinnacle Plan Design, LLC
- Thomas J. Finnegan, FSPA, MSPA, CPC, QPA, Executive Vice President, CBIZ Retirement Plan Services
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