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View More ASPPA College of Pension Actuaries [ACOPA] Webcasts and Conferences

Just Because You Can Design a Plan This Way Doesn't Mean You Should

ASPPA College of Pension Actuaries [ACOPA]

Nov. 1, 2018
Recorded Online

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.

Learning Objectives:

  • 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

Continue by clicking on the following link:

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