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View More ASPPA [American Society of Pension Professionals & Actuaries] Webcasts and Conferences

Top Ten Issues with Takeover Plans and Proven Techniques for Success

ASPPA [American Society of Pension Professionals & Actuaries]

Feb. 28, 2019
Recorded Online

Employers start and maintain a 401(k) plan for many reasons. As professionals in the retirement plan industry, it is our responsibility to ensure the implementation of a plan goes as smoothly as possible.

In this webcast, hear from industry-leading professionals about the challenges they faced with implementing plans, and the techniques they adopted to make the process better for their plan sponsors and themselves. Gain helpful insights from their experiences, and have a laugh or two at some of the issues that have recently arisen while taking over plans from another provider.

Key Takeaways:

  • Gain insights on the latest techniques when implementing plans.
  • Receive practical tips and avoid pitfalls.
  • Get advice and solutions for implementing plans.

Speaker: W. Frank Porter, APA, QKA, QPA, Assistant Vice President, Empower Institutional

Continue by clicking on the following link:

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