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Keep It Simple, Sam! Designing Retirement Plans That Work!


Sept. 12, 2024
2:00 p.m. ET

Just because you can, doesn't mean you should!" This caution certainly applies in the world of qualified retirement plans. "Pushing the envelope" may be appropriate for some clients, but often simpler plan designs are better for ensuring compliance, reigning in administration costs, and meeting plan sponsor objectives.

In this 2-hour CE webcast, John Griffin, J.D., LL.M. discusses many plan designs and techniques that keep plan administration and compliance a bit simpler.

Among the topics that will be covered during the webcast are:

  • Avoiding plan eligibility confusion
  • Problematic "compensation" definitions
  • Choosing the right "safe harbor" plan
  • Simple ways to deal with the long-term, part-time employee rules
  • Automatic enrollment plans - benefits and requirements
  • Limiting plan distribution options
  • Simplifying loan administration
  • The benefits of a comprehensive administrative policy

More Information, How to Register

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