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Retirement Plan Consultants
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Mergers & Acquisition Specialist Compass
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ESOP Administration Consultant Blue Ridge Associates
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Anchor 3(16) Fiduciary Solutions
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Managing Director - Operations, Benefits Daybright Financial
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Compass
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Strongpoint Partners
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Combo Retirement Plan Administrator Strongpoint Partners
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Regional Vice President, Sales MAP Retirement USA LLC
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Retirement Plan Administration Consultant Blue Ridge Associates
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DC Retirement Plan Administrator Michigan Pension & Actuarial Services, LLC
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July Business Services
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| Webinars and Podcasts |
> | Upcoming | On-Demand |
| Conferences | > | Upcoming | Grouped by Location |
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Minimum Coverage Testing Case StudiesASPPA [American Society of Pension Professionals & Actuaries] |
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May 13, 2020 On-Demand Webinar |
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This fast-paced advanced Minimum Coverage Testing session will consist entirely of case studies. Topics covered in the case studies will include disaggregation, related employers, average benefits testing, cross-testing, and transition periods for employer transactions. Additionally, creative testing alternatives will be presented for optimal plan design and test results. Learning Objectives:
Speaker: Steve Riordan, Director of Testing and Reporting Services Fidelity Investments |