Navigating the Complexities of Retirement Plan Termination

National Association of Plan Advisors [NAPA]

Earn more than CE credit. Learn practical strategies to manage retirement plan termination — from understanding your fiduciary responsibilities to finding missing and non-responsive participants and reconnecting them with their retirement savings. This insightful and interactive webinar will guide you through the steps to terminate a company retirement plan successfully.

Learning Objectives:

1. Identify key fiduciary duties involved in retirement plan termination and learn best practices for managing these responsibilities throughout the process.
2. Explore effective methods for locating and reconnecting missing or non-responsive plan participants with their retirement savings
3. Gain practical knowledge and step-by-step guidance for successfully terminating a company retirement plan, including compliance and administrative considerations.

More Information, How to Register