Plan Provisions in Practice: What's Required, What's Optional, and What's Strategic

American Society of Enrolled Actuaries [ASEA]

From eligibility and entry dates to vesting and distribution rules, plan provisions will make or break your objectives. This webcast will walk through key plan design elements, distinguishing between what’s mandated by law and what’s customizable by the plan sponsor. Attendees will gain practical insight into how provisions can be leveraged to maximize plan effectiveness while minimizing operational risk. This session will help you think critically about plan design choices and their implications.

About the Speakers

Charles Brown, MSEA, QPA, QKA, Actuarial Director, Wolters Kluwer
Charles Brown is the Actuarial Director for ftwilliam.com. In this role he supports their defined benefit compliance and document systems. He has also answered the defined benefit questions on TAGData since 2016. He is President-Elect of the ASEA and a question writer for the JBEA EA-2L exam.

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