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Regional Sales Director-Mid Atlantic July Business Services
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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EPIC RPS
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Spectrum Pension Consultants (part of Daybright Financial)
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Nova 401(k) Associates
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Internal Channel Sales Team Lead July Business Services
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Regional Sales Director-Heartland July Business Services
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Director, Strategic Accounts and Channel Development July Business Services
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Relationship Manager – Defined Contributions Daybright Financial
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Director of Regulatory Operations and Compliance PCS Retirement
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Independent Retirement
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Daybright Financial
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Daybright Financial
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View More American Society of Enrolled Actuaries [ASEA] Webinars, Podcasts and Conferences
Plan Provisions in Practice: What's Required, What's Optional, and What's StrategicAmerican Society of Enrolled Actuaries [ASEA] |
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May 30, 2025 Webinar |
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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 |