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Automotive Industries Trust Funds
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Regional Sales Director-Heartland July Business Services
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Director, Strategic Accounts and Channel Development July Business Services
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EPIC RPS
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Attorney - ERISA, Benefits, & PRT Securian Financial Group
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Internal Channel Sales Team Lead July Business Services
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Independent Retirement
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Nova 401(k) Associates
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Stones River Consulting
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Regional Sales Director-Mid Atlantic July Business Services
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Pentegra
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Senior Client Service Specialist EPIC RPS
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Compass
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Daybright Financial
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Independent Retirement
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Relationship Manager – Defined Contributions Daybright Financial
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The Pension Source
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Daybright Financial
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Mergers & Acquisition Specialist Compass
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View More Conference of Consulting Actuaries Webinars, Podcasts and Conferences
Let’s Make A Plan: Practical Design & Actuarial ConsiderationsConference of Consulting Actuaries |
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June 3, 2026 12:30 p.m. - 1:45 p.m. ET Webinar |
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In this CCA retirement series webinar, presenters walk through the end-to-end process of establishing new defined benefit plans (including cash balance and hybrid designs), as well as re-opening previously frozen plans. We’ll focus on sponsor objectives, design trade-offs, qualification and documentation touchpoints, initial funding and AFTAP mechanics, PBGC applicability, nondiscrimination/testing coordination with existing DC plans, and early governance decisions that prevent headaches later. |