Please join us for the first installment of our 2014 Plan Sponsor Basics webinar series, which focuses on the issues that many plan sponsors face in the design and operation of their retirement plans.
A combination of factors — improved funded status, access to inexpensive credit in the capital markets, and higher carrying costs (e.g., higher Pension Benefit Guaranty Corporation premiums, possible liability increases due to changes in mortality, etc.) — continues to motivate plan sponsors to consider pension plan “de-risking” efforts. This webinar will discuss legal issues and concerns that plan sponsors should consider when designing and implementing pension plan “de-risking” programs, such as lump-sum window programs, annuity purchases, and liability-driven investment programs. These issues and concerns include tax-qualification issues, fiduciary considerations, and possible litigation concerns.
For more information, please contact Olive To at firstname.lastname@example.org or 215.963.5116.
CLE credit in CA, FL, IL, NJ (via reciprocity), NY, PA, TX, and VA is currently pending approval.
upcoming plan sponsor basics webinars
June 18 | Fiduciary Issues for Retirement Plan Sponsors
September 10 | Preparing for and Managing Plan Audits
October 21 | Pension Benefit Guaranty Corporation Issues for Pension Plan Sponsors
November 4 | Issues for 401(k) Plan Sponsors with Employer Stock Investment Funds