Knowledge Library CE Webinar: Defined Benefit Documents Update
Wednesday, May 29, 2019

CE Webinar: Defined Benefit Documents Update

Have you restated your DB plans onto the PPA restated documents?  Only about one year left to do so.  Join us to learn about the enhancements made to both the PPA documents as well as the system.  We will also be covering questions raised by other customers during this restatement period.  The webinar will be presented by Brian Furgala, Director of ERISA Services and Holly Roussel-Godfrey, technical product owner, from, as well as Charles Brown, Regional Vice President & Consulting Actuary at EGPS.  

Takeaways from the webinar include:

  • New or improved language in the documents
  • Drafting tips for both traditional defined benefit and cash balance plans
  • Efficient ways to convert from EGTRRA to PPA and other tips and tricks in

To view the webinar replay, please click the link below and complete the information. You will receive an email with a link to the webinar.

Watch Now