CE Webinar for TPAs – November 19

When

Tuesday, November 19, 2019

1:00 – 2:00 PM Eastern Time (1 hour)

Speakers

  • Lynn Young, EA, MSPA, MAAA Partner at Pinnacle Plan Design, LLC
  • Andrew Forgrave, EA, MAAA, MSPA, FCA at Pinnacle Plan Design, LLC

Questions for the Actuary: Top Questions Posed by DC Administrators

Review top questions posed by DC administrators, that will help you to:

  • Gain a basic understanding of the minimum required contribution and maximum deductible limit
  • Learn the importance of the AFTAP certification and its impact on plan operation
  • Review key plan provisions that need to be coordinated when testing combined plans
  • Identify issues that need to be brought to the actuary’s attention

Continuing Education

  • 1 ASPPA Credit Hour
  • 1 NIPA Credit Hour
  • 1 ERPA Credit Hour

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Questions

If you have any questions, please do not hesitate to contact Lisa Tyree via email or by phone at (520) 618-1305.

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