Symposium seminars were presented by Lee Swerdlin of Swerdlin & Company on ESOPs, and Dan Kravitz and JJ McKinney, both of FuturePlan, on cash balance plans and outsourcing the 3(16) fiduciary role. Among the many aspects covered in their presentations, Lee and Dan addressed the evolving nature of defined benefits, potential tax upsides and downsides, and ideal circumstances for implementing these plans. JJ presented compelling reasons for plan sponsors to consider partnering with a 3(16) plan administrator fiduciary.
Check out these interview segments featuring some targeted insights from our esteemed presenters about their areas of expertise.
View The Interviews...