Description

Many employers are currently considering redesigning their qualified and non-qualified retirement plans, as a result of a number of factors.  Although plan design discussions are lengthy, issues can be overlooked.  During this presentation, we will discuss these important but less talked about issues so the design discussions can be more thorough.

Learning Objectives:

• Understand issues related to plan design changes that are commonly overlooked or disregarded
• Gain insight on how to assess the impact of commonly overlooked issues in plan design changes
• Learn the advantages and risks associated with non-discrimination testing

Speaker(s):

• Patrick Blanchard, JD, LL.M. (Taxation), Managing Director, Alvarez & Marsal
• Karen M. Field, J.D., RSM US LLP