| Sunday, October 20, 2024 - Wednesday, October 23, 2024 |
Claire Rowland will present during two sessions at The 2024 ASPPA Annual Conference & TPA Growth Summit in Orlando, FL.
Qualified Plan Terminations – Optimizing the Best Outcome at the End of a Relationship
Sunday, October 20 | 1:00–1:50pm
The goal of any qualified plan termination is to execute the process expeditiously and efficiently, with minimal disruption to all stakeholders. This session will delve into strategies to effectively safeguard participant interests while mitigating fiduciary responsibility.
Navigating the Nuances: Providing Information, Giving Guidance, and Offering Legal Advice
Monday, October 21 | 8:30–9:20am
Our clients often seek our assistance in understanding the complex world of retirement plan administration and compliance. However, there exists a crucial distinction between providing information, giving guidance, and offering legal advice. It is critical that retirement plan professionals understand and operate within their firms’ compliance framework while ensuring clients receive accurate and appropriate assistance.
Led by seasoned authorities in retirement plan administration and compliance, attendees will gain invaluable insights into navigating these distinctions to ensure compliance, mitigate risks, and enhance client relationships.