Corporate Plan Services

News and Events


Check here regularly for important Pension Professionals news and event updates. Stay informed with seminars and webinars on the latest topics such as "How to Build and Maintain an Effective Retirement Plan Comittee", "Exploring Your Fiduciary Responsibility" and "Roadmap to Defined Benefit Plan Termination". 


Upcoming: Retirement Plan Seminar October 23rd 2018

October 9th, 2018 Posted By CWalls

Congratulations on choosing a retirement plan for your employees.  As you know, retirement plans are a great benefit but can always use some fine tuning.  That’s how we can help!

EarnCE (SHRM) credit and improve your retirement plan, join us at an exclusive after-hours event. Click here to read more. 


"Roadmap to Defined Benefit Plan Termination" Seminar

April 6th, 2015 Posted By CWalls

Since ERISA was passed 40 years ago, administering and managing a pension plan (ongoing, closed or frozen) has become far more complicated. Staying abreast of the latest requirements should you consider terminating, freezing or closing your defined benefit plan can be a daunting task.

 

As you might expect, there are several items that need to be considered when terminating a defined benefit plan, including: developing a communication strategy, ensuring the accuracy of participant data, locating missing participants, and soliciting bids for group annuities. The termination process requires meticulous attention to detail!

Come to our exclusive seminar on June l8th where we will explore how to understand the complexity of the termination process and where our defined benefit plan experts will make the road map predictable and as smooth as possible.

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Webinar "How to Build and Maintain an Effective Retirement Plan Committee"

March 26th, 2015 Posted By CWalls

This webinar is tailored for anyone involved in the administration or governance of a qualified retirement plan including human resources professionals, senior level executives, financial and executive officers or anyone who takes on fiduciary responsibility on behalf of his or her company's retirement plan.

This exclusive event is a rare opportunity to hear directly from the United States Department of Labor and Burns & Levinson, LLP.

The session will provide what you need to know about good retirement plan governance and the key toa well-run retirement plan committee. Taking the time to consider the makeup of the committee and to create a strategy for the operation of the committee will be discussed.

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