LegalOctober 22, 2020

Cycle 3 (Post PPA) Defined Contribution Documents – Part I

Recording Date: 2020-10-22 12:00:00
Duration: 60 minutes
CE Credit: 1 ASPPA/NIPA credit
Speakers: Brian Furgala - Director of ERISA Services, and Kelly Johnson - ERISA Consultant,


2020 has been a drag, but your DC restatements don’t have to be! Join Brian Furgala and Kelly Johnson from our documents team as they show you some of the new bells and whistles on our newly-released Cycle 3 (“Post PPA”) defined contribution documents.

This webinar will cover:

  • New and improved checklist items;
  • Updated document language; and
  • Our new format for compensation and eligibility requirements (spoiler alert: it’s those tables so many of you have been asking for).

Let’s end 2020 with a silver lining!

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