Log in
Home
At-Large Membership
Chapters Login
Boise
Denver
Los Angeles
Orange County
Phoenix
Portland
Sacramento
Salt Lake City
San Diego
San Francisco
Seattle
Webinars
Events
CE Credits
About
Contact Us
Home
Phoenix - Monthly Luncheon: Can an Exchange Strategy Provide the "Win-Win" for Employers and their Participants?
Back
Phoenix - Monthly Luncheon: Can an Exchange Strategy Provide the "Win-Win" for Employers and their Participants?
When
20 Feb 2014
11:30 AM - 1:00 PM (MST)
Location
Phoenix Country Club (at 7th Street and Thomas)
On December 11th, the Internal Revenue Service released Notice 2013-74, which addresses the expansion of in-plan Roth account rollovers under new tax code Section 402A(c)(4)(E). MONTHLY LUNCHEON
Can an Exchange Strategy Provide the "Win-Win" for Employers and their Participants?
Thursday, February 20, 2014
11:30 a.m. to 1:00 p.m.
Phoenix Country Club
7th Street and Thomas Road
In this session, we will discuss how an exchange strategy can produce meaningful value improvements for both the employer and participant, creating the "Win-Win". We will focus on the products facilitated by an exchange strategy as replacement to the traditional group plan model. We will also discuss how to objectively evaluate these products to confirm and measure the potential value gain.
MORE INFORMATION
WPBC GB Website Privacy Statement 2012-13
Western Pension & Benefits Council
mailto:office@westernpension.org
Powered by
Wild Apricot
Membership Software