United States: Defined Benefit Plan Challenges And Exit Strategies
Last Updated: December 23 2015

Start Time: Jan 27, 2016 2:00 PM ET
End Time: Jan 27, 2016 3:30 PM ET

Location Details: Online
Event Type: Webcast
Recommended CPE Credits: 1.5
Audience: CFOs, Controllers, Audit Committee Members, Board Members, Tax Management

Contact: Alix Fried
Phone: +1 312 602 8206
Email: alix.fried@us.gt.com


Join us for a facilitated discussion related to the current environment for defined benefit pension plans in nonprofit organizations and higher education institutions, from the role of fiduciaries to third-party advisors to funded status issues and the PBGC that includes some best practices and trends in the area of exit strategies. The discussion will focus on the single employer environment – highlighting unique issues pertaining to Church plans – as well as other defined benefit plan challenges.

Featured presenters:

  • Jennifer Hoffman, Partner, National Not-for-Profit and Higher Education Practices
  • Michael Monahan, Assistant Managing Principal, NY/NE Territory Compensation and Benefits Consulting Practice
  • Phil Bonanno, Actuary and Director, Compensation and Benefits Consulting Practice

Learning objectives:

  • Recognize the current state of defined benefit plans
  • Identify market trends for potential exit strategies
  • Describe ongoing administration considerations

Recommended Field of Study: Personnel/HR
Program Level: Overview
Prerequisite: None
Delivery Method: Group - Internet

If you have any questions or encounter any difficulties while enrolling, please contact technical support via phone at +1 877 398 9939, via email at GTWebcast@level3.com, or visit our webcasting frequently asked questions page.

If you have any questions regarding CPE credit, please contact CPE support via phone at +1 630 396 5831, via email at CPEEvents@us.gt.com, or visit our webcast CPE information page.


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