Participants and Trustee Education in DC Plans
Jason S. Fuiman, O'Dwyer & Bernstien, LLP
John E. Slatery, CEBS, International Brotherhood of Teamsters
This is a level I session, recommended for new trustees.
- Loan defaults
- Hardship withdrawals, tax ramifications and documentation requirements
- Out-of-work provisions
- Using lump sums wisely
- Distribution options
- Best practices.