Brian Murray will co-present at the Western Pension & Benefits Council (WP&BC) Technical Lunch Forum in Orange County on November 12, 2024.
The panel discussion “Managing Forfeitures in Retirement Plans: Lessons from Recent Cases” will explore the following:
• Explore real-life case studies involving the use of forfeitures in retirement plans.
• Discuss the current challenges and trends in forfeiture-related litigation.
• Provide practical guidance on how plan sponsors can stay compliant with regulations.
• Learn strategies for reducing risks when handling forfeitures in qualified retirement plans.
