PLUGGED IN – What's an ERISA Account?
The accounts – which can facilitate the use of revenues
generated by the plan to offset certain plan expenses – are
not a new concept, nor is their design to be found anywhere
in the Employee Retirement Income Security Act. But it
seems fair to say that the opportunities behind the concept
have only just begun to be fully exploited.
On May 15,
PLANSPONSOR’s
Plugged In series featured an informative webcast on the
subject – with
Nevin Adams
, Editor in Chief of
PLANSPONSOR
, and
Mark Davis
, from KDS Advisors, along with special guests
Jason K. Bortz
of law firm Davis & Harman
Pete Swisher , Vice President and Senior Institutional Consultant, Unified Trust Company
A recording of the Plugged In webcast is online HERE
A copy of the slides that accompanied the Plugged in web cast is HERE
You can check out the recordings of previous ‘Plugged In” Web casts at https://plansponsor.webex.com
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