IFEBP Advanced Trustees and Administrators Institute Conference

Date
02/12/2024 - 02/14/2024

Location
Disney's Yacht & Beach Club Resorts

Join us at the IFEBP Advanced Trustees and Administrators Institute Conference on Monday, February 12th – Wednesday, February 14th, 2024.

James K. Estabrook and Elizabeth E. Manzo will speak at the IFEBP Advanced Trustees and Administrators Institute Conference in Orlando, FL.

---

Advanced Withdrawal Liability with James K. Estabrook, Esq. 

Date and Time: Tuesday, February, 13th at 2:45 – 4:00 p.m.

This session will help you understand the complex issues associated with withdrawal liability.  It presumes a basic understanding of the topic as the session will feature a discussion on:

• Using separate assumptions for funding and withdrawal liability calculations
• Complete/partial withdrawal liability
• Trustee options
• Accounting and auditing issues (receivables)
• New PBGC regulations
• Court cases
• Legal issues

 

---

Crisis Management with Elizabeth E. Manzo, Esq.

Date and Time: Tuesday, February, 13th at 2:45 – 4:00 p.m.

Are you prepared for the next crisis? How would you protect your employees, your data, your physical assets, your clients and your reputation? A crisis management plan is a must-have in the world we live in. This session will address:

• Components of a crisis management plan
• Policies you should have
• Checklist of issues to consider
• Communications plan
• Training your leaders and team to execute

 

 

---