Creative Plan Design
We've heard the names before, triple stack match, back door mega-Roths and DB/DC combos. Do these designs work? If so, for whom? This session will discuss these design as well as other creative plan designs and features you may want to use or avoid in your practice.
Brian Furgala is the Senior Director, Retirement Services Strategy for PenChecks Trust. His primary role consists of leading the company’s strategic direction by identifying business opportunities and working with product management, marketing, sales and executive leadership to implement the opportunities that best align with PenChecks’ long-term objectives. Brian’s broad experience as an ERISA attorney and senior executive for several leading retirement plan service providers makes him ideal in supporting PenChecks’ evolution to a fintech services business.
Prior to joining PenChecks, Brian served as the Director of 401(k) Education for a leading provider of low-cost 401(k) plans for small to medium-sized businesses. Before that he served as Director of ERISA Services for a provider of cloud-based employee benefits software and services to plan service providers. He was responsible for ensuring its retirement, welfare and non-qualified plan documents and software were compliant with legal, regulatory and procedural changes. Brian has also been an ERISA attorney representing clients in handling their plan-related fiduciary duties and operations, government agency inquiries or litigation, and providing technical advice and consulting to service providers.
Brian holds Qualified Pension Administrator (QPA) and Certified Pension Consultant (CPC) designations from ASPPA. He started his career by performing daily administration tasks for qualified plans as well as annual nondiscrimination testing and governmental reporting for a third party administration division of a large financial institution.
