Wolters Kluwer ERISA Experts to Speak on Retirement Planning at the 2022 NIPA Annual Forum and Expo

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ftwilliam.comBrian Furgala and Kelly Johnson will explore defined contributions and the self-correction program

NEW YORK, May 19, 2022 /PRNewswire/ — Two ERISA experts from Wolters Kluwer Legal and Regulatory United States will lead sessions on retirement planning at this year’s NIPA Annual Forum and Expo (NAFE). Brian Furgala, Director of ERISA Services for Wolters Kluwer’s ftwilliam.comand Kelly Johnson, ERISA consultant for ftwilliam.com, will lead two breakout sessions focused on defining different types of compensation and how to handle complex situations that arise. Furgala will also lead a breakout session titled “Self-Correction Program: Bigger and Better” to discuss the Self-Correction Program (SCP). The conference will take place May 22-25 in New Orleans.

With years of experience in retirement planning, Furgala and Johnson will cover the basics of compensation types, when each should be used, and what allowable exclusions can be applied. The conversations will provide valuable information for organizations to manage complex situations for their clients during the retirement planning process and highlight tips and tricks for considering potentially discriminatory definitions of compensation when asked to deviate from the norm. Furgala and Johnson’s first breakout session will take place on May 23 at 11:35 a.m. CT, followed by the second session at 3:10 p.m. CT.

“As compensation is the foundation of any pension plan, it is important to understand its different facets and learn about the complex situations that can arise,” Furgala said. “We recently designed the compensation section of our plan document management software at ftwilliam.com to make it more user-friendly and intuitive, and we look forward to sharing our experience with other industry professionals at this year’s NIPA Annual Forum and Expo.”

The SCP was recently expanded to make it easier to correct plan failures without going through a Voluntary Correction Program (VCP). Furgala’s independent session will help participants understand failures that can be resolved through the SCP, identify those that still need a VCP submission, and learn how to submit electronic VCP submission packages. Furgala’s breakout session on the SCP will take place on May 24 at 2:25 PM CT.

The NIPA Annual Forum & Expo is a four-day event designed to bring together pension plan professionals to improve the services they provide to their organizations’ clients to discover innovative solutions and grow their business. The conference will provide retired professionals with relevant education and networking opportunities from industry experts.

To register and learn more about the event, visit: https://www.nipa.org/page/2022NAFE

For any questions or to arrange an interview with Brian Furgala or Kelly Johnson, please contact Linda Gharib: [email protected]

A leading provider of software and services to pension service providers – who use software to help them administer pension plans on behalf of plan sponsoring employers – ftwilliam.com (FTW) offers modern, cloud-based benefits software. ftwilliam.comOfferings include pension plan documents, government forms, compliance testing, and distribution reporting and tracking.

About Wolters Kluwer Legal and Regulatory United StatesWolters Kluwer (WKL) is a global leader in professional information, software solutions and services for healthcare; taxation and accounting; governance, risk and compliance; and the legal and regulatory sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services.

Wolters Kluwer achieved annual sales of €4.8 billion in 2021. The group serves customers in over 180 countries, maintains operations in over 40 countries and employs around 19,800 people worldwide. The company is headquartered in Alphen aan den Rijn, the Netherlands.

Wolters Kluwer shares are listed on Euronext Amsterdam (WKL) and are part of the AEX and Euronext 100 indices. Wolters Kluwer has a sponsored Level 1 American Depositary Receipt (ADR) program. ADRs are traded on the over-the-counter market in the United States (WTKWY).

For more information, visit www.wolterskluwer.comfollow us on LinkedIn, Twitter, Facebookand Youtube.

MEDIA CONTACT:Linda GharibDirector, Brand & CommunicationsWolters Kluwer Legal & Regulatory USTél. : +1 (646) 887-7962Email: [email protected]

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SOURCE Wolters Kluwer Legal and Regulatory United States



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