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View More American Society of Enrolled Actuaries [ASEA] Webcasts and Conferences

Cash Balance Plans, Compliance and Design

American Society of Enrolled Actuaries [ASEA]

Jan. 29, 2020
Recorded Online

Cash balance plans are the plan of choice for small business owners and professionals.

This webcast will explore cash balance designs and include a discussion of different interest crediting rates including issues involved with using actual rate of return. Combined plan testing techniques, including restructuring, will be explored. Cash balance plan funding will be discussed, as will the use of carveouts and the issues they may present.

Learning Objectives:

  • Options for interest crediting rates and how they impact testing, 415 limits, funding and PBGC premiums
  • Potential issues with different interest crediting rates for HCEs vs NHCES
  • Identify effective plan designs

Speaker: Kevin J Donovan, CPA, EA, FSPA, FCA, Managing Member, Pinnacle Plan Desgin, LLC

More Information, How to Register

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