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

415 Case Studies

American Society of Enrolled Actuaries [ASEA]

Aug. 18, 2020
2:00 p.m. - 3:15 p.m. ET

Code Section 415 provides limitations on benefits from a defined benefit plan, but the application of this Section can be tricky.  The actuary must consider how to deal with MASDs, the impact of interest crediting rates and other interesting dynamics related to age, benefit form and compensation.

This session will provide strategies for actuaries during plan design to maximize benefits under 415, help the actuary avoid undesired results and to navigate some of the complexities around Section 415.

Learning Objectives:

  • Avoid problems with section 415 limits
  • Review multiple annuity starting date (MASD) rules
  • Explore in-depth examples of section 415 limits


  • Tom Finnegan, FSEA, President, Actuarial Division, CBIZ Retirement Plan Services
  • James E. Holland, Jr., FSEA, Chief Research Actuary, Cheiron

More Information, How to Register

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