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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Managing Director - Operations, Benefits Daybright Financial
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BPAS
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| Webinars and Podcasts |
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View More American Society of Enrolled Actuaries [ASEA] Webinars, Podcasts and Conferences
Just for the Funding of It: Understanding Cost Calculation Basics Under IRC 430 and 404American Society of Enrolled Actuaries [ASEA] |
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Feb. 27, 2025 On-Demand Webinar |
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Dive into essential calculations for defined benefit (DB) and cash balance plans under IRC Sections 430 and 404. This session provides a comprehensive look at target normal cost and funding target calculations, including when actuarial adjustments are required, how to treat them, and the impact of key variables such as assumed payment forms, normal retirement dates, and 415 limits. Attendees will also examine the nuances of end-of-year versus beginning-of-year valuations, equipping them with the knowledge to handle these calculations with confidence. |