Meeting Details

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ASPPA Webcast: Defined Benefit Plans for Account Balance Minds-OD
2.00 ASPPA
January 16, 2019 To January 16, 2020
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Recorded Webcast
2.00 ASPPA Credit
2.00 ERPA
2.00 JBEA Non-Core

Speaker:  JJ McKinney, CPC, QPA, QKA, ERPA, Vice President, Retirement Strategies, Inc.


Experience Level for Attendees:  Intermediate


Target Audience:

1.       Retirement plan administrators and consultants who primarily work with DC plan and occasionally run into defined benefit or cash balance questions

2.       Investment advisors who already have experience with DC plans and encounter defined benefit or cash balance opportunities

3.       Plan sponsors for defined benefit or cash balance plans

4.       Accountants who already have experience with DC plans and encounter defined benefit or cash balance opportunities.


Keywords:  Defined Benefit, Cash Balance, Pension, DC Administrator, 401(k) Administrator


IRS Program Number:  CZTXU-Q-00981-18-O


Description:  Two words often strike fear into the minds of 401(k) plan administrators:  defined benefit.  First, you know more than you realize about these thought-to-be-antiquated gentle giants.  Second, we will explain a few essential concepts to help you get comfy with the unknown.  Third, their nimble cousin, cash balance, continues to grow in popularity and plays very well with your 401(k) plan.  Join us for a fun, fast discussion on key concepts, similarities, differences, and questions.

Recorded webcasts are available for one year after their live air date.

  • List Price: $199.00
  • Member Price: $119.00
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