Speakers: Rick Block, FSPA, ASA, FCA, MAAA and Jim Holland James Holland, Chief Research Actuary, Cheiron, Inc.
Experience Level for Attendees: Intermediate
Target Audience: Actuaries, TPA’s, administrators
Keywords: Retirement, Defined Benefit Plans, Cash Balance Plans, distributions, late, deferred
IRS Program Number: CZTXU-Q-01043-19-O
With the aging of the work force, many participants are working beyond the plans’ normal retirement ages. Anyone consulting on defined benefit and cash balance retirement plans has to understand the complexity of these situations, how to deal with these situations, how to draft plan documents in anticipation of a participant working past normal retirement age and what disclosures should be made. This program will cover the interplay between IRC sections 411, 415 and 401(a)(9) as well as DOL requirements.
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