Meeting Details

Schedule/Additional Infoexpand_more
ACOPA Webcast: To DB or Not DB – That is the Question-OD
1.00 ASPPA
June 25, 2019 To June 25, 2020
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Recorded Webcast
1.00 ASPPA Credit
1.00 ERPA
1.00 JBEA Non-Core

Speakers:  Mary Ann Rocco, EA, MSPA

Experience Level for Attendees:  Intermediate/Advanced

Target Audience:  actuaries, TPAs, advisors

Keywords:  traditional DB, cash balance, plan design

IRS Program Number:  CZTXU-Q-01050-19-O

Description:  Why are cash balance plans so popular? Now that cash balance plans are pre-approved, what is the future for traditional defined benefit plans?  We will discuss what makes cash balance plans attractive and situations where a traditional DB plan may make more sense.

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

  • List Price: $99.00
  • Member Price: $59.00
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