Meeting Details

Schedule/Additional Infoexpand_more
ACOPA Webcast: Cash Balance Plans, Compliance and Design-OD
2.00 ASPPA
January 29, 2020 To January 29, 2021
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Recorded Webcast
2.00 ASPPA Credit
2.00 ERPA
2.00 JBEA Core

Speaker:  Kevin J Donovan, CPA, EA, FSPA, FCA, Managing Member, Pinnacle Plan Desgin, LLC


Experience Level for Attendees: Intermediate


Target Audience:  (TPAs, actuaries, lawyers, other pension professionals)


Keywords:  (cash balance plans, nondiscrimination testing, interest crediting rates)


IRS Program Number:  CZTXU-Q-01127-19-O


Description:  Cash balance plans are the plan of choice for small business owners and professionals. This webcast will explore cash balance designs and include a discussion of different interest crediting rates including issues involved with using actual rate of return.  Combined plan testing techniques, including restructuring, will be explored.  Cash balance plan funding will be discussed, as will the use of carveouts and the issues they may present.


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

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