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.