An Overview of the New Benefit Restrictions Proposed Regulations

Presented by Marty Pippins, Manager of EP Technical Guidance & Quality Assurance Group, IRS, and Thomas J. Finnegan, MSPA, CPC, QPA, The Savitz Organization, Inc.

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October 2, 2007 Live Show

Eastern	Central	Mountain	Pacific
2:00 pm - 3:40 pm	1:00 pm - 2:40 pm	12:00 am - 1:40 pm	11:00 am - 12:40 pm

What's the Topic?

On August, 31, 2007, the Treasury and IRS issued proposed regulations with respect to the use of credit balances and the application of benefit restrictions for underfunded defined benefit plans. The proposed regulations reflect changes made by the Pension Protection Act of 2006 and are generally effective for 2008 plans years. We are pleased that Marty Pippins, Manager, EP Technical Guidance & Quality, IRS, will be a part of our panel.

Join Marty Pippins, Manager of EP Technical Guidance & Quality, IRS, and Tom Finnegan, MSPA, CPC, QPA, The Savitz Organization, Inc., in a panel discussion of the application of the rules relating to:

• Establishment and maintenance of Prefunding and Carryover Balances;
• Ability to use balances to offset the Minimum Required Contribution;
• Transaction Rules;
• Determination of the funding percentages;
• "Burning" the credit balance;
• Application of Benefit Restrictions;
• Actuarial certifications;
• Presumption Rules; and
• Many, many more items...

The webcast will walk you through the new rules with insights provided by the IRS officials involved in their formulation. Sign up for this important webcast today!

And, don't forget: send your questions ahead of time! The primary focus of the webcast will be to address your concerns. Register and send in your questions.

ASPPA Members and Continuing Education

Be a part of the seminar and earn two ASPPA continuing education credits while getting answers to your tough questions without leaving your office! Check the CE section of the website to learn how to use this program for in-house training. ASPPA will not issue any certification of attendance.

Open Registration

To register via fax, download the registration form, complete it, and fax it to ASPPA at 703.516.9308. The webcast presentation costs $175 for ASPPA members and $275 for non-members.

How Do I Participate?

Test your system's capabilities by completing the Browser Check - click on Attendee Login and use 'demo' as the Show Code, and complete the rest of the fields. If you do not pass, follow the instructions online or call 303.499.6645 for assistance. If you do pass, you are all set. The webcast recording is conducted completely via the Internet. Recordings are usually available one week after the original presentation, and are available for one year. The recording can be viewed once.

Please Note

The statements and materials presented on ASPPA webcasts are solely the opinions of the speakers and do not represent the opinion or the position of ASPPA. ASPPA assumes no responsibility for the content of the statements and materials presented by speakers during ASPPA's webcasts.

Need More Information?

Contact ASPPA at 703.516.9300 or e-mail us at webcast@asppa.org.