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What DB Plan Administrators Need to Know About PPA
Presented by: Norman Levinrad, FSPA, CPC Summit Benefit & Actuarial Services, Inc. and Joan A. Gucciardi, MSPA, CPC Summit Benefit & Actuarial Services, Inc.
>
Live -
Register online for the live webcast - CLOSED
>
Recorded -
Register online for the recorded webcast
> Download registration form
| February 5, 2008 Live Show |
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Eastern |
Central |
Mountain |
Pacific |
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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?
PPA 2006: Just the thought of it strikes terror in the hearts of actuaries far and wide. Learn the basics of the new funding and benefit restriction rules for defined benefit plans from two actuaries—Norman Levinrad and Joan Gucciardi. (This webcast will be targeted towards non-actuaries, but everyone administering DB plans is encouraged to attend!)
Join Norman Levinrad, FSPA, CPC, President, Summit Benefit & Actuarial Services, Inc., and Joan A. Gucciardi, MSPA, CPC, Senior Consulting Actuary, Summit Benefit & Actuarial Services, Inc., in a discussion of:
- When benefit restrictions are applied and to whom they apply
- Why it is so important to get 2007 census data quickly
- How the 417(e) lump sum is determined under the 3-tier segment rates
- Why the old benefit restrictions on distributions to HCEs still apply
- Why there is only one funding method under PPA, but actuaries may use old funding methods in making recommendations for contributions under PPA
- The impact of the new funding rules on minimum required contributions for 2008 plan years
- How the rules for maximum deductions have changed in 2008 and the flexibility that plan sponsors will have
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 $195 for ASPPA members and $295 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.
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American Society of Pension Professionals &
Actuaries
4245 North Fairfax Drive, Suite 750 • Arlington, VA 22203 • Phone:
703.516-9300 • Fax: 703.516-9308 • E-mail: asppa@asppa.org
© ASPPA 1999-2006. All rights reserved. ASPPA is a non-profit professional society.The materials contained herein are intended for instruction only and are not a substitute for professional advice.