Proposed Funding Regulations Under Section 430

Presented by: James E. Holland, Jr., Internal Revenue Service & Thomas J. Finnegan, MSPA, CPC, QPA & The Savitz Organization, Inc.

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February 15, 2008 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?

IRS has recently issued proposed regulations on measuring assets and liabilities for purposes of the minimum funding requirements of Section 430 of the Code. The regulations give proposed guidance on the determination of the Funding Target and Funding Target Normal Cost for 2008 and later, as well as the options for determining the actuarial value of assets. Jim Holland, Manager, Employee Plans Technical, TE/GE, Internal Revenue Service, and Tom Finnegan, Senior Vice President, The Savitz Organization, Inc., will review the proposed regulations and cover such topics as:

• Determination of Average Value of Assets
• Operation of the Funding Method
• Benefits Taken Into Account
• Plan Provisions Taken Into Account
• Population Taken Into Account
• Actuarial Assumptions
• Options for Plans with Insurance Contracts
• Guidance we are still awaiting
• ...and many more

Join Jim and Tom for this lively discussion that will answer many of your questions regarding PPA valuations. 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.

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