Available Until, February 03, 2022
Speaker: Kevin Donovan, FSPA, Managing Member, Pinnacle Plan Design
Experience Level for Attendees: Advanced
Target Audience: Actuaries, TPA’s, Attorneys
Keywords: DB plans, DB funding, Plan freezes
IRS Program Number: CZTXU-Q-01291-20-O
Description: This session will review several miscellaneous topics of interest to actuaries, including adding a DB plan up until the tax return due date, dealing with freezes and unfreezes and impact on deduction limits due to amendments increasing benefits for HCEs, dealing deduction issues arising from “late” deposits under CARES Act and Notice 2020-61, other issues of concern as we enter the new year.
Learning Objectives
- Review miscellaneous rules under CARES Act and Notice 2020-61
- Explore when to add a DB plan and when to amend
- Review plan freezes and unfreezes and deduction issues
Registration Deadlines:
Live: 2/03/2021
On-Demand: 2/03/2022
CE Credit: 1.5 ASPPA, 1.5 NTSA, 1.5 NAPA Relevant, 1 ERPA, 1.5 JBEA Formal, 1.5 JBEA Core
About the Speaker:
Kevin Donovan is the managing member and founder of Pinnacle Plan Design, LLC, a third-party administrator for employer-sponsored qualified retirement plans. Kevin specializes in designing defined benefit plans to maximize the benefits for business owners and principals. He is a leading national speaker and published author in the pension field, specifically in the area of cash balance plans. In recognition of his contributions as an educator to the retirement plan and actuarial profession, Kevin received the 2019 Edward E. Burrows Distinguished Achievement Award from the ASPPA College of Pension Actuaries (ACOPA), as well as the 2015 Educator’s Award from the American Society of Pension Professionals and Actuaries (ASPPA).
Kevin earned his Bachelor’s of Science in Accounting from Syracuse University and soon after became a CPA. He is a member of the American Institute of Certified Public Accountants (AICPA), the Conference of Consulting Actuaries (CCA) and ASPPA, where he has served on the Board of Directors as well as the Government Affairs Committee (GAC). Kevin is a member of the ACOPA LC and serves as Vice Chair of ACOPA GAC
Kevin, along with three other actuaries at Pinnacle Plan Design, authors the Defined Benefit Answer Book, published by Wolters Kluwer. He is also a founding member of ACOPA and a former instructor for PPD/Corbel, the nation’s largest sponsor of continuing education courses for pension professionals. In 2017, Kevin was nominated and named a Fellow of the Society of Pension Actuaries, the highest achievement within ASEA.
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General Information
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