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Session from the 2008 Enrolled Actuaries Meeting

502 - PPA Funding IV: Strategies for Underfunded or Overfunded Plans

04/08/2008 - 2:00-3:30 PM
Session Category: Employee Benefits - Compliance Issues
Credits: EA Core 1.80 CPD 1.80

Elaborate transition rules, temporary and permanent phase-ins, good old quarterly contributions, benefit restrictions, a bifurcated credit balance, a widened range between required and deductible contributions … PPA is very complex. Speakers discuss the various choices which a plan sponsor can (or must) consider when complying with the new rules. The panel addresses specific considerations for both underfunded and overfunded plans. (Repeat of Session 402.)

Speakers:

1. R. Evan Inglis - Vanguard, Investment Strategy Group
2. Ellen L. Kleinstuber - The Savitz Organization

Session Coordinator/Recorder:

Amy Carter Sullivan - Transamerica Retirement Solutions

More information about this event.