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Session from the 2010 Enrolled Actuaries Meeting

301 - Quarterly Contributions and Liquidity Shortfall Requirements

04/12/2010 - 4:30 - 5:45 PM
Session Category: Employee Benefits - Funding and Schedule B Issues
Credits: EA Core 1.50 CPD 1.50

This session covers known and unresolved aspects of the rules related to quarterly required contributions. A basic overview of the requirements is presented. In addition, related issues discussed, include the implications of late contributions or credit balance elections and the interactions of credit balance available to meet quarterlies with other uses or forfeitures of credit balances. Liquidity shortfall requirements is also covered. (Repeated at Session 708.)

Speakers:

1. Ellen L. Kleinstuber - The Savitz Organization
2. Susan L. Breen-Held - Principal Financial Group

More information about this event.