Session from the 2008 Employee Benefits Spring Meeting
06/04/2008 - 1:00 - 2:30 PM
Session Category: Employee Benefits - New Rulings/Development
Credits: EA Core 1.80 CPD 1.80
Now that the initial PPA effective date has passed and we have begun dealing with its requirements in real life client engagements, what have we learned? The presenters share some of their first-hand experiences with PPA’s new funding requirements and benefit restrictions. What challenges have we encountered? How have clients reacted to, and dealt with the implications of the Section 436 benefit restrictions? Have plan participants begun to react to the new benefit restrictions and the potential impact on their retirement income options?