203 - Retiree Medical Plan Design and Funding Opportunities

Want to hear about the latest design opportunities with retiree medical plans, options and issues for funding them and implications for valuing such plans? Join our panelists as they discuss these very topics. Specific items include: Use of Medicare Advantage plans, HRAs, and Pre-Medicare designs; funding retiree medical plans through VEBA trusts, 401(h) accounts, and 420 transfers as well as how to determine the maximum tax-deductible contribution; a review of assumptions specific to retiree medical plan valuations such as draw-down, assumptions for account-based plans, and reconciling pre-65 expected benefit payments.

Speakers:

Jeannie Chen

Deloitte Consulting LLP

Jeremy P. Olszewski

Fidelity Investments

Kevin James Penderghest

Gallagher

Steven D. Draper

Ernst & Young, LLP

Credits:

CPD Credit: 1.50 EA Core Credit: 0.00 EA Ethics Credit: 0.00 EA Non-Core Credit: 0.75 EA Formal Credit: 0.75