PPA Gut Check


Session Handout

PPA Gut Check January 22, 2008 11:30 AM - 12:45 PM

Topics may include:

  • Guidance on funding;
  • Benefit restrictions (covered by the proposed regulations);
  • Yield curve, segment rates, and 417(e) (3) interest rates;
  • Mortality tables for the funding target calculations and lump sums;
  • Changing the lump sum basis and 204(h) notices; and
  • Cash balance plans guidance.

Credits: EA Core: 1.50 CPD: 1.50