Hybrid Plan Update Audio/Webcast


Session Handout

Hybrid Plan Update January 14, 2015 11:00 AM - 1:00 PM

Sponsors of cash balance, pension equity and other hybrid pension plans have until the 2016 plan year to comply with recently released IRS regulations that address issues such as fixed and minimum interest credits, market rates of return, whipsaw lump sum calculations and related Pension Protection Act requirements. The speakers provide an overview of the regulations followed by an opportunity to raise questions or share insights you may have. (This session is based on CCA's 2014 Annual Meeting Session 601; JBEA credit may not be applicable for attendees of that session.)

Session Category: Retirement
Credits: EA Core: 1.50 CPD: 1.50
  • 1 . Lawrence J. Sher October Three LLC
  • 2 . Maria M. Sarli WTW
  • 3 . Eric A. Keener Aon