Single-Employer Plan Funding Rules Refresher Webinar




Session Handout

Single-Employer Plan Funding Rules Refresher May 13, 2020 11:30 AM - 12:45 PM

As asset values are impacted by significant market volatility and interest rates used for single-employer funding calculations have decreased, and will likely continue to decrease the corridor begins to expand after 2020 plan years, actuaries may encounter funding rules they have not used recently. The presenters provide a refresher on funding rules such as funding balances, benefit restrictions, and at-risk rules.

Session Category: Retirement
Credits: EA Core: 1.50 CPD: 1.50
  • 1 . Grace Katherine Lattyak Aon
  • 2 . Julie Sachs Fidelity Investments
  • 3 . Michael Antoine Buck
  • 4 . Joseph C. Anzalone River and Mercantile