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Session from the 2009 Enrolled Actuaries Meeting

001 - Funding Policy: Beyond Minimum

03/30/2009 - 9:00 - 10:30 AM
Session Category: Employee Benefits - Funding and Schedule B Issues
Credits: EA Core 1.80 CPD 1.80

Plan sponsors rely on our profession to guide and inform their decisions. PPA forces us to confront the choice between minimum funding, which can lead to funding volatility and restrictions, and a long-term strategy to levelize funding but potentially lead to large funding surpluses. Come hear experienced practitioners discuss alternatives.

Speakers:

1. Brian C. Donohue - October Three LLC
2. Ethan E. Kra - Ethan E. Kra Actuarial Services LLC
3. Michael E. Clark - Principal Financial Group
4. Tonya B. Manning - Internal Revenue Service

More information about this event.