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Session from the 2009 Enrolled Actuaries Meeting

307 - PPA Lump Sum Plans

03/30/2009 - 4:30 - 5:45 PM
Session Category: Employee Benefits - General
Credits: EA Core 1.50 CPD 1.50

Lump sums are in the spotlight. Liberal transition rules under Code Section 417 enable a variety of approaches for annuity plans that pay lump sums to migrate to the PPA basis. Panelists also discuss valuation issues (funding and accounting) for annuity.

Speakers:

1. Brian C. Donohue - October Three LLC
2. James E. Holland Jr. - Cheiron, Inc.
3. Michael E. Clark - Principal Financial Group

More information about this event.