Session from the 2009 Enrolled Actuaries Meeting
03/31/2009 - 4:00 - 5:30 PM
Session Category: Employee Benefits - Plan Design Issues
Credits: EA Core 0.90 EA Noncore 0.90 CPD 1.80
Get your soft freeze! Get your hard freeze! So many freezes to choose from. And so many plan sponsors looking. Presenters explore the driving forces behind the freeze phenomena (PPA, new and pending accounting rules, new business and benefits strategies, etc.) and speculate on when and if this phenomena will slow down. Appropriate factors for evaluating a potential freeze for healthy plan sponsors are also discussed, along with the overlooked process of managing the plan (funding strategy, investment policy, compliance) once it is frozen.