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Session from the 2010 Enrolled Actuaries Meeting

406 - Benefit Restrictions: The New Rules

04/13/2010 - 11:00 AM - 12:30 PM
Session Category: Employee Benefits - Compliance Issues
Credits: EA Core 1.80 CPD 1.80

The speakers present a review of the final benefit restriction regulations. Our panel of experts examine the basic rules including restricted benefits and benefits that are exempt. How do you deal with the presumption rules if the AFTAP isn’t certified yet? What happens when you come out of the WRERA accrual freeze protection? What methods are available to avoid restrictions? Note: this session does not cover the special rules about amendments and UCEB benefits; those are covered in Session 506 (Benefit Restrictions – Amendments and UCEB.) (Repeated at Session 205.) (This session is not recorded.)

Speakers:

1. Tonya B. Manning - Internal Revenue Service
2. Michael I. Wiesner - Buck Consultants
3. Stuart A. Sirkin - Ernst & Young, LLP
4. Michael W. Spaid - Internal Revenue Service

More information about this event.