201 - Current State of Market Cash Balance Plans

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It's been over five years since final regulations were issued for market-based cash balance plans. The IRS recently allowed cash balance plans to file for determination letters. Speakers discuss the current state of affairs with these plans.


Mr. Derek Anthony Scott

Fidelity Investments

Mr. Scott A. Hittner

October Three LLC


CPD Credit: 1.50 EA Core Credit: 1.50 EA Ethics Credit: 0.00 EA Non-Core Credit: 0.00 EA Formal Credit: 1.50