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.

Speakers:

Mr. Derek Anthony Scott

Fidelity Investments

Mr. Scott A. Hittner

October Three LLC

Credits:

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