301 - From Formula to Funding - Navigating Cash Balance Plan Design

This session will provide an in-depth look at the design of cash balance plans, focusing on plan structure, interest crediting rates, contribution formulas, and integration with existing retirement programs. Attendees will learn how plan design choices impact participant outcomes while also reviewing the actuarial and regulatory implications of funding these plans under current IRS and PBGC rules.

Speakers:

Lance Paul Roteman

National Professional Planning Group

Mr. Daniel B. Jaffe

Gallagher

Ms Casey Shork

KPMG

Samantha Klingler

Mercer

Willie Horowitz

WTW

Credits:

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