Let’s Make A Plan: Practical Design & Actuarial Considerations

In this CCA retirement series webinar, presenters walk through the end-to-end process of establishing new defined benefit plans (including cash balance and hybrid designs), as well as re-opening previously frozen plans. We’ll focus on sponsor objectives, design trade-offs, qualification and documentation touchpoints, initial funding and AFTAP mechanics, PBGC applicability, nondiscrimination/testing coordination with existing DC plans, and early governance decisions that prevent headaches later.