PPA Gut Check

Sessions:

Session Handout

PPA Gut Check January 22, 2008 11:30 AM - 12:45 PM

Topics may include:

  • Guidance on funding;
  • Benefit restrictions (covered by the proposed regulations);
  • Yield curve, segment rates, and 417(e) (3) interest rates;
  • Mortality tables for the funding target calculations and lump sums;
  • Changing the lump sum basis and 204(h) notices; and
  • Cash balance plans guidance.

Credits
EA Core1.50
CPD1.50

  • 0 Kenneth A. Steiner
  • 0 Martin L. Pippins American Retirement Association
  • 0 Donald J. Segal
  • 0 Carolyn E. Zimmerman Internal Revenue Service
  • 2 Tonya B. Manning Buck