Fun with Funding: Strategies for Big and Small Plans (Single Employer) December 11, 2019 11:30 AM - 12:45 PM

With recent economic changes, many single employer plan sponsors are now taking a fresh look at their funding policy. Presenters review the current state of pension plan funding and look at specific strategies to use in making funding decisions from multiple perspectives, including small and large plans, short-term and long-term, ongoing and frozen. Special consideration will be given to tax deduction and accounting implications, borrow to fund strategies, and managing credit balances.

Note that any allocation of EA credit depends on the actual content of the session.

Session Category
Retirement
Credits
EA Core0.75
EA Non-Core0.75
CPD1.50

  • 1 David Scharf Buck