Sessions

Single-Employer Plan Funding Rules Refresher May 13, 2020 11:30 AM - 12:45 PM

As interest rates used for single-employer funding calculations have decreased and the corridor begins to expand after 2020 plan years, actuaries may encounter funding rules they have not used recently. The presenters provide a refresher on funding rules such as funding balances, benefit restrictions, and at-risk rules.

Session Category
Retirement
Credits
EA Core1.50
CPD1.50

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Speakers

  • 1 Grace Katherine Lattyak Aon
  • 2 Julie Sachs Fidelity Investments
  • 3 Michael Antoine Buck
  • 4 Joseph C. Anzalone River and Mercantile