Cash Balance Plans After The PPA: Is There A Future?
Thursday,
October 19, 2006
2 pm ET, 1 pm CT
CCH is proud to present the audio conference Cash Balance Plans After The PPA: Is There A Future? Thursday, October
19, 2006,
2-4 pm ET, 1-3 pm CT.
This is your chance to get comprehensive information on Cash Balance Plans that have been significantly impacted by the Pension Protection Act of 2006 ("PPA"). The status of cash balance plans as a viable retirement plan option has been questionable since the federal district court in Cooper v. The IBM Personal Pension Plan and IBM Corp., ruled that IBM’s cash balance pension plan violated federal age discrimination laws. With the enactment of the PPA, plan sponsors have been given prospective relief from age discrimination claims for hybrid plans, including cash balance plans, that comply with the Act.
Presenters with Dan Schwallie, Paul Rangecroft and Barbara J. Hogg will provide you with knowledge of the provisions of the PPA that impact cash balance plans, as well as a discussion of what the practical impact of the new rules will be on the plans you sponsor or administer.
Topics to be covered include:
You will have the opportunity to ask questions of our speakers LIVE. And you will have 60 day access to a streamed audio recording of the event, a $249 value.
Join us for 2 hours on October 19 for this instructive and practical broadcast.
Dan Schwallie
Dan Schwallie, J.D., Ph.D., is an attorney with Hewitt Associates’ HR Outsourcing group in their Cleveland, OH office. He is responsible for advising Hewitt’s outsourcing teams and consulting with clients and their counsel with respect to implementation and compliance issues relating to the administration of qualified and nonqualified retirement plans and payroll. Dan has worked with cash balance and other hybrid plan designs for over a decade.
Paul Rangecroft
Paul Rangecroft is a Principal and consulting actuary in Hewitt’s Benefits Consulting practice in their Bridgewater, NJ office. He is a Fellow of the Society of Actuaries, an Enrolled Actuary, and a member of the American Academy of Actuaries. He consults on all aspects of actuarial matters involving defined benefit, defined contribution, and other postretirement benefit programs. Paul is also the leader of Hewitt’s Actuarial Resource Team on Cash Balance and Pension Equity plans, and a member Hewitt’s global Employee Stock Ownership Team.
Barbara J. Hogg
Barbara J. Hogg, is a Principal and senior retirement consultant with Hewitt Associates in their Lincolnshire, IL office. Barb is focused on employee behavior and retirement communication. She is part of a team focused on the development of results-based communication approaches for employer’s human resources programs. Barb is a Fellow of the Society of Actuaries.
CCH's live audio conferences require nothing more than a telephone connection. Per site fee, you can have an unlimited number of listeners at your site participate, get up to speed and in-the-know on these hot new topics.
This audio conference is designed to meet the CE requirements of the ASPPA CE program and qualifies for 1 CE credit. ASPPA members should report this audio seminar to ASPPA using the non-ASPPA-sponsored CE guidelines and tools located at www.asppa.org. In addition, ASPPA members should print out and keep in their files (1) a copy of the site registration confirmation and (2) a hard copy of the presentation materials. For more information, please contact the ASPPA membership department at 703-516-9300.
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