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Understanding DB Language and Reports, Post-PPA

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Understanding DB Language and Reports, Post-PPA
Presented by: Norman Levinrad, FSPA, CPC, President, Summit Benefit & Actuarial Services, Inc.
Wednesday, April 17, 2013
11:00 a.m. – 12:40 p.m. CT
Continuing Education Credits: 2 NIPA CPE; 2 ERPA CPE

PPA changed the landscape and language of defined benefit plans, introducing carryover and pre-funded balances, FTAPs and AFTAPs. Learn to interpret the actuarial reports for a defined benefit or cash balance plan in order to properly advise a client. After this webcast, you will be better equipped to advise on:
  • How much or little the plan sponsor can contribute
  • How much they should deposit
  • What restrictions apply to the plan
  • The meaning of funding target,
  • target normal cost,
  • FTAP and AFTAP 
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