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Welcome to The WP&BC sacramento Chapter

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Chapter Meeting

  • Wednesday, October 23, 2013
  • 4:30 PM - 7:00 PM
  • Arden Hills Resort Club & Spa, 1220 Arden Hills Lane, Sacramento, CA 95864

Registration

Registration is closed
Join us on Wednesday, October 23, 2013 for:

Defined Benefit and Cash Balance Pension Plans:
Funding Basics, Design Alternatives

Presented By:

G. Neff McGhie, III, EA, MSPA of Sierra Pension Services

Nef will discuss funding basics under PPA and MAP-21, cash balance plan design and funding, and combining cash balance plans with a defined contribution plan.

What will you learn?
  • Best practices for compliance under PPA and MAP-21 requirements
  • Alternatives for designing a successful Cash Balance plan
  • Practical and logistical considerations for combining a Cash Balance and Defined Contribution plan
Plan sponsors and advisors are looking for education about funding requirements under the new PPA and MAP-21 regulations, as well as how a Cash Balance can be designed and implemented to enhance the plan sponsor’s retirement strategy. Two continuing education credits are available for this event.
   
TIME: 
4:30 – 5:00 p.m     Reception/Cocktails/Hors d’oeuvre
5:00 – 6:40 p.m.    Program
6:40 – 7:00 p.m.    Post-Program Reception

Please feel free to reach out to WP&BC with any questions.

Membership Questions To:
Brian Abad
Chapter President
brian.abad@aicinvest.com
(916) 771-4142

Website Support:
Karin LeCocq
Website Administrator
info@wpbcsacramento.org

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