Chapter Meeting

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

Registration

Non-Member – $60.00
Sacramento Chapter Pay As You Go Member – $25.00
Sacramento Chapter Prepaid Member

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

Western Pension & Benefits Council Sacramento Chapter

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