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 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.
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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