Wednesday, January 29, 2020
2:00 - 3:40 p.m. ET
Speaker: Kevin J Donovan, CPA, EA, FSPA, FCA, Managing Member, Pinnacle Plan Desgin, LLC
Experience Level for Attendees: Intermediate
Target Audience: TPAs, Actuaries, Lawyers, other Pension Professionals
Keywords: Cash Balance Plans, Nondiscrimination Testing, Interest Crediting Rate
IRS Program Number: CZTXU-Q-01127-19-O
Description: Cash balance plans are the plan of choice for small business owners and professionals. This webcast will explore cash balance designs and include a discussion of different interest crediting rates including issues involved with using actual rate of return. Combined plan testing techniques, including restructuring, will be explored. Cash balance plan funding will be discussed, as will the use of carveouts and the issues they may present.
Learning Objectives:
- Options for interest crediting rates and how they impact testing, 415 limits, funding and PBGC premiums
- Potential issues with different interest crediting rates for HCEs vs NHCES
- Identify effective plan designs
Registration Deadlines:
Live: 1/29/2019
On-Demand: 1/29/2020
CE Credit: 2 ASPPA, 2 NTSA, 2 NAPA Relevant Topics, 2 ERPA, 2 JBEA Core
About the Speaker:
Kevin is the managing member and founder of Pinnacle Plan Design, LLC, a third-party administrator for employer-sponsored qualified retirement plans. Kevin specializes in designing defined benefit plans to maximize the benefits for business owners and principals. He is a leading national speaker and published author in the pension field, specifically in the area of cash balance plans. In recognition of his contributions as an educator to the retirement plan and actuarial profession, Kevin received the 2019 Edward E. Burrows Distinguished Achievement Award from the ASPPA College of Pension Actuaries (ACOPA), as well as the 2015 Educator’s Award from the American Society of Pension Professionals and Actuaries (ASPPA).
Kevin earned his Bachelor’s of Science in Accounting from Syracuse University and soon after became a CPA. He is a member of the American Institute of Certified Public Accountants (AICPA), the Conference of Consulting Actuaries (CCA) and ASPPA, where he has served on the Board of Directors as well as the Government Affairs Committee (GAC). Kevin is a member of the ACOPA LC and serves as Vice Chair of ACOPA GAC
Kevin, along with three other actuaries at Pinnacle Plan Design, authors the Defined Benefit Answer Book, published by Wolters Kluwer. He is also a founding member of ACOPA and a former instructor for PPD/Corbel, the nation’s largest sponsor of continuing education courses for pension professionals. In 2017, Kevin was nominated and named a Fellow of the Society of Pension Actuaries, the highest achievement within ACOPA.
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General Information
Cancellation Policy
All webcasts are non-refundable. If you have registered for the live webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.
Disclaimer
Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.