X-Treme Plan Makeover: The Benefits of Combined DC and DB Plans

Date

May 20, 2015

Sponsoring both a defined contribution plan and a defined benefit plan can offer plan sponsors and plan participants the best of both worlds and significant opportunities for retirement savings within a tax-efficient environment.
• Learn how combining defined benefit/cash balance plans with 401(k) profit sharing plans can maximize company objectives
• Identify plan sponsors who are prospects for combination defined benefit/cash balance and 401(k) profit sharing plans
• Identify basic non-discrimination testing issues
• Understand implications of combination defined benefit/cash balance and 401(k) profit sharing plans on employer deductions

Speakers

Lorraine Dorsa, FCA, MAAA. MSPA. EA, CEBS

Principal & Actuary, Aegis Pension Services, Inc.

Kelly A. Davis, ERPA

Principal, Employee Benefit Plans, CliftonLarsonAllen LLP

Related Products

Beyond the Audit: AICPA Resources that Give You the Upper Hand

The AICPA has a wealth of resources for many aspects of ERISA and retirement planning…

Litigation - Mitigation: A Framework for Managing the True Cost of Offering a Retirement Plan

Explore a Framework for identifying and evaluating Plan Fees and Revenue Sharing practices that impact Participant value and create Plan Sponsor liability…

404(c) and 404(a)(5) Compliance Fund Selection Process

Session will examine the importance of Sections 404(c) and 404(a)(5) and the application in qualified plans to help facilitate the auditor's procedures…

Understanding Actuarial Reports, Valuations and Assumptions

This session will help attendees understand the actuarial valuation process and how the valuation impacts funding, deductions and financial reporting…