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Cash Balance Plans Training & Certification Program

Online Course: ID# 1000041

Agenda

Background & Overview:

  • Characteristics of Cash Balance Plans

Administration:

  • Plan Design
  • Plan Documentation
  • Communication & Enrollment
  • Vesting
  • Distributions
  • Taxation & Rollover Of Distributions
  • Non-Discrimination, Documentation, & Reporting Requirements

Other Issues:

  • Roles of the Actuary, Fiduciary, and PBGC
Order:
Cash Balance Plans Training & Certification Program
Pricing:
$499.00
Qty:
Qty: 2 - Qty: 5
$20.00
$479.00
Qty: 6 - Qty: 10
$60.00
$439.00
Qty: 11
$80.00
$419.00
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