Pension Protection Act - Regional Workshop - Westborough, MA

Pension Protection Act - Regional Workshop
June 27, 2007
at the offices of CCR Retirement Plan Services, LLC
Westborough, MA
8:30 am to 4:30 pm

Click here for the workshop registration form - 12.4kb

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This will be a one day workshop intended to educate on the funding changes made under PPA.

Topics will include:

• Discussion of the yield curve, segment rates and the effective interest rate
• Present value calculations under a yield curve
• Calculation of minimum contribution requirement
• Handling of funding standard carryover credit balance and Prefunding credit balance
• Calculation of Target Normal Cost and Shortfall amortization charges
• Calculation of Funding Target and Funding Shortfall
• Transition rules for present value calculations
• Phase-in of Shortfall amortizations
• Determination of “At-Risk’ plans
• Restrictions of benefits based on funding percentage
• Calculation of maximum contribution requirement
• Implications on Client Consulting

The speakers for this one day seminar are Larry Deutsch of Larry Deutsch Enterprises, Inc. and Rick Groszkiewicz of Software Polish. Lunch will be provided.

The estimated CE credit for this program is 7.5 hours.

Bring your laptops! Workshop participants receive a CD with Excel, Word and PDF files.

Registration fees are:

*Note for all enrolled actuaries: Any enrolled actuary that joins COPA prior to or concurrent with workshop registration will qualify for the member fee which is a $75 savings!

Included in your COPA membership is access to the COPA Group Bulletin Board. It is here that you can post your questions and receive responses from some of the top pension actuaries across the nation. Don’t procrastinate…join COPA today!

Registration information can be found by downloading the registration form found at the top of this page.

If you have any questions about this workshop, please contact Stuart Schoenly of CCR Retirement Plan Services at (508) 926-2426.

NOTE: Space is limited to 40 attendees and there will be no on-site registration available.