Upcoming Meetings and Conferences (including Webinars, etc.)

IRC SECTION 436 BENEFIT RESTRICTIONS:

FOCUS ON CERTIFICATIONS, TIMING ISSUES AND TRANSITION RULES

Friday, February 1, 2008

3:00–4:15 pm (EST) 2:00-3:15 (CST) 12:00 - 1:15 (PST)

A presentation with instructor Larry Deutsch covering actuarial certifications and timing issues arising under the new 436 benefit restriction rules, including:

Certifications required from the Enrolled Actuary

Timing of Certifications

Time line of when and which restrictions will apply with timing of valuations and contributions

Use of "range certifications"

Transition Rules

Registration Form is attached - Register as soon as possible, space is limited!!