Cash Balance Plan Basics

ACOPA Webcast

Speaker: Norman Levinrad, FSPA, CPC, EA, MAAA, Summit Benefit & Actuarial Services, Inc.

This webcast will cover the basics of Cash Balance plans; how they work; the key design issues; and their use for your practice.

Attendee Takeaways:
• How a Cash Balance plan fits into the Defined Benefit rules;
• The main design elements to discuss with clients;
• Issues where more guidance is needed.
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REGISTRATION

Important Webcast Changes
Please note attendees who purchase this recorded webcast will be able to pause the recording, but cannot skip back and forth while viewing the webcast. If attendees log out of the recording, they will not be able to log back in where the recording left off. This feature allows ASPPA to accurately determine and monitor completion of the modules by attendees, so attendees are no longer required to complete and pass a quiz to receive CE credit.

Recorded Webcast
(registration deadline: 05/29/14)

Registration for Recorded Webcast Includes:
• One viewing of the Webcast recording to play anytime before the one year expiration date 
• Webcast outline and any additional presentation materials
Recordings are available one week after the live webcast takes place. 

Webcast Package Pricing
Please click here for information on package pricing for classroom style webcasts and webcourse viewing. For more details on additional training package offerings, please contact [email protected].

Methods of Registration
To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic Registration Confirmation to the e-mail address listed on your registration form. 

Click here to download a registration form
Online   For credit card payment only. Receive an immediate e-mail Registration Confirmation.
E-mail   E-mail your scanned registration form(s) and credit card information to [email protected].
Fax       Fax your scanned registration form(s) and credit card information to 703.516.9308.
Mail     ASPPA – PO Box 34725, Alexandria, VA 22334-0725

              For express/overnight deliveries (FedEx, DHL, etc.) send to:
              ASPPA, 4245 N Fairfax Dr Suite 750, Arlington, VA 22203
              Make checks payable to ASPPA
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CONTINUING EDUCATION INFORMATION 

ASPPA Members
The webcast is designed to offer registrants 2 ASPPA CE credits.

Enrolled Actuaries
The webcast is designed to offer registrants 2 JBEA CE credits for Enrolled Actuaries. The final decision as to the number and type of JBEA credits rests solely with the Joint Board for the Enrollment of Actuaries.

Enrolled Retirement Plan Agent (ERPA) 
The webcast is designed to offer registrants 2 ERPA CE credits.

Continuing Education Changes for RECORDED Webcast Attendees
Once registered, attendees will receive a confirmation letter directing them to the “Access Recorded Webcasts” page with a link to the WebEx OnDemand Center. Each registered viewer will be tracked when they log in with their name and email address. The webcast link will expire once the attendee has satisfied the CE requirement. CE credits will be applied to their record on a periodic basis and a certificate of attendance will be available on each attendee's My ASPPA page.
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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
The statements and materials presented on ASPPA webcasts are solely the opinions of the speakers and do not represent the opinion or the position of ASPPA. ASPPA assumes no responsibility for the content and materials presented by speakers during the webcast.
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ABOUT THE SPEAKER

Norman Levinrad, FSPA, CPC, EA, MAAA
Norman is currently a Director of ASPPA’s Board of Directors and is a former member of ACOPA’s Leadership Council.  He is a regular speaker at actuarial conferences on plan design and other actuarial issues, and has published many articles on various pension topics.

Norman is President and Chief Actuary of Summit Benefit & Actuarial Services, Inc. Most importantly he is a life-long true-blue Chelsea fan. 
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QUESTIONS
Registration and General Questions
ASPPA Customer Support
703.516.9300
[email protected]