|2012 Non-Discrimination Testing Symposium
and Cash Balance Plans
and Cash Balance Plans
February 9th - 11th, 2012
Non-Discrimination Testing Seminar
February 8th, 2012
Hyatt Regency Resort & Spa
Huntington Beach, CA
DAY ONE will be a seminar covering the rules of Non-Discrimination Testing, including coverage rules,
calculations of EBARs for various plan types, Rate Groups, Average Benefit Percentage, Ratio Percentage, etc. with
examples and worksheets. Based on prior years, the seminar should qualify for at least 7 hours of Continuing
DAYS TWO AND THREE will be an open exchange by participants on a number of planning and testing ideas,
covering 401(a)(4), 410(b), the new law and regulations, and, to a lesser extent, 414(s), 414(q) and 401(a)(26). Based
on prior years, this part of the symposium should qualify for at least 16 hours of Continuing Education credit.
DAY FOUR This will cover the new rules for Cash Balance Plans under PPA. Should the preponderance of new
regulations instead address funding and benefit restrictions, our discussion will shift to cover those regulations.
Based on prior years, this part of the symposium should qualify for at least 7 hours of Continuing Education credit.
The discussion will be lead by: Larry Deutsch – Kevin Donovan
|TO REGISTER, click this link for online registration.
Then MAIL a check for the registration fee to:
Larry Deutsch Enterprises
Non-Discrimination Testing Symposium
3266 Sol Vista
Fallbrook, California 92028
This one day session is intended for those who wish to learn more about non-discrimination testing. It will
cover the various rules and calculations, with examples and worksheets. It will be assumed that those
first day session will be useful for both those who are just starting to work with non-discrimination testing,
and those who wish to brush up on the rules.
This widely acclaimed symposium will continue its tradition of the thorough examination of the regulations,
and cutting edge ideas. The symposium is intended for those consultants who have some familiarity with
testing and/or designing of qualified plans.
The format is to present a series of concepts, most including a case study, followed by a discussion of
Tentatively, this will cover new Cash Balance Plan regulations including various guidance that has been
issues, such as the pros and cons of using a cash balance plan, operational issues, such as termination of owners’
part way through the plan year, dealing with investment gains and losses, and funding issues.
* Should the preponderance of new regulations instead address funding and benefit restrictions,
our discussion will shift to cover those regulations.
|The discussion will be lead by Larry Deutsch & Kevin Donovan,
both recognized and respected speakers in the area of qualified pension plans.
Huntington Beach Resort and Spa
21500 Pacific Coast Highway
Huntington Beach, CA 92648
We will release any unreserved rooms from our room block on
January 6, 2012.
Hyatt Regency Huntington Beach by going to our
Symposium Attendee web page at:
Or by calling them directly at
(800)233-1234 or (714)698-1234.
Make sure to tell them you are with the
Larry Deutsch Enterprises group to get our group rate of $229.
Saturday February 11, 2012 7:45am - 3:55pm