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Cash Balance Plans Training & Certification Program Agenda
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
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Cash Balance Plans Training & Certification Program
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