Moderator/Panelist:
Kyle Brown, Watson Wyatt Worldwide, Arlington, VA
Panelists:
Bill Bortz, Associate Benefits Counsel, Office of Benefits Tax Counsel, US Department of the Treasury, Washington, DC
Richard Shea, Covington & Burling, Washington, DC
Harlan Weller, Government Actuary, E.A., F.S.A., M.A.A.A., US Department of the Treasury, Washington, DC
The proposed regulations govern statutory hybrid plans, including cash balance and pension equity plans, under last year’s Pension Protection Act. The teleconference will summarize the requirements applicable to statutory hybrid plans and the steps necessary to convert a plan into a statutory hybrid plan. Panelists will discuss the implications of the proposed regulations, and respond to questions from the audience.
