Pension Protection Act CLE

The ABA Joint Committee on Employee Benefits is sponsoring a 90-minute TeleConference/Live Audio Webcast on February 22, 2007 entitled Holiday Gifts for Retirement Plans: Year-End Guidance Under PPA.

Coverage will include:

• Changing requirements to the content and timing of benefit statements
• Avoiding the pitfalls for beneficiary hardship distributions
• Expanded beneficiary rollover opportunities
• Coping with 415 limitations on lump sum distributions
• Unlocking “cash balance jail” for determination letters
• New hybrid plan requirements
• Individual investment advice: a first glimpse at guidance