This website uses cookies. For more information please contact us or consult our privacy policy.
Your binder contains too many pages, the maximum is 40.
We are unable to add this page to your binder, please try again later.
This page has been added to your binder.
Hybrid Defined Benefit Plans
Fall 1998, American Society of Pension Actuaries
Bribery case prompts first deferred prosecution
November 25, 2015, Bloomberg BNA
Richard Shea is quoted by Bloomberg BNA in an article discussing whipsaw calculations in light of the final regulations being released giving hybrid defined benefit retirement plans more time to bring their plans into compliance. According to Shea, although the IRS and Treasury made plans in the past to eliminate whipsaw calculations, it was never finalized. ...
IRS Issues Transition Relief for Hybrid Plans
November 16, 2015, Bloomberg BNA
Partners Richard Shea and Robert Newman are quoted in a BNA article discussing new rules governing hybrid pension retirement plans. More transitional guidance is needed, according to Shea. “The rules finalized today only address how to transition from a noncompliant market rate of return. They do not address how to transition from plan provisions that do not ...
November 5, 2015, Bloomberg BNA
Richard Shea is quoted in a BNA article covering employee benefit plans and how plans can practice “good compliance.” According to Shea, good compliance happens when documentation is consistent, but, he notes, it's rare to find a plan with consistent documentation across the board.