Defined Benefit Pensions: What's Old is New Again

Tuesday, August 5, 2008

8:30 am (coffee at 8:00 a.m.) to 11:30 a.m.

Oakton Community College Conference Center
Golf Road, just west of I-294 Des Plaines, IL

ATTACHMENTS
		click here for printable meeting notice
		Positioning Life Insurance in the Retirement Marketplace

Jerry Kalish (President of National Benefit Services) and
Lanny Levin (President of LANNY D. LEVIN AGENCY, Inc.)
will provide updated analysis and information on Defined Benefit Pension
*Plans & how they can provide larger deductions for your
affluent business and professional clients.

*Legal & IRS update on 412 (e)(3) plans
*Larger deductions for traditional defined benefit plans under Pension Protection Act
*"Green Light" given to cash balance plans by PPA
*Combining Profit-Sharing/401(k) plans with cash balance DB plans
*How Life Insurance fits into all three types of Defined Benefit Pension Plans
Case Histories

CE Credit: 3 hours

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