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CCH Presents Audio Conference: “Cash Balance Plans After the PPA”

(RIVERWOODS, ILL., October 17, 2006) – CCH, a part of Wolters Kluwer Law & Business and a leading provider of business compliance information, software and services, is presenting a two-hour audio conference entitled “Cash Balance Plans After the PPA: Is There a Future?” featuring experts from Hewitt Associates on Thursday, October 19, at 2 p.m. Eastern, 1 p.m. Central (

With the enactment of the Pension Protection Act of 2006 (PPA), plan sponsors have been given prospective relief from age discrimination claims for hybrid plans, including cash balance plans, that comply with the Act. Presenters Dan Schwallie, Paul Rangecroft and Barbara J. Hogg will point out the provisions of the PPA that impact cash balance plans and show the practical impact of the new rules.

Specific topics to be covered include:

  • A brief history of the development of cash balance plans;
    • What are cash balance plans?
    • Why cash balance?
    • Prevalence trends
  • Legal uncertainties and resolutions;
    • Litigation – age discrimination, whipsaw, wear away
    • Regulation – Treasury proposals and Determination Letter moratorium
    • Legislation – the path to the Pension Protection Act of 2006
  • Pension Protection Act of 2006;
    • Cash balance (hybrid) plan provisions: Questions answered and questions remaining
    • What’s different in the rest of the PPA as applied to cash balance plans?
    • If you have cash balance now, what does PPA mean…going forward and retroactively?
    • If you’re thinking cash balance now, what does PPA mean?
  • The role of cash balance in the future.

The seminar will include a live question-and-answer session.

About the Speakers

Dan Schwallie, JD, Ph.D., is an attorney with Hewitt Associates’ HR Outsourcing group in their Cleveland, Ohio office. He is responsible for advising Hewitt’s outsourcing teams and consulting with clients and their counsel with respect to implementation and compliance issues relating to the administration of qualified and nonqualified retirement plans and payroll. Schwallie has worked with cash balance and other hybrid plan designs for over a decade.

Paul Rangecroft is a Principal and consulting actuary in Hewitt’s Benefits Consulting practice in their Bridgewater, N.J. office. He is a Fellow of the Society of Actuaries, an Enrolled Actuary, and a member of the American Academy of Actuaries. He consults on all aspects of actuarial matters involving defined benefit, defined contribution, and other post-retirement benefit programs. Rangecroft is also the leader of Hewitt’s Actuarial Resource Team on Cash Balance and Pension Equity plans, and a member Hewitt’s global Employee Stock Ownership Team.

Barbara J. Hogg is a Principal and senior retirement consultant with Hewitt Associates in their Lincolnshire, Ill. office. She is focused on employee behavior and retirement communication. She is part of a team focused on the development of results-based communication approaches for employer’s human resources programs. Hogg is a Fellow of the Society of Actuaries.

How the Audio Seminar Works

CCH’s live audio seminars require nothing more than a telephone connection. For the $249 per site fee, an unlimited number of listeners at a site can participate and get up to speed and in-the-know on this important topic.

Earn CE Credit

This audio conference is designed to meet the CE requirements of the ASPPA CE program and qualifies for two CE credits. ASPPA members should report this audio seminar to ASPPA using the non-ASPPA-sponsored CE guidelines and tools located at In addition, ASPPA members should print out and keep in their files a copy of the site registration confirmation and a hard copy of the presentation materials. For more information, please contact the ASPPA membership department at 703-516-9300.

Special Bonus

Along with detailed handout materials, each site registering for this audio seminar will have 60-day access to a streamed audio recording of the event, a $249 value.

How to Register

To register online using a credit card go to To register by phone, call CCH Customer Service at 1-800-775-7654. Please have your credit card information ready.

About Wolters Kluwer Law & Business

Wolters Kluwer Law & Business is a leading provider of research products and software solutions in key specialty areas for legal and business professionals, as well as casebooks and study aids for law students. Its major product lines include Aspen Publishers, CCH, Kluwer Law International and Loislaw. Its markets include law firms, law schools, corporate counsel and professionals requiring legal and compliance information. Wolters Kluwer Law & Business, a unit of Wolters Kluwer, is based in New York City and Riverwoods, Ill.

Wolters Kluwer is a leading global information services and publishing company. The company provides products and services for professionals in the health, tax, accounting, corporate, financial services, legal and regulatory, and education sectors. Wolters Kluwer has annual revenues (2005) of €3.4 billion, employs approximately 18,400 people worldwide and maintains operations across Europe, North America, and Asia Pacific. Wolters Kluwer is headquartered in Amsterdam, the Netherlands. Its shares are quoted on the Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices. For more information, visit

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