EPISODE · Dec 20, 2023 · 29 MIN
Retirement - Section 5 | Contract 2020 TA Education
from The SWAPA Number · host SWAPA
On this Contract 2020 TA Education episode, we'll hear from Negotiating Committee Member, Damian Jennette about Section 5, Retirement. 00:17 Retirement Headlines 00:39 MBCBP Overview 01:57 MBCBP Funding 03:28 Private Letter Ruling – Additional Funding 04:26 Excess Contribution Limits 05:22 Four Sources of Spill Cash and Filling Qualified Buckets 07:59 Non-Qual Plans Today and Moving Forward 08:58 IRS and PLR Timeline 11:22 PLR Protections 14:11 Contingency Planning 14:59 Account Structure and Access 16:25 “Market Based” Defined 16:56 Preservation of Capital Rule 18:27 Hypothetical Gains 19:23 59 ½ Rule and In-Service Distribution 20:34 NEC Philosophy 22:13 Profit Sharing Plan Changes 24:37 Profit Sharing Deferral Percetages and Why 26:03 401K Plan Changes 26:44 Non Qual Plans For more information, visit the Contract 2020 TA Education Resource Center on swapa.org. If you have any feedback for us at all, please drop us a line at [email protected] or tap here to send us a text. Follow us online: Twitter - https://twitter.com/swapapilots Facebook - https://www.facebook.com/swapa737
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On this Contract 2020 TA Education episode, we'll hear from Negotiating Committee Member, Damian Jennette about Section 5, Retirement. 00:17 Retirement Headlines 00:39 MBCBP Overview 01:57 MBCBP Funding 03:28 Private Letter Ruling – Additional Funding 04:26 Excess Contribution Limits 05:22 Four Sources of Spill Cash and Filling Qualified Buckets 07:59 Non-Qual Plans Today and Moving Forward 08:58...
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Retirement - Section 5 | Contract 2020 TA Education
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