ACOPA Webcast: Large Versus Small DB Plans: A Comparison for DB Practitioners
Available Until November 29, 2018
Speaker: Lauren R. Okum, ASA, EA, MAAA, MSPA, Owner and Actuary, Premier Actuarial Solutions
IRS Program Number: CZTXU-Q-00790-17-O
Webcast Outline: Click Here.
Companies sponsor defined benefit plans for different reasons. While the law and regulations are the same for large plans and small plans, the focus is usually very different. This webcast will detail many of the differences to assist an actuary or other DB practitioner transitioning from the large-plan market to the small-plan market.
1. Identify major differences between sponsoring a large DB and a small DB plan.
2. Distinguish the sections of the Internal Revenue Code that often apply to small DB plans.
3. Determine the additional calculations usually necessary for a small DB plan.
CE Credit: 2 ARA, 2 ERPA, 2 JBEA Core
About the Speakers:
Lauren Okum is an actuary and the owner of Premier Actuarial Solutions, an actuarial firm that specializes in the design and administration of defined benefit and cash balance plans. She has practiced in the pension arena for more than 22 years. Lauren’s currently focuses on small and mid-sized markets, consulting with employers maintaining pension plans, as well as other third-party administrators who are looking to outsource their actuarial needs. She is on the ACOPA Leadership Council, an associate of the Society of Actuaries, an enrolled actuary, and a member of the Academy of Actuaries.
|ASPPA/ACOPA Member: $115
||ASPPA/ACOPA Member: $45
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