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


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.

Key Takeaways:
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.

Registration Deadlines: 
On-Demand: 11/29/2018

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.

Individual Viewer Additional Viewers 
ASPPA/ACOPA Member: $115  ASPPA/ACOPA Member: $45 
Non-Member: $190  Non-Member: $70 


Registration for on-demand recorded webcast includes unlimited viewing of the webcast recording to play any time before the one-year expiration date, webcast outline, and any additional presentation materials. Recordings are available one week after the live webcast takes place.

Webcast Package Pricing:

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Methods of Registration:

To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic registration confirmation to the email address listed on your registration form.

  • Download a registration form.
  • Online: For credit card payment only. Receive an immediate email Registration Confirmation. 
  • Email your scanned registration form(s) and credit card information to
  • Fax your scanned registration form(s) and credit card information to 703-516-9308.
  • Mail: American Retirement Association, PO Box 34725, Alexandria, VA 22334-0725 
    For express/overnight deliveries (FedEx/DHL, etc.), send to: American Retirement Association, 4245 North Fairfax Drive, Suite 750, Arlington, VA 22203

Make checks payable to the American Retirement Association.

General Information

Cancellation Policy:

All webcasts are non-refundable. If you have registered for the live webcast and are unable to attend, please email and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.

Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.


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