ACOPA Webcast: PBGC Filing Requirements for Reportable Events and Premiums
Available until August 23, 2019
Speakers: Kristina Archeval, Senior Advisor Corporate Finance, Brad Porter, Lead Systems Accountant, and Amy Viener, Acting Chief Policy Actuary, PBGC; James E. Turpin, MSPA, President, The Turpin Consulting Group, Inc.; and Martin L. Pippins, MSPA. Executive Director, ACOPA
Experience Level for Attendees: Intermediate
IRS Program Number: CZTXU-Q-00931-18-O
Experts from PBGC explain reportable events and premium requirements pertaining to small plans. By understanding what’s required and common mistakes, you can ensure your clients are in compliance and avoid late filing (and late premium filing) penalties. PBGC representatives provide helpful tips to make the premium filing process easier for you and your clients (e.g., options for certifying filings, recent enhancements to MyPAA). PBGC provides guidance on what to do when a plan sponsor is having financial difficulties.
1. Comply with PBGC reporting requirements
2. Eliminate common filing mistakes
3. Avoid late filing penalties
CE Credit: 1 ARA, 1 ERPA, 1 JBEA Noncore
About the Speakers
Kristina Archeval is a Senior Advisor in the Corporate Finance and Restructuring Department (CFRD) at PBGC. CFRD works with ongoing plans to manage risk of plan terminations and maximize recoveries when underfunded plans are taken over by PBGC. In recent years, Kristina has focused on policy projects and internal process improvement initiatives. She joined PBGC in 2004 and has served in various leadership positions. Kristina previously worked in the private sector where she advised clients on various financial matters including valuation, bankruptcy and restructuring, capital raising and debt financing, operational improvements, and in litigation matters.
Brad Porter is a Lead Systems Accountant in the premium Collection and Compliance Division (CCD) at PBGC. CCD is responsible for administering PBGC's online premium filing website (MyPAA), processing premium filings, and accounting for premium payments. All MyPAA website and premium filing system enhancements are implemented through CCD. PBGC has made a concentrated effort in recent years to not only reduce the burden of the online premium filing process, but also improve the amount of useful filing information available to MyPAA practitioners. Brad began his career as a contract consultant with CCD in 2005. Focusing on premium operations and customer service, he dealt with assisting pension practitioners during the premium filing process and providing follow-up when filing errors were identified. After gaining expert knowledge of the filing process and the MyPAA website since inception, he joined the PBGC Federal sector in 2012. Since then, Brad has facilitated the implementation of every MyPAA website upgrade and premium filing system enhancement at PBGC.
Marty Pippins is the Executive Director of ACOPA and the Director of Regulatory Policy the American Retirement Association. He is an Enrolled Actuary and recently retired from the Internal Revenue Service as a senior executive where he held multiple positions, including managing the Employee Plans Technical Guidance group, and the EPCRS program. During 2017, he was detailed to the Senate Finance Committee where he worked on retirement, health care, and tax legislation.
James Turpin is President and principal shareholder of The Turpin Consulting Group, Inc., which has provided actuarial, administrative, and consulting services for retirement plans since 1981. James’ current professional focus is on plan design, plan compliance issues, litigation support, and expert testimony. He is currently on one of the subcommittees that writes questions for the Enrolled Actuary examination, and is co-author of the Pension Distribution Answer Book. James has represented the pension profession in testimony before Congress and various federal regulatory agencies and is well known for his litigation support and expert testimony on actuarial and pension matters.
Amy Viener began her actuarial career at Kwasha Lipton in 1982. In 1989, she joined the IRS as one of their first two “Visiting Actuaries” to provide a private-sector perspective on guidance needed as a result of the changes to DB plan funding and qualification requirements resulting from OBRA 87. After her year with the IRS, Amy returned to the private sector, as a pension consultant for Foster Higgins, which eventually merged with Mercer. During that time, she served as enrolled actuary for large and mid-sized defined benefit plans. In 2004, Amy joined PBGC in their policy department as a "Visiting Actuary" to provide a private sector perspective to the funding reform debate. During her tenure in this capacity, she provided technical assistance to Congressional and White House staff during legislative processes that ultimately became the Pension Protection Act of 2006. Amy became a permanent PBGC employee in 2008, primarily focusing on policy issues.
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