Take a helping of government activity. Add a teaspoon each of plan design, controlled groups, and annuities, and also add a dash of EPCRS and a sprinkling of ethics. Voila! The recipe for the ASEA Actuarial Insights conference.
The conference will be held on Jan. 24-25.
Wednesday, Jan. 24
On Wednesday, Jan. 24, Allison Wielobob, General Counsel, American Retirement Association and ASEA Executive Director will be joined by Kelsey N.H. Mayo, American Retirement Association Director of Regulatory Affairs and partner at Poyner Spruill LLP, to serve a government update that will review the latest proposals coming out of Washington that will affect retirement plans.
Then James E. Holland Jr, Chief Research Actuary at Cheiron, Inc. and Tiffany Myers, Manager, Actuarial Services at Ascensus, will dive into the world of multiple annuity starting dates (MASDs), which occur under a variety of scenarios and often causing headaches for an actuary. They’ll offer tips to help minimize the pain.
Finally, Larry Deutsch, President of Larry Deutsch Enterprises and Justin Greindl, owner and actuary of Fidus Actuarial Solutions, LLC will examine the convergence of interest rates and its effect on cash balance plan design, how method and assumption tweaks help mitigate the effect, and what other considerations such changes bring.
Thursday, Jan. 25
On Thursday, Jan. 25, Kevin Donovan, Senior Advisor at Pinnacle Plan Design, LLC, will offer help in determining controlled group and affiliated service group status as well as the resulting implications of such a determination. Then Kelsey N.H. Mayo, American Retirement Association Director of Regulatory Affairs and a partner at Poyner Spruill LLP, will examine how EPCRS relates to defined benefit issues.
David Kupstas, Pension Actuary and Third Party Administrator at NFP Retirement Division, and Clint Blankenship, President of ShowMe Pension Group, Inc., will follow Kelsey with tips for consulting with clients both before and after an M&A transaction.
And we’ll conclude the day with a discussion of practical applications of the JBEA regulations and Circular 230 and test your knowledge. It will be an engaging session you will not want to miss!
Continuing Education
The icing on the cake: Continuing Education (CE) Credits!
ASPPA Members. The 2024 ASEA Actuarial Insights Conference offers 8.5 hours of ASPPA CE credit, including one hour of Ethics.
Actuaries (JBEA Credit). Eight hours of JBEA Core CE are available. One hour of Ethics CE may be earned by attending the Ethics session. Formal CE may be earned from live session attendance. Recorded sessions are not eligible for JBEA CE.
For more information, click here: https://www.asppa-net.org/asea-actuarial-insights-2024
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