Available through June 23, 2016
Speakers: Raymond D. Berry, MSPA, ASA, MAAA, EA, Grant Thornton LLP and John R. Markley, FSPA, ASA, MAAA, EA, Markley Actuarial Services, Inc.
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Access the webcast outline here!
The Society of Actuaries issued updated mortality tables and mortality improvement scales in October 2014. The mortality tables are not only updated but also introduce the concept of generational mortality. The speakers will share experiences with implementing the new mortality tables with year-end 2014 Disclosure Reports for accounting purposes. They will also present up-to-date information regarding the timing and implementation of the new mortality approach by the IRS for funding and lump sum calculation purposes.
- Review of background summary and of new tables
- Recognize the appropriate use of tables and impact of adopting the tables
- Identify best practices to minimize errors and corrections when errors occur
REGISTRATION
Registration Deadline:
Live – 06/23/2015
Recorded – 06/23/2016
| Individual Viewer | Additional Viewers |
| ASPPA Member:$55 | ASPPA Member:$20 |
| Non-member:$90 | Non-member:$32.50 |
Registration for Recorded Webcast Includes:
- Unlimited viewings of the Webcast recording to play anytime before the one year expiration date
- Webcast outline and any additional presentation materials
Recordings are available 72 hours after the live webcast takes place.
Webcast Package Pricing
Please click here for information on package pricing for classroom style webcasts and webcourse viewing. For more details on additional training package offerings, please contact [email protected].
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 e-mail address listed on your registration form.
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CONTINUING EDUCATION INFORMATION
ASPPA Members
The webcast is designed to offer registrants 2 ASPPA CE credits.
Enrolled Actuaries
The webcast is designed to offer registrants 2 JBEA Core CE credits for Enrolled Actuaries. The final decision as to the number and type of JBEA credits rests solely with the Joint Board for the Enrollment of Actuaries.
Enrolled Retirement Plan Agent (ERPA)
The webcast is designed to offer registrants 1 ERPA CE credit. The final decision as to the number of ERPA credits rests solely with the Internal Revenue Service.
GENERAL INFORMATION
Cancellation Policy
All Webcasts are non-refundable. If you have registered for the live Webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live Webcast takes place.
Disclaimer
The statements and materials presented on ASPPA webcasts are solely the opinions of the speakers and do not represent the opinion or the position of ASPPA. ASPPA assumes no responsibility for the content and materials presented by speakers during the webcast.
ABOUT THE SPEAKERS
Raymond D. Berry, MSPA, ASA, MAAA, EA
Ray Berry is a Manager in the Grant Thornton Chicago tax practice and the Compensation and Benefits consulting services practice. His focus has been on actuarial consulting, financial reporting and accounting for employee benefit plans. Ray has spoken on retirement and welfare plan issues at actuarial, employee benefit, and accounting conferences.
Prior to joining Grant Thornton, Ray served as a consultant for JPMorgan and CCA Strategies. Ray also serves on the EA-2F Examination Committee. This committee writes one of the Enrolled Actuaries examinations administered by the Joint Board for the Enrollment of Actuaries.
John R. Markley, FSPA, ASA, MAAA, EA, Markley Actuarial Services, Inc.
John Markley founded Markley Actuarial Services in 1985 and has over 30 years of experience providing services to qualified retirement plans. John brought 5 years of experience from working at Coopers & Lybrand, where he was responsible for services provided to Fortune 500-size clients and he participated in the design and implementation of early 401(k) plans. John's primary responsibilities include sharing services with potential clients and providing an historical legislative perspective.
In addition to being CEO of the firm, John serves on the Leadership and Management team and provides consultations regarding defined benefits plans, including large plans, municipal plans, and plans with employee contributions.
QUESTIONS
Registration and General Questions
ASPPA Customer Support
703.516.9300
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