Defined Benefit Plan Terminations

Available through December 9, 2015

Speaker: Lauren R. Okum, ASA, EA, MAAA, MSPA; Premier Actuarial Solutions

Click here to view the webcast outline!

PBGC requirements, IRS determination letters, calculations, and procedures present an ongoing challenge for pension practitioners and actuaries during the plan termination process. This session will include advanced practice topics such as government filings, notice requirements, PBGC premium calculation issues, plan termination processing, and IRS and PBGC audits. It will also address various problems that can occur with plan terminations and will suggest potential solutions.

Learning Objectives

• Develop a strategy to create a smooth plan termination process.
• Identify important issues that may arise during the plan termination process.
• Address solutions to problems encountered during a plan termination.

________________________________________________________________________________

REGISTRATION

Recorded  – 12/09/2015

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.

Click here to download a registration form

Online   For credit card payment only. Receive an immediate e-mail Registration Confirmation.
E-mail   E-mail your scanned registration form(s) and credit card information to [email protected].
Fax       Fax your scanned registration form(s) and credit card information to 703.516.9308.
Mail     ASPPA – PO Box 34725, Alexandria, VA 22334-0725

              For express/overnight deliveries (FedEx, DHL, etc.) send to:
              ASPPA, 4245 N Fairfax Dr Suite 750, Arlington, VA 22203
              Make checks payable to ASPPA 

________________________________________________________________________________

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 2 ERPA CE credits. 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 SPEAKER

Lauren Okum

Lauren is the founder of Premier Actuarial Solutions, a boutique actuarial firm that specializes in the design and administration of defined benefit plans. She has practiced in the pension actuarial arena for over 20 years, with in-depth experience in both the small plan and large plan markets. She currently focuses on the small and mid-sized markets, consulting with employers maintaining defined benefit plan as well as other third-party administrators that are looking to outsource their actuarial needs. During her career, she held advanced positions at a large human resource consulting firm, a large accounting firm, and a third-party administrator.

Lauren is an Associate of the Society of Actuaries, an Enrolled Actuary, a Member of the Academy of Actuaries, and a Member of the Society of Pension Actuaries. She graduated summa cum laude with highest distinction in Actuarial Science from the University of Illinois and Urbana-Champaign and attended Harvard Business School for her MBA.

QUESTIONS

Registration and General Questions

ASPPA Customer Support

703.516.9300

[email protected]