PBGC Premiums for 2014 and Later Years

Available through July 16, 2015

Speakers: Amy Viener, ASA, MAAA, Senior Policy Actuary, PBGC and Kenneth M. Vollmer, MSPA, Means & Associates, LLC, San Diego, Calif.

• Click HERE for registration information

• Click HERE to view the webcast outline
• Click HERE to view PBGC's presentation handout 

Significant changes have been made to the premium payment rules in 2014 due to recent amendments to premium regulations.  For example, premium rates have increased, calculations have changed, and due dates are earlier, This webcast will provide important information regarding these changes that you will need to know if you prepare PBGC premium filings for your defined benefit clients.  We will focus on small defined benefit plan filing issues.

Attendee Takeaways:

• New due dates and rates

• Transition rules for 2014

• New rules for terminated plans

• New calculation of unfunded, vested benefits and participant count

• New payment option

• Rules for new or newly covered plans

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REGISTRATION

Live – 07/15/2014

Recorded  – 07/16/2015

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 1.2 ASPPA CE credits.

Enrolled Actuaries

The webcast is designed to offer registrants 1.2 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 1.2 ERPA CE credits. The final decision as to the number of ERPA credits rests solely with the Internal Revenue Service.

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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.
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ABOUT THE SPEAKERS

Amy Viener, ASA, MAAA

Amy joined PBGC in their policy department in 2004 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 process that ultimately became the Pension Protection Act of 2006. She became a permanent PBGC employee in 2008, primarily focusing on policy issues.

Prior to joining PBGC, she worked for 22 years as a pension consultant in the private sector, primarily with Mercer, and served as enrolled actuary for large and mid-sized defined benefit plans.  Ms. Viener is a frequent speaker at Actuarial Conferences (ASPAA/ACOPA, Enrolled Actuaries Meeting, Conference of Consulting Actuaries Meeting).  Ms. Viener is a graduate of Pennsylvania’s Bucknell University.

Kenneth M. Vollmer, MSPA

Ken joined Means & Associates, LLC, in San Diego, CA in 2007 and has over 25 years’ experience in the pension actuarial field, consulting on plans that cover the broad spectrum of plans in size and complexity.  He graduated from the State University of New York at Buffalo with a BA in Statistics and Economics.  Ken previously co-chaired ASPPAs Education & Exam committee and currently chairs the ACOPA RPA Advisory Group.

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QUESTIONS

Registration and General Questions

ASPPA Customer Support

703.516.9300

[email protected]