Form 5500 Update
Tuesday, May 26, 2015
2:00 p.m. - 3:40 p.m. ET
Speaker: Janice M. Wegesin, CPC, QPA, President, JMW Consulting, Inc.
This webcast will focus help attendees understand changes to the 2014 Form 5500 series reports and EFAST2 processes; why many 2014 Form 8955-SSA reports must be filed electronically; and how the 2015 Form 5500-SUP may create new chaos for preparers. It also will provide filing tips and answers to frequently asked questions.
New Mortality Tables — Their Use and Application
Tuesday, June 23, 2015
2:00 p.m. - 3:00 p.m. ET
Speakers: Raymond D. Berry, MSPA, ASA, MAAA, EA, Grant Thornton LLP and John R. Markley, FSPA, ASA, MAAA, EA, Markley Actuarial Services, Inc.
The Society of Actuaries in October 2014 issued updated mortality tables and mortality improvement scales and introduced 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 also will 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.
ASPPA Regional Conference: Chicago
June 4-5 | Wyndham Grand Chicago | Chicago
Women Business Leaders Forum
June 8-11 | Francis Marion Hotel | Charleston, S.C.
ASPPA Regional Conference: Boston
July 9-10 | Hilton Back Bay | Boston
Western Benefits Conference
July 19-22 | Hyatt Regency | San Francisco
ACOPA Actuarial Symposium
August 7-8 | Sheraton Chicago Hotel and Towers | Chicago
2015 ASPPA Annual Conference
October 18-21 | Gaylord National Resort & Convention Center | National Harbor, Md.
To add the Annual Conference to your calendar, click here.