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ACOPA Webcast: Fresh Perspectives on Assumption Setting

ACOPA Webcast: Fresh Perspectives on Assumption Setting
Available Through June 22, 2017

Speakers: Karen Smith, MSPA, President, Nova 401(k) Associates; and Lynn M. Young, MSPA, Consulting Actuary, Pinnacle Plan Design, LLC

IRS Program Number: CZTXU-Q-00647-16-O

Webcast Outline: Click Here.

   

Description: 
The JBEA regulations require that enrolled actuaries use actuarial assumptions that “are reasonable individually and in combination.” This panel discussion webcast will review recent developments and current issues in assumption-setting for micro-to-small-sized plans post-PPA. Attend this webcast to ensure that your approach to assumption setting and review is keeping with evolving standards of practice. This webcast should also be of interest to administrators who prepare valuations for actuarial review and aspiring enrolled actuaries.

Key Takeaways:
1. Review the various assumptions we choose in the micro-to-small-sized plans and discuss the basis for those assumptions.
2. Gain a better understanding of how the evolving standards of practice and IRS regulations have an impact on the assumption choices.
3. Gain insight on choices when you don’t know the client.

Registration Deadlines: 
Live: 06/22/2016
On-Demand: 06/22/2017

CE Credit: 2 ARA, 2 ERPA, 2 JBEA Core

About the Speaker:

Lynn Young is an enrolled actuary and has over 31 years experience in the consulting and administration of qualified defined benefit, cash balance, and defined contribution plans. As an enrolled actuary, she specializes in actuarial consulting and third-party administration of defined benefit retirement plans. Lynn is the Past-President of ACOPA and a past board member of ASPPA’s Board of Directors. She, along with fellow actuaries from Pinnacle Plan Design, authored 2016 edition of the Defined Benefit Answer Book.Karen Smith is President of Nova 401(k) Associates. She has been practicing in the retirement area for more than 25 years and has been actively involved in ASPPA for much of her professional career. In addition to serving as President of ACOPA, she is a member of the ASPPA Leadership Council, the American Retirement Association Legislative Relations Committee, and previously served on the American Academy of Actuaries Qualifications Committee.

Individual Viewer Additional Viewers 
ASPPA Member: $115  ASPPA Member: $45 
Non-Member: $190  Non-Member: $70 

Registration for on-demand recorded webcast includes unlimited viewing of the webcast recording to play any time before the one-year expiration date, webcast outline, and any additional presentation materials. Recordings are available one week after the live webcast takes place. 

Webcast Package Pricing:

Please click here for information on package pricing for classroom style webcasts and web-course 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: American Retirement Association, PO Box 34725, Alexandria, VA 22334-0725For express/overnight deliveries (FedEx/DHL, etc., send to: American Retirement Association, 4245 North Fairfax Drive, Suite 750, Arlington, VA 22203

Make checks payable to the American Retirement Association

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:
Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.

Questions:

Registration and General Questions
American Retirement Association Customer Support
703-516-9300
[email protected]