Join us virtually, January 24-25, 2024, for the ASEA Actuarial Insights! This event will be a snapshot of the most pressing issues of the day and is designed to address your need for critical information ahead of our annual ASEA Advanced Actuarial Symposium, taking place in August 2024.
Engage with seasoned professionals and industry experts while earning valuable CE throughout this two-day learning experience.
Quick Links:
Pricing:
- Member: $290
- Non-member: $360
Please note registration closes January 23, 2024.
WEDNESDAY - JANUARY 24
1:00 - 2:15 p.m. ET
Session 1: Government Updates
During this fast-paced presentation, we’ll review the latest proposals coming out of Washington that will affect retirement plans. You’ll hear the latest developments from Capitol Hill and be prepared to field questions about the legislative developments that most concern your clients.
Kelsey N.H. Mayo, Director of Regulatory Affairs, American Retirement Association, Partner, Poyner Spruill LLP
Allison Wielobob, General Counsel, American Retirement Association / Executive Director, ASEA
2:30 - 3:45 p.m. ET
Session 2: Multiple Annuity Starting Dates
In this session we’ll dive into the mad(dening) world of MASDs. Whether they’re due to prior DBs, in-service distributions, or guild plans—Multiple Annuity Starting Dates (MASDs) occur under a variety of scenarios, often causing headaches for the Actuary. We’ll cover benefit and 415 offset calculations and give you consulting tips to help minimize the pain.
James E. Holland Jr, FSEA, Chief Research Actuary, Cheiron, Inc.
Tiffany Myers, FSA, EA, MSEA, Manager, Actuarial Services, Ascensus
4:00 - 5:15 p.m. ET
Session 3: Cash Balance Plan Design in Current Interest Rate Environment
For the past few Plan years, large Funding interest rate spreads have yielded wide and flexible contribution ranges for Plan Sponsors. Interest rates have converged sharply over the past 12 months leading to narrowing contribution ranges. This session will examine the effect this convergence can have in Cash Balance Plan Design, how method and assumption tweaks help mitigate the effect, and what other considerations such changes bring.
Larry Deutsch, FSEA, President, Larry Deutsch Enterprises
Justin Greindl, FSA, EA, MAAA, MSEA, Owner and Actuary, Fidus Actuarial Solutions, LLC
THURSDAY - JANUARY 25
1:00 - 1:50 p.m. ET
Session 4: Controlled Group Changes
Controlled and affiliated service groups can present challenges in designing and administering plans for group members. This session will help in determining controlled group and affiliated service group status as well as the resulting implications of such a determination.
Kevin Donovan, FSEA, Senior Advisor, Pinnacle Plan Design, LLC
2:00 - 2:50 p.m. ET
Session 5: DB EPCRS
This session will examine how EPCRS relates to defined benefit issues. Session will include discussion of self-correction and VCP submission process. Common plan errors and corrections will also be covered.
Kelsey N.H. Mayo, Director of Regulatory Affairs, American Retirement Association, Partner, Poyner Spruill LLP
3:00 - 3:50 p.m. ET
Session 6: Merge Right: DB Issues with M&A and Spinoff Transactions
When a company is bought or sold, the effect on the retirement plan is often forgotten until it is (almost) too late. This session will provide tips for consulting with your clients both before and after an M&A transaction. Emphasis will be given to DB plans, including issues encountered when DBs are merged or spun off.
David Kupstas, FSA, EA, MSEA, Pension Actuary and Third Party Administrator, NFP Retirement Division
Clint Blankenship, EA, MSEA, MAAA, President, ShowMe Pension Group, Inc.
4:00 - 4:50 p.m. ET
Session 7: Ethics
How well do you know the Code of Conduct that we are subject to in our everyday work? Have you reviewed the JBEA regulations and Circular 230 recently? This session will look at practical applications of these and test your knowledge on how they are applied. What do you do when there isn't a clear answer on how to solve your ethical dilemma? What can you learn from a different perspective? This will be an engaging session you will not want to miss!
Need CE credits? We’ve got you covered!
ASPPA Members
The 2024 ASEA Actuarial Insights Conference offers 8.5 hours of ASPPA CE credit, including 1 hour of Ethics.
Actuaries (JBEA Credit)
8 hours of JBEA Core CE are available. 1 hour of Ethics CE may be earned by attending the Ethics session. Formal CE may be earned from live session attendance. Recorded sessions are not eligible for JBEA CE.
Event Policies
ASEA, The American Society of Enrolled Actuaries, is a part of the American Retirement Association (ARA), the umbrella organization for five affiliate organizations: ASPPA, ASEA, NAPA, NTSA and PSCA. The following event policies apply to ASEA Actuarial Insights:
Recordings
All sessions will be recorded, and registrants will have access to the recordings for 30 days after the virtual live event has concluded. However, CE will not be offered for viewing the recorded sessions.
Confirmation
ASPPA will send an email confirmation of your registration. If you have not received it within 10 business days after registering, please email Accounting.
Refunds/Cancellation/Substitution
All registration cancellations and refund requests must be made in writing by January 19, 2024. A refund of the conference fee, minus a $100 processing fee, will be given for cancellations received by that date. No refunds will be granted for requests received after January 19, 2024. Submit all requests to [email protected]. Please note that refunds will not be given for no-shows. Substitution of registrations is permitted prior to the event. Please email Accounting.
Program Content
The views and opinions expressed by speakers or others who have provided materials to and for this conference are not necessarily those of ASPPA or ARA or its affiliate organizations. ASPPA, ARA, and its affiliate organizations assume no responsibility for, nor endorse, any of the comments, recommendations or materials that are provided.
Event Code of Conduct
The American Retirement Association, the umbrella organization for the individual membership organizations: ASPPA, ASEA, NAPA, NTSA and PSCA (collectively the “ARA”), is committed to providing a safe, productive, and welcoming environment for all participants at ARA events. All participants, including, but not limited to, attendees, speakers, volunteers, exhibitors, service providers and ARA staff members, and all others are expected to abide by this Events Code of Conduct. This policy applies to all ARA events (in-person and virtual), including all meetings and conferences, as well as events sponsored by organizations other than ARA but held in conjunction with ARA events. Events Code of Conduct.
Antitrust Policy
The American Retirement Association, the umbrella organization for five affiliate organizations, ASPPA, ASEA, NAPA, NTSA and PSCA (collectively the “ARA”), assigns the highest priority to full compliance with both the letter and the spirit of antitrust laws and it is vital that any ARA meetings be conducted in a manner consistent with this policy. Read the full Antitrust Policy.
Questions? We’re here to help!
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