Skip to main content

You are here

2022 ASEA Actuarial Symposium

The ASEA Actuarial Symposium is designed for pension actuaries and professionals who are concerned about the impact of recent regulations. The sessions are geared specifically toward issues affecting actuaries in the pension field. The final “Ask the Experts” session provides an opportunity for you to ask questions relevant to your specific area of expertise.

Join us August 5-6, 2022 at the DoubleTree by Hilton Hotel Chicago - Magnificent Mile in Chicago, IL! Get ready to engage with speakers through the chat and Q&A features during each presentation.

 

Quick Links:


REGISTRATION

 

Early Bird Pricing

(Expires 6/24/22)

Regular Pricing

(Expires 8/3/22)

Onsite Pricing

(After 8/4/22)

Member

$815

$915

$1,015

Non-Member

$965

$1,065

$1,165


CONFERENCE LOCATION

DoubleTree by Hilton Hotel Chicago - Magnificent Mile

300 E Ohio St.

Chicago, IL 60611

 

Room Rate: $215/night

Cut-off Date: July 14, 2022

 


AGENDA

FRIDAY, AUGUST 5, 2022

8:00 a.m. - 9:30 a.m. ET

Welcome & General Session: Washington Update

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 H. Mayo, Partner, Poyner Spruill LLP
Allison Wielobob, General Counsel, American Retirement Association / Executive Director, ASEA

 

9:40 a.m. - 10:30 a.m. ET

Closed Plans

Code section 401(o) was added by the SECURE Act.  Meant as relief to frozen plans of large employers, the law creates incentives for many small employers to freeze their defined benefit plans after 5 years.  Combined with amendments to Code Section 401(a)(26), plans that meet the requirements of the new law may be frozen to new entrants, avoid Section 401(a)(26) going forward and pass combined plan testing without a gateway requirement. Too good to be true?  Probably.  But it’s in the law.

Kevin Donovan, CPA, EA, FSPA, FCA, President, Pinnacle Plan Design, LLC

 

10:50 a.m. - 11:40 a.m. ET

Bias in Data

The Qualification Standards for ASEA, CCA and other pension actuaries have been updated effective January 1, 2022 (for statements of actuarial opinions issued January 1, 2023 or later).  The Qualification Standards now include an annual one hour of continuing education requirement on bias in data.

Karen Smith, President, Nova 401(k) Associates

 

11:50 a.m. - 12:20 p.m. ET

ASEA Business Meeting & Awards Presentation

 

12:30 p.m. - 1:30 p.m. ET

Lunch

 

1:30 p.m. - 2:20 p.m. ET

Regulatory Update

Get the latest updates on the guidance from the IRS, DOL and PBGC. If it affects retirement plan service providers, we’ll discuss it. This webcast will prepare you to field questions about the legislative and regulatory developments that most concern your clients’ prospects and distribution partners.

Kelsey H. Mayo, Partner, Poyner Spruill LLP
Allison Wielobob, General Counsel, American Retirement Association / Executive Director, ASEA

 

2:30 p.m. - 3:20 p.m. ET

Takeover Plans

Like it or not, everyone will have to take over a plan at some point. What is the process? What are your professional obligations? How do you protect yourself and your client? Is doing a takeover even necessary? Join us for a lively session where we will answer these questions, and (hopefully) discuss some real-life situations from our audience. Bring your war stories!

Charles Brown, Consulting Associate Director, Wolters Kluwer

 

3:50 p.m. - 5:30 p.m. ET

Consulting Around 415

Section 415 presents a multitude of challenges.  This session will focus on multiple annuity starting date (MASD) issues and the challenges due to lack of guidance.  We’ll also discuss the impact of guild plans on plans maintained by corporations controlled by entertainers and those otherwise involved in the entertainment industry.

Lawrence Deutsch, FSPA, President, Larry Deutsch Enterprises
Kurt Piper, Owner & Chief Actuary at Piper Pension & Profit Sharing

 

5:30 p.m. - 6:30 p.m. ET

Networking Reception

 

SATURDAY, AUGUST 6, 2022

 

8:00 a.m. - 9:40 a.m. ET

General Session: Ethics for Actuaries - A Practical Approach

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 interactive session that you will not want to miss.

Angie Vadnais, Senior Consulting Actuary, Pension Benefits Unlimited, Inc.
Lynn M. Young, EA, FSEA. Partner / Consulting Actuary, Pinnacle Plan Design, LLC

 

10:00 a.m. - 10:50 a.m. ET

Funding Update

 

11:00 a.m. - 11:50 a.m. ET

Plan Design

This session will focus on designing plans for professionals and other small business owners.  Emphasis will be on cash balance plans and DBDC combos, with a focus on non-discrimination testing including gateway requirements.

Daniel E. Lawrence Deutsch, FSPA, President, Larry Deutsch Enterprises
Kevin Donovan, CPA, EA, FSPA, FCA, President, Pinnacle Plan Design, LLC

 

11:50 a.m. - 1:00 p.m. ET

Lunch

 

1:00 p.m. - 2:15 p.m. ET

General Session: Ask The Experts

Here's your chance to get answers to your technical and outstanding questions from a panel of pension plan experts.  Be prepared with your questions you have encountered in your practice. Submit your questions

Lawrence Deutsch, FSEA, President, Larry Deutsch Enterprises
Kevin Donovan, CPA, EA, FSPA, FCA, President, Pinnacle Plan Design, LLC
James E. Holland, Jr., FSPA, FCA, MAAA, ASA, EA, Chief Research Actuary, Cheiron, Inc.
Kelsey H. Mayo, Partner, Poyner Spruill LLP


COMMITTEE

  • Raymond D. Berry, MSEA — Conferences Chair
  • Kevin Donovan, FSEA, Pinnacle Plan Design, LLC
  • Lorraine Dorsa, MSEA, Aegis Pension Services, Inc
  • Nolan S. Frank, MSEA, Frank Pension Consultants, Ltd
  • Justin Greindl, MSEA, Fidus Actuarial Solutions, LLC
  • Kenneth M. Vollmer, MSEA, Premier Plan Consultants

 

ASEA MANAGEMENT COUNCIL

  • Virginia C. Wentz, FSEA, CPC, The MandMarblestone Group, LLC — ASEA President
  • Clint Blankenship, EA, MSEA, MAAA, McCloud & Associates, Inc — ASEA President-Elect


FAQs

Will the event sessions be recorded?

No, sessions for the 2022 ASEA Actuarial Symposium will not be recorded. 

 

Confirmation

You will receive an email from ASEA with confirmation of your registration. If you did not received a confirmation within 10 business days after registering, please contact the Accounting Department

 

Cancellation

Submit cancellation request by July 22, 2022. A refund of the conference fee, minus a $100 processing fee, will be issued for cancellations received by that date. No refunds will be granted for requests received after July 22, 2022. Please note refunds will not be given for no-shows.

 

Substitution

Substitution of registrations is permitted prior to the conference. Only one substitution is permitted per original registrant. The individual submitting the substitution request is responsible for updating any contact information.

 

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 ARA, ASEA or its affiliate organizations. ARA, ASEA and its affiliate organizations assume no responsibility for, nor endorses any of the comments, recommendations or materials that are provided.

 

Questions? We’re here to help!

Our customer care team is standing by to answer all your questions from the technology, CE credits, to the structure of the agenda! Connect with Customer Care


CONTINUING EDUCATON

Need CE credits? We’ve got you covered!

 

ASEA Members

The 2022 ASEA Actuarial Symposium offers up to 13 hours of CE credits, including 1 hour of Ethics CE.

 

Enrolled Actuaries (JBEA)

More information coming soon.

 

Accountants (NASBA)

More information coming soon.

 

Enrolled Retirement Plan Agents (ERPA Credit)

More information coming soon.


EVENT POLICIES

Registration Refund Policy

Requests for refunds should be submitted to [email protected] by June 24. 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 this date. Please note that refunds will not be given for no-shows.

 

Substitution Policy

Substitution of registrations is permitted prior to the conference. Only one substitution is permitted per original registrant. The individual submitting the substitution request is responsible for updating any contact information. Requests for substitutions should be submitted to [email protected] by July 29. No substitutions will be accepted after this date.

 

Badges

Attendees who register in advance may pick up their badge and onsite materials at the Registration Desk during conference hours. If you do not check in at the Registration Desk to pick up your badge, you will be deemed a no-show and continuing education credit will not be issued. Attendees are not permitted to pick up other attendees’ badges/materials.

 

Covid Waiver & Safety Protocols

By participating in this conference and any associated events, you acknowledge and understand the highly contagious nature of Coronavirus/COVID-19, and that current medical knowledge of the virus, including its transmissibility and risk remains uncertain, particularly in light of evolving variants of the virus. There is not a cure for the virus, and those with certain medical conditions may be at high risk for contracting the virus and/or experiencing significant and life-threatening complications.

You understand and acknowledge that neither the American Retirement Association (ARA) nor the event venues are able to provide a guarantee against transmission of the virus, infection and/or illness and that they are not responsible for any potential exposure to COVID-19 and injuries related thereto or other infectious disease which you may experience in connection with the conference.  As such, you assume all risks related to COVID-19, even if arising from the negligence or fault of ARA and you release and hold harmless the ARA, its officers, employees, agents, representatives, affiliates, legal successors, and all persons acting pursuant to its authority from any and all liability for damages for exposure to and/or infection with COVID-19 in connection with or on account of your participation in the conference.

If you test positive for COVID-19 within 14 days of the event or have COVID-19 related symptoms, including if the conditions emerge while you are at the event, you will not attend the conference. If you believe you have been exposed to COVID-19, you should follow the current CDC guidance: https://www.cdc.gov/coronavirus/2019-ncov/your-health/quarantine-isolation.html. In addition, ARA may immediately remove or prohibit you from in-person activities at the conference if you exhibit symptoms associated with COVID-19, or if you fail to comply with any safety procedures stipulated by ARA or the event venue.  Please refer to our event policies for additional information about safety protocols and the covid waiver.

 

Event Performance

If the event is canceled, ASEA will refund your registration fee. ASEA is not responsible for individual airfare, hotel or any other travel expenses that may be incurred.

 

Consent to Use of Photographic Images

Your registration and attendance at, or participation in, the event and other affiliated activities constitutes an agreement by the registrant to grant ASEA permission to use photos taken of you at the event for news, promotion and similar purposes.

 

Unauthorized Solicitations

Solicitation of business by anyone other than ASEA exhibitors and sponsors is strictly prohibited. Please report any violations to the registration desk.

 

Hotel

By making a reservation in the conference hotel room block, you agree that the hotel can share with ASEA basic information about your stay, including your name, arrival, and departure dates.

 

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 ASEA or ARA or its affiliate organizations. ASEA, 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. Read the full Event 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.

 


SPONSORS