The ASEA Advanced Actuarial Symposium is designed for senior 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 16-17, 2024 at the Hotel Kansas City in Kansas City, MO!
Quick Links:
REGISTRATION
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Early Bird Pricing (Expires 6/21/24) |
Regular Pricing (Expires 8/9/24) |
Onsite Pricing (After 8/10/24) |
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$855 |
$955 |
$1,055 |
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$1,005 |
$1,105 |
$1,205 |
Confirmation
You will receive an email from ASEA with confirmation of your registration. If you did not receive a confirmation within 10 business days after registering, please contact the Accounting Department.
By registering for this event, you agree to abide by our Event Policies.
CONFERENCE LOCATION
New Conference Location!
Hotel Kansas City
1228 Baltimore Avenue
Kansas City, MO, 64105
Room Rate: $199/night
Cut-off Date: July 17, 2024
AGENDA
Panelists will review the latest developments from the IRS, DOL, and PBGC as well as proposed and enacted legislation. The focus will be on the developments that potentially impact your work and advice to clients.
No matter how meticulously records are maintained, the presence of non-responsive or missing participants can pose challenges during distribution periods. This session delves into the intricacies of conducting a diligent search, eligibility for utilizing the PBGC's Missing Participant program, step-by-step guidance on leveraging the program, and additional practical tips and tricks for effectively resolving this issue.
Code Section 4980 imposes a heavy tax on reversions from terminating defined benefit plans. In this session speakers take an in-depth look at strategies to avoid or lower the tax, including the use of qualified replacement plans and the allocation of all or a portion of excess assets to plan participants.
Kelsey Mayo, Partner, Poyner Spruill LLP
Mike Spaid, FSPA, QPA, Actuary, Internal Revenue Service
Lynn Young, EA, FSEA, Partner/Consulting Actuary, Pinnacle Plan Design, LLC
FAQs
Will the event sessions be recorded?
No, sessions for the 2023 ASEA Actuarial Symposium will not be recorded.
Confirmation
You will receive an email from ASEA with confirmation of your registration. If you did not receive a confirmation within 10 business days after registering, please contact the Accounting Department.
Cancellation
All conference registration fees are fully refundable until July 21, 2024. After this date the conference fee, minus a $100 cancellation fee, will be refunded for cancellations. Requests for refunds should be submitted to [email protected]. No refunds will be granted for requests received after this date. Please note that 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. Requests for substitutions should be submitted to [email protected] by July 21, 2024. No substitutions will be accepted after this date.
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.
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!
Continuing Education Calculator
50 minutes = 1 credit hour
75 minutes = 1.5 credit hours
100 minutes = 2 credit hours
ASEA Members
The 2024 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.
More details on other types of CE credit offered will be posted to this site once the agenda is finalized.
To request approval for a other specific type of CE credit, please fill out this form. Request must be submitted by June 28, 2024.
EVENT POLICIES
Registration Refund Policy
All conference registration fees are fully refundable until July 21, 2024. After this date the conference fee, minus a $100 cancellation fee, will be refunded for cancellations. Requests for refunds should be submitted to [email protected]. 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 21, 2024. 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 ASPPA 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.
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.
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.
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