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2022 ASEA Actuarial Insights

Join us on Wednesday, June 22 for the 2022 ASEA Actuarial Insights! Get ready to engage with speakers and attendees at this one-day virtual event. If you are looking for a virtual option to get your ASEA CE credit, this is your event!

 

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AGENDA

12:00 p.m. – 12:50 p.m. ET 

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 be also be covered.

  • James E. Holland, Jr., FSPA, FCA, MAAA, ASA, EA, Chief Research Actuary, Cheiron, Inc.
  • Kelsey H. Mayo, Partner, Poyner Spruill LLP

 

1:00 p.m. – 1:50 p.m. ET

Schedule C Income

  • Kevin J. Donovan, President, Pinnacle Plan Design, LLC

 

2:00 p.m. – 2:30 p.m. ET

Brain Break



2:30 p.m. – 3:20 p.m. ET

Over Funding: Terminations

It’s time to terminate the plan and there’s more money than needed to pay the benefits owed. What happens now? This session examines the rules on reversion excise taxes, qualified replacement plans, and reallocations to participants. We will also look at ways to avoid becoming overfunded in the first place.

  • David J. Kupstas, MSEA, FSA, EA, Pension Actuary & Third Party Administrator, Actuarial Consulting Group, Inc. 

 

3:30 p.m. – 4:10 p.m. ET

Controlled and Affiliated Service Groups

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 J. Donovan, President, Pinnacle Plan Design, LLC
  • Kelsey H. Mayo, Partner, Poyner Spruill LLP

 


REGISTER

Member

$195

Non-Member

$260

 


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

 


GENERAL INFORMATION

Will the event sessions be recorded?

Yes, the sessions will be recorded. All registrants will have access to the recordings for 30 days after the virtual live event has concluded, but CE will not be offered for listening to recorded sessions.

 

Confirmation

You will receive an email from ASEA with confirmation of your registration. If you do not received a confirmation within 10 business days after registering, please contact the Accounting Department. Details of how to join the virtual event will be provided to all registered attendees shortly and recordings will become available post-event for those who are not able to join live.

 

Cancellation

Submit cancellation request by June 3, 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 June 4, 2021. 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 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 EDUCATION

Need CE credits? We’ve got you covered!

 

ASEA Members

The 2022 ASEA Actuarial Insights offers 4 hours of CE credit. 

 

Will the event sessions be recorded?

Yes, the sessions will be recorded. All registrants will have access to the recordings for 30 days after the virtual live event has concluded, but CE will not be offered for listening to recorded sessions.

 


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