Available until November 12, 2020
Speaker: Kristina Archeval, Senior Advisor Corporate Finance and Restructuring, PBGC; Andrea Wong, Assistant General Counsel, PBGC; Brad Porter, Lead Systems Accountant, PBGC; Amy Viener, Acting Chief Policy Actuary, PBGC
Experience Level for Attendees: Intermediate
Target Audience: Actuaries and TPA’s whose clients sponsor PBGC-insured plans
Keywords: PBGC premiums, MyPAA, Reportable Events, ERISA 4043, filing requirements, missed contributions, e-filing portal
IRS Program Number: CZTXU-T-01111-19-O
Description: Experts from PBGC will explain reportable events and premium requirements as they pertain to small plans. By understanding what’s required and common mistakes, you can ensure your clients are in compliance and avoid late filing (and late premium filing) penalties. PBGC representatives will also provide helpful tips to make the premium filing process easier for you and your clients (e.g., options for certifying filings, recent enhancements to MyPAA). PBGC will also provide guidance on what to do when a plan sponsor is having financial difficulties.
Learning Objectives:
1. Comply with PBGC reporting requirements
2. Eliminate common filing mistakes
3. Avoid late filing penalties
Registration Deadlines:
On-Demand: 11/12/2020
CE Credit: 1.5 ASPPA, 1.5 NTSA, 1.5 NAPA Relevant, 1 ERPA and 1.5 JBEA Core
About the Speaker:
Kristina Archeval is a Senior Advisor in the Corporate Finance and Restructuring Department (CFRD) at PBGC. CFRD works with ongoing plans to manage risk of plan terminations and maximize recoveries when underfunded plans are taken over by PBGC. In recent years, Kristina has focused on policy projects and internal process improvement initiatives.
Kristina joined PBGC in 2004 and has served in various leadership positions. She previously worked in the private sector where she advised clients on various financial matters including valuation, bankruptcy and restructuring, capital raising and debt financing, operational improvements, and in litigation matters. Kristina is a frequent speaker at Actuarial Conferences (ASPPA, Enrolled Actuaries Meeting, Conference of Consulting Actuaries Meeting).
Brad Porter is a Lead Systems Accountant in the premium Collection and Compliance Division (CCD) at PBGC. CCD is responsible for administering PBGC's online premium filing website (MyPAA), processing premium filings and accounting for premium payments. All MyPAA website and premium filing system enhancements are implemented through CCD. PBGC has made a concentrated effort in recent years to not only reduce the burden of the online premium filing process, but also improve the amount of useful filing information available to MyPAA practitioners.
Brad began his career as a contract consultant with CCD in 2005. Focusing on premium operations and customer service, he dealt with assisting pension practitioners during the premium filing process and providing follow up when filing errors were identified. After gaining expert knowledge of the filing process and the MyPAA website since inception, he joined the PBGC Federal sector in 2012. Since then, Brad has facilitated the implementation of every MyPAA website upgrade and premium filing system enhancement at PBGC.
Marty Pippins is the Executive Director of ACOPA and the Director of Regulatory Policy the American Retirement Association. He is an Enrolled Actuary and recently retired from the Internal Revenue Service as a senior executive where he held multiple positions, including managing the Employee Plans Technical Guidance group, and the EPCRS program. During 2017, he was detailed to the Senate Finance Committee where he worked on retirement, health care, and tax legislation.
Amy Viener began her actuarial career at Kwasha Lipton, in 1982. In 1989, she joined the IRS as one of their first two “Visiting Actuaries” to provide a private sector perspective on guidance needed as a result of the changes to DB plan funding and qualification requirements resulting from OBRA 87. After her year with the IRS, she returned to the private sector, as a pension consultant for Foster Higgins, which eventually merged with Mercer. During that time, she served as enrolled actuary for large and mid-sized defined benefit plans.
In 2004, Amy joined PBGC in their policy department in 2004 as a "Visiting Actuary" to provide a private sector perspective to the funding reform debate. During her tenure in this capacity, she provided technical assistance to Congressional and White House Staff during legislative process that ultimately became the Pension Protection Act of 2006. She became a permanent PBGC employee in 2008, primarily focusing on policy issues.
Amy is a frequent speaker at Actuarial Conferences (ASPPA, ACOPA, Enrolled Actuaries Meeting, Conference of Consulting Actuaries Meeting).
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Questions
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