Tag: "cash balance plans"
During the “Ask the Experts” session at the Advanced Actuarial Conference, Carol Zimmerman from the IRS and fellow panelists fielded questions on underfunding, plan termination, participant notices and more.View Post
The annual Los Angeles Benefits Conference (LABC) was held January 30 – February 1, 2013, in Los Angeles, California. The LABC is unique in that it’s co-sponsored by the American Society of Pension Professionals & Actuaries (ASPPA), the Internal Revenue Service (IRS), the National Institute of Pension Administrators (NIPA) and the Western Pension & Benefits Council (WP&BC).View Post
ASPPA held its annual conference at the Gaylord National Resort on October 28-31. Kevin J. Donovan, MSPA, of Pinnacle Plan Design, LLC, and Andrew Ferguson, MSPA, of Altman & Cronin led an introductory workshop on cash balance plans.View Post
CHICAGO—This year’s ACOPA Actuarial Symposium kicked off with a rousing start courtesy of Norman Levinrad. Speaking at the Drake Hotel in Downtown Chicago, Levinrad presented to nearly 100 members of the ASPPA College of Pension Actuaries (ACOPA). His session was titled “Cash Balance Plans—Design, Testing and New Developments (except that we have none)”.View Post
The ASPPA College of Pension Actuaries (ACOPA) held its Advanced Actuarial Conference in Boston June 4-5. The conference provides an opportunity for attendees to learn from various actuarial, legal and accounting experts in addition to networking with professionals working in the pension field.View Post