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ACOPA Webcast: Actuarial 101 for Non-Actuaries

Available through November 3, 2016

Speaker: Mary Ann Rocco, EA, MSPA


 

IRS Program Number: CZTXU-Q-00547-15-O

 

The webcast outline can be viewed here.

 

Attend this webcast to unravel the mystery of the actuarial report and to discern those funding numbers of DB plans. This webcast is geared toward individuals who have a basic knowledge of DB plans. DC administrators are welcome.


Key Takeaways:
  • Identify the key numbers in an actuarial report.
  • Explain actuarial results to clients.


REGISTRATION

Registration Deadline:

Live – 11/03/2015

Recorded  – 11/03/2016

Individual Viewer

     Additional Viewers

ASPPA Member:$110

     ASPPA Member:$40

Non-member:$180

     Non-member:$65

Registration for Recorded Webcast Includes:


  • Unlimited viewings of the Webcast recording to play anytime before the one year expiration date 

  • Webcast outline and any additional presentation materials

Recordings are available 72 hours after the live webcast takes place.

Webcast Package Pricing


Please click here for information on package pricing for classroom style webcasts and webcourse viewing. For more details on additional training package offerings, please contact [email protected].

Methods of Registration

To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic Registration Confirmation to the e-mail address listed on your registration form.

Click here to download a registration form

Online   For credit card payment only. Receive an immediate e-mail Registration Confirmation.
E-mail   E-mail your scanned registration form(s) and credit card information to [email protected].
Fax       Fax your scanned registration form(s) and credit card information to 703.516.9308.
Mail     ASPPA – PO Box 34725, Alexandria, VA 22334-0725

              For express/overnight deliveries (FedEx, DHL, etc.) send to:
              ASPPA, 4245 N Fairfax Dr Suite 750, Arlington, VA 22203
              Make checks payable to ASPPA 


CONTINUING EDUCATION INFORMATION

ASPPA Members

The webcast is designed to offer registrants 2 ASPPA CE credits.

Enrolled Actuaries

The webcast is designed to offer registrants 2 JBEA Non-Core CE credits for Enrolled Actuaries. The final decision as to the number and type of JBEA credits rests solely with the Joint Board for the Enrollment of Actuaries.

Enrolled Retirement Plan Agent (ERPA)

The webcast is designed to offer registrants 2 ERPA CE credits. The final decision as to the number of ERPA credits rests solely with the Internal Revenue Service.


GENERAL INFORMATION

Cancellation Policy

All Webcasts are non-refundable. If you have registered for the live Webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live Webcast takes place.

Disclaimer
The statements and materials presented on ASPPA webcasts are solely the opinions of the speakers and do not represent the opinion or the position of ASPPA. ASPPA assumes no responsibility for the content and materials presented by speakers during the webcast.


ABOUT THE SPEAKER

Mary Ann Rocco started her actuarial consulting firm in 1987 in Huntington Beach, Calif. Her firm provides actuarial services to pension administration firms with a specific focus on designing both traditional and cash-balance plans intended to maximize benefits for business owners. She was elected to the ACOPA board of directors in 2006 and served as its president in the 2009-2010 year.


QUESTIONS

Registration and General Questions

ASPPA Customer Support

703.516.9300

[email protected]