Schedule At-A Glance

FRIDAY, AUGUST 13, 2010

7:30 a.m. – 8:15 a.m.
Registration and Continental Breakfast

8:15 a.m. – 8:30 a.m.        
Welcome & Introductions

8:30 a.m. - 9:45 a.m.         
Session 1: 430
Richard A. Block, MSPA, COPA, ASA, EA, MAAA, Block Consulting Actuaries, Inc.
William P. Held, MSPA, ASA, EA, FCA, MAAA, Shore Tompkins Actuarial Resources
James E. Holland, Jr., ASA, EA, FCA, MAAA, Cheiron
Carol E. Zimmerman, FSA, EA, MAAA, Internal Revenue Service

10:00 a.m. – 11:15 a.m.    
Session 2: 436
Richard A. Block, MSPA, COPA, ASA, EA, MAAA, Block Consulting Actuaries, Inc.
William P. Held, MSPA, ASA, EA, FCA, MAAA, Shore Tompkins Actuarial Resources
James E. Holland, Jr., ASA, EA, FCA, MAAA, Cheiron
Carol E. Zimmerman, FSA, EA, MAAA, Internal Revenue Service

11:15 a.m. – 12:00 p.m.
ACOPA Member Meeting

12:00 p.m. – 1:00 p.m.
Lunch

1:00 p.m. – 2:15 p.m.
Session 3: End of Year Valuations
Kevin J. Donovan, MSPA, COPA, EA, MAAA, Pinnacle Plan Design, LLC
G. Neff McGhie, III, MSPA, COPA, EA, Sierra Pension Services, Inc.

2:30 p.m. – 3:45 p.m.
Session 4: From the Message Board
Michael B. Preston, MSPA, COPA, EA, MAAA, Preston Actuarial Services, Inc.
Cliff Woodhall, MSPA, CPC, EA, American National Insurance Company
Carolyn E. Zimmerman, FSA, EA, MAAA, Internal Revenue Service

4:00 p.m. – 5:15 p.m.
Session 5: FAS
Richard Kutikoff, COPA, FSA, EA, MAAA, Pacific Benefits Services

5:30 p.m. – 6:30 p.m.
Cocktail Reception 

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SATURDAY, AUGUST 14, 2010

7:30 a.m. – 8:15 a.m.
Continental Breakfast

8:15 a.m. – 9:30 a.m.
Session 6: Professionalism and Ethics 
Karen Smith, MSPA, FSA, EA, MAAA, JD, Nova 401(k) Associates

9:45 a.m. – 11:00 a.m.
Session 7: Annual Funding Notices and Other Participant Disclosures
Pamela C. Means, MSPA, COPA, EA, MAAA, QPA, QKA, Means & Associates, LLC
Michael B. Preston, MSPA, COPA, EA, MAAA, Preston Actuarial Services, Inc.

11:15 a.m. – 12:30 p.m.
Session 8: Hybrid Plans
Kevin J. Donovan, MSPA, COPA, EA, MAAA, Pinnacle Plan Design, LLC
Thomas J. Finnegan, MSPA, CPC, QPA, The Savitz Organization, Inc.
Carol E. Zimmerman, FSA, EA, MAAA, Internal Revenue Service

12:30 p.m. – 1:30 p.m.
Lunch

1:30 p.m. – 2:45 p.m.
Session 9: Late Breaking Developments 
Larry Deutsch, MSPA, COPA, EA, MAAA, Larry Deutsch Penguin Consulting and Design
Thomas J. Finnegan, MSPA, CPC, QPA, The Savitz Organization, Inc.
Carol E. Zimmerman, FSA, EA, MAAA, Internal Revenue Service

3:00 p.m. – 4:15 p.m.
Session 10: Ask the Experts
Larry Deutsch, MSPA, COPA, EA, MAAA, Larry Deutsch Penguin Consulting and Design
Michael B. Preston, MSPA, COPA, EA, MAAA, Preston Actuarial Services, Inc.
Carol E. Zimmerman, FSA, EA, MAAA, Internal Revenue Service

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Disclaimer
The statements and materials presented at the Actuarial Symposium are solely the opinions of the speakers and do not represent the opinion or the position of ACOPA. ACOPA does not assume any responsibility for the contents of the statements and materials presented.

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Continuing Education Information
This conference is designed to offer up to 15 ASPPA, ERPA and JBEA CPE credits, including 1.5 ethics/professionalism credits.