Available until October 31, 2023
Speaker: Allen Pauly, EA, CERA, ASA, MAAA, Senior Actuary, Cuni Rust & Strenk
Kevin Cole, EA, ASA, Associate Actuary, Cuni Rust & Strenk
Description: Most pension actuaries never encounter multiemployer plan funding methods – except on the EA exams. This webinar will be a review of multiemployer topics tested on the EA-2F exam, presented by actuaries working in the industry.
Learning Objectives:
- Alternative funding methods, including EAN, FIL, and Aggregate
- Multiemployer minimum and maximum funding, and the actuarial value of assets
- The funding standard account, amortization bases, and the “equation of balance”
- Determination of zone status, funding improvement and rehabilitation plans, and applicable excise taxes and surcharges (IRC 432 and 4971)
Registration Links:
On-Demand Webcast is Available Until: October 31, 2024
Registration Information:
- Live webcast registration will be available to purchase in the Marketplace until 11:59 p.m. ET on the day prior to the date of the live event. For same-day live registration, contact [email protected]
- Each viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.
- Live webcast registration does not provide access to the on-demand version.
- Registration for On-Demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date. Recordings are available one week after the live webcast takes place.
- To receive continuing education credit for the On-Demand webcasts, viewers must pass a brief quiz following the recorded session.
Continuing Education Credit (Live): 2 ASPPA, 2 NTSA, 2 NAPA Relevant, 2 ERPA, 2 JBEA Core
Continuing Education Credit (On-Demand): 2 ASPPA, 2 NTSA, 2 NAPA Relevant, 2 ERPA, 2 JBEA Core
About the Speaker: Allen Pauly is a Senior Actuary at Cuni, Rust & Strenk in Cincinnati, Ohio. Allen earned his Bachelor of Arts in Actuarial Science from the University of Connecticut in 2006. He began his career in 2016 in Stamford, CT. He currently specializes in multiemployer defined benefit plan design, funding, reporting, and employer withdrawal liability. Allen is an Enrolled Actuary under ERISA, an Associate of the Society of Actuaries, a Chartered Enterprise Risk Analyst, and a Member of the American Academy of Actuaries.
Kevin Cole is an Associate Actuary at Cuni, Rust & Strenk in Cincinnati, Ohio. Kevin graduated from The Ohio State University with a Bachelor of Science Degree in Actuarial Science in 2019. Kevin has experience with single-employer and multiemployer pension plan actuarial valuations and funding projections. Kevin is an Associate of the Society of Actuaries, and has completed all of the examinations and requirements to become an Enrolled Actuary.
General Webcast Information
How to Access Webcast: All live and on-demand webcasts will be accessible directly through your Learning Activities.
Paying Online Using a Credit Card: Please use the Live or On-Demand registration buttons above to purchase using a credit card only. Email confirmations will be sent immediately after purchase.
Paying a Different Way: Download the webcast registration form and either:
- E-mail: Send your 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: American Retirement Association, PO Box 34725, Alexandria, VA 22334-0725
- Express/overnight deliveries: American Retirement Association, 4401 North Fairfax Drive, Suite 600, Arlington, VA 22203
Note: Make checks payable to the American Retirement Association. 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.
Group Discounts: For details on Webcast packages or any additional training package offerings, please contact Tiffany Hanks, Director of Education Sales [email protected]. You can also find more information on webcast pricing package page.
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: Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.
Questions? Please reach out to our Customer Care team [email protected]