Thursday, June 12, 2014
Judy A. Miller, MSPA, FSA, MAAA - ASPPA
Developments in Washington continue to have a profound impact on the design and administration of retirement plans. The Tax Reform Act of 2014, sponsored by the chair of the House Ways and Means Committee, Dave Camp (R –MI), would dramatically reduce the tax incentives that spur many small business owners to establish and maintain qualified retirement plans. The President’s latest budget would do much the same.
Learn about these proposals, how ASPPA’s Government Affairs Committee is responding and the potential impact of the mid-term elections on the process. In addition, hear about the latest DOL and IRS regulatory initiatives, including the recently proposed regulations that if adopted, will mandate that a summary or guide be provided along with the other disclosure documents required by ERISA §408(b)(2).
RSVP by Monday, June 9!
Late fees will apply for registrations received after June 9.
Event prices
ASPPA Member: $65.00
Non-member: $90.00
Corporate Table*: $500.00
*The Corporate fee includes table of 8 attendees, logo sponsorship, verbal recognition and written recognition during program
If you do not have an ASPPA user ID and password, please create a free ASPPA account here. If you already have an account and do not know your login information, please contact ASPPA Customer Support at [email protected].
Location
Seattle Yacht Club
1807 East Hamlin St
Seattle, WA 98112
Plenty of free surface parking available
Registration
2:30 p.m.
Seminar
3:00 p.m. - 5:30 p.m.
Beverages and hors d'oeuvres included
Speaker Biography:
Judy A. Miller, MSPA, FSA, MAAA is Director of Retirement Policy for the American Society of Pension Professionals and Actuaries (ASPPA) and Executive Director of the ASPPA College of Pension Actuaries (ACOPA). Judy joined ASPPA after serving as Senior Benefits Advisor on the staff of the Senate Finance Committee (May, 2003 through November 2007). Before joining the Finance Committee staff, Judy provided consulting and actuarial services to employer-sponsored retirement programs for nearly 30 years. Judy has testified on behalf of ASPPA before both the U.S. Senate Finance Committee and the House Ways and Means Committee.
Judy is a Member of the ASPPA College of Pension Actuaries, a Fellow of the Society of Actuaries, a Member of the American Academy of Actuaries and an Enrolled Actuary. She received her B.S. in mathematics from Carnegie Mellon University in Pittsburgh, PA.
About the Host:
ASPPA's ABC of the Great Northwest in conjunction with ISCEBS, will host this event
Based in the nation's capital, American Society of Pension Professionals and Actuaries (ASPPA) is a non-profit professional organization acting on behalf of its 15,000+ members to improve retirement income policy. The purpose of ASPPA is twofold:
• To educate retirement plan and benefits professionals
• To preserve and enhance the private pension system
ASPPA Benefits Councils (ABCs) offer education and networking, on behalf of ASPPA, at the local level. In addition, ASPPA members are provided a convenient way to earn Continuing Education credits by participating in ABC activities.
The International Society of Certified Employee Benefit Specialists (ISCEBS) is the premier interactive community providing educational resources, innovative thinking and collective wisdom to help members excel and prosper in their careers. This membership organization is for those who have earned the Certified Employee Benefit Specialist (CEBS), Group Benefits Associate (GBA), Retirement Plans Associate (RPA) and Compensation Management Specialist (CMS) designations.
Program Contact
Jeff Roberts, CPC
[email protected]
Continuing Education
Two (2) ASPPA, ERPA, & JBEA non-core Continuing Education credit available for this meeting
*Two (2) CLE, CEBS & CPA credit also available