Thursday, July 20, 2023 | 2:00-2:50 p.m. ET
Speakers: Mary Ann Rocco, EA, MSEA, Owner, Mary Ann Rocco, EA Consulting Actuary
Norman Levinrad, EA, FSEA, CPC, Chief Actuary, EGPS
Matthew Beaurain, EA, MSEA, Partner, MB Actuarial Services
Description: Many Actuarial Firms provide Third Party Administration as well as actuarial services. In this session we will discuss the nuances between working as a TPA firm vs working for a TPA firm as a Third Party Actuary.
Learning Objectives:
- Identify the different levels of services an Actuary can provide to TPA firms.
- Learn how to collaborate with outside TPA firms who may or may not have understanding of Defined Benefit Plans.
- Manage your responsibilities under the ASOP’s when you don’t deal directly with the Plan Sponsor.
Registration Links:
On-Demand Webcast is Available Until: July 20, 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): 1 ASPPA, 1 NAPA Relevant Topics, 1 NTSA, 1 JBEA Non-Core, 1 JBEA Formal, 1 ERPA
Continuing Education Credit (On-Demand): 1 ASPPA, 1 NAPA Relevant Topics, 1 NTSA, 1 JBEA Non-Core, 1 ERPA
About the Speakers:
Mary Ann Rocco began her career in the pension industry in 1981 with a well known third party pension administration company. After working several years in plan document installations third party administration, she took a position with an actuarial consulting firm. In 1987, with an entrepreneurial spirit, a keen understanding of TPA firms and a desire to deliver pension actuarial services that go beyond the ordinary, Mary Ann successfully founded her own actuarial consulting firm. For over 35 years, she has provided actuarial consulting services exclusively to TPA’s. Mary Ann was instrumental in the design, planning and orchestration of the original College of Pension Actuaries (COPA) Actuarial Symposium. After COPA merged with the American Society of Pension Professionals and Actuaries (ASPPA) and became known as ASPPA’s College of Pension Actuaries (ACOPA) and then American Society of Enrolled Actuaries (ASEA). Mary Ann served as ACOPA President in the 2010. Mary Ann is currently a member of ASPPA ASEA Government Affairs Committee and is a frequent speaker at various conferences throughout the country.
As an acting Enrolled Actuary for over 35 years, Norman boasts an impressive history in the retirement industry. Graduating Summa Cum Laude from UCLA with a degree in Applied Mathemathics, Norman went on to earn his Certified Pension Consultant (CPC), Enrolled Actuary (EA), and Fellow of the American Society of Pension Actuaries (FSPA) designations. He founded Summit Benefit and Actuarial Services, Inc. in 1989, providing premiere retirement plan administration and actuarial services to clients and TPAs for over 30 years. Throughout his career, Norman has spoken at industry events and conferences, published several articles in The ASPPA Journal and Journal of Pension Benefits and has served in many leadership roles in ASPPA. With this extensive resume’, he brings a wealth of knowledge to his current role as Chief Actuary at EGPS. In his free time, Norman rides his motorcycle really fast on the race track, watches soccer, and enjoys outdoor activities like hiking and kayaking.
Matthew Beaurain, EA, MSEA, Partner, MB Actuarial Services
General Webcast Information
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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.
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