Join us on Wednesday, June 22 for the 2022 ASEA Actuarial Insights! Get ready to engage with speakers and attendees at this one-day virtual event. If you are looking for a virtual option to get your ASEA CE credit, this is your event!
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AGENDA
12:00 p.m. – 12:50 p.m. ET
DB EPCRS
CE: JBEA Core
This session will examine how EPCRS relates to defined benefit issues. Session will include discussion of self-correction and VCP submission process. Common plan errors and corrections will be also be covered.
- James E. Holland, Jr., FSPA, FCA, MAAA, ASA, EA, Chief Research Actuary, Cheiron, Inc.
- Kelsey H. Mayo, Partner, Poyner Spruill LLP
1:00 p.m. – 1:50 p.m. ET
Schedule C Income
CE: JBEA Core
This session will examine plan compensation for self-employed individuals. The session will include a discussion on what to look for on Form K-1, Schedule C, and Schedule SE.
- Kevin J. Donovan, President, Pinnacle Plan Design, LLC
2:00 p.m. – 2:30 p.m. ET
Brain Break
2:30 p.m. – 3:20 p.m. ET
Over Funding: Terminations
CE: JBEA Core
It’s time to terminate the plan and there’s more money than needed to pay the benefits owed. What happens now? This session examines the rules on reversion excise taxes, qualified replacement plans, and reallocations to participants. We will also look at ways to avoid becoming overfunded in the first place.
- David J. Kupstas, MSEA, FSA, EA, Pension Actuary & Third Party Administrator, Actuarial Consulting Group, Inc.
3:30 p.m. – 4:20 p.m. ET
Controlled and Affiliated Service Groups
CE: JBEA Core
Controlled and affiliated service groups can present challenges in designing and administering plans for group members. This session will help in determining controlled group and affiliated service group status as well as the resulting implications of such a determination.
- Kevin J. Donovan, President, Pinnacle Plan Design, LLC
- Kelsey H. Mayo, Partner, Poyner Spruill LLP
REGISTER
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$195 |
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$260 |
COMMITTEE
- Raymond D. Berry, MSEA — Conferences Chair
- Kevin Donovan, FSEA, Pinnacle Plan Design, LLC
- Lorraine Dorsa, MSEA, Aegis Pension Services, Inc
- Nolan S. Frank, MSEA, Frank Pension Consultants, Ltd
- Justin Greindl, MSEA, Fidus Actuarial Solutions, LLC
- Kenneth M. Vollmer, MSEA, Premier Plan Consultants
ASEA MANAGEMENT COUNCIL
- Virginia C. Wentz, FSEA, CPC, The MandMarblestone Group, LLC — ASEA President
- Clint Blankenship, EA, MSEA, MAAA, McCloud & Associates, Inc — ASEA President-Elect
GENERAL INFORMATION
Will the event sessions be recorded?
Yes, the sessions will be recorded. All registrants will have access to the recordings for 30 days after the virtual live event has concluded, but CE will not be offered for listening to recorded sessions.
Confirmation
You will receive an email from ASEA with confirmation of your registration. If you do not receive a confirmation within 10 business days after registering, please contact Customer Care. Details of how to join the virtual event will be provided to all registered attendees shortly and recordings will become available post-event for those who are not able to join live.
Cancellation
Submit cancellation request by June 3, 2022. A refund of the conference fee, minus a $100 processing fee, will be issued for cancellations received by that date. No refunds will be granted for requests received after June 4, 2021. Please note refunds will not be given for no-shows.
Substitution
Substitution of registrations is permitted prior to the conference. Only one substitution is permitted per original registrant. The individual submitting the substitution request is responsible for updating any contact information.
Program Content
The views and opinions expressed by speakers or others who have provided materials to and for this conference are not necessarily those of ARA, ASEA or its affiliate organizations. ARA, ASEA and its affiliate organizations assume no responsibility for, nor endorse any of the comments, recommendations or materials that are provided.
Questions? We’re here to help!
Our customer care team is standing by to answer all your questions from the technology, CE credits, to the structure of the agenda! Connect with Customer Care.
CONTINUING EDUCATION
Need CE credits? We’ve got you covered!
ASPPA Members
The 2022 ASEA Actuarial Insights Conference offers 4 hours of ASPPA CE credit.
Actuaries (JBEA Credit)
4 hours of JBEA Core CE are available. Attendees of live virtual sessions can earn JBEA Formal CE, but recorded sessions are not eligible for JBEA Formal CE.
Enrolled Retirement Plan Agents (ERPA Credit)
Attendees can earn 3 ERPA CE credits by attending live virtual and recorded conference sessions. ASPPA will provide the maximum amount of ERPA CE possible based on reported attendance.
NASBA
NASBA CPE will not be available for attendees of this conference.
Will the event sessions be recorded?
Yes, the sessions will be recorded. All registrants will have access to the recordings for 30 days after the virtual live event has concluded, but CE will not be offered for listening to recorded sessions.
SPONSORS
