Legislative and Regulatory Update- Defined Benefit Plan Issues

ACOPA Webcast

Speakers: Judy A. Miller, MSPA, ASPPA & Carolyn Zimmerman, Internal Revenue Service

This webcast will look at recent legislative and regulatory developments in the nation’s capital with the focus on issues important to pension actuaries and other defined benefit plan practitioners.

REGISTRATION

Important Webcast Changes
Please note attendees who purchase this recorded webcast will be able to pause the recording, but cannot skip back and forth while viewing the webcast. If attendees log out of the recording, they will not be able to log back in where the recording left off. This feature allows ASPPA to accurately determine and monitor completion of the modules by attendees, so attendees are no longer required to complete and pass a quiz to receive CE credit.

Registration Prices

Recorded Webcast
(registration deadline: 11/13/14)

Registration for Recorded Webcast Includes:

• One viewing of the Webcast recording to play anytime before the one year expiration date
• Webcast outline and any additional presentation materials

Recordings are available one week after the live webcast takes place.

Webcast Package Pricing

Please click here for information on package pricing for classroom style webcasts and webcourse viewing. For more details on additional training package offerings, please contact [email protected].

Methods of Registration

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.

Click here to download a registration form
Online: For credit card payment only. Receive an immediate e-mail Registration Confirmation.
E-mail: E-mail your scanned 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: ASPPA – PO Box 34725, Alexandria, VA 22334-0725

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Make checks payable to ASPPA

CONTINUING EDUCATION INFORMATION

ASPPA Members

The webcast is designed to offer registrants 2 ASPPA CE credits.

Enrolled Actuaries

The webcast is designed to offer registrants 2 JBEA Non-Core CE credits for Enrolled Actuaries. The final decision as to the number and type of JBEA credits rests solely with the Joint Board for the Enrollment of Actuaries.

Enrolled Retirement Plan Agent (ERPA)

The webcast is designed to offer registrants 2 ERPA CE credits. The final decision as to the number of ERPA credits rests solely with the Internal Revenue Service.

Continuing Education Changes for RECORDED Webcast Attendees

Once registered, attendees will receive a confirmation letter directing them to the “Access Recorded Webcasts” page with a link to the WebEx OnDemand Center. Each registered viewer will be tracked when they log in with their name and email address. The webcast link will expire once the attendee has satisfied the CE requirement. CE credits will be applied to their record on a periodic basis and a certificate of attendance will be available on each attendee's My ASPPA page.

GENERAL INFORMATION

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

The statements and materials presented on ASPPA webcasts are solely the opinions of the speakers and do not represent the opinion or the position of ASPPA. ASPPA assumes no responsibility for the content and materials presented by speakers during the webcast.

ABOUT THE SPEAKERS

Judy A. Miller, MSPA

Judy is ACOPA Executive Director and Director of Retirement Policy for ASPPA. She 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. She was a shareholder in Anderson ZurMuehlen & Co., providing consulting services through its affiliate, Employee Benefit Resources, LLP (EBR) in Helena, Montana. Prior to joining EBR, she was vice president of Hendrickson, Miller & Associates, Inc. for 15 years. Judy began her actuarial career in New York, working for what was then George B. Buck Consulting Actuaries. Judy is an MSPA, a Fellow of the Society of Actuaries and an Enrolled Actuary. She received her BS in Mathematics from Carnegie Mellon University in Pittsburgh, PA.

Carolyn Zimmerman

Carol has been working in Employee Plans and Ruling Agreements with the Internal Revenue Service for almost 8 years, following 25 years of pension consulting with national firms.  In her current position, she is involved in a number of activities including participating in a number of guidance projects and assisting practitioners and IRS personnel with technical questions.

Carol currently serves on the Joint Board for the Enrollment of Actuaries.  She is a Fellow of the Society of Actuaries, an Enrolled Actuary, and a Member of the American Academy of Actuaries.  She has also been active in the actuarial profession, serving on the Academy of Actuaries’ Pension Committee and speaking frequently at actuarial meetings.

QUESTIONS

Registration and General Questions
ASPPA Customer Support
703.516.9300
[email protected]

Please Note: All members of the media must register as such by contacting Ryan Shucard at [email protected], or by calling 703-516-9300 ex. 130.