Thomas J. Finnegan FCA MAAA EA MSPA

Executive Vice President, CBIZ Savitz

Contact Information

CBIZ Savitz
1845 Walnut Street
14th Floor
Philadelphia, PA 19103-4755
US
Phone
215-587-0700 Ext 3330
Fax
215-563-9943
Email
thomas.finnegan@cbiz.com

CCA Member Since 1990

Annual Meeting Program Committee

803 - Small Plan Design Including Floor Offset Plans 2018 Enrolled Actuaries Meeting (April 10, 2018)

Dealing With Lump Sum Issues 2017 Enrolled Actuaries Meeting (April 04, 2017)

Cash Balance Update for Small Plans and Professional Employers 2017 Enrolled Actuaries Meeting (April 04, 2017)

Benefit Restrictions or Can I Pay that Lump Sum or Not 2016 Enrolled Actuaries Meeting (April 13, 2016)

Section 415 Issues with an Emphasis on Multiple Annuity Starting 2016 Enrolled Actuaries Meeting (April 12, 2016)

Nondiscrimination Rules Nondiscrimination Rules Audio/Webcast (May 20, 2015)

New Hybrid Regulations 2015 Enrolled Actuaries Meeting (April 14, 2015)

Nondiscrimination Testing Strategies for Smaller Plans and Partnerships 2015 Enrolled Actuaries Meeting (April 13, 2015)

New Hybrid Regulations 2015 Enrolled Actuaries Meeting (April 13, 2015)

Ethics in Action 2014 CCA Annual Meeting (October 22, 2014)

Hybrid Plan Regulations - An Open Mike Discussion 2014 CCA Annual Meeting (October 22, 2014)

2014 Pension Symposium 2014 Pension Symposium: Retirement Security in the U.S. (March 26, 2014)

Retirement in the U.S. – Where are we Headed? 2014 Enrolled Actuaries Meeting (March 26, 2014)

Hybrid Plan Rules & Market Rate of Return 2013 CCA Annual Meeting (October 22, 2013)

Advanced 415 Limits 2013 Enrolled Actuaries Meeting (April 08, 2013)

Benefit Restrictions 2012 CCA Annual Meeting (October 24, 2012)

Small Plan Design and Technical Issues 2012 CCA Annual Meeting (October 22, 2012)

Professionalism - Tactical Ideas Around Client Communication (ASOP 41 in Practice) Professionalism - Tactical Ideas Around Client Communication (ASOP 41 in Practice) (June 13, 2012)

Tales from Beyond Normal Retirement 2012 Enrolled Actuaries Meeting (March 27, 2012)

Non-Discrimination Testing -- Advanced Topics 2012 Enrolled Actuaries Meeting (March 27, 2012)

DB Plans: The Fall and the Rise 2011 Enrolled Actuaries Meeting (March 30, 2011)

Small Plan Design and Technical Issues 2011 Enrolled Actuaries Meeting (March 29, 2011)

State of the Union – A Dialogue with the Presidents 2010 CCA Annual Meeting (October 25, 2010)

Small Plan Design and Technical Issues 2010 Enrolled Actuaries Meeting (April 13, 2010)

Small Plan Design and Technical Issues 2009 Enrolled Actuaries Meeting (March 31, 2009)

Small Plan Design and Technical Issues 2008 Enrolled Actuaries Meeting (April 08, 2008)

Disclaimer

The Conference of Consulting Actuaries (CCA) serves only as a clearinghouse for providing a list of its members and their specific areas of practice. The information appearing with each members name regarding their practice areas was furnished by the member and has not been independently verified in any way by the CCA. Neither the CCA nor its officers, members, or staff make any warranties or representations as to the professional competency of these individuals. Each person who is considering the use of the services of an actuary listed is advised to make an independent judgment regarding their choice of persons whose services they wish to utilize.