Ellen L. Kleinstuber FCA MAAA FSA EA FSPA COPA

Chief Actuary, Bolton Partners, Inc.

Contact Information

Bolton Partners, Inc.
36 S. Charles Street
Suite 1000
Baltimore, MD 21201
US
Phone
610-999-9567
Email
ekleinstuber@boltonusa.com
Ellen Kleinstuber, FCA, MAAA, EA, FSA, FSPA has over 25 years experience in the pension and actuarial field. Her specific expertise includes ERISA and Internal Revenue Code compliance for single employer plans, defined benefit funding, accounting and administration issues, retirement plan design and communications, nondiscrimination testing and defined benefit plan terminations. Ellen is a frequent speaker at the annual Enrolled Actuaries meeting, as well as the annual meetings of the Conference of Consulting Actuaries and Society of Actuaries. Ellen is a former member of the Board of Directors of the Conference of Consulting Actuaries, having servied on the Executive Committee as the Vice President of Continuing Education. She is also the immediate past chairperson of the American Academy of Actuaries’ Pension Committee and the chairperson of the Joint Program Committee for the 2019 Enrolled Actuaries Meeting.

Connections:

CCA Member Since 2005

Corporate DB/DC Government DB/DC Other Pension Subset Retiree Medical FAS106

Retiree Benefits

Expert Witness General Management Strategic Planning

Board of Directors
Consulting Skills Seminar Task Force
Continuing Education Innovation Task Force
Education Scan Committee
Healthcare Meeting Program Committee
Innovative Learning Task Force
Joint Employee Benefits Meeting Committee
Membership Committee
Professionalism Committee
Strategic Planning Committee
Webinar Committee
Welcome Committee for New Members

Evolving Standards of Practice 2019 Enrolled Actuaries Meeting (April 08, 2019)

Reading the Tea Leaves: Where is Retirement Policy Headed? 2019 Enrolled Actuaries Meeting (April 08, 2019)

Managing Your Career in a Professionalism Framework – The 2019 CCA Professionalism Seminar Managing Your Career in a Professionalism Framework – The 2019 CCA Professionalism Seminar (April 07, 2019)

Thinking Beyond MPRA – Proposals to Save the Multiemployer Pension System 2018 Enrolled Actuaries Meeting (April 10, 2018)

Seven Principles of Pension Funding 2018 Enrolled Actuaries Meeting (April 09, 2018)

Evolving Our Practice – Addressing Actuarial Professionalism Challenges 2018 Enrolled Actuaries Meeting (April 09, 2018)

Pension Plan Administration and Practical Guide to EPCRS 2017 CCA Annual Meeting (October 23, 2017)

Q&N/As: Things We Don't Know 2017 CCA Annual Meeting (October 23, 2017)

Q&NAs: Things We Know We Don’t Know 2017 Enrolled Actuaries Meeting (April 05, 2017)

Setting an Expected Return Assumption – Everything Old is New Again 2017 Enrolled Actuaries Meeting (April 04, 2017)

Dialogue with and Update from the PBGC for Single Employer Plans 2017 Enrolled Actuaries Meeting (April 03, 2017)

Late Breaking Developments 2017 Enrolled Actuaries Meeting (April 03, 2017)

2017 Professional Standards Seminar 2017 Professional Standards Seminar (April 02, 2017)

Ethics (Special 100-minute Session) Ethics Audio/Webcast (Special 100-minute Session) (December 07, 2016)

Late Breaking Developments 2016 CCA Annual Meeting (October 24, 2016)

Late Breaking Developments 2016 Enrolled Actuaries Meeting (April 12, 2016)

Pension Risk Transfer from Different Perspectives 2016 Enrolled Actuaries Meeting (April 11, 2016)

Late Breaking Developments 2016 Enrolled Actuaries Meeting (April 11, 2016)

2016 Professional Standards Seminar 2016 Professional Standards Seminar (April 10, 2016)

Regulatory Catch-All Regulatory Catch-All Audio/Webcast (March 09, 2016)

An Overview of New IRS Section 430 Regulations 2015 CCA Annual Meeting (October 28, 2015)

Benefit Calculation Challenges 2015 CCA Annual Meeting (October 27, 2015)

Late Breaking Developments 2015 CCA Annual Meeting (October 26, 2015)

An Overview of New IRS Section 430 Regulations An Overview of New IRS Section 430 Regulations (October 01, 2015)

Advanced Benefit Administration 2015 Enrolled Actuaries Meeting (April 14, 2015)

Into the Future – Selecting Investment Return Assumptions 2015 Enrolled Actuaries Meeting (April 14, 2015)

Fiduciary Responsibility 2015 Enrolled Actuaries Meeting (April 13, 2015)

2015 Professional Standards Seminar 2015 Professional Standards Seminar (April 12, 2015)

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

Late Breaking Developments 2014 CCA Annual Meeting (October 20, 2014)

Guidance on Pension Funding Stabilization Under the Highway and Transportation Funding Act of 2014 Guidance on Pension Funding Stabilization Under the Highway and Transportation Funding Act of 2014 (September 29, 2014)

Actuarial Assumptions Actuarial Assumptions (May 21, 2014)

Current Issues for Pension Actuaries: A Panel Discussion 30th International Congress of Actuaries (March 31, 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)

Nondiscrimination Issues Regarding Grandfathered DB Formulas 2014 Enrolled Actuaries Meeting (March 25, 2014)

Tales from Beyond Normal Retirement 2014 Enrolled Actuaries Meeting (March 25, 2014)

Compliance 2013 CCA Annual Meeting (October 23, 2013)

Plan Administration with an Aging Population 2013 CCA Annual Meeting (October 22, 2013)

Late Breaking Developments 2013 CCA Annual Meeting (October 21, 2013)

2013 Pension Symposium: Outlook for Private Sector Pension Funding 2013 Pension Symposium: Outlook for Private Sector Pension Funding (April 10, 2013)

Principles of Pension Funding 2013 Enrolled Actuaries Meeting (April 10, 2013)

Social Security Benefits and Strategy – Understanding the Options 2013 Enrolled Actuaries Meeting (April 09, 2013)

Non-Standard Terminations 2013 Enrolled Actuaries Meeting (April 09, 2013)

Dialogue With the PBGC 2012 CCA Annual Meeting (October 23, 2012)

Late Breaking Developments 2012 CCA Annual Meeting (October 22, 2012)

Funding Stabilization Update: Moving Ahead for Progress in the 21st Century Act (MAP-21) Funding Stabilization Update: Moving Ahead for Progress in the 21st Century Act (MAP-21) (September 06, 2012)

Plan Terminations 3 – Getting It Done Plan Terminations 3 – Getting It Done (April 11, 2012)

2012 Pension Symposium 2012 Pension Symposium (March 28, 2012)

Annuitization for Defined Benefit Plans 2012 Enrolled Actuaries Meeting (March 28, 2012)

My Plan is Frozen 2012 Enrolled Actuaries Meeting (March 27, 2012)

Large Plan Termination Issues 2012 Enrolled Actuaries Meeting (March 27, 2012)

Plan Terminations 1 – Group Annuities 101 for Pension Actuaries Plan Terminations 1 – Group Annuities 101 for Pension Actuaries (February 22, 2012)

Late Breaking Developments 2011 CCA Annual Meeting (October 24, 2011)

Pension Symposium: Retirement Security – A Call To Action Pension Symposium: Retirement Security – A Call To Action (March 30, 2011)

Distress Terminations and the Early Warning Program 2011 Enrolled Actuaries Meeting (March 30, 2011)

Form 5500 Topics 2011 Enrolled Actuaries Meeting (March 30, 2011)

Participant Communications 2011 Enrolled Actuaries Meeting (March 28, 2011)

Benefit Restrictions - Notification Issues - What, When, and How? 2010 CCA Annual Meeting (October 25, 2010)

Pension Funding Relief Pension Funding Relief (September 14, 2010)

PPA Updates: PPA Today, Where it's Headed and How it Relates PPA Updates: PPA Today, Where it's Headed and How it Relates (June 16, 2010)

Quarterly Contributions and Liquidity Shortfall Requirements 2010 Enrolled Actuaries Meeting (April 14, 2010)

Plan Design for the Future 2010 Enrolled Actuaries Meeting (April 13, 2010)

Managing Credit Balances and Advanced Strategies 2010 Enrolled Actuaries Meeting (April 13, 2010)

Quarterly Contributions and Liquidity Shortfall Requirements 2010 Enrolled Actuaries Meeting (April 12, 2010)

Stand By Your Plan 2009 CCA Annual Meeting (November 04, 2009)

"The Good, The Bad, and The Ugly" PPA-Unanswered Questions 2009 CCA Annual Meeting (November 03, 2009)

PPA Funding – Benefit Restrictions – Advanced 2009 Enrolled Actuaries Meeting (April 01, 2009)

PPA Funding: Tactics and Strategies 2009 Enrolled Actuaries Meeting (March 31, 2009)

PPA Funding: Tactics and Strategies 2009 Enrolled Actuaries Meeting (March 31, 2009)

PPA Funding - Benefit Restrictions - Basic 2009 Enrolled Actuaries Meeting (March 30, 2009)

Late Breaking Developments 2008 CCA Annual Meeting (October 27, 2008)

Professionalism - Part 1: New Pension Actuarial Standards of Practice 2008 Employee Benefits Spring Meeting (June 06, 2008)

PPA 3 - So Close… and Yet So Far 2008 Employee Benefits Spring Meeting (June 04, 2008)

PPA 2 - PPA Recent Guidelines 2008 Employee Benefits Spring Meeting (June 04, 2008)

PPA 1 - PPA in Practice - What Have We Learned? 2008 Employee Benefits Spring Meeting (June 04, 2008)

PPA Funding IV: Strategies for Underfunded or Overfunded Plans 2008 Enrolled Actuaries Meeting (April 08, 2008)

PPA Funding IV: Strategies for Underfunded or Overfunded Plans 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.