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2018 Enrolled Actuaries Meeting

2018 Enrolled Actuaries Meeting

 

The 2018 Enrolled Actuaries Meeting Meeting was held from Sunday April 8th through Wednesday, April 12th at the Marriott Wardman Park Hotel in Washington, DC. Information about the sessions, speakers, and access to session handouts is available below.

 

Sessions:

Sessions

001 - Talking Risk April 09, 2018 8:30 AM - 10:10 AM

While all sponsors of a defined benefit plan have assumed some risk, the approach in measuring and managing that risk varies depending on the type of plan and nature of the plan sponsor. Panelists representing each area of pension practice (single-employer, multiemployer, and public plans) share best practices for communicating risk to plan sponsors, and explain how they plan to modify their practice in light of the new risk ASOP. Learn how their approaches are similar, their important differences, and how to up your game when talking risk.

Session Category
General Sessions
Credits
EA Core1.50
CPD1.50

Speakers

  • 1 David Scharf Buck
  • 2 Sally DeFelice Willis Towers Watson
  • 3 Joseph S. Adams Winston & Strawn LLP
  • 1 Christopher F. Noble Willis Towers Watson
  • 2 David T. Kausch Gabriel Roeder Smith & Company
  • 3 Tammy F. Dixon Segal Consulting
  • 1 Kevin Joseph Donovan Pinnacle Plan Design, LLC
  • 2 Mark K. Dunbar Dunbar Bender & Zapf Inc.
  • 3 Lorraine Dorsa Aegis Pension Services, Inc.
  • 1 David R. Godofsky Alston & Bird, LLP
  • 2 G. Daniel Miller Conner & Winters, LLP
  • 3 Elizabeth Truglio Allen USI Consulting Group
  • 1 Kent A. Mason Davis & Harman LLP
  • 2 Janice Harbold Aon
  • 3 Diane S. Bloom Internal Revenue Service
  • 4 Carolyn E. Zimmerman Internal Revenue Service
  • 1 Matthew G. Deckinger MGD Consulting Inc.
  • 2 Robert Jonathan Egnor Cox Enterprises
  • 1 Richard A. Block Block Consulting Actuaries Inc.
  • 2 Kevin Joseph Donovan Pinnacle Plan Design, LLC
  • 1 Eli Greenblum Segal
  • 2 Rossi Marcelin Pension Benefit Guaranty Corp.
  • 3 Darren Michael French Pension Benefit Guaranty Corp.
  • 4 James J. Donofrio Pension Benefit Guaranty Corp.
  • 5 C. David Gustafson Pension Benefit Guaranty Corp
  • 6 Hilary Duke Pension Benefit Guaranty Corp.
  • 1 Tonya B. Manning Buck
  • 2 Carolyn E. Zimmerman Internal Revenue Service
  • 3 Linda Marshall Internal Revenue Service
  • 4 Harlan M. Weller U.S. Department of the Treasury
  • 1 Susan L. Breen-Held
  • 2 David M. Ziegler Internal Revenue Service
  • 3 Chester D. Andrzejewski U.S. Department of Labor
  • 1 Leon F. Joyner Segal Consulting
  • 2 James J. Rizzo Gabriel Roeder Smith & Company
  • 1 Bruce C. Gaffney Ropes & Gray
  • 2 David Phillips Willis Towers Watson
  • 3 Pamela R. Kinard U.S. Department of the Treasury
  • 1 David R. Godofsky Alston & Bird, LLP
  • 2 Alex M. Brucker Brucker & Morra
  • 1 David R. Godofsky Alston & Bird, LLP
  • 2 Margaret S. Berger Mercer
  • 3 Stephen A. Alpert
  • 4 Deborah A. Tully Willis Towers Watson
  • 1 Ellen L. Kleinstuber Bolton Partners, Inc.
  • 2 Karen Nowiejski Smith Nova Pension Valuations LLC
  • 3 Thomas B. Lowman Bolton Partners, Inc.
  • 1 Justin D. Clinger Vanguard
  • 2 R. Evan Inglis Independent Consultant
  • 3 Elena V. Black The Terry Group
  • 1 Marjorie R. Martin Buck
  • 2 Syed Fahad Saghir Alston & Bird, LLP
  • 3 Carolyn E. Zimmerman Internal Revenue Service
  • 1 James E. Holland Cheiron, Inc.
  • 2 Karen Dillman Sebach DATAIR Employee Benefit Systems, Inc.
  • 3 Linda Marshall Internal Revenue Service
  • 1 R. Evan Inglis Independent Consultant
  • 2 Jason L. Russell Segal Consulting
  • 3 Alan N. Parikh Aon
  • 1 James E. Holland Cheiron, Inc.
  • 2 Susan L. Breen-Held
  • 3 Tonya B. Manning Buck
  • 4 Carolyn E. Zimmerman Internal Revenue Service
  • 1 Jared Dickow Mercer
  • 2 Curtis S. Morgan Willis Towers Watson
  • 1 William R. Hallmark Cheiron, Inc.
  • 2 Piotr Krekora Gabriel Roeder Smith & Company
  • 3 Leon F. Joyner Segal Consulting
  • 4 Scott A. Reeser Governmental Accounting Standards Bd.
  • 1 John A. Potts Deloitte Consulting LLP
  • 2 Eric A. Keener Aon
  • 1 Timothy J. Geddes Deloitte Consulting LLP
  • 2 Kenneth K. Lining Gallagher Benefit Services, Inc.
  • 1 Michael John Dulaney Principal Financial Group
  • 2 Jessie Bunting Willis Towers Watson
  • 3 Ryan McGlothlin P-Solve
  • 1 Eric A. Keener Aon
  • 1 Eric A. Keener Aon
  • 2 Kent A. Mason Davis & Harman LLP
  • 2 Kent A. Mason Davis & Harman LLP
  • 3 Michael F. Pollack Willis Towers Watson
  • 3 Michael F. Pollack Willis Towers Watson
  • 4 Carolyn E. Zimmerman Internal Revenue Service
  • 4 Carolyn E. Zimmerman Internal Revenue Service
  • 5 Linda Marshall Internal Revenue Service
  • 5 Linda Marshall Internal Revenue Service
  • 1 Theodore A. Goldman Pension Benefit Guaranty Corp.
  • 2 Stephen C. Goss Social Security Administration
  • 3 Steven G. Vernon Rest-of-Life Communications
  • 4 Amy Kessler Prudential Retirement
  • 1 Theodore A. Goldman Pension Benefit Guaranty Corp.
  • 2 Steven G. Vernon Rest-of-Life Communications
  • 1 Paul Angelo Segal Consulting
  • 2 David T. Kausch Gabriel Roeder Smith & Company
  • 1 David R. Godofsky Alston & Bird, LLP
  • 2 Connie Donovan Pension Benefit Guaranty Corp.
  • 3 Camille Castro Pension Benefit Guaranty Corp.
  • 4 Harold J. Ashner Keightley & Ashner, LLP
  • 1 Dominic DeMatties Thompson Hine LLP
  • 2 Aubrey Stadtlander Principal Financial Group