Sessions

001 - Stay in Your Lane: How Not to (Inadvertently) Become a Fiduciary March 30, 2020 8:30 AM - 10:10 AM

Actuaries perform a variety of roles for clients. Many large, corporate clients have inside and outside ERISA counsel, investment advisors, and benefit administrators who they can rely on for help in interpreting plan provisions, deciding benefit entitlement in unclear situations, recommending investments, and other activities with fiduciary implications. Smaller companies may be more likely to ask their actuary for help or advice on such matters. The fiduciary landscape also differs for public and multiemployer plan actuaries.

Presenters explore the responsibilities of fiduciaries, what activities an actuary might perform that could make the actuary a fiduciary, and whether there are situations in which actuaries may want to become plan fiduciaries. In addition, they consider whether the actuary has responsibilities to plan participants, rather than simply to our clients, under the Code of Professional Conduct, the Actuarial Standards of Practice (ASOPs) and/or the Joint Board regulations, and how any such responsibilities may be similar to, or differ from, fiduciary responsibilities.

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

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2020 Enrolled Actuaries Meeting

2020 Enrolled Actuaries Meeting

 

The Conference of Consulting Actuaries & American Academy of Actuaries invite you to participate in the 45th annual Enrolled Actuaries Meeting. If you haven’t been to an Enrolled Actuaries Meeting in the past two years you’ve missed out on some major changes. The new meeting format features shorter sessions, more subjects for your schedule, more EA credit for your renewal (including a 100-minute general session on Ethics), and a business-friendly atmosphere that includes wi-fi in the meeting space and networking opportunities to catch up with your colleagues. Our attendees welcomed these changes:

 

“The recent schedule change and addition of wi-fi are excellent improvements.”

“The speaker lineup was excellent - knowledgeable not just regarding the material they presented, but ready to answer a variety of questions as well.”

“I liked the session that had the polling. It encouraged open discussion that allowed you to learn a lot from your peers and hear perspectives from actuaries that work in various aspects of the pension industry.”

“The level of technical content was great. Having government speakers is also a big deal to me.”

“As a small plan actuary, I like being able to set myself up with a track of small plan topics. The meeting is also very well organized.”

We look forward to seeing you this Spring for the best EA Meeting yet!

 

Sessions:

Speakers

  • 1 Ellen L. Kleinstuber Bolton Partners, Inc.
  • 2 David C. Kaleda Groom Law Group
  • 3 Michael B. Richman Morgan, Lewis & Bockius LLP
  • 4 Dominic DeMatties Thompson Hine LLP
  • 1 David R. Godofsky Alston & Bird, LLP
  • 2 Sherry S. Chan New York City Office of the Actuary
  • 3 Margaret S. Berger Mercer
  • 4 Elizabeth K. Hammond Findley
  • 1 R. Dale Hall Society of Actuaries
  • 2 Stephen C. Goss Social Security Administration
  • 3 Douglas Anderson Club Vita
  • 1 John J. Bottini Aon
  • 2 Amy Suzanne Hatton Buck
  • 3 Michael W. Spaid Internal Revenue Service
  • 4 Linda Marshall Internal Revenue Service
  • 1 Janice Harbold Aon
  • 2 Kent A. Mason Davis & Harman LLP
  • 3 Carolyn E. Zimmerman Internal Revenue Service
  • 4 Diane S. Bloom Internal Revenue Service
  • 1 Kelly Brent Lappin Raytheon Company
  • 2 Denise M. Widergren Defense Contract Management Agency
  • 1 Joshua Shapiro Groom Law Group
  • 2 Aldwin Pascua Frias Segal Consulting
  • 1 Kevin Joseph Donovan Pinnacle Plan Design, LLC
  • 2 Lawrence Deutsch Larry Deutsch Enterprises
  • 1 Lawrence A. Johansen New Hampshire Retirement System
  • 2 Thomas G. Vicente Bolton Partners, Inc.
  • 1 Margaret S. Berger Mercer
  • 2 Kent A. Mason Davis & Harman LLP
  • 3 Grace Katherine Lattyak Aon
  • 4 Carolyn E. Zimmerman Internal Revenue Service
  • 5 Linda Marshall Internal Revenue Service
  • 1 Eric A. Keener Aon
  • 2 David Phillips Willis Towers Watson
  • 3 Syed Fahad Saghir Alston & Bird, LLP
  • 1 Ellen L. Kleinstuber Bolton Partners, Inc.
  • 2 Sandra Pappa Buck
  • 1 Mitchell H. Hofing Dexter Hofing LLC
  • 2 Jonathan Michael Feldman Horizon Actuarial Services, LLC
  • 3 Darren Michael French Pension Benefit Guaranty Corp.
  • 1 Richard A. Block Block Consulting Actuaries Inc.
  • 2 Kevin Joseph Donovan Pinnacle Plan Design, LLC
  • 3 Anita Juneja Aon
  • 1 Benjamin Adam Johnson Plante Moran
  • 2 Michael J. de Leon Deloitte Consulting LLP
  • 3 Marie Stiegel Plante Moran
  • 1 Elizabeth Suzanne Brown Willis Towers Watson
  • 2 Althea R. Day Morgan, Lewis & Bockius LLP
  • 3 Kelsey Mayo Poyner Spruill
  • 1 Frederica Spadacenta Daniels USI Consulting Group
  • 2 James E. Ritchie Bolton
  • 3 Susanne Simon Buck Global, LLC
  • 1 John A. Potts Deloitte Consulting LLP
  • 2 Eric A. Keener Aon
  • 1 Jason L. Russell Segal Consulting
  • 2 Darren Michael French Pension Benefit Guaranty Corp.
  • 3 James J. Donofrio Pension Benefit Guaranty Corp.
  • 4 Julie Cameron Pension Benefit Guaranty Corp.
  • 5 Theodore A. Goldman Pension Benefit Guaranty Corp.
  • 1 Lawrence Deutsch Larry Deutsch Enterprises
  • 2 David J. Kupstas Actuarial Consulting Group Inc.
  • 3 Richard A. Block Block Consulting Actuaries Inc.
  • 1 Todd N. Tauzer Segal
  • 2 Todd David Kanaster S&P Global Ratings
  • 3 Michael K. Korzenko City National Rochdale, an RBC/City National Company
  • 1 Amy C. Viener Pension Benefit Guaranty Corp.
  • 2 Theodore A. Goldman Pension Benefit Guaranty Corp.
  • 1 Michael S. Clark River and Mercantile
  • 2 Tim Lewis Principal Financial Group
  • 1 David J. Pittman Principal Financial Group
  • 2 Jessica Kachur Mercer
  • 3 Matthew Sampogna Principal Financial Group
  • 1 Jonathan R. Barry MFS Investment Management
  • 2 Joel Albers Bank of America / Merrill Lynch
  • 1 David Scharf Buck
  • 2 Joseph S. Adams Winston & Strawn LLP
  • 3 Pete J. Neuwirth CapAcuity
  • 1 David T. Kausch Gabriel Roeder Smith & Company
  • 2 Frank Todisco U.S. Government Accountability Office
  • 3 Margaret S. Berger Mercer
  • 1 David L. Driscoll Buck
  • 2 James M. Chakan Mercer
  • 3 Patrick Nolan Society of Actuaries
  • 4 Timothy J. Geddes Deloitte Consulting LLP
  • 1 James E. Holland Cheiron, Inc.
  • 2 Brian J. Dougherty Morgan Lewis & Bockius LLP
  • 1 David T. Kausch Gabriel Roeder Smith & Company
  • 2 Judy Koch Stromback Deloitte Consulting LLP
  • 1 Joseph F. Hicks CBIZ Retirement Plans Services
  • 2 Christian Benjaminson Cheiron, Inc.
  • 3 James J. Donofrio Pension Benefit Guaranty Corp.
  • 1 Lauren R. Okum Premier Actuarial Solutions
  • 2 Karen Dillman Sebach DATAIR Employee Benefit Systems, Inc.
  • 3 Glen Neff McGhie Sierra Pension Services, Inc.
  • 1 Elizabeth A. Wiley Cheiron, Inc.
  • 2 Thomas B. Lowman Bolton Partners, Inc.
  • 3 Brian B. Murphy Gabriel, Roeder, Smith & Company
  • 1 Margaret S. Berger Mercer
  • 2 Kent A. Mason Davis & Harman LLP
  • 3 Grace Katherine Lattyak Aon
  • 4 Carolyn E. Zimmerman Internal Revenue Service
  • 5 Linda Marshall Internal Revenue Service
  • 1 Frederica Spadacenta Daniels USI Consulting Group
  • 2 Harold J. Ashner Keightley & Ashner, LLP
  • 3 David DeMarco Pension Benefit Guaranty Corp.
  • 1 Philip Bonanno Grant Thornton LLP
  • 2 Kenneth K. Lining Gallagher Benefit Services, Inc.
  • 1 Bruce Cadenhead Mercer
  • 2 Elena V. Black The Terry Group
  • 3 Laura Gulrajani Mercer
  • 1 Kevin Joseph Donovan Pinnacle Plan Design, LLC
  • 2 Lauren R. Okum Premier Actuarial Solutions
  • 3 Thomas J. Finnegan CBIZ Retirement Plan Services
  • 1 Julie M. Ferguson Mercer
  • 2 Aaron Shapiro Buck
  • 3 Elizabeth A. Wiley Cheiron, Inc.
  • 1 David R. Godofsky Alston & Bird, LLP
  • 2 Robert Newman Covington & Burling LLP
  • 1 Tonya B. Manning Buck
  • 2 Thomas Vincent Curtin Joint Bd. for the Enrollment of Actuaries
  • 3 Carolyn E. Zimmerman Internal Revenue Service
  • 1 Ross Mark Krinsky Fidelity Investments
  • 2 Mark Shemtob Abar Retirement Plan Services LLC
  • 1 Christian Benjaminson Cheiron, Inc.
  • 2 Mariah Becker NCCMP
  • 3 Christopher Heinz Heinz Strategies LLC
  • 1 Richard A. Hochman Actuarial Systems Corporation
  • 2 Lorraine Dorsa Aegis Pension Services, Inc.
  • 3 Alexander Palmer Nahoum Danziger & Markhoff LLP
  • 1 Sherry S. Chan New York City Office of the Actuary
  • 2 Randall J. Dziubek California Public Employees' Retirement System
  • 1 Hilja Viidemann Buck
  • 2 Amy C. Viener Pension Benefit Guaranty Corp.
  • 3 Kristina Archeval Pension Benefit Guaranty Corp.
  • 1 Thomas J. Cassara River and Mercantile
  • 2 Brett Dutton Vanguard
  • 3 Michael A. Jabs The Kraft Heinz Company
  • 1 David Woodmansee USI Consulting Group
  • 2 Deborah Jacobs Withum
  • 1 James E. Holland Cheiron, Inc.
  • 2 Robert J. Kurak Segal
  • 3 Richard J. Hudson First Actuarial Consulting, Inc.
  • 1 Thomas J. Finnegan CBIZ Retirement Plan Services
  • 2 Lawrence Deutsch Larry Deutsch Enterprises
  • 3 Kelsey Mayo Poyner Spruill
  • 1 Brian B. Murphy Gabriel, Roeder, Smith & Company
  • 2 William B. Fornia Pension Trustee Advisors
  • 1 Eric A. Keener Aon
  • 2 Joseph C. Anzalone River and Mercantile
  • 1 Michael F. Pollack Willis Towers Watson
  • 2 Michael Antoine Buck
  • 3 Justin D. Kear Aon
  • 4 Carolyn E. Zimmerman Internal Revenue Service
  • 5 Qian Magee Internal Revenue Service
  • 1 David L. Driscoll Buck
  • 2 Jeanette R. Cooper Segal Consulting
  • 1 Sarvesh Soi Buck
  • 2 David A. Dean Segal Consulting
  • 3 Todd N. Tauzer Segal
  • 4 Christopher G. Snel Buck
  • 1 Andrew C. Forgrave
  • 2 Glen Neff McGhie Sierra Pension Services, Inc.
  • 3 Howard P. Rosenfeld Rosenfeld/Tortu Retirement Planning Co
  • 1 Bonita Jo Wurst Gabriel Roeder Smith & Company
  • 2 Dan Doonan National Institute on Retirement Security
  • 1 Tonya B. Manning Buck
  • 2 Carolyn E. Zimmerman Internal Revenue Service
  • 3 Linda Marshall Internal Revenue Service
  • 1 David R. Godofsky Alston & Bird, LLP
  • 2 Thomas R. Macaluso USI Consulting Group
  • 3 G. Daniel Miller Conner & Winters, LLP
  • 4 Karen J. Herba Christian Brothers Services
  • 1 John B. McQuade Willis Towers Watson
  • 2 Denise M. Widergren Defense Contract Management Agency
  • 3 Nicole Owren-Wiest Crowell & Moring LLP
  • 4 Kelly Brent Lappin Raytheon Company
  • 1 Mary H. Stone Society of Actuaries
  • 2 Lisa A. Schilling Society of Actuaries
  • 3 Brian Perlman Mathew Greenwald & Associates
  • 1 David J. Pittman Principal Financial Group
  • 2 Barry J. Kaplan Barry Kaplan LLC
  • 1 James J. Rizzo Gabriel Roeder Smith & Company
  • 2 R. Evan Inglis Independent Consultant