409 - Assembly of a Successful SFA Application

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2014's Multiemployer Pension Reform Act (MPRA) broke all the rules, allowing multiemployer pension funds to reduce accrued benefits - even those in pay status! The application and political processes were shattering; 18 pension funds were successful. 2021's American Rescue Plan Act essentially ended that with the advent of "special financial assistance" (SFA) and priority categories. While not quite as intense as MPRA, SFA applications are rather complex. Hear from actuaries who have completed successful SFA applications in the earliest priority categories.

Speakers:

Michael S. Clark

River and Mercantile

Derek N. Guyton

Edward M. Pudlowski

MorningStar Actuarial Consulting, LLC

James L. Jones - EY

Tasha Eurich

Credits:

CPD Credit EA Core Credit EA Ethics Credit EA Non-Core Credit EA Formal Credit