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De-Mystifying Defined Benefit Plans

April 24 @ 11:30 am - 1:30 pm

$25 – $75.00

Defined benefit (DB) plans like cash balance plans can be intimidating to non-actuaries. These plans are commonly combined with our DC plans. But, DB actuarial reports, calculations and terminology can be overwhelming. Therefore, it is important that DC experts can understand how these plans work, how to translate the DB reports into nontechnical language, and how the information on the reports will affect the existing DC plan. This the session that will help you do that!

Attendees will:

  • Understand how to interpret actuarial reports
  • Learn to identify the provisions in the DC plan that will need to be modified to accommodate a combo plan design
  • Figure out how to work with the actuary to make sure that the DC plan fits properly with the DB plan in operation; and
  • Recognize combo DC/DB plan opportunities

Join Lorraine Dorsa, one of our favorite actuarial resources, for a discussion of these issues.  Session registration fee includes lunch at Davio’s.  It is PECA’s belief that this session qualifies for 2 hours of continuing education credit.  Continuing education is self-reported and certificate of attendance will be provided.  ERPA CE has been applied for by PECA.

 

About our Speaker

Lorraine Dorsa, FCA, MAAA, MSPA, EA, CEBS

Lorraine is the founding principal of Aegis Pension Services. She has leveraged her extensive experience providing defined benefit and cash balance plan design, administration and actuarial support services to TPAs, financial institutions, advisors and plan sponsors to build Aegis into a premier actuarial partner for retirement plan professionals.

She is frequent speaker at employee benefits conferences and seminars with a special interest in making defined benefit & cash balance plans accessible to those outside the actuarial profession.
Lorraine is an Enrolled Actuary and Certified Employee Benefits Specialist, a Fellow of the Conference of Consulting Actuaries and Member of the American Academy of Actuaries and the American Society of Pension Professionals and Actuaries. She is a long time member of the Rotary Club of Ponte Vedra Beach Florida.

A native of New York City, Lorraine did not get her driver’s license until she was 21 and then only because she needed it as ID to cash a check. In contrast, she recently raced at 178 mph on the space shuttle runway at Cape Canaveral in a Bentley Continental SuperSports.

 

Presented By:

Details

Date:
April 24
Time:
11:30 am - 1:30 pm
Cost:
$25 – $75.00
Event Category:

Organizer

Pension Education Council Atlanta

Venue

Davios
Phipps Plaza, 3500 Peachtree Rd NE
Atlanta, GA 30326 United States
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Phone:
404.844.4810
Website:
https://davios.com/atl