Discussion of cash balance plans with an interest crediting rate tied to Actual Rate of Return Plans.
About the Speaker
Julie has been working with pension plans in the actuarial field for 25 years. The first 20 years were primarily with large plans while with Willis Towers Watson and Mercer. Since 2019, she has been working predominately with small to medium size cash balance plans as an Enrolled Actuary with FuturePlan by Ascensus.
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