When you take over a retirement plan that includes life insurance, you are stepping into a web of potential compliance and operational challenges. This webcast focuses on the "now what?"—helping practitioners identify and address common issues found in inherited plans with life insurance policies. From non-discrimination testing to exit strategies, we will explore how to evaluate what is in place, spot red flags, and determine the appropriate corrective or administrative steps. This session skips the debate over whether to use life insurance in qualified plans and dives straight into what to do when it is already there.
About the Speakers
Clint A. Blankenship, EA, MSEA, FCA, MAAA, President-Owner, Show me Pension Group, Inc
Clint is President and majority owner of ShowMe Pension Group. He has provided pension actuarial services since 1998. He became an Enrolled Actuary in 2003. While overseeing company operations, Clint is involved with plan design/projection studies, legal document reviews, compliance testing, and actuarial certification for all the firm’s defined benefit and cash balance plans. Clint is also responsible for training/development of the actuarial analyst staff as they progress toward the enrolled actuary designation. He has been involved with ACOPA/ASEA through the government affairs committee, leadership council, and as a presenter at ASPPA annual. Clint is the current President of ASEA. Clint received his B.A. degree in Mathematics and Chemistry from Ottawa University. He received his M.S. degree in Mathematics from Emporia State University. He resides in the Kansas City suburb of Grandview, Mo.l.
Dan Jock, Consulting Actuary, Cornerstone Retirement
Daniel Jock is an Enrolled Actuary and Member of the American Academy of Actuaries. Daniel is also a contributing educator of the American Society of Pension Professionals and Actuaries, specifically the Society of Enrolled Actuaries. Daniel graduated from Western New England University with a Bachelor of Arts Degree in Mathematics. Daniel worked for MassMutual Life in Springfield, Massachusetts for 7 years performing consulting and analysis for public and private defined benefit plan ranging in size from 100 to 5,000 participants. Daniel worked at 2 other small consulting firms before starting his consulting practice, Cornerstone Retirement, in 2016. In 2021, Daniel acquired Qualified Plan Consultants (QPC), a firm founded in 1983 by Lawrence Starr, an industry icon for education and professionalism in various industry societies. Together, Cornerstone and QPC continue to provide highly customized retirement plan design and consulting to many different types of employers.
Eric Brandon, EA, MAAA, MSEA, FCA| Pension Actuary , Guardian Life Insurance Company of America
Eric Brandon, EA, MSEA, MAAA, FCA is an enrolled actuary with over 30 years of experience in the employee benefits consulting field. Eric works at Guardian Life Insurance Company of America specializing in designing qualified plans for small businesses. Eric is a member of the ASEA Leadership Council and is the Education Committee Chair. Eric serves on the ASPPA Annual Conference Planning Committee and on the ASEA planning committees for webcasts, the Actuarial Insights conference, and the Advanced Actuarial Symposium.
Participant Information
Each attendee/viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.
Registration for on-demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date.
Recordings are available one week after the live webcast takes place.
To receive CE for the on-demand version, viewers must pass a brief quiz following the recorded session.