Meeting Details

Schedule/Additional Infoexpand_more
Events
ASEA Webcast - Plan Design Basics(On-Demand)
1.00 ASPPA
Date:
November 7, 2023 To November 7, 2024
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Format:
Recorded Webcast
Credits:
1.00 ASPPA Credit
1.00 ERPA
1.00 NAPA Relevant Topic
1.00 NTSA

Now that filing deadline has passed we move on to year end proposals. In this webcast we will go through the basics of plan design in detail. What are the best strategies for maximizing the principals and managing employee cost? How do you design to fit within a set budget? What does the plan sponsor need to know about the plan design? What are the advantages and disadvantages of certain designs? We will focus mainly on Cash Balance with 401k combined plans.

About the Speaker
Angie is a Senior Consulting Actuary at Pension Benefits Unlimited, Inc. A graduate of Cornell University, Angie double majored in Mathematics and Economics before earning her Master’s Degree in Education. Angie has over 10 years of experience with pension and actuarial consulting and administration. Angie currently serves on the ASEA Leadership Council as President Elect. In addition, Angie has previously served on the Society of Actuaries Exam Writing Committee, the Conference Committee for ASPPA Annual, and the ASEA Membership Committee.

Facilitator: Lynn M. Young, EA, FSEA
Partner / Consulting Actuary
Pinnacle Plan Design, LLC

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.

  • List Price: $85.00
  • Member Price: $67.00
 
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