American Academy of Actuaries-PAL Sign-Up Form

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Volunteer for PAL

Have you ever wondered how you could use your actuarial expertise for the public good?

The Pension Assistance List, or "PAL," is a nationwide referral service created by the American Academy of Actuaries. It is open to actuaries who are interested in helping individuals understand their pension benefits.

Taking part in PAL is a great way for actuaries to help clear up some of the misconceptions participants may have about actuaries. PAL gives you a chance to serve both the profession and the public good.

The program also has another advantage. PAL can broaden actuaries' understanding of the concerns participants have about their pension plans. In the long run, that knowledge can only benefit you and other Academy members in your practices.

If you are interested in participating in PAL, please fill out and submit the following form. If you need more information, please contact the PAL program coordinator, Justin Edwards (edwards@actuary.org; 202-223-8196).

Please fill in all the fields. Thank you.

First Name
Last Name
Company
Address
City
State
Zip
E-mail
Phone
Fax

Preferred method of contact:
Phone Fax E-mail

Area(s) of expertise:

	Private pension plans
	403(b), 401(k) plans, & other DC-type plans
	Government pension plans
	IRAs, SEPs
	Keoghs
	Professional service providers
	Church plans
	Domestic relations orders
	Plan changes
	PBGC questions
	Other (Please specify):

Type of assistance

	Pro bono
	Reduced rate
	Standard fee
	Depends on the participant’s income and the time involved

Fee for initial consultation:
Hourly continuous fee:
Professional certifications and affiliations:

Volunteer for PAL

Thank you!