Improving Spousal Retirement Plan Protections

REGISTRATION OPENING SOON!

REGISTRATION FEES

• Members: $55
• Nonmembers: $110
• Group Registration for Academy Members: $500
• Complimentary registration is available to the following cohorts of Academy members. Contact education@actuary.org to request a discount code to register.
  • Government regulators
  • Academy volunteers who meet both the below conditions:
    • “active” members of an Academy committee, board, subcommittee, task force, or work group; and
    • qualified for either a partial or full dues waiver during 2025.

ABOUT THIS WEBINAR

Employer-sponsored retirement plans provide important protections for spouses, such as in the event of divorce or the participant’s death. Although there are various protections provided under the Employee Retirement Income Security Act (ERISA), gaps in spousal protections still remain, especially for the plans most private sector workers participate in—defined contribution plans, such as 401(k) plans. Proposed legislation seeks to address some of these issues, and Congress has requested the U.S. Government Accountability Office (GAO) to examine the need for stronger protections.

In particular, attendees will:

• Understand the gaps in spousal benefit protections for employer-sponsored retirement plans and examine proposals for improvement; and
• Explore the practical challenges of utilizing the existing protections that exist.

MODERATOR

Lee Gold, MAAA, ASA, FCA, EA
Chairperson, Retirement Policy and Design Evaluation Committee
American Academy of Actuaries

SPEAKERS

Connie Rydberg, MAAA, FSA, EA
Vice Chairperson, Retirement Policy and Design Evaluation Committee
American Academy of Actuaries

Karen Friedman
Executive Director, Pension Rights Center

Kendra Isaacson
Principal, Mindset

CONTINUING EDUCATION
The American Academy of Actuaries believes in good faith that attendance at this live webinar constitutes an organized activity as defined under the current Qualification Standards for Actuaries Issuing Statements of Actuarial Opinion in the United States, and that attendees may earn up to 1.2 organized continuing education (CE) credits for attending this live webinar.

ADDITIONAL INFORMATION
Registration for this webinar is limited to the first 1,000 registrants. Visit our webinar FAQs to learn more about our webinar policies, including group registration. For more information about this webinar, contact education@actuary.org.