Surplus Considerations for Public Pension Plans | American Academy of Actuaries

Surplus Considerations for Public Pension Plans
Dec. 12 | Noon to 1 p.m. EST | USQS CE and JBEA Noncore CPE Available

ABOUT THIS WEBINAR

Earlier this year, the Academy released an issue brief, ‘Surplus’ Considerations for Public Pension Plans. This webinar, based on that issue brief, aimed to help plan sponsors and actuaries working with public pension plans that may develop surplus at some point in the future. During the webinar, the presenters:

Provided an overview of the brief and put context around the term “surplus”;
Discussed the creation of a surplus management strategy prior to encountering surplus in their public pension plan; and
Described various surplus management strategies.

SPEAKERS

Scott Preppernau, MAAA, FSA, EA; Member, Public Plans Committee
Koren Holden, MAAA, FCA, EA; Member, Public Plans Committee
Mark Schulte, MAAA, FSA, FCA, EA; Member, Public Plans Committee

MODERATOR

Todd Tauzer, MAAA, FSA; Co-Vice Chairperson, Retirement Practice Council

CONTINUING EDUCATION

The American Academy of Actuaries believes in good faith that attendance at this live professionalism 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.

We also believe in good faith that Enrolled Actuaries may earn up to 1.2 continuing professional education (CPE) non-core credits under the Joint Board for the Enrollment of Actuaries (JBEA) rules for attending this live webinar. However, the JBEA ultimately determines what constitutes core, non-core, ethics, or non-ethics continuing education and the number of CPE credit hours allocated to same for Enrolled Actuaries. All EAs who want to receive a Certificate of Attendance must be registered either as an individual attendee or listed as part of a group registration and must submit their request within two business days of the event. You are required to attest to your actual attendance for the full webinar to receive full JBEA credit, regardless of whether you registered as an individual or as part of a group.

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.