Come join us for a lively roundtable discussion!

Please join us for our first Brown Bag Lunch of the 2017-2018 year. The IRS released new regulations covering 2018 mortality and mortality improvement tables. The new tables impact minimum funding calculations under Code section 430 and calculating lump sum benefits. As a result, plan sponsors are looking at their options, including taking advantage of an optional one-year delay in the application of the new regulations applicable to the minimum funding rules.

With just a few short weeks to January 1, 2018, we will discuss the impact of the new regulations.

Julie Sachs, Consultant at Altman & Cronin, will lead our discussion. 

Julie is a Fellow of the Society of Actuaries and an Enrolled Actuary with over 12 years of actuarial experience in the retirement area. She consults to both large and small employers on a variety of actuarial topics and has extensive expertise in pension risk management, retirement plan design, valuation, financial consulting, and administration. Julie is a Phi Beta Kappa graduate from the University of Michigan and earned a degree with high honors in mathematics.

Alison Wright from Hanson Bridgett LLP will moderate.