WP&BC SF Brown Bag Lunch Program
We'll Save you a Seat at the Mortality Table - Part II
FREE for WP&BC SF Chapter Members
$45 for Non-MembersTuesday, November 14, 2017 (11:45 AM - 1:00 PM)
425 Market St., 26th Floor, San Francisco
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.
DATE: Tuesday, November 14, 2017
TIME: 11:45 AM - 1:00 PM - Please arrive promptly.
425 Market Street, 26th Floor
BRING: Your lunch! Dessert and beverages will be provided.
Trouble logging in? Call (415) 730-5479 or email
MEMBERS FREE – PRE-REGISTRATION REQUIRED
Please feel free to reach out to WP&BC with any questions.
Direct Questions To:
Frank McDonald, MBA, Chapter Administrator
Western Pension and Benefits Council - San Francisco
1540 River Park Drive, Suite 211
Sacramento, CA 95815-4608