PPT-ERISA Advisory Council Lump Sum De-Risking Transaction Disclosures

The ERISA Industry Committee FocusON Call May 14 2015 Agenda Background GAO Report ERISA Advisory Council Approach to upcoming meeting Background Background Pension Derisking Reduce pension obligation volatility. Executive Summary. Executive Summary. Prepared . For:. DR. FRANK PAGE. President . and . Chief Executive Officer. Executive Committee. SOUTHERN BAPTIST CONVENTION. Complied By:. Drs. Daniel R. .. Sánchez . James E. Holland, Jr., . Cheiron. , Inc.. Overall Focus. Traditional formula type (annuity defined). What lump sum must be paid?. What lump sum can be paid?. Lump sum based formula (CB or PEP). Can the defined lump sum be paid?. Building a Bright Future . Building Bright Futures, 600 Blair Park, Suite 306, Williston, VT 05495 . 802. -876-5010 . | . buildingbrightfutures.org . Facebook. : . BuildingBrightFuturesSAC | Twitter. Bldg. 31, 6th floor, C Wing, Room 7 . 15 April 2015 10:00 a.m. till 12:00 PM. 2. Agenda. 10:00 – 10:15 Opening Remarks: Mr. Gary Marquez. 10:15 – 10:25 Purpose . of Charter: Mr. Gary Marquez. School . Advisory . Council:. The Nuts and Bolts. 2018-19. Your OCSD SAC . Contacts:. District Point of Contact:. Denise McLaughlin. 833-3385. denise.mclaughlin@okaloosaschools.com. . SAC Process Manager:. School . Advisory . Council:. The Nuts and Bolts. 2018-19. Your OCSD SAC . Contacts:. District Point of Contact:. Denise McLaughlin. 833-3385. denise.mclaughlin@okaloosaschools.com. . SAC Process Manager:. Action Plan 2017. Department of Economic Security. Hunger Advisory Council. HOW CONGRESS WORKS AND WHY OUR VOICE MATTERS . What is the Hunger Advisory Council?. Department of Economic Security. Hunger Advisory Council. Avoiding Common Pitfalls. 5 Common Pitfalls. 2. 1. 2. 3. 4. 5. HOW TO ESCAPE THEM. 3. Why should you, as the broker, care?. The plan fiduciary is ultimately responsible for the plan . –. that isn’t me!. February 25, 2015 . CIEBA. A brief history of . ERISA:. Statute enacted September 2, 1974 in response to Congressional concern . over . mismanagement and misappropriation of . funds.. Statute applies only to employee benefit plans of private employers and employee organizations.. Councils:. County Meetings and Staffing. Thank you!. UNHCE Advisory Council Operating Procedures . 14 Members:. 12 individuals who represent the educational needs of the county (selected through a nomination process). James Fuccione – Senior Director. October 2017. The work of the Massachusetts Healthy Aging Collaborative is supported in part by Tufts Health Plan Foundation.. MHAC Strategic Framework. Mission: . Outline. MACS. MACS Statement of . Mission. Working Together in . Mission. Role of School Advisory Council. Terms . of Reference for School Advisory . Councils. School Advisory Council . Manual. Melbourne Archdiocese Catholic Schools (MACS). ABAR. . Tabitha . Croscut. , Esq. . Dawn . Goestenkors. Agenda.  . ESOP Transaction . Timeline. Parties . involved in an ESOP Transaction. Trustee Role . Financial Advisor Role. Fairness Opinion Considerations. The Advisory Council is made up of executives who can guide the process and provide valuable insight into strategic direction and effectiveness of workforce efforts. Use this Advisory Council to help define how game changers will impact the...