PPT-Retirement Plans in the Regulated Sector

2016 NASUCA Annual Meeting La Quinta CA David G Pitts FSA MAAA Independent Actuarial Services November 2016 wwwindactuarycom Retirement Plans Two main types Defined Benefit DB employer promises to provide a specific . Pension and Retirement Planning Overview . Chapter 1. Chapter 1: Overview. Business opportunities in the pension field. What types of plans are available?. Why have tax-advantaged retirement plans?. From the employee’s perspective. from a DB plan to a DC plan?. Cathie Eitelberg. Senior Vice President and Public Sector Market Director. Washington, DC. National Conference on Public Employee Retirement Systems. Rocky Joyner ASA, MAAA, FCA, EA. Benefits and Services. Name and define each of the main pay for time not worked benefits.. Describe each of the main insurance benefits.. Discuss the main retirement benefits.. Outline the main employees’ services benefits.. and “High Cash-Flow” Clients. Vincent F. . Spina. , ASA, EA, MAAA. President, . Harbridge. . Consulting . Group. a . BPAS . Company. A Cautionary Tale. 2. When you’re Derrick . Coleman, . you don’t save for retirement because you’re the #1 pick in the NBA draft in . Louisville, KY. July 24 & 25, 2017. Speaker: . Terry Brown. Topic: . Saving our Future Generations. . Agenda. Introduction. Discussion of today’s financial challenges – in particular, retirement planning. Young Professional. Dr. Alex . “Uncle Al” White. CALS, Dairy Science. moneyguy@vt.edu. Retirement . planning overview. Tax benefits of qualified retirement accounts. Basic retirement planning calculations. Administrators’ Forum. October 11, 2016. Agenda. Claims made about other university retirement plans. Rice’s current retirement plans. Plan structure and options. Role of Retirement . Plan Investment . Faculty Senate. October 5, 2016. Agenda. Rice’s current retirement plans. Plan structure and options. Role of Retirement . Plan Investment . Committee. Claims made about other university retirement plans. ($). road to financial security at retirement…. John T. Fletcher, . EdD. Associate Provost for Enrollment Services. East Carolina University. DISCLAMIER:. I am not a financial planner/advisor.. 2. Lowell “The ERISA Dude” Walters. GrayRobinson. 813-273-5276. lowell.walters@gray-robinson.com. Roger J. Rovell, J.D., LL.M.. Fiduciary Partners Retirement Group . (800) 371-0232. roger.rovell@fiduciaryprg.com. Chapter 15 Retirement Planning Professor Payne, Finance 4100 Learning Objectives Understand the changing nature of retirement planning. Set up a retirement plan. Understand how different retirement plans work. Tammy Flanagan. Senior Benefits Director. National Institute of Transition Planning Inc.. Your Presenter:. Tammy@nitpinc.com. Five Big Changes. Barriers to making . Changes:. No internet access. Wait time on telephone can take hours. Boston University Initiative on Cities. City Fiscal Leadership. April 27, 2015. Speaker: Greg Mennis. The Pew Charitable Trusts. More than 40 active, evidence-based . research . projects and campaigns . Presentation . Consumer Federation of America . Financial Services Conference. December 1, . 2016. Angela . Antonelli. , Executive Director. Center for Retirement Initiatives. McCourt School of Public Policy.