Bates & Company, Inc.
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Regional Vice President of Sales The Retirement Plan Company
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Compass
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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Takeaways from the 2016 Enrolled Actuaries Meeting (PDF)
H.C. Foster & Company June 23, 2016
"[A] PBGC representative predicted the largest of the multiemployer pension plan takeovers are yet to come.... Many accounting firms interpreted the FASB guidance to mean the RP-2014 tables should be applied with full mortality improvements through age 120 without modifications, producing very large pension liabilities ... A primary concern of accountants, attorneys, and actuaries is that they do not inadvertently incur fiduciary status via advice that implies discretionary authority and/or control over plan matters."
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