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Ellen L. Kleinstuber , FCA , MAAA , FSA , EA , MSPA

Principal
The Savitz Organization

CCA Member Since 2005

Contact Information

The Savitz Organization
1845 Walnut Street
14th Floor
Philadelphia, PA 19103
 Phone: 215-825-4042
Fax: 215-563-9943
E-mail: EllenKleinstuber@Savitz.com

Practice Area(s)

Pension:   Corporate DB/DC   Retiree Med FAS106  

Ellen L. Kleinstuber, FCA, MAAA, EA, ASA, MSPA has over 20 years experience in the pension and actuarial field. Her specific expertise includes ERISA and Internal Revenue Code compliance for single employer plans, defined benefit funding, accounting and administration issues, retirement plan design and communications, nondiscrimination testing and defined benefit plan terminations. As a member of her firm's ERISA compliance practice, Ellen provides research and consulting support to the actuarial and pension administration outsourcing practices, and assists with the development, review and maintenance of the firm’s standard reports and compliance documents. She is also responsible for the training and continuing education programs for the firm’s professional staff. Ellen is a frequent speaker at the annual Enrolled Actuaries meeting, as well as the annual meetings of the Conference of Consulting Actuaries and Society of Actuaries. She is a member of the American Academy of Actuaries’ Pension Committee, the Pension Section Council of the Society of Actuaries, the Joint Program Committee for the annual Enrolled Actuaries Meeting and the Board of Directors of the ASPPA Benefits Council of Greater Philadelphia.

Current CCA Committees

Board of Directors
Board Member

Joint Program Committee for the Enrolled Actuaries Meeting
Member

Welcome Committee for New Members
Member

Prior Service on CCA Committees

Membership Committee
Member

CCA Speaking Engagements

Principles of Pension Funding
2013 Enrolled Actuaries Meeting (04/10/2013)

2013 Pension Symposium: Outlook for Private Sector Pension Funding
2013 Pension Symposium: Outlook for Private Sector Pension Funding (04/10/2013)

Non-Standard Terminations
2013 Enrolled Actuaries Meeting (04/09/2013)

Social Security Benefits and Strategy – Understanding the Options
2013 Enrolled Actuaries Meeting (04/09/2013)

Dialogue With the PBGC
2012 CCA Annual Meeting (10/23/2012)

Late Breaking Developments
2012 CCA Annual Meeting (10/22/2012)

Plan Terminations 3 – Getting It Done
Plan Terminations 3 – Getting It Done (04/11/2012)

Annuitization for Defined Benefit Plans
2012 Enrolled Actuaries Meeting (03/28/2012)

2012 Pension Symposium
2012 Pension Symposium (03/28/2012)

Large Plan Termination Issues
2012 Enrolled Actuaries Meeting (03/27/2012)

My Plan is Frozen
2012 Enrolled Actuaries Meeting (03/27/2012)

Plan Terminations 1 – Group Annuities 101 for Pension Actuaries
Plan Terminations 1 – Group Annuities 101 for Pension Actuaries (02/22/2012)

Late Breaking Developments
2011 CCA Annual Meeting (10/24/2011)

Form 5500 Topics
2011 Enrolled Actuaries Meeting (03/30/2011)

Distress Terminations and the Early Warning Program
2011 Enrolled Actuaries Meeting (03/30/2011)

Pension Symposium: Retirement Security – A Call To Action
Pension Symposium: Retirement Security – A Call To Action (03/30/2011)

Participant Communications
2011 Enrolled Actuaries Meeting (03/28/2011)

Benefit Restrictions - Notification Issues - What, When, and How?
2010 CCA Annual Meeting (10/25/2010)

Pension Funding Relief
Pension Funding Relief (09/14/2010)

PPA Updates: PPA Today, Where it's Headed and How it Relates
PPA Updates: PPA Today, Where it's Headed and How it Relates (06/16/2010)

Quarterly Contributions and Liquidity Shortfall Requirements
2010 Enrolled Actuaries Meeting (04/14/2010)

Managing Credit Balances and Advanced Strategies
2010 Enrolled Actuaries Meeting (04/13/2010)

Plan Design for the Future
2010 Enrolled Actuaries Meeting (04/13/2010)

Quarterly Contributions and Liquidity Shortfall Requirements
2010 Enrolled Actuaries Meeting (04/12/2010)

Stand By Your Plan
2009 CCA Annual Meeting (11/04/2009)

"The Good, The Bad, and The Ugly" PPA-Unanswered Questions
2009 CCA Annual Meeting (11/03/2009)

PPA Funding – Benefit Restrictions – Advanced
2009 Enrolled Actuaries Meeting (04/01/2009)

PPA Funding: Tactics and Strategies
2009 Enrolled Actuaries Meeting (03/31/2009)

PPA Funding: Tactics and Strategies
2009 Enrolled Actuaries Meeting (03/31/2009)

PPA Funding - Benefit Restrictions - Basic
2009 Enrolled Actuaries Meeting (03/30/2009)

Late Breaking Developments
2008 CCA Annual Meeting (10/27/2008)

Professionalism - Part 1: New Pension Actuarial Standards of Practice
2008 Employee Benefits Spring Meeting (06/06/2008)

PPA 1 - PPA in Practice - What Have We Learned?
2008 Employee Benefits Spring Meeting (06/04/2008)

PPA 2 - PPA Recent Guidelines
2008 Employee Benefits Spring Meeting (06/04/2008)

PPA 3 - So Close… and Yet So Far
2008 Employee Benefits Spring Meeting (06/04/2008)

PPA Funding IV: Strategies for Underfunded or Overfunded Plans
2008 Enrolled Actuaries Meeting (04/08/2008)

PPA Funding IV: Strategies for Underfunded or Overfunded Plans
2008 Enrolled Actuaries Meeting (04/08/2008)

Pension Protection Act Part 1 - PPA Overview (Repeat)
2007 Employee Benefits Spring Meeting (06/01/2007)

Pension Protection Act Part 1 - PPA Overview
2007 Employee Benefits Spring Meeting (05/30/2007)

 

Disclaimer

The Conference of Consulting Actuaries (Conference) serves only as a clearinghouse for providing a list of its members and their specific areas of practice. The information appearing with each members name regarding their practice areas was furnished by the member and has not been independently verified in any way by the Conference. Neither the Conference nor its officers, members, or staff make any warranties or representations as to the professional competency of these individuals. Each person who is considering the use of the services of an actuary listed is advised to make an independent judgment regarding their choice of persons whose services they wish to utilize.