3-A-3 - Actuarial Aspects of Advanced Benefit Administration

The speakers at this session cover a number of more complicated issues that arise in performing benefit calculations. Potential topics are: multiple annuity starting dates, benefits beyond normal retirement date, determining amounts eligible for rollover, and QDROs.

Speakers:

Mr. Jorge Martin

Mercer

Mr. Mark Andrew Afdahl

WTW

Credits:

CPD Credit: 1.50 EA Core Credit: 1.50 EA Ethics Credit: 0.00 EA Non-Core Credit: 0.00 EA Formal Credit: 1.50