Broadcast Date: Friday, July 10, 2020
from 12:00 pm to 1:00 pm (ET)

Overview:

Over the past years, radical changes have been continuously escalating in the pension investment and design landscape. With the continuous changes in the market and new pension legislation, defined benefit plan risk must be actively managed.

While this situation is still taking time to roll out, companies and their counsel must be vigilant in keeping track of these trends and be proactive in devising an advanced strategic approach to prevent any potential risks and pitfalls.

In this LIVE Webcast, seasoned consulting actuary Richard Hudson of First Actuarial Consulting, Inc. will provide the audience with an in-depth analysis of the fundamentals as well as recent trends and developments in pension plan investments and plan design. He will also offer practical tips on how to address investment risk and contribution volatility that may affect pension plans.

Key Topics:

  • Pension Plan Investments – Recent Trends and Developments
  • Pension Plan Design Considerations – Recent Trends and Developments
  • Common Risks and Pitfalls
  • Addressing Volatility – Practical Tips
  • 2020 Outlook

Credit:

Course Level:

Intermediate

 

Advance Preparation:

Print and review course materials

 

Method of Presentation:

On-demand Webcast (CLE); Group-Internet Based

 

Prerequisite:

General Knowledge in Employee Benefits

 

Course Code:

148495

 

NY Category of CLE Credit:

Areas of Professional Practice

 

Total Credit:

1.0 CLE

Speaker:

Richard Hudson, FSA, EA, FCA, MAAA, Consulting Actuary
First Actuarial Consulting, Inc.

Mr. Hudson is a consulting actuary in the Times Square office of FACT.  He has over 30 years of experience with retirement programs, helping clients address design, funding, risk mitigation, compliance, administration, and communication issues. He has extensive experience working with multiemployer and single employer pension plans and has experience with funds of all sizes in a wide variety of industries.

Most recently he has been focused on risk mitigation and developing plan design strategies to address the risks faced by Boards of Trustees and Plan Sponsors. He has developed simulation programs to assess the level of risk in a pension plan and the effect of alternative plan design strategies in reducing the overall level of risk.

Mr. Hudson is a frequent speaker at trustee- and professional-education conferences for actuaries and attorneys and is author on a white paper regarding alternative plan design strategies.

He is a fellow of the Society of Actuaries, a fellow of the Conference of Consulting Actuaries, a member of the American Academy of Actuaries, and an enrolled actuary under ERISA.  Mr. Egelberg holds a B.S. in applied mathematics and a B.E. in electrical engineering from the State University of New York at Stony Brook.

Agenda:

Richard Hudson, FSA, EA, FCA, MAAA,
Consulting Actuary
First Actuarial Consulting, Inc.
  • Investment Policy – why this should be dynamic rather than set it and forget it?
  • Pension Plan Funding – how it works and where the risks are?
  • Plan Design – Why this should be looked at and how it can help mitigate investment (and other) risks?
  • Alternative Designs – Plan designs that should be considered?

Date & Time:

Friday, July 10, 2020

12:00 pm to 1:00 pm (ET)

Who Should Attend:

  • Retirement Benefits Lawyers
  • ERISA Lawyers
  • Human Resource Executives
  • Retirement Plan Sponsors
  • General Counsel
  • Top Level Management
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SPEAKER

Richard Hudson, FSA, EA, FCA, MAAAConsulting Actuary
First Actuarial Consulting, Inc.

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