Resources

Articles & Presentations

OCTOBER 21, 2013
Presentation at the 2013 Conference of Consulting Actuaries
Laura Rosenberg presented “Section 04 – Dealing with Underfunded Plans: PBGC Issues” at the 2013 Conference of Consulting Actuaries in San Antonio, Texas. She discussed… negotiating Early Warning Program cases, dealing with PBGC downsizing liabilities and 4062(e) , missed contributions and liens, distress and involuntary terminations, pension bankruptcy claims, and “trade or business” controlled group issues.
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MAY 2013

“The Role of the Independent Fiduciary in Litigation Settlements” by Stephen Caflisch
The Department of Labor has held that a transaction prohibited by ERISA section 406(a) will occur when a plan fiduciary causes a plan to release a claim against a person who is a party in interest at the time of the settlement. In the Department’s view, such a settlement involves an exchange of property (a chose in action) between such [plan] and parties in interest as described in section 406(a)(1)(A).
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MAY 2013

“An INHAM Audit Will Keep You Out Of Sticky Compliance Issues” by Laura Rosenberg and Ivan Strasfeld.
A corporation’s own pension plan managed by the corporation’s in-house managers needs an independent audit in order to take advantage of the prohibited transaction relief provided by the INHAM class exemption.
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MAY 2013

“A QPAM Audit Will Keep You Out Of Sticky Compliance Issues” by Laura Rosenberg and Ivan Strasfeld.
A financial institution’s own pension plan managed by the institution’s internal managers needs an independent audit in order to take advantage of the prohibited transaction relief provided by the QPAM class exemption.

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