Description

This session will help attendees understand the actuarial valuation process and how the valuation impacts funding, deductions and financial reporting. The session will cover the actuarial valuation report, including its purpose and its contents, and will also discuss variance valuation concepts and actuarial assumptions.

Learning Objectives:

• Better understand the actuarial valuation process including inputs and outputs
• Understand that that there are different types of actuarial reports
• Identify the many uses of actuarial reports including funding, benefit limitations, financial reporting, etc.
• Identify and understand key actuarial assumptions

Speaker(s):

• Lorraine Dorsa, Aegis Pension Services
• Steve F. VanSteenkiste, CPA, Partner, Plante Moran