Lorraine Dorsa FCA, MAAA. MSPA. EA, CEBS
Principal & Actuary, Aegis Pension Services, Inc.
Lorraine Dorsa, FCA, MAAA, MSPA, EA, CEBS Lorraine is an Enrolled Actuary and Certified Employee Benefits Specialist, a Fellow of the Conference of Consulting Actuaries and Member of the American Academy of Actuaries and the American Society of Pension Professionals and Actuaries. She has extensive experience in pension plan administration and design, specializing in defined benefit and cash balance plan design, consulting and actuarial services to plan sponsors, TPAs and financial institutions. Lorraine is a frequent speaker at employee benefits conferences including the Enrolled Actuaries Meeting, Ohio State University School of Law Creative Pension & Benefits Seminar, conferences sponsored by the American Society of Pension Professionals & Actuaries, the American Law Institute/American Bar Association and the American Institute of CPAs as well as seminars sponsored by financial institutions, plan sponsors and other groups. Lorraine Dorsa Aegis Pension Services, Inc. LDorsa@AegisPension.com
Appearances
Identification16DateMay 2, 2011Speaker
Lorraine Dorsa, FCA, MAAA. MSPA. EA, CEBSPrincipal & Actuary, Aegis Pension Services, Inc.
Identification33DateMay 3, 2011Speaker
Lorraine Dorsa, FCA, MAAA. MSPA. EA, CEBSPrincipal & Actuary, Aegis Pension Services, Inc.
Identification9DateApril 30, 2012Finally, the funding requirements for defined benefit pension plans, presented step-by-step in laymen's terms. The funding requirements are full of mysterious terms and convoluted rules which can be a challenge to the uninitiated…Speaker
Lorraine Dorsa, FCA, MAAA. MSPA. EA, CEBSPrincipal & Actuary, Aegis Pension Services, Inc.
Identification17DateApril 30, 2012Reports from the plan's actuary provide information critical to a proper understanding of the plan. Increased oversight and reporting requirements require more from pension actuaries and more from the plan's auditors and accountants…Speakers
Partner, Plante Moran,PLLCLorraine Dorsa, FCA, MAAA. MSPA. EA, CEBSPrincipal & Actuary, Aegis Pension Services, Inc.
Identification7DateMay 14, 2013This session will cover topics impacting benefit plans such as tax reform, new regulations and new approaches to issues and how employers have responded to those topics in their actions around plan design, level of benefits provided, cost to employers and employees and employee communications…Speakers
PricewaterhouseCoopers LLPLorraine Dorsa, FCA, MAAA. MSPA. EA, CEBSPrincipal & Actuary, Aegis Pension Services, Inc.
Identification28DateMay 15, 2013Reports from the plan’s actuary provide information critical to a proper understanding of the plan. Increased oversight and reporting requirements require more from pension actuaries and from the plan’s auditors and accountants…Speaker
Lorraine Dorsa, FCA, MAAA. MSPA. EA, CEBSPrincipal & Actuary, Aegis Pension Services, Inc.
Identification68DateMay 15, 2014In such an economic environment where employees want more and employers are not inclined to increase fixed costs, different ways to allocate employer contributions are an option to be explored…Speaker
Lorraine Dorsa, FCA, MAAA. MSPA. EA, CEBSPrincipal & Actuary, Aegis Pension Services, Inc.$49Standard Price
Identification68DateMay 15, 2014In such an economic environment where employees want more and employers are not inclined to increase fixed costs, different ways to allocate employer contributions are an option to be explored…Speaker
Lorraine Dorsa, FCA, MAAA. MSPA. EA, CEBSPrincipal & Actuary, Aegis Pension Services, Inc.
Identification26DateMay 18, 2015As the auditor of a defined benefit plan, it is critically important that you understand the actuarial reporting as well as the unique aspects of auditing a defined benefit plan…Speakers
Lorraine Dorsa, FCA, MAAA. MSPA. EA, CEBSPrincipal & Actuary, Aegis Pension Services, Inc.Susan J. Peirce, CPAPrincipal, Apple Growth Partners$49Standard Price
Identification57DateMay 20, 2015Sponsoring both a defined contribution plan and a defined benefit plan can offer plan sponsors and plan participants the best of both worlds and significant opportunities for retirement savings within a tax-efficient environment…Speakers
Lorraine Dorsa, FCA, MAAA. MSPA. EA, CEBSPrincipal & Actuary, Aegis Pension Services, Inc.Kelly A. Davis, ERPAPrincipal, Employee Benefit Plans, CliftonLarsonAllen LLP
Identification57DateMay 20, 2015Sponsoring both a defined contribution plan and a defined benefit plan can offer plan sponsors and plan participants the best of both worlds and significant opportunities for retirement savings within a tax-efficient environment…Speakers
Lorraine Dorsa, FCA, MAAA. MSPA. EA, CEBSPrincipal & Actuary, Aegis Pension Services, Inc.Kelly A. Davis, ERPAPrincipal, Employee Benefit Plans, CliftonLarsonAllen LLP
Identification26DateMay 18, 2015As the auditor of a defined benefit plan, it is critically important that you understand the actuarial reporting as well as the unique aspects of auditing a defined benefit plan…Speakers
Lorraine Dorsa, FCA, MAAA. MSPA. EA, CEBSPrincipal & Actuary, Aegis Pension Services, Inc.Susan J. Peirce, CPAPrincipal, Apple Growth Partners
IdentificationEBP2131DateMay 4, 2021A review of the 401k testing rules and a deeper dive in testing options and alternatives. This session will help auditors learn ADP/ ACP testing methods and the options to correct failed testing…Speakers
Lorraine Dorsa, FCA, MAAA. MSPA. EA, CEBSPrincipal & Actuary, Aegis Pension Services, Inc.Mark D. Swedelson, CPA, QPAVice-President, Goldberg, Swedelson & Associates Inc.$49Standard Price
IdentificationEBP2104DateMay 3, 2021Retirement plans come in many shapes & sizes, each with a unique mix of features, requirements, and advantages & disadvantages. Choosing the type of plan and the basic features is the only first step in the plan design process…Speakers
Lorraine Dorsa, FCA, MAAA. MSPA. EA, CEBSPrincipal & Actuary, Aegis Pension Services, Inc.Mark D. Swedelson, CPA, QPAVice-President, Goldberg, Swedelson & Associates Inc.$49Standard Price
IdentificationEBP2047DateMay 5, 2020This session will help attendees understand the actuarial valuation process and how the valuation impacts funding, deductions and financial reporting…Speakers
Partner, Plante Moran, PLLCLorraine Dorsa, FCA, MAAA. MSPA. EA, CEBSPrincipal & Actuary, Aegis Pension Services, Inc.
