Meeting Details

Tuesday, September 9, 2014
4:00 pm - 6:00 pm (Program)
6:00 pm - 8:00 pm (Member Appreciation Event) 

Topic:
Key Trends in Defined Benefit Plans: What Every Financial
Advisor Should Know

Speaker:
Andrew Ferguson, Partner
Altman & Cronin Benefit Consultants, LLC
                                                 
Thank You to Our Meeting Sponsor:

   

 

Program Description:
High-value defined benefit plans are now being installed and operated with great enthusiasm at partnerships, professional service firms, and small businesses.  Most of these plans are cash balance plans - the fastest growing segment of the tax-qualified retirement plan market.  Some researchers even project that the number of cash balance plans may exceed the number of 401(k) plans within the next several years.  Come to this session and find out why!

In our session, given by Andrew Ferguson of Altman & Cronin Benefit Consultants, we will:

• Discuss the key concepts and trends that financial advisors need to understand about high-value defined benefit plans;
• Identify the types of clients that will benefit the most from these designs;
• Explore the design, funding and ongoing administration of these plans, as well as the tax advantages that accrue;
• Address the trips and traps of establishing and operating a cash balance plan, with specific examples of successful retirement programs;  and
• Examine the role financial advisors can play when consulting to clients considering (or already participating in) these plans.

Question and answer period will follow the formal presentation.

Speaker Bio:
ANDREW FERGUSON
Partner - Altman & Cronin Benefit Consultants, LLC

Andrew Ferguson is a partner at Altman & Cronin Benefit Consultants, LLC.  He is a Fellow of the Society of Actuaries, an Enrolled Actuary, and an ACOPA member.  Andrew has extensive expertise in the design, valuation and administration of retirement plans, including a specialty in retirement programs sponsored by law firms and other professional service organizations.

Andrew is President of the San Francisco chapter of the Western Pension and Benefits Conference, and is on the Leadership Counsel of ACOPA.  He speaks regularly at conferences around the country, and has lectured at Stanford's School of Law.  Andrew is a Phi Beta Kappa graduate of Washington University in St. Louis with bachelors and masters degrees in math.

Meeting Agenda:
4:00 pm - Registration and Networking
4:15 pm - Welcome and Announcements
4:30 pm - Presentations Begin
6:00 pm - Presentations End

	Members	Non-Members
Early Bird Registration (Ends September 5, 2014)	$50	$75
Regular Registration (After September 5, 2014)	$70	$95

 

You may register online after September 5, 2014, however, you will be charged the Regular Registration price. Online registration closes at midnight, September 7, 2014.

*This program is pending approval from the CFP Board for 1.5 hours of CE credit.

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Member Appreciation Event
(Immediately After Meeting)
6:00 pm - 8:00 pm
The Irish Bank, Hibernian Room, 10 Mark Lane, SF

Thank You To Our Event Sponsor:

FPASF Members - Come spend an enjoyable evening mixing and mingling with other members while you dine on appetizing food and spirits!
We hope you can join us for this fun event!

Register Now!