Cash Balance Actuaries' Experts to Present at 2025 NIPA Annual Forum & Expo

We are proud to announce that two of our esteemed team members, Will Kersey, EA, MSEA and Charlie Steingas, EA, MSEA, MAAA will be presenting at the upcoming 2025 National Institute of Pension Administrators (NIPA) Annual Forum & Expo (NAFE). The conference is scheduled for May 4-7, 2025, at the Austin Marriott Downtown in Austin, Texas.

Session Details:

Solo Cash Balance Plans
Presenter: Will Kersey, EA, MSEA
In this session, Will Kersey will focus on designing cash balance plans that maximize clients' financial goals while minimizing complexity. Attendees will gain insights into effective plan design strategies tailored for individual clients.
Don't Fence Me In: Understanding 415 Limits in a DB Plan
Presenter: Charlie Steingas, EA, MSEA, MAAA
Charlie Steingas will cover the essentials of 415 limits in defined benefit plans, providing guidance on compliance and strategies to navigate these boundaries effectively./li>
Ask the DB Experts
Presenter: Charlie Steingas, EA, MSEA
This interactive session offers attendees the opportunity to engage with experts on various defined benefit topics, addressing both common and complex questions.

The NIPA Annual Forum & Expo is a premier event for retirement plan professionals, offering top-tier education and networking opportunities. We are honored to have our team contribute to the industry's knowledge base and look forward to engaging with fellow professionals at the conference.

For more information about the conference and to register, please visit the NIPA 2025NAFE page.