Navigating Retirement Risk for Plan Sponsors and Participants

Presented on:
August 15, 2018 10:00 AM PT
1 hour

In this webcast—presented with Milliman—we review how plan sponsors can manage risks inherent in their retirement plans.

We cover universal risks companies and governmental entities face regardless of their industry, as well as solutions and tools for plan sponsors to help manage their risks as they help employees prepare for retirement. We discuss options for single-employer plan sponsors as well as not-for-profit and agency-sponsored plans.



Bertha Minnihan, Partner, Moss Adams

Bertha has practiced public accounting since 1995 and has extensive experience directing all phases of audits for a variety of benefit plans, including 401(k), 403(b), pension, employee stock ownership, health, and welfare benefit plans. She has also worked with a number of 11-k clients. Her ERISA expertise includes the specialized knowledge required for audits, Form 5500s, and related filings. Bertha provides various consulting services related to the ERISA industry nationwide and dedicates her time to staying on top of the Department of Labor requirements while they are still in the proposal and discussion stage.

Kelly S. Coffing, Principal and Consulting Actuary, Milliman

Kelly is a principal and consulting actuary with the Seattle Employee Benefits practice of Milliman. She joined the firm in 1997. Kelly serves as the consulting actuary for a variety of multiemployer pension plans. She assists clients with many aspects of pension plan management, including actuarial valuations, plan design, negotiations on pension plan changes, funding strategies, legislative impact analysis, experience studies, asset-liability projections, plan administration, and participant communications.

Arthur Rains-McNally, Consulting Actuary, Milliman

Arthur is a consulting actuary with the Seattle office of Milliman. He joined the firm in 2000. Arthur’s area of expertise is the employee benefits field, serving a wide range of corporate, multiemployer, and public sector clients. He has experience with many aspects of defined benefit plans and retiree medical plans, including actuarial valuations, experience studies, government filings, financial reporting, pension administration, and individual benefit calculations.

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