Dedicated to the Private Pension System

1/2 Day Seminar

  • 15 Nov 2018
  • 8:15 AM - 1:00 PM
  • Sky Philadelphia, 1717 Arch Street, 51st floor, Philadelphia

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½ Day Seminar

Continuing Education approved 3 ASPPA, 2 ERPA  and JBEA Non-core

8:15 a.m. Registration/Breakfast

9:00 to 9:50 a.m.

Roth — Good Deal or Not: Mathematical Projections, Conversions (50 minutes)

Speaker: Bill Grossman

There is much confusion about when Roth contributions are advantageous for a participant. This session will take a look at projections based on various fact patterns to illustrate the end result. Explore when to suggest Roth deferrals to a participant and look at factors in determining if the Roth conversion might be applicable. Attendees will learn:

  • How to utilize various types of retirement sources to obtain more Roth contributions;
  • An understanding and how to explain to the participant the various Roth five-year clocks; and
  • Understanding of Roth projection concepts

9:50 – 10:00 a.m. Break

10:00 to 10:50 a.m.

Navigating the Rollover Rules  (50 minutes)

Speaker: Bill Grossman

Employer retirement plans and IRAs each have portability rules for moving funds from one plan to another. There is the direct rollover, participant rollover, inherited IRA rollover, spouse rollover, rollovers as business start-ups, partial direct rollover, 60-day rollover and the waiver of the 60-day rule and more. If you don't navigate through the channels (IRS rules) you will run aground resulting in pay of taxes and perhaps penalties. Attendees will learn:

  • Pros and Cons of making a rollover to an IRA
  • Understanding the 60-day rollover rules,
  • Understanding how the waiver of the 60-day rule works under Rev. Proc. 2016-47 “waiver”

10:50 – 11:00 a.m. Break

11:00 to 11:50 a.m.

Thinking Outside the Strike Zone: Predictive Analytics and Baseball

Speaker: John Dewan

While some may prefer to keep work and play separate, others have found ways to apply their actuarial skills and knowledge to the hobbies they enjoy most. John Dewan will present an exciting and informative webinar on how he applies his knowledge of predictive analytics to the sport he loves most, baseball. 

This webinar is John’s second webinar with ACTEX where he will explain, in detail, the process of developing player performance projections. John will thoroughly explain this extensive task by explaining what data is chosen and used, and how predictive analytics is applied. As John will explain, the techniques used in his work change every year based on a variety of variables.

In addition, John will also cover:

  • Specific examples of the applications of data mining and actuarial science to baseball
  • Areas of overlap between actuarial science and sports analytics
  • How you can get involved in the growing industries of sabermetrics and sports analytics

11:50 a.m. Lunch with Ben Franklin

Speakers:

William C. Grossman is a retirement plan speaker and writer. Bill has frequently spoken at the  ASPPA Annual Conference and on ASPPA webcasts and at  ASPPA ABCs.

During Bill’s 15 years at McKay Hochman Co., Inc. Bill was Director of Education and Communication and the primary author of most of McKay’s website articles and the firm’s three newsletters. Bill currently does some writing for PenChecks.

Bill was Director of 401(k) Training for a major record keeper and has over 20 years’ experience running a bank’s 1 billion IRA and small retirement plan business.

Bill is a QPA and has been an ERPA since 2009. Bill’s ASPPA volunteer work includes being co-chair of the ERPA Conference for four years; co-chair of the ASPPA Annual Conference, ASPPA asap, co-chair of The ASPPA Journal (now known as The Plan Consultant) and Bill currently serves on the ASPPA GAC IRS committee.

Bill has a BA from New Jersey City University, an MBA from Fairleigh Dickinson University and is a graduate of the NYC American Institute of Banking, where he then served as an instructor for 17 years.

John Dewan, FSA, left his career at AON Insurance in the 1980’s to become a “Sports Actuary”.  At his first company, STATS, Inc., John pioneered sports analytics with the most timely and comprehensive sports database, including the first ever real-time boxscores in all four major sports.  In 2000, STATS, Inc. was sold to Rupert Murdoch and Fox News.  John subsequently started another company, Sports Info Solutions, where he continues specializing in analytical services to 25 of the 30 teams in Major League Baseball.  SIS has recently expanded into football.  John Dewan is also the author of four editions of The Fielding Bible which has revolutionized defensive baseball analytics resulting in defensive changes on the field such as “The Shift” and evaluation of players with new information such as Defensive Runs Saved.


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