April 25, 2019- WP&BC SF Brown Bag Lunch: Bringing Clarity to Cash Balance Plans

  • April 25, 2019
  • 11:45 AM - 1:00 PM
  • Trucker Huss, One Embarcadero Center, San Francisco
  • 0


WP&BC San Francisco Chapter
Brown Bag Lunch Program

Bringing Clarity to Cash Balance Plans

FREE for WP&BC SF Chapter Members
$45 for Non-Members

Thursday, April 25, 2019 (11:45 AM - 1:00 PM)
Trucker Huss
One Embarcadero Center, 12th Floor, San Francisco  

Come join us for a lively roundtable discussion!

We will cover the basics of cash balance plans for professional firms from the perspective of both participants and plan sponsors.  Topics to be covered will include an introduction to market rate cash balance plans, design considerations, deductions, nondiscrimination testing, 415 limits, and top-25 issues. The discussion will cover the basics as well as get into detail for more sophisticated questions.

Dan Jaffe, Janelle Ong, and Julie Sachs, all actuaries with Altman & Cronin, will lead our discussion.

Dan Jaffe is an Enrolled Actuary with over 25 years of experience consulting on retirement plan issues to private-sector defined benefit plan sponsors.  Dan’s areas of focus include compliance, administration, nondiscrimination, particularly in connection with cash balance plans.

Janelle Ong is a Fellow of the Society of Actuaries and an Enrolled Actuary. She has over 14 years of experience in retirement consulting that has encompassed valuation, financial accounting, compliance, plan design and administration of qualified and non-qualified defined benefit plans and post-retirement medical plans.  She has been working on law firm cash balance plans at A&C since 2010.

Julie Sachs is a Fellow of the Society of Actuaries and an Enrolled Actuary with over 14 years of actuarial experience in the retirement area. She consults to both large and small employers on a variety of actuarial topics and has extensive expertise in pension risk management, retirement plan design, valuation, financial consulting, and administration. Julie is a Phi Beta Kappa graduate from the University of Michigan and earned a degree with high honors in mathematics.

DATE:  Thursday, April 25, 2019

TIME: 11:45 AM - 1:00 PM - Please arrive promptly.

Trucker Huss
Once Embarcadero, 12th Floor
San Francisco

BRING: Your lunch!  Dessert and beverages will be provided.

Trouble logging in? Call (415) 730-5479 or email



Deadline to register: Tuesday, April 23, 2019 or until all seats are full.
Western Pension & Benefits Council San Francisco Chapter

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