February 11, 2015

 Appetizers, Drinks and Networking 5:30 pm to 6:00 pm
  Presentation 6:00 pm to 7:00 pm

Fiduciary Best Practices for DC Plan Sponsors 6:45 pm to 7:00 pm

Presented by

Jacob O’Shaughnessy of Arnerich Massena, Inc.

As a Committee member, how do you ensure that you are meeting your fiduciary responsibilities? How do you protect yourself from potential liability when offering a defined contribution retirement plan to your employees? Aspects such as DOL Safe Harbor guidance, increased Plan Sponsor fee disclosure requirements, and participant financial advice (just to name a few) are becoming more prevalent and are evolving at a rapid pace in today’s environment. Jake O’Shaughnessy’s will discuss what some of the current best practices are and how you too can implement them in your plan without taking on undue fiduciary risk for your organization.

 Implications of New Mortality Tables for Pension Plan Sponsors 6:00 pm to 6:15 pm

Presented by

Will Clark-Shim of Milliman

The Society of Actuaries recently published a study of mortality experience for privately-sponsored pension plans in the United States.  The resulting RP-2014 mortality tables and MP-2014 generational projection scales represent a significant improvement in mortality expectations.  Will Clark-Shim will speak about the potential impact of these new tables on plan sponsors and other pension stakeholders.

Speaker Biographies:

Jacob O'Shaughnessy, CFA

Advisor, Arnerich Massena, Inc.

As investment advisor for the institutional practice, Jacob O'Shaughnessy services public, private, and not-for-profit organizations client relationships in the institutional client group.  Prior to joining Arnerich Massena in 2009, Mr. O'Shaughnessy brought more than seven years of experience in the financial industry. His experience includes providing advisory services to both corporate and public defined benefit and defined contribution plans, foundations, endowments, and non-pension operating plans. Prior to joining Arnerich Massena, he was with R.V. Kuhns & Associates, Inc. and has also worked with the Shinsei Bank Investment Banking Group and Willamette Securities.

Jacob O'Shaughnessy graduated cum laude with a Master of Business Administration from Thunderbird, the American Graduate School of International Management, and he holds a Bachelor of Science in business administration from the University of Oregon. Mr. O'Shaughnessy is a member of the Beta Gamma Sigma International Honors Society and has also earned his Chartered Financial Analyst (CFA) designation. He is a former FINRA Series 6 and 63 license holder.

Will Clark-Shim, FSA, EA, CFA, MAAA

Principal & Consulting Actuary, Milliman

Will Clark-Shim is a principal and consulting actuary with Milliman, Inc., a leading international actuarial consulting firm.  He joined the firm in 1998 and became a partner in 2012.  He has worked on a wide variety of pension and retiree medical plans sponsored by companies, unions, and governments.  In addition to being a Fellow of the Society of Actuaries and an Enrolled Actuary under ERISA, Will has earned the right to use the Chartered Financial Analyst designation.