Stephanie has 24 years of experience in employee benefits. Her specific area of expertise is the pension field, with a particular emphasis on large and medium-sized clients. She has assisted clients with many aspects of defined benefit plans, including actuarial valuations, projections of costs, plan design, plan administration, financial reporting and expense calculations under FASB ASC Topic 715, and nondiscrimination testing for both defined benefit and cafeteria plans. Additionally, Stephanie has experience performing postretirement medical valuations.
Recent presentations include:
- Minimum and Maximum Funding
- ASC Topic 715 Accounting Issues
- Phased Retirement
- PPA Min/Max Funding for Single Employer Plans
- PPA-Lessons Learned; What Plan Sponsors Need to Know
- Late Retirement Overview of Post-NRA Defined Benefit Calculations
- Lump-sum Project Case Study
- IRS Substitute Mortality Tables
- Sustainable Income Plan Q&As
