Advisor Opportunities & Solutions In The DB Market

Regulatory changes continue to challenge defined benefit plan sponsors. The Pension Protection Act and Financial Accounting Standard 158 have made it difficult to control the level and volatility of plan costs. While complex, the regulations can be boiled down to understandable concepts that do not require an actuarial degree. Plan sponsors are increasingly receptive to advisors who can help them manage and find solutions to these challenges. In addition to identifying defined benefit plan sponsor concerns, this session will provide solutions to help you leverage receptive ears, navigate the new world of DB plans, position for cross selling and grow your business.


Segment 1
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Mike Dulaney
Regional Consulting Actuary, Principal Financial Group
Michael J. Dulaney is a Consulting Actuary in the Retirement Actuarial Services department for the Principal Financial Group. As an actuarial consultant, Mr. Dulaney services some of Principal's largest clients. Prior to joining the firm in 2003, Mike was employed by FBL Financial Group and Towers Perrin. He has almost two decades of actuarial experience that include all aspects of the finance and design of retirement programs, including defined benefit and postretirement medical plans. Mr. Dulaney earned his Bachelor of Science Degree in Actuarial Science from the University of Iowa. Mike is also a Fellow of the Society of Actuaries (FSA), an Enrolled Actuary (EA) and a Member of the American Academy of Actuaries (MAAA).


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