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Upcoming Webinars

Overpayments: Regulations, Response, Ramifications

Tuesday, July 16th from 12:00 to 1:00pm CDT

Unreported deaths are increasing. The decline of the Death Master File and the rise of disparate data sources have made it more challenging than ever for pension plans to identify decedents and locate missing participants/beneficiaries. But inaccurate data can lead to costly overpayments that could threaten the longevity of the fund.

In our webinar, industry experts will explain best practices for preventing overpayments, partnering with your beneficiaries when an overpayment is made, what the regulations and SECURE 2.0 require, and the rights of the pensioner.

Representation of all parties will share their unique perspectives and experiences.

Next webinar will be announced soon!

Please check back later.

Here’s where to find us:


August 3-7, 2024 in Pittsburg, PA

The National Association of State Retirement Administrators (NASRA) conference features leaders in the fields of retirement plan investment and administration.

ICA Annual

September 8-10, 2024 in Grapevine, TX

The International Claim Association (ICA) has been helping professionals in the life, health and disability insurance claims industry provide excellent service by offering critical industry research, a variety of educational certifications and opportunities and many channels through which members can share ideas and resources.

NAIC Insurance Summit

September 16-19, 2024 in Kansas City, MO

The Insurance Summit is a premier insurance conference that combines the best resources of the NAIC and NIPR and connects innovators and regulators to explore the newest ideas, the latest technology, and the future of regulatory practices. Join us for diverse, content-rich educational sessions with a customizable schedule.


September 22-24, 2024 in Austin, TX

The Compliance & Ethics Forum for Life Insurers (CEFLI) conference brings compliance and ethics professionals, industry experts, educators and key state and federal regulators together to share issues facing the industry.


October 5-9, 2024 in Atlanta, GA

The National Council on Teacher Retirement (NCTR) is constituted as an independent association dedicated to safeguarding the integrity of public retirement systems in the United States and its territories to which teachers belong and to promoting the rights and benefits of all present and future members of the systems.


October 12-16, 2024 in Greenville, SC

The National Pension Education Association (NPEA) provides a forum to educate public retirement system professionals and encourage the ongoing exchange of information and ideas in retirement planning and member communication.


October 20-23, 2024 in Orlando, FL

The American Society of Pension Professionals & Actuaries (ASPPA) is the premier national organization for retirement plan professionals in the industry.


October 27-30, 2024 in Marco Island, FL

The Conference of Consulting Actuaries (CCA) is dedicated to the unique needs of the consulting actuary, it is the place for members to connect and share emerging insights, critical knowledge, and fresh inspiration.


October 27-30, 2024 in Indianapolis, IN

The Public Pension Financial Forum’s (P2F2) mission is to serve its membership through education, pension advocacy, and networking by promoting financial excellence for public pension plans.


November 10-13, 2024 in San Diego, CA

The International Foundation of Employee Benefit Plans (IFEBP) is an educational organization dedicated to providing the diverse employee benefits community with objective, solution-oriented education, research and information to ensure the health and financial security of plan beneficiaries worldwide.

Recorded Webinars On Demand

Mastering Pension Management: Tips and Tricks to Make it Easier

This webinar was designed to guide your pension administration towards a proactive approach, transforming challenges into opportunities for growth and efficiency.

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