Name that Leader
Current CEO of Ameritas
Bill Lester
This state is home to Jim Kais, Suzanne Werner, and Shelia Reed, to name a few.
Florida
BPD
Basic Plan Document
Don't forget to track enough CE credits to maintain your QKA issued by this organization.
Ameritas merged with this company in 2006.
Union Central
VP- RP Operations
Suzanne Werner
Functionally you can become this by acting with discretion in making plan decisions.
Fiduciary
DFE
Direct Filing Entity
In 2024, this major piece of legislation will celebrate 50 years.
ERISA
This was the year that ERISA was signed into law.
1974
SVP- RP Sales
Forrest Wilson
These have an account of their own, once they leave the account of an unvested participant.
Forfeitures
PPP
Pooled Plan Provider
Safe Harbor plans that insist on including compensation exclusions in their plan document must be able to pass this test or else face a VCP filing.
414(s)
This public company had the first retirement plan in the US.
American Express
Manager- Internal Sales
Ky Stutzman
In regards to compliance testing, most people fear this word, but it may actually be a good thing.
Failing
QBAD
Qualified Birth or Adoption Distribution
401(k) Plan document restatements happen mandatorily at this interval.
6 years
In 1887, this company started, which would eventually become Ameritas.
The Old Line Bankers Life Insurance Company of Nebraska
Director- NAV Plan Administration
Nana Adwowa Waters
ERISA sections 408(b)(2) and 404(a)(5) relate to this super important (but never read) document.
Fee disclosure
PEO
Professional Employer Organization
This legislation brought relief during COVID by offering increased loan and distribution options.
CARES Act
The bankruptcy of this automaker resulted in the enactment of ERISA.
Studebaker