Event: Chapter Meeting
-- Inland Empire Chapter Meeting --
 Details
 Start:  17 May 2018 (Thu)
    - Registration Type - 
    -Regular-   -Late- 
 Current Status:   Closed   Closed 
 Register By:   10 May   16 May 
 Member Cost:   $30.00   $40.00 
 Non-Member Cost:   $30.00   $40.00 
 Note:  TBA
 Registration:  Closed
 Contact:  Dustin Andolsen
Accounting Supervisor
Pomona
909-620-2499
dustin_andolsen@ci.pomona.ca.us
 Local Chapter:  Inland Empire Chapter
 End:  17 May 2018 (Thu)
 Where?:  Riverside Convention Center
Riverside, CA 
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 Event Link:  http://events.csmfo.org/events/links/EMS7326
 Description

Inland Empire Chapter Meeting

 

 

Date: May 17, 2018
 
Location:
Riverside Convention Center
3637 5th Street
Riverside, CA


 
Speaker: John Bartel
 
Topic: Pension Liabilities and the Future

**This Course is worth 1CPE**
 

JOHN E. BARTEL, President
Experience/Responsibilities

With over 40 years in employee benefits, John focuses on pension consulting for a wide variety of public and private sector clients. He founded Bartel Associates to serve public sector agencies, emphasizing quality, personal attention, and clear results at reasonable fees. Clients rely on John’s ability to apply complex regulations in understandable ways.

John is one of two actuaries appointed by the Governor to the California Actuarial Advisory Panel (CAAP) formed under recent legislation (SB 1123). CAAP provides impartial and independent information on pensions, other postemployment benefits, and best practices to California public agencies. John served as consultant for the California State Office of Finance to the Governor’s Public Employee Post-Employment Benefits Commission, charged with review of policy regarding the State’s public employee retirement benefits. John was a member of GASB's Statements 43 and 45 OPEB task force and he is now assisting GASB in their updates.

John specializes in:

  • CalPERS public agency consulting
  • Helping clients understand actuarial, accounting, and regulatory issues
  • Retiree healthcare plan valuation, study, and design
  • Retirement plan review, valuation, and design Employee benefit merger and acquisition issues
  • Speaker at meetings for Enrolled Actuaries, Society of Actuaries, Conference of Consulting Actuaries, League of California Cities, California Society of CPAs, California Public Employee Labor Relations Association, and California Society of Municipal Finance Officers
  • Publications (copies available upon request):
    • 2003 California Public Retirement Journal “GASB: Other (Than Pensions) Post employment Benefits Plan Sponsor Reporting and Disclosure”
    • June 2001 National Association of State Retirement Administrators (NASRA) “Is A DROP Plan Right for Your Organization?” with Chris Bone, Aon’s Chief Actuary
    • January 2001 Western City “Understanding the Impact of the New CalPERS Public Safety Benefits” with Harriet Commons, City of Fremont.
    • GASB 27 (pension disclosure) White Paper, California Committee on Municipal Accounting with Glenn Steinbrink, City of Fullerton


Affiliations/Designations/Education

  • Associate of the Society of Actuaries
  • Fellow of the Conference of Consulting Actuaries
  • Member, American Academy of Actuaries
  • BS in mathematics, California State University, Chico

 

 

 Location
 Name:  Riverside Convention Center
View Map:  View Map
 Contact:  CSMFO
877-282-9183
 Address:  3637 Fifth Street
Riverside, CA 92501