Jonathan Feldman, a consulting actuary in Horizon’s Washington, DC office, recently completed the educational requirements necessary to earn the designation of Fellow of the Society of Actuaries.

Congratulations to Jonathan on this great accomplishment!

- Effective November 23, 2009 -

We are pleased to announce the move to our new Los Angeles office located at:

5200 Lankershim Boulevard, Suite 740
North Hollywood, CA 91601

Our new office telephone and fax numbers are as follows:
Office: 818-691-2000       Fax: 818-691-2001

Our e-mail addresses have not changed.

The build-out of our new Los Angeles office was completed entirely with Union labor.

Pictures from the 55th Annual Conference of the International Foundation of Employee Benefits Plans (IFEBP), held November 8-11, 2009 in Orlando.

Joe Porten, Jason Russell, and Brian Dailey

Breck Sherwood, Joe Porten, Kevin Culp, and Brian Dailey

Atlantic Dance Hall at the Disney Board Walk Resort

Horizon Actuarial Services, LLC - November 9, 2009

Anela Kennedy, Ana Pavasovic, Amra Kadragic, Lindey Loftin, and Anna Boatwright

Stan Goldfarb addresses our guests

Epcot Fireworks

We are proud to be hosting our second annual reception in conjunction with the 55th Annual Conference of the International Foundation of Employee Benefit Plans (IFEBP) in Orlando, Florida. If you are attending the Annual Conference, we would love to have you join us at our reception.  [Updated with directions, November 3, 2009.]

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Second Annual Horizon Actuarial Reception
at the 55th Annual IFEBP Conference

Monday November 9, 2009 7:00 pm to 10:00 pm
at the Atlantic Dance Hall at Disney’s BoardWalk Resort

Heavy Hors D’oeuvres • Open bar • Live music • Casual attire
Epcot® IllumiNations Fireworks Display at 9:00 pm

RSVP to RSVP@horizonactuarial.com

For further information, contact Elizabeth Wagster
615-495-8969 or elizabeth.wagster@horizonactuarial.com

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PRINTER-FRIENDLY INVITATION

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DIRECTIONS TO ATLANTIC DANCE HALL

From Interstate-4, take Exit 67 toward Epcot and Downtown Disney.  Merge onto Epcot Center Road.  Take the ramp toward the Epcot Resort Area and Disney’s Hollywood Studios.  Merge onto Buena Vista Drive.  Turn right onto Epcot Resorts Blvd.  The BoardWalk Resort is on your left.  Parking is available at the Resort entrance.

From the main entrance of the BoardWalk Resort, walk down the stairs and onto the BoardWalk.  Turn left, and walk past the shops.  The Atlantic Dance Hall is at the end of the BoardWalk (see map).

We are pleased to announce that four consultants from Horizon Actuarial will be presenting at the 55th Annual Conference of the International Foundation of Employee Benefits Plans (IFEBP).  The 55th Annual Conference will be held from Sunday, November 8 through Wednesday, November 11, 2009 in Orlando.  [Updated October 29, 2009]

Cary Franklin
Session 309: Beyond the Red Zone
This session addresses what happens when a plan is in serious trouble or has a mass withdrawal. The role and responsibilities of the PBGC in such circumstances are also discussed.
1 Tuesday, 1:15 – 2:30 p.m.
2 Wednesday, 9:00 – 10:15 a.m.

Open Forum 1: Ask the Actuaries/Consultants
Tuesday, 9:00 – 10:15 a.m.

Stan Goldfarb
Session 303: Plans in the Red Zone
One year, your plan is well funded. The next, you find immediate action is needed. What actions need to be taken? What implications does this funding label mean for trustees?
1 Monday, 10:45 a.m. – 12:00 p.m.
2 Tuesday, 7:30 – 8:45 a.m.

Session 304: Followup Workshop – Red Zone Case Study
This workshop features a panel of plan representatives who will share their situation, and the steps they are taking as they face this funding status.
1 Monday, 1:30 – 2:45 p.m.
2 Tuesday, 9:00 – 10:15 a.m.

Jason Russell
Session 307: PPA Workshop on Funding Improvement Plans and Rehabilitation Plans
This session offers an interactive modeling session, with members of a mock board and the audience voting on various approaches to solving a funding shortfall.
2 Monday, 3:00 – 4:15 p.m. (Red Zone Plans)
4 Tuesday, 10:30 – 11:45 a.m. (Red Zone Plans)

Aruna Vohra
Session 220: Essentials of Wellness and Disease Management Programs
One of the most promising results of managing health care costs is the ability to reduce demand—an area in which trustees can continue to have the greatest impact on lowering costs. This session reviews the necessary components and tips for implementing such programs, while other sessions will look at “real-life” examples.
1 Monday, 10:45 a.m. – 12:00 noon
2 Tuesday, 9:00 – 10:15 a.m

A photo of our team in our Washington, DC office.  December, 2008.

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Pictures from the 54th Annual Conference of the International Foundation of Employee Benefits Plans (IFEBP), held November 16-19, 2008 in San Antonio.

Our first All Associates photo, at Club Giraud in San Antonio.

Stan Goldfarb addresses the guests at our reception.

Brian Dailey and Jason Russell at the exhibition hall.

A photo from the exhibition hall at the 53rd Annual Convention of the International Foundation of Employee Benefits Plans (IFEBP) in Anaheim, California.  It was November, 2007, and Watson Wyatt had recently announced that it would be spinning off its multiemployer plan consulting business to a separate company.

Introducing: Horizon Actuarial Services, LLC.

Watson Wyatt Worldwide, a leading global consulting firm, announced that it will spin off its North American multiemployer plan business. The new company assuming the Taft-Hartley (multiemployer) plan clients in the United States will be called Horizon Actuarial Services, LLC and will be owned and operated by current Watson Wyatt associates. Watson Wyatt will have no ownership stake in the new company.

Read the full press release on the Watson Wyatt website here.