ARTHUR B. KAGAN, F.S.A, E.A.
ARTHUR B. KAGAN
F.S.A., E.A.
---------------------------
CONSULTING ACTUARY
--
EXPERT WITNESS
--
A|K ACTUARIAL & PENSION SERVIES
818-414-4130
arthurbkagan@yahoo.com
www.akactuary.com
---------------------------------------------
PLAN SERVICES:
Pension • Profit Sharing • 401K
403b • Cash Balance • DB/DC Combo
Plan Design • Compliance • Actuarial
EXPERT WITNESS SERVICES:
Divorce • Personal Injury • Estate Values
• Executive Plans • Loss of Income • Disability • Public Pension Plans • Medical Malpractice
ABOUT ART
----•----
Arthur Kagan is one of the most qualified and experienced actuaries and pension plan consultants in the retirement plan industry. In his 40+ year career he has helped thousands of plan sponsors, of all size companies, with the management of their retirement plans and plan designs.
For 26 years Art had his own Third Party Administration (TPA) firm, The Kagan Company. The firm served 650 retirement plans, employed 4 actuaries and 7 plan administrators, and had two offices. Art sold his firm in 2016 and formed a new company, A|K Actuarial and Pension Services. The primary focus is to provide advisory and expert witness services to attorneys and other advisors on actuarial, pension plans, ERISA, executive plans, divorce, estate values and personal injury issues.
In 2021 Art was excited to also partner with Economic Group Pension Services (EGPS) to provide sales and consulting services. EGPS is a national actuarial and TPA firm servicing over 5,000 retirement plans and employs 8 actuaries.
Art's experience ranges from actuarial, creative plan design, plan documents, employee communications, plan funding, actuarial assumptions, plan administration, plan termination, plan tax filing, retirement plan studies, pension law compliance, cash balance pension, defined benefit pension, 401(K), profit sharing and combined plans, ESOPs, life insurance in qualified plans, annuities, executive benefits, audits and QDROs.
Art has authored various articles in pension industry publications and has spoken to various groups on pension plan topics. He also advises Retirement Plan Committees & Boards on Pension issues.
SERVICES
Pension Services
Plan Administration
Actuarial Certifications
Document Preparation & Review
Government Audits
Government Filings
Law Updates
Employee Communications
Plan Terminations
Executive Plans
Consulting Services
Creative Plan Design: New plans
and existing plan updates
Correction programs for plan compliance
Maximize tax deductions
Employee issues
Marital Dissolution issues
Overfunded Pension Plans
Plan investment issues
Record keeping services & fees
Expert Witness Services
Attorney Support
Litigation
Mediation
Arbitration
Dispute Resolution
Servicing:
All types of retirement plans
Actuarial issues
Life Expectancy and present value calculations for loss of income, personal injury, wrongful termination, medical malpractice and death
Marital dissolution pension calculations QDRO draft and review
Life Estate and Remainder Trust Values
CAREER HISTORY
QUALIFICATIONS
FSA
Fellow, Society of Actuaries, Exam Committee, Program Committee
EA
Enrolled Actuary: Joint Board of Enrollment of Actuaries
FCA
Fellow Conference of Actuaries in Public Practice
Board of Directors, Program Committee Chairman, Small Plans Committee, Continuing Education Committee
MAAA
Member, American Academy of Actuaries
APA
Accredited Pension Administrator, National Institute of Pension Administrators (NIPA)
Board of Directors, Annual Conference Program Chairman
ASPPA
Member - American Society of Pension Professionals and Actuaries
Western Pension Conference: Intl. Association of Consulting Actuaries, Los Angeles Actuarial Club,
National Association of Forensic Economists
CFP
Certified Financial Planner (inactive)
LICENSES
Life Health and Annuity Agent (CA), FINRA: Securities Representative for Series 7 & 63 (inactive)
EDUCATION
Rutgers University, B. A. Mathematics. Board Member of Rutgers Southern California Club
CAREER HISTORY
2021 - Present
Economic Group Pension Services (EGPS) - Encino, CA
Regional Vice President Sales and Consulting
------•------
2017 - Present
A | K Actuarial and Pension Services - Woodland Hills, CA
President
------•------
1990 - 2016
The Kagan Company - Woodland Hills + Palm Desert, CA
President
------•------
1983 -1990
The Morton Company - Woodland Hills, CA
President
------•------
1981 - 1983
Howard Johnson Company - Los Angeles, CA
Consulting Actuary
------•------
1975 -1981
Olanie, Hurst & Hemrich - Los Angeles, CA
Principal / Head of Marketing
------•------
1971 - 1975
Alexander & Alexander - Los Angeles, CA
Western Region, Head Actuary
------•------
1967-1971
Alexander & Alexander - New York, NY
Consulting Actuary