Lance Paul Roteman FCA MAAA EA MSPA

Senior Vice President, National Professional Planning Group

Contact Information
National Professional Planning Group
494 Sycamore Avenue
Suite 100
Shrewsbury, NJ 07702
United States
Phone: 914 332 0688 ext 314
Fax: 914 715 5733
Email: lroteman@nppg.com
CCA Member Since 2017
Other Pension Subset
Annual Meeting Program Committee

701 - Small Plan Administration and Corrections 2024 CCA Annual Meeting (October 30, 2024)

601 - Small Plan Terminations - PBGC and Non-PBGC Plans 2024 CCA Annual Meeting (October 30, 2024)

Plan Terminations for Small Plans 2022 CCA Annual Meeting (October 19, 2022)

Small Plan Primer 2020 CCA Virtual Annual Meeting (October 28, 2020)

Small Plan Design Issues 2020 CCA Virtual Annual Meeting (October 26, 2020)

Retirement Consulting in the Small Plan World 2019 CCA Annual Meeting (October 30, 2019)

Daily Small Plan Consulting Issues 2018 CCA Annual Meeting (October 24, 2018)

Strategies to Alleviate Plan Overfunding 2018 CCA Annual Meeting (October 22, 2018)

Small Plan Design Issues 2017 CCA Annual Meeting (October 25, 2017)