Kathy Bergstrom, CEBS

Senior Editor, Publications at the International Foundation Favorite Foundation Product: The Foundation magazines: Benefits Magazine and Plans & Trusts Benefits Related Topics That Interest Her Most: Financial literacy, health and wellness programs Favorite Foundation Conference Moment: Hearing attendees sing “O, Canada” at Canadian Annual in addition to hearing the anthem sung in both French and English. Personal Insight: Whether she’s collecting information for a magazine story or hanging out with her family and friends, you know Kathy is fully engaged. Her listening ear and introspective nature provide reassuring presence to those enjoying her company.

The writer has 139 posts

Supreme Court Rules in Withdrawal Liability Case

Kathy Bergstrom, CEBS
 

In a unanimous ruling on May 21, the Supreme Court affirmed a circuit court decision and held that pension plans have the flexibility to update actuarial assumptions after year-end when calculating withdrawal liability rather than fixing those assumptions at the close of the prior year.