Registration is Now Open for the 2017 Enrolled Actuaries Meeting

2017 Enrolled Actuaries Meeting Preliminary Program

2017 Enrolled Actuaries Meeting

April 2-5, 2017
Marriott Wardman Park Hotel
Washington, DC

The American Academy of Actuaries and the Conference of Consulting Actuaries are pleased to serve as joint hosts for the 42nd annual Enrolled Actuaries Meeting, April 2-5, 2017 at the Marriott Wardman Park Hotel in Washington, DC. The meeting offers a variety of panels and workshops, covering a wide range of topics and issues relevant to Enrolled Actuaries and other pension professionals.

Registration is now open with early-bird pricing extended to members of either the American Academy of Actuaries or Conference of Consulting Actuaries who register by December 31st. Please click here to review the programreview registration fees, other policies, register for the meeting, and make your hotel reservations at the Marriott Wardman Park.

We look forward to seeing you in the spring!

Changing Landscape Subject of the CCA Healthcare Meeting

2017 CCA Healthcare Meeting

April 5-6, 2017
Marriott Wardman Park Hotel
Washington, DC

The CCA Healthcare Meeting provides health actuaries and other healthcare professionals the chance to hear the latest developments on the Affordable Care Act, and it affords the opportunity to discuss with peers what’s happening on the home front of healthcare reform. The meeting features a variety of sessions on healthcare issues, providing relevant education for healthcare providers, carriers and employers.

Click here to review the full program.

Upcoming Audio/Webcasts

ASOP Updates - What You Need To Know and Why (They Are Good for You)

02/08/2017 - 11:30 AM – 12:45 PM CT
Credits: EA Core 1.50, CPD 1.50

A tour through the latest on ASOPs, and how to navigate them (and be happy).

Speakers:

1. David Scharf - Conduent Human Resource Services
2. James D. Burke - CBIZ Savitz
3. Mita Drazilov - Gabriel Roeder Smith & Company
4. Margaret S. Berger - Mercer

 

Pension Regulations – Explained and Applied

02/22/2017 - 11:30 AM – 12:45 PM CT
Credits: EA Core 1.0, EA Noncore 0.5, CPD 1.50

Our panel discusses recent guidance and regulations from the:

  • IRS, including mortality and 417(e);
  • PBGC, including premium instructions and late payment relief; and
  • DOL, including conflict of interest, state plans and form 5500 revisions.

In addition, panelists address what regulations and guidance might be coming, and what might be going way, during 2017.

Speakers:

1. Grace Katherine Lattyak - Aon Hewitt
2. Tonya B. Manning - Conduent HR Services
3. Michael Barry - Plan Advisory Services, Ltd.
4. Eric A. Keener - Aon Hewitt

CCA Seminar Examines Standards for the Actuarial Profession

2017 Professional Standards Seminar

April 2, 2017
1:00 - 5:00 PM
Marriott Wardman Park Hotel
Washington, DC

Actuaries are known for the high level of professionalism we exhibit in our practice. We are surrounded by various requirements with which we must comply – the Code of Professional Conduct, Qualification Standards, Actuarial Standards of Practice, and the Joint Board regulations for pension actuaries. Adhering to these requirements benefits us as individuals and members of a respected profession, as well as providing clear benefit to our clients who rely on us for sound actuarial advice.

This seminar is a great opportunity to get an update on new developments in our professional standards and explore with a group of your peers the answers to questions such as:

  • How can we be sure that we are meeting these requirements?
  • Are our Code and Standards serving their purpose?
  • What can I and/or my employer do to mitigate exposure?
  • What should I do if I make a mistake?
  • What should I do if I know of a breach of the Code or Standards?
  • What happens to actuaries who breach the Code or Standards?

Attend this informative seminar on professional standards and actuarial ethics to help you understand how you can help support the integrity of the actuarial profession through an enhanced appreciation of the duties and obligations we bear as professionals. Whether it’s your first time attending, or you are a regular attendee, we promise you’ll find the discussion at the Professional Standards Seminar educational and thought provoking.

Updated Form 5434-A "Application for Renewal of Enrollment" Now Available

Enrolled Actuaries can now access the updated Form 5434-A "Application for Renewal of Enrollment" through the IRS website at http://www.irs.gov/pub/irs-pdf/f5434a.pdf.  All individuals enrolled before January 1, 2017, are required by 20 CFR 901.11(d) to renew their enrollment in order to maintain active enrollment to perform actuarial services.  To timely renew your enrollment effective April 1, 2017, file the form on or before March 1, 2017. The form may also be used to file to return to active status from inactive status between January 1, 2017, and December 31, 2019.

Building Your Brand

Executive Presence as a Consulting Actuary
May 23, 2017 ♦ Atlanta, GA
Register Now

Present Challenges & Develop Solutions

As a presenter, how can you consistently project poise and confidence? If you seem nervous or uncomfortable, your credibility drops. Strong presentation skills are essential for successful professionals, whether they present from the front of the room, the head of the table, on a video conference, or as part of a team for a “town hall” meeting. Calm, confident, and credible presenters adapt to the environment and form an immediate and lasting impression with their audience.

The Conference of Consulting Actuaries (CCA) has teamed up with Exec Comm and developed an Executive Presence program, specifically designed for consulting actuaries. This course helps you successfully manage your presence, information, and audiences so your confidence and credibility remain strong.

Discover Business Context Approaches

Strong presenters capture their clients’ interest, they engage in meaningful dialogue, and secure their position, with the client or prospect, as a trusted advisor. Their presentation resonates and persuades the audience. Choosing the appropriate level of detail to include in a presentation depends on the nature of the audience and can make or break the message. Given the disparate roles of the client’s or prospect’s team members, who may be gathered.

Enhance Skills for Positive Results

Regardless of whether you are just starting out in your consulting career or are an established consultant, after participating in this program and putting these skills to use, you will be able to:

  • Present in a polished, professional manner
  • Speak confidently using measured and natural gestures
  • Organize your presentation to emphasize a value proposition that captures your client’s attention and interest
  • Engage you audience with persuasive dialogue and compelling visuals
  • Handle questions and answers with ease

Interactive Learning

In this half-day seminar, you will acquire skills through video recording, group exercises, and instructor coaching.


Don’t miss this limited opportunity to hone your executive presence. These limited attendance sessions are being held in Atlanta, GA on May 23, 2017.


 Registration Now Open

The 2016 Blue Book and Blue Book Index are Now Available

Released at the Enrolled Actuaries Meeting starting in 1998, the "Blue Book" is a compendium of questions from actuaries and answers from the Pension Benefit Guaranty Corp. (PBGC). Access to the complete set of Blue Books is available through the PBGC website.

The Blue Book Index is a complementary catalog of these materials, sorted by topic, to the full set of Blue Books. Click here to access the 2016 Blue Book Index through the CCA website.

Intersector Meeting Notes

Updated: October 6, 2016

Twice a year the Intersector Group meets with representatives of the U.S. Department of Treasury (Treasury Department), the Internal Revenue Service (IRS), and the Pension Benefit Guaranty Corporation (PBGC) to dialogue with them on regulatory and other issues affecting pension practice. Click here to view notes from meetings with the IRS, Treasury, and PBGC on regulatory issues affecting pension practice.

Find a Consulting Actuary

The Directory of Actuarial Consultants allows you to search for a consulting actuary based on contact information, practice area (Pension, Health, Life, and Casualty), type of firm, or scope of practice.