The 2018 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). The 2018 Blue Book is now available, with access to the complete set of Blue Books 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 2018 Blue Book Index through the CCA website.

Guidelines on Building a Successful Actuarial Practice

CCA Board member Rich Bailey authored “Successful Actuarial Practice in a Consulting Organization” detailing 10 guidelines to building a successful actuarial practice in a consulting firm that enables efficient delivery of financial work.

We welcome other opinions and thoughts on the subject, and encourage members to join our communities which promote sound actuarial considerations throughout the profession.  A discussion of this paper will be the subject of a soon-to-be-scheduled call by the Emerging Leaders Special Interest Group.

The comments contained in his paper do not necessarily reflect the views of the CCA, the CCA’s members, or any employers of CCA members, and should not be construed in any way as being endorsed by any of the aforementioned parties.

Don't Miss the Next CCA Audio/Webcast

Lifetime Retirement Income

05/09/2018 - 11:30 AM – 12:45 PM CT
Credits: EA Noncore 1.50, CPD 1.50

In a world of declining pension promises and a focus on financial wellness, how can employers help their employees retire at their target age with financial security? The presenters will focus on alternative tools for accumulating retirement income and how they coordinate. You should come away from this session with a better understanding of these tools and coordination strategies, including what they provide for employees of different income levels, benefits for beneficiaries, and tax considerations.

Speakers:

1. Suzanne C. Wyatt - Willis Towers Watson
2. Lawrence J. Sher - October Three LLC
3. Wei-Yin Hu - Financial Engines
4. Peter Andersen - Willis Towers Watson

Seminar on Executive Presence for Actuaries Coming to Chicago

Building Your Brand: Executive Presence as an Actuary

May 21, 2018 - Chicago, IL
Select one of these half-day options:

Morning: 9:00 AM - 12:30 PM Central Time
Afternoon: 1:30 PM - 5:00 PM Central Time

Registration Fee:
Members $449
Nonmembers $499

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 your audience with persuasive dialogue and compelling visuals
  • Handle questions and answers with ease

Interactive Learning

In your 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.

Michael L. Frank Authors Paper on Healthcare Insurance Billing

CCA member Michael L. Frank authored “Did I Produce a Catastrophic Claim or Am I a Victim of Fraud?” which details his experience with healthcare insurance and possible claim billing errors.

We welcome other opinions and thoughts on the subject, and encourage members to join our communities which promote sound actuarial considerations throughout the profession.

The comments contained in his paper do not necessarily reflect the views of the CCA, the CCA’s members, or any employers of CCA members, and should not be construed in any way as being endorsed by any of the aforementioned parties.

Get Involved With the CCA

There are a variety of ways for CCA members to participate. For more information, view our Get Involved With the CCA interactive graphic, where the responsibilities and time commitments for each opportunity are outlined.

Once you match your talents and interests, please complete the Member Engagement form.

Experienced CCA volunteers are encouraged to volunteer for the Board of Directors. To help you determine whether this is a match for your talents, consider the duties involved. Contact the CCA office at conference@ccactuaries.org for details.

Selling Health Insurance Across State Lines Subject of Paper by Lawrence Mitchell

Inspired by discussions he led on the CCA Healthcare Community, CCA Past President Lawrence Mitchell authored a paper titled "Selling Health Insurance Across State Lines" to further the conversation on the matter among actuaries and non-actuaries alike.

We welcome other opinions and thoughts on the subject, and encourage members to join our communities which promote sound actuarial considerations throughout the profession.

The comments contained in his paper do not necessarily reflect the views of the CCA, the CCA’s members, or any employers of CCA members, and should not be construed in any way as being endorsed by any of the aforementioned parties.

Intersector Meeting Notes

Updated: October 11, 2017

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.