Sessions by Topic

Code Designations

A schedule of all sessions is in this brochure. Code designations have been added for guidance in selecting sessions by anticipated CPE credit. The key is as follows:

C = EA Core • NC = EA Noncore • E = EA Ethics

Session Number(s) Session Credit Designation
Accounting Issues
107   
Proxy and Related Calculations   
NC
202   
Hot Topics in Accounting   
NC
308   
Alternative Pension Expense Recognition and Projecting Yield Curves   
NC
Assumptions
108   
Longevity in the 21st Century - Science Says...   
C
407   
Funding Method Changes: What Qualifies as a Method Change and How to Get Them Approved   
C
601   
Death and Taxes - The Realm of Mortality Credibility   
C
Beyond Corporate Retirement Plans
806   
Church Plans (or Not)   
NC
Compliance Issues
105   
Fiduciary Rules   
NC
208   
Missing Participants and Post-NRA Issues   
C
305   
Update from the DOL   
C/NC
504   
Get 'er Done: Benefit Election Rules for Making Distributions 
C
701   
Dialogue with the IRS/Treasury 
C
801   
Q&NAs: Things We Know We Don’t Know   
C
802   
Actuarial Equivalence   
C
DC Issues
506   
Fee Issues: Disclosure & Litigation   
NC
507   
Proposed Universal Coverage Initiatives   
NC
607   
Lifetime Income Options     NC
Funding and Schedule B Issues
602   
Quarterly Required Contributions and Liquidity Shortfall Calculations   
C
Investment Issues
102   
Settling Pension Liabilities   
C/NC
401   
Predicting the Unpredictable: Forecasting Investment Returns   
NC
Multiemployer Plans
104   
Multiemployer Composite & Other Risk-Sharing Approaches   
NC
204   
Multiemployer Plan Mergers and Transfers 
C
304   
Dialogue with and Update from the PBGC for Multiemployer Plans   
C/NC
404   
Multiemployer Solvency Projections  
C
604   
Partitions, Suspensions, & Applicant's Experience  
C
804   
Multiemployer Workshop  
C
New Rulings/Development
101   
Late Breaking Developments  
C
201   
Litigation Affecting DB Plans  
C
Nondiscrimination Issues
207 Accrual Rule Testing  
C
307 Closed Plan Nondiscrimination Testing Relief  
C
Nonqualified Plans
702 Actuarial Issues with Non-qualified Deferred Compensation     NC
PBGC/Plan Termination Issues
103   
4010 Refresher for the Recently Afflicted  
C
203   
Dialogue with and Update from the PBGC for Single Employer Plans  
C
303   
Reportable Events  
C
403   
Plan Termination: The Process, the Tricks, and the Traps  
C
503   
PBGC Blue Book Questions and Answers & New Developments    C
Professionalism and Policy
301   
Ethics   
C/E
302   
Do Your Reports Measure Up? ASOP Communication and Disclosure Rules  
C
402   ASB Standards for Pension Actuaries  
C
501   
More Ethics   
C/E
502   
Dialogue with the Joint Board Representatives and Review of Key Sections of Joint Board Regulations  
C
603   
Reducing Professional Liability Risk    C
Public Plans
106   
Update on the GASB OPEB Standards NC
206   
Risk Management and Measurement for Public Plans   
NC
306   
Qualification Standards for Public Sector Plans
C
406   
Current Events in Public Plan Funding Policy   
NC
606   
Public Plan DB vs. DC Experiences and Efficiencies   
NC
706   
Public Employee Retirement System Workshop   
NC
Retirement/Consulting Issues
703   
Financial Wellness   
NC
704   
SOA Research and its Application to Pension Actuaries   
NC
803   
Corporate In-House Actuaries   
NC
Small Plan Issues
205   
Small Plan Tax Issues; Dealing with the CPA   
C/NC
405   
Cash Balance Update for Small Plans and Professional Employers   
C/NC
505   
Small Plan Design and Combo Testing   
C/NC
605   
Dealing With Lump Sum Issues  
C
705   
Top Heavy Issues  
C
805   
Small Plan Workshop  
C
General Sessions
001 We Survived the Election - Now What?   
NC
002 Setting an Expected Return Assumption – Everything Old is New Again   
NC
003 Meeting in the Middle: Composite Plans and Other Risk Sharing Retirement Plans   
NC