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 • No = No EA Credit

Session Number(s) Session Credit Designation
Accounting Issues
106 IFRS vs US GAAP
NC
304 Hot Topics in Accounting
NC
305 Variable Annuity Plans – Funding
C
706 Working with Auditors
NC
Assumptions
202 Valuation of Lump Sums for Accounting
C/NC
601 Plan Administration Issues with New Mortality Basis
C
801 Mortality Regulations – How to Submit a Successful Request for Substitute Mortality
C
804 Expected Return Q&As for Pension Actuaries
NC
901 Overview of New Mortality Regulations
C
Beyond Corporate Retirement Plans
906
Church Plans
NC
Compliance Issues
206 Funding Method Changes Under the New Guidance C
306 Final and Proposed IRC §417(e) Regulations
C
406 Missing Participants
C
506 Dialogue/Update From the Department of Labor
C
606 IRS/Treasury Focus Group
C
806 Employee Plans Compliance Resolution System Including Voluntary Correction and Other Programs
C
1006 Dialogue With the IRS/Treasury
C
DC Issues
605
Making Retirement Assets Last a Lifetime – The Next Big Actuarial Challenge
NC
Funding and Schedule B Issues
403
Seven Principles of Pension Funding
C
502
Funding in the New World - Borrowing PTEs, Impact of Tax Reform
C
903
Funding/Accounting for De-risking Programs C/NC
Investment Issues
301
Investment Basics for Pension Actuaries
C/NC
501
Settling Pension Liabilities: Annuity Placements
C/NC
1001
Settling Pension Liabilities: Lump Sum Cashouts
C/NC
Multiemployer Plans
102
Multiemployer Pension Reform Act Partitions, Suspensions, Guidance, and Applicant's Experience
C
302
Dialogue With and Update From the PBGC for Multiemployer Plans
C
402
Multiemployer Variable Benefit Plans - Innovative Design and Regulatory Hurdles
C
602
Thinking Beyond MPRA – Proposals to Save the Multiemployer Pension System
NC
702
Withdrawal Liability - Beyond Assumptions
C
802
Rehabilitation Plan Upkeep and Maintenance
C
1002
Multiemployer Workshop
C
New Rulings/Development
101/401
Late Breaking Developments C
201   
ERISA Litigation Affecting DB Plans
C
Nondiscrimination Issues
503 Closed Plans - Possible Relief, How People Deal Absent Relief
C
701 Nondiscrimination Testing Gotchas
C
Non-Technical Communications
704 More Than One Right Number – Explaining Multiple Liability Measures
NC
Nonqualified Plans
505 Actuarial and Legal Issues with Non-Qualified Deferred Compensation
NC
PBGC/Plan Termination Issues
405 PBGC Participant and Plan Sponsor Advocate
NC
805 Plan Termination – Tricks and Traps
C
905 PBGC: Update and Dialogue for Single-Employer Plans
C
Professionalism and Policy
105 ASB Standards for Pension Actuaries
C
205 Evolving Our Practice – Addressing Actuarial Professionalism Challenges
C
604 New Risk ASOP
C
705 Dialogue with the Joint Board C
Public Plans
104 
GASB Update
NC
204 Discount Rate Setting in a Low Interest Rate Environment
NC
404 Public Hybrid Plans
NC
504 Risk Metrics - Measuring Public Plan Risk
NC
904 Market Value Liability Reporting NC
1004 Public Plans Workshop NC
Retirement/Consulting Issues
902
SOA Research and Its Application to Pension Actuaries
NC
1005
Corporate In-House Actuaries NC
Small Plan Issues
103
Transitioning From Large Plans to Small Plans
NC
203
DC Plans Issues When Combined With DB Plans for Testing
NC
303
Required Minimum Distributions
C
603
Cash Balance Plans for Small Employers and Professional Groups
C
703
Funding and Impact of New Mortality Tables C
803
Small Plan Design Including Floor Offset Plans
C/NC
1003
Small Plans Workshop C
General Sessions
001 Talking Risk
C
002 Ethics
C/E
003 Life (Expectancy) Isn’t Always Fair
NC