The "DB-ification" of DC Plans

05/08/2019 - 11:30 AM – 12:45 PM CT
Credits: EA Non-Core 1.50, CPD 1.50

As the Baby Boomers retire without the benefit of pensions, how can employers help them manage their longevity and investment risks? The presenters will discuss the latest retirement income strategies and tools available to employers along with prospects for pending legislation. In this session, you will learn more about the products and services available to your clients as they transition their DC plans from savings vehicles to retirement vehicles.

Speakers:

1. Barbara J. Ruel - Mercer
2. Neil J. Lloyd - Mercer
3. Steven G. Vernon - Rest-of-Life Communications
4. Kelli Hueler - Hueler Companies, Inc.

2019 Webinar Series

Registration for the entire 2019 CCA Webinar Series is open for individual events and series subscriptions. Click here to view the expanded offerings and options for 2019. For detailed information about registration options, please review the Webinar Policy and Fees Document (PDF).

Have an upcoming client meeting in the health sector and are just starting out or need a refresher course? Where do you go?

Look no further than CCA’s new E-Learning module: Demographic Contributions to Medical Expense Cost and Trends. Developed by CCA with the assistance of Mercer Partner Rich Bailey, this module guides you through how demographic data such as age, gender, and location contribute to the potential cost of employee medical expense.  

This interactive module is available at no cost. 

Visit the E-Learning Section under Education to learn more!

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 2019 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 2019 Blue Book Index through the CCA website.

CCA members may now access their complimentary digital membership to The Wall Street Journal. From breaking news to politics, business and more—get a global perspective with unlimited digital access to the Journal.

To activate your subscription, login to the CCA website and visit the Wall Street Journal Subscription page under Member Resources.

For more information and FAQs, please visit here.

Become a strategic sponsor of the CCA and immerse yourself in the world of the top purchasers and influencers in the marketplace for public and private pension instruments, employee benefits, and healthcare services.

Engage with industry leaders one-on-one - with the kind of undivided attention that only comes with interpersonal exchanges by becoming a CCA Sponsor.

Click here to learn about the various Sponsorship Opportunities available, including the Annual Meeting, Enrolled Actuaries Meeting, and Webinars.

To secure your sponsorship or discuss sponsorship options, please contact Marie Shaw at 847-719-6500 or by email at mshaw@ccactuaries.org.

CCA Members,

On Thursday, September 21, the CCA issued the following letter to the Board of Directors of the American Academy of Actuaries in response to their recent decision to exclude representation by the Conference of Consulting Actuaries and ACOPA from the Selection Committee for members of the Actuarial Board of Counseling and Discipline (ABCD) and the Actuarial Standards Board (ASB). Our Board is exploring other options and we will keep you informed of actions we take or any response we receive from the Academy. We welcome your comments at conference@ccactuaries.org. You may also contact CCA President John Lowell at jlowell@octoberthree.com or 770-235-8566. To view more of the communications by and between the Academy and the CCA, please visit https://www.ccactuaries.org/home/composition-of-the-selection-committee.

Board Members of the American Academy of Actuaries

The leadership of the CCA is both dismayed and disappointed by the Academy's unilateral action to exclude representation by the Conference of Consulting Actuaries and ACOPA from the Selection Committee for members of the Actuarial Board of Counseling and Discipline (ABCD) and the Actuarial Standards Board (ASB). We would have preferred an opportunity to discuss the Academy's concerns before taking any action so that we could more fully express our position on matters and to address many of the mischaracterization of the CCA by the Academy in the communication to your members issued Friday, September 7, 2018.

[Click Here for the Complete Message]

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.

Updated: September 28, 2018

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.