Wellness Everything – Health, Wealth, Life and Everything In-Between

02/13/2019 - 11:30 AM – 12:45 PM CT
Credits: EA Non-Core 0.75, CPD 1.50

The recent surge of wellness-type programs has introduced financial wellbeing into play alongside the more traditional physical health programs; however, comprehensive programs that truly integrate all wellness aspects in the broadest sense are still in their infancy. Presenters discuss the latest trends and developments in the wellness arena and the challenges faced in building out a total program. We will also take a deeper dive into some of the wellness component and how they interact with each other, including financial literacy and management, retirement planning, physical and emotional health, and voluntary benefits. Note that any allocation of EA credit depends on the actual content of the session.

Speakers:

1. David Scharf - Buck
2. Lori Block - Buck
3. Pearce R. Weaver - Fidelity Investments

2019 Webinar Series Unveiled

Registration for the entire 2019 CCA Webinar Series is now 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).

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.

2019 Enrolled Actuaries Meeting

The Conference of Consulting Actuaries & American Academy of Actuaries serve as joint hosts for the 44th annual Enrolled Actuaries Meeting, April 7-10, 2019 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.

• Meeting Overview and Online Registration
• Registration/Preliminary Program (PDF)
• Make Hotel Reservations
• Registration Information
• Registration Form (PDF)
• Meeting Policies
• Sessions by Topic
• Meeting at a Glance (PDF)
• Committee and Sponsoring Organizations

Click here for more information about the Enrolled Actuaries Meeting

Click here to download the 2019 Blue Book Question Generator (Zipped Word File w/ Custom Macro)

Released at the annual Enrolled Actuaries Meeting, the Blue Book is a compendiums of questions and answers between actuaries and the PBGC.  The Blue Book Committee is currently accepting questions in preparation for their meeting with the PBGC for the 2019 editions. They are seeking relevant questions covering such areas as guaranteed benefits, standard terminations, and reportable events.  Please submit any questions for the Blue Book to Matt Noncek by Monday, January 21st.

2019 CCA Professionalism Seminar

April 7, 2019 - 1:00-5:00 PM
Marriott Wardman Park Hotel
Washington, DC

Our culture is built on a foundation of diverse viewpoints that can either discourage civil discourse and debate, or enrich dialogue that leads to mutual understanding and improved outcomes. In our professional lives, a lack of mutual understanding and appreciation for other perspectives can lead to greater professional liability exposure and increased risk to our reputation as actuaries. As actuaries, we are required to perform actuarial services with courtesy and professional respect and to cooperate with others in our clients' interests. How can we best do so in the current environment?

Hearing from people with differing opinions improves our ability to analyze complex and multifaceted issues, arrive at an informed decision about how to manage the range of potential consequences, and navigate toward a successful outcome. Many aspects of actuarial professionalism fall into this category of "complex and multifaceted" issues. This seminar is a great opportunity to explore ways to build and manage your career as an actuary and professional with a group of your peers, where you can benefit from hearing a range of opinions to help inform how you approach actuarial professionalism challenges. Topics we'll talk about include:

• Managing your career in a professionalism framework
• Building and maintaining your reputation
• Balancing commercial interests with your professional responsibility
• Managing client relationships
• Maintaining independence (both real and perceived)
• Working well with other actuaries and professionals
• Understanding differences in professional opinion

We promise you’ll find the discussion at this Professionalism Seminar to be educational and thought provoking.

Exhibiting at the 2019 Enrolled Actuaries Meeting is a powerful customer relationship-management vehicle. Exhibitors have access to the largest gathering of EAs and other pension-related professionals which allow them to:

• Generate new business;
• Showcase their company;
• Connect with clients;
• Present new products & services;
• Initiate face time with new prospects; and
• Leverage a great location.

For more information, please review the Guide to Exhibiting at the 2019 Enrolled Actuaries Meeting and contact Marie Shaw at the CCA office to secure your preferred space.

Click here for more information about the 2019 Enrolled Actuaries Meeting

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.