Annual Meeting Sessions

Tuesday, October 17

003 - Ethics

Come get your 2.0 EA Ethics credits as we discuss case studies covering ethical challenges and dilemmas facing pension actuaries. Audience participation is highly encouraged.
Credits:
CPD Credit: 2.00
EA Ethics Credit: 2.00
EA Formal Credit: 2.00

004 - Professionalism and Ethics for Healthcare Actuaries

This interactive session covers real-life client situations where panelists have written their own case studies and share their experiences, recommendations, and make reference to ASOPs and Precepts. This session is designed to engage the audience and challenge viewpoints on professionalism and ethics. There are prizes for engagement.
Credits:
CPD Credit: 2.00

401 - Plan Terminations: Nuts & Bolts, PBGC Input, and Small Plans

The nuts and bolts of the plan termination process, including small plans and nuances. PBGC input on what they want and issues they've seen will be included.
Credits:
CPD Credit: 2.00
EA Core Credit: 2.00
EA Formal Credit: 2.00

402 - Accounting for Postretirement Defined Benefit Plans Can be Challenging

The postretirement defined benefit plan landscape changes frequently (e.g. lump sum windows, annuity purchases, spinoffs, mergers, business combinations, plan changes, etc.). Clients look to consulting actuaries for guidance on the accounting effects of different events. Clients also look to consulting actuaries for actuarial assumption guidance. At this session, actuaries from accounting firms discuss challenges faced, how they worked with auditors, consulting actuaries, and clients; and resolution considerations based on their experiences and observations. Join us for an interactive session.
Credits:
CPD Credit: 2.00
EA Non-Core Credit: 2.00
EA Formal Credit: 2.00

403 - Latest Developments in Mortality Analysis and Projections

Come learn about recent developments in the world of mortality. In this session, speakers discuss the state of mortality improvement and the interplay between experience studies, augmented mortality models, and credibility analysis. Why are experience studies important? What are some of the considerations for improvement models? And how can we incorporate this latest thinking when consulting with our clients? How can credibility analysis be used with augmented mortality models? Hear our panel of mortality experts address these issues and more in this not-to-be missed session.
Credits:
CPD Credit: 2.00
EA Core Credit: 2.00
EA Formal Credit: 2.00

404 - Actuaries and Providers - Working Toward the Quintuple Aim

We all believe that the rise in healthcare costs is unsustainable. At the same time we also believe that the rise in costs is not translating to better overall health. In this session, panelists discuss how providers are working on improving cost, quality, patient experience, provider experience, and health equity (the quintuple aim). We also discuss how actuaries are increasingly involved in helping providers achieve these goals.
Credits:
CPD Credit: 2.00

405 - Thinking About OPEB Valuation Assumptions for Medicare Advantage and Part D Plans

More plans sponsors are adopting Medicare Advantage and Part D plans in their retiree health programs. What considerations should be made in projecting to costs of these programs, especially in light of the latest legislation (Inflation Reduction Act)?
Credits:
CPD Credit: 2.00

406 - Practical Actuarial Applications of Data Analytics

Data analytics and Artificial Intelligence are increasingly used in actuarial work. Our panelists discuss how these tools are used in everyday, practical actuarial applications.
Credits:
CPD Credit: 2.00
EA Non-Core Credit: 2.00
EA Formal Credit: 2.00

407 - Disaffiliation/With"drawl"

Some public plans allow both affiliation and disaffiliation. Why and how does this happen? What are the typical practices? Come and listen in and/or participate in an in-depth discussion of the complexities of allowing disaffiliation from public pension plans, particularly for a plan in an underfunded position.
Credits:
CPD Credit: 2.00
EA Non-Core Credit: 2.00
EA Formal Credit: 2.00

408 - Wealth Equity

Gender equity is often looked at through a single lens of pay, career or leadership representation although the underlying factors that lead to gender inequities are multi-faceted. In this session, presenters look at gender wealth inequity which is an overlooked but long-standing issue affecting women. They explain what gender wealth equity is and the need for developing a multidimensional approach to elevate gender wealth equity. They also share surprising country comparisons and insights from a collaboration between WTW and the World Economic Forum that may give you a new appreciation around the need for global action. A live panel discussion brings the research and actions to life.
Credits:
CPD Credit: 2.00
EA Non-Core Credit: 2.00
EA Formal Credit: 2.00

409 - Pension Investing: Emerging Issues

The pension investment environment is continuously evolving. Speakers cover emerging views and approaches in liability-driven investing, risk transfer and the use of non-liquid alternatives. Presenters also review the pros and cons of the recently controversial ESG (environmental, social, and corporate governance) investment approach.
Credits:
CPD Credit: 2.00
EA Non-Core Credit: 2.00
EA Formal Credit: 2.00

501 - Late Breaking Developments

Speakers discuss the latest developments in the private pension sector. Recent rulings and regulations - proposed and final - are covered in addition to pending retirement plan legislation and recent litigation activity.
Credits:
CPD Credit: 2.00
EA Core Credit: 2.00
EA Formal Credit: 2.00

502 - Evolving Retirement Landscape

What do employees want out of their retirement program? How will employers meet these needs in the coming decade? Speakers discuss the recent SOA survey and new/emerging trends in the retirement landscape.
Credits:
CPD Credit: 2.00
EA Core Credit: 1.00
EA Non-Core Credit: 1.00
EA Formal Credit: 2.00

503 - Plan Administration: EPCRS & SECURE 2.0

Correcting administrative errors may be one of the few things more complicated than administering pension plans. Luckily the SECURE 2.0 Act of 2022 has made it a little easier. Come learn about the recent changes to the IRS Employee Plans Compliance Resolution System (EPCRS) and what it means going forward.
Credits:
CPD Credit: 2.00
EA Core Credit: 2.00
EA Formal Credit: 2.00

504 - Prescription Drug Update: Indications are Just Guidelines

Panelists provide an update on recent hot topics in pharmacy drug usage and benefits including obesity drugs, shortages of diabetic drugs, biosimilars and specialty drugs, pharma negotiations, and the uncertainty of the Inflation Reduction Act.
Credits:
CPD Credit: 2.00

505 - The Role of AI in Employer-Sponsored Healthcare

The machines are coming! ChatGPT and other advanced AI and analytic technologies are becoming increasingly prevalent in today’s workplace. Learn about what these technologies do, how they are being used, how bias may impact these models, and how they will shape the future of work in actuarial consulting, healthcare and beyond.
Credits:
CPD Credit: 2.00

506 - I Walk the Line

Consulting is a fine line to walk between understanding how to solve client problems and matching the solutions you have to offer. Sometimes the client isn't receptive to a solution that makes sense to you. Sometimes you are being asked to offer solutions or products that don't make sense to the client. During this interactive session, the audience is presented with case studies and asked to discuss the scenario and ways to deal with the tough conversations.
Credits:
CPD Credit: 2.00
EA Non-Core Credit: 2.00
EA Formal Credit: 2.00

507 - How Pension Plan Designs Affect Your Workforce

Retirement benefit plan designs can influence the workforce behavior, attracting young new hires and encouraging others to retire or terminate. For example, DROPs (Deferred Retirement Option Plans) may be used to retain older employees. Early Retirement Windows (including potential coordination with Retiree Health enhancements) may incentivize older members to retire. Enhanced Defined Benefit plan provisions and/or Defined Contribution supplemental plans might attract younger people. Additionally, employers covering all or part of member contributions can be utilized as well.
Credits:
CPD Credit: 2.00
EA Non-Core Credit: 2.00
EA Formal Credit: 2.00

508 - Carving Out a New Company

Speakers discuss a variety of HR topics to address when standing-up a carve-out of a global business to create a new company, from legal entities and employment types to challenges of replicating employee terms and conditions including compensation and benefits programs.
Credits:
CPD Credit: 2.00
EA Non-Core Credit: 2.00
EA Formal Credit: 2.00

509 - Now That We Have Funds What're We Gonna Do With Them?

Deeply troubled multiemployer plans got a helping hand with the Special Finance Assistance program. Now assistance is arriving and insolvency in plans is no longer imminent. Actuaries and investment professionals discuss investment strategies.
Credits:
CPD Credit: 2.00
EA Core Credit: 2.00
EA Formal Credit: 2.00

Healthcare Community Forum

The CCA Healthcare Community meets to discuss current issues, outlooks, and news. Neither CCA nor Healthcare Community membership is required to attend.
Credits:

Leadership Development Community Forum

The Leadership Development Community meets to discuss current issues, outlooks, and news. Neither CCA nor Leadership Development Community membership is required to attend.
Credits:

Multiemployer Plans Community Forum

Come to engage in a group discussion with your fellow multiemployer practitioners on the hot topics that affect your consulting practice. While forum leaders will suggest topics, please bring your own burning questions as well.
Credits:

Public Plans Community Forum

The Public Plans Community meets to discuss current issues, outlooks, and news. Neither CCA nor Public Plans Community membership is required to attend.
Credits:

Smaller Actuarial Consulting Firms Community Forum

The Smaller Actuarial Consulting Firms Community meets to discuss current issues, outlooks, and news. Neither CCA nor Smaller Actuarial Consulting Firms Community membership is required to attend.
Credits: