In this CCA retirement series webinar, presenters discuss recent legislation and regulatory guidance impacting pension plans. The discussion includes a focus on the impact of the end of Chevron deference on Federal rule-making, both in the immediate aftermath of the decision and expected changes going forward.

In this CCA cross discipline webinar, panelists discuss assessing biases that may exist in data, assumptions, algorithms, and models that impact Actuarial Services, including but not limited to statistical, cognitive, and social biases. The Discussion may include model development, case studies, or organizational interaction. This webinar is intended to meet the USQS bias requirement.

A panel of PBGC representatives provides an overview of recently published PBGC guidance, program operations, plus hints, tips and information about their various programs. PBGC's recently appointed Participant and Plan Sponsor Advocate will join this session.

Over the past year, PBGC has been actively reviewing SFA applications and made a number of SFA payments to eligible plans. PBGC has also issued final regulations on 4044 interest rates and other assumptions. This session is an opportunity for multiemployer pension actuaries to hear directly from PBGC on the SFA program and other key topics of interest in regard to PBGC’s multiemployer insurance program. Representatives discuss updated statistics about plans that have already received SFA, observations on the application process, PBGC guidance, “lessons learned” from applications received to-date, what to expect for plans that have not yet applied, updates on the census data review process in the last year, and information on filings to demonstrate compliance with conditions after receiving SFA; review PBGC’s most recent financial position and projected funding position of the multiemployer insurance program; discuss the new 4044 assumptions and the impact on withdrawal liability calculations; and cover other PBGC activities – including the upcoming 2025 premium due date, changes to the Form 5500, and newly available resources (i.e., the most recent pension insurance data tables).

This CCA retirement series webinar is a tour through recent litigation about topics affecting pension plans and potential future areas of concern including, but not limited to, actuarial equivalence and Pension Risk Transfer issues, presented from an actuary’s perspective.

Provider actuaries face new problems to solve each year as new value-based care programs emerge and evolve. In addition, industry changes and consolidation impact overall market dynamics. In this CCA healthcare series webinar, we will explore some of the key changes over the past few years, as well as how markets could evolve over the next few years.

Cash balance plans have become the plan of choice for professional employers and other small business owners. Panelists discuss cash balance designs including the impact of SECURE 2.0 on combined plan designs.

Panelists review calculations under IRC Section 415 with an emphasis on multiple annuity starting dates (MASDs). Topics might also include limitations on lump sums, annuity starting dates below age 62 and after age 65, multiple annuity starting dates, and the impact of the interest crediting rates in cash balance plans.

In this special 100-minute CCA retirement series webinar, the panel will consider some key questions, such as: How do we use ethics in our everyday actuarial work? How do we make ethical decisions when balancing objectives of different stakeholders?

This webinar is intended to provide 2.0 of the USQS Professionalism requirement; however, the individual actuary is responsible for making this determination based on the applicability of the subject matter.

We are living in interesting times. Retirement legislation has traditionally been bipartisan, and regulatory developments have tended to be slow and incremental. The speakers address what they are hearing about whether retirement legislation will stay that way. Also, with the new administration looking to rapidly reshape the role of government, our speakers discuss how the retirement regulatory world could be affected, perhaps in material ways. Speakers break out their crystal balls to discuss potential regulatory and legislative changes that could affect the retirement plan landscape. Note that the allocation of EA Core/Non-Core credit depends on the actual content of the presentation.

In this CCA healthcare series webinar, presenters review recent legislative and regulatory topics related to the pharmacy market. Presenters also discuss the recent heightened regulatory focus on the PBM industry, and recently passed and upcoming legislation impacting manufacturers, patients, and plans.

The speakers focus on aspects of the IRC 410(b)/401(a)(4) nondiscrimination rules that are coming into play with increasing frequency in the current economic and plan design environment. The speakers address issues that arise for closed plans where future employees are primarily covered by DC programs, or when grandfathered groups within a plan have more generous benefits. This includes the relief provided by the SECURE Act(s) – including areas of uncertainty.

Equity and fixed income markets have faced volatility and uncertainty recently. How can plan sponsors and actuaries navigate this economic environment? Speakers review recent developments in capital markets, explore how those developments affect the management of retirement plans and discuss how actuaries should approach the assumption setting process.

What does professionalism mean for an Actuary? What does professionalism mean for a Consultant? "Actuarial Professionalism" starts with the Code, Qualification Standards, and ASOPs, but that is not where it ends. Join the panelists in this CCA cross discipline webinar for a discussion that reviews the definitions of professionalism in the documents that guide actuaries; and explores how those definitions compare to other professions as well as if, or how, the concept of professionalism should extend beyond these concepts to guide you throughout your career.

This webinar is intended to provide 1.5 of the USQS Professionalism requirement; however, the individual actuary is responsible for making this determination based on the applicability of the subject matter.

In this CCA cross discipline webinar, presenters engage in a comprehensive discussion on emerging risk trends. Attendees gain valuable insights into the latest findings from the jointly sponsored SOA and CAS annual emerging risks survey. Additionally, the discussion delves into crucial emerging risks, including the pressing issue of climate change.

Speakers review the evolution of pension plan design alongside the evolution of pension financial risk management. Design options that fit the evolving economic, regulatory, and demographic environment are explored in-depth – including benefits, drawbacks, and regulatory hurdles. Beyond broad design options, modifications to existing plans to address emerging challenges are also addressed. Note that the allocation of EA Core/Non-Core credit depends on the actual content of the presentation.

Note: Due to recent changes by the Federal Government, CCA is unable to confirm presenters for this topic on this date. We are looking into whether we can reschedule this topic or replace it with a similar topic at a future date. We will provide an update when we have more information. In this CCA retirement series webinar, the Pension Benefit Guaranty Corporation (PBGC) provides an update on the status of the multiemployer and single-employer programs. They also provide an update on the status of the Special Financial Assistance and other exciting topics such as the updated ERISA Section 4044 interest rates using a full yield curve!

The legal landscape governing regulatory interpretation has undergone a seismic shift with the Supreme Court's Loper Bright decision overturning Chevron deference. This CCA healthcare series webinar explores the far-reaching consequences of this ruling for healthcare actuaries. We examine how the end of Chevron deference may impact the interpretation and implementation of healthcare regulations, potentially altering the framework within which actuaries operate. Gain insights into how this change could affect government programs, CMS rulemaking authority, and overall regulatory compliance in the healthcare sector. Learn to navigate the new era of regulatory uncertainty and position yourself to provide valuable guidance to clients and organizations in light of this landmark decision.

In this CCA Healthcare Series webinar, presenters will explore the application of artificial intelligence in healthcare consulting. They will share insights from both large and small firm perspectives, offering strategic, firm-level viewpoints as well as tactical, day-to-day experiences.

In this CCA healthcare series webinar, presenters review recent changes to the MA-PD market. We will consider the emerging results of 2025 regulatory changes, the effects of recent regulatory changes on retiree medical and creditable coverage, and notable events from the 2026 bid season.

In this CCA cross discipline webinar, presenters discuss practical applications of artificial intelligence and how AI is transforming the consulting landscape. This discussion will focus on building essential business skills for actuaries, including using AI to analyze data, automate routine tasks, and generate insights that add value to your clients. Topics may include code generation, code documentation, and business development.

Speakers cover Social Security topics of interest to public pension plan sponsors and participants. Many public employees do not pay into Social Security, but instead participate in a retirement system that provides benefits that are deemed equivalent to Social Security (Social Security replacement plans). The IRS provides standards to determine whether a plan meets the minimum standards, including a Safe Harbor test. Attendees can learn about the Safe Harbor rules, as well as the prevalence of Social Security replacement plans, and other plan design considerations. The recently passed Social Security Fairness Act, which repeals the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO), is also addressed.

This CCA retirement series webinar takes a closer look at the complexities of setting demographic and non-economic assumptions. Presenters discuss what to consider when setting these assumptions, including reflecting (or not reflecting) COVID experience and Actuarial Standards of Practice.