Legislative Developments and The Impact of The End of Chevron Deference

September 17, 2025 11:30 AM - 12:45 PM Central Standard Time
Speakers:
Mariah Becker
Mr. Lawrence J. Sher
Ms. Kelsey Mayo
Credits:
EA Core 1.50
CPD 1.50
EA Formal 1.50
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.

004 - Professionalism for Healthcare Actuaries

October 28, 2025 2:00 PM - 3:40 PM Pacific Standard Time
Speakers:
Cheryl A. Ham
Donna C. Novak
Dr Ian G. Duncan
Edward M. Pudlowski
Jessica Arnold
Justin N. Hornburg
Ms Tanya E. Sun
Trevis G. Parson
Credits:
CPD 2.00
Do you want to gamble with ethics? Ethics is not a game of chance. Make the right call. In this session, our speakers have developed scenarios sometimes based on real-life situations where professionalism and ethics have come into play. Decision making can be challenging and debatable, but absolutely critical for consultants when considering these scenarios. There is interactive polling so get ready to state your opinion.

503 - OPEB Considerations for Pension Actuaries

October 28, 2025 10:10 AM - 11:50 AM Pacific Standard Time
Speakers:
Mr. Charles J. Zahradka
Ms. Jennifer G. Bain
Rebecca Trauger
Credits:
EA Non-Core 1.00
CPD 2.00
EA Formal 1.00
In this session, we’ll go through what pension actuaries should be thinking about when performing OPEB valuations. We’ll start with some basics on setting the short-term assumptions, including calculating the implicit subsidy and accounting for Rx rebates and EGWPs. Then we’ll go through trend considerations, including for Medicare Advantage plans with low or even zero premiums as well as the Inflation Reduction Act. Lastly, we’ll go through what considerations need to be made for newer cash-based plan designs such as retiree reimbursement accounts (HRAs).

204 - Shaping US Healthcare: Key Legal and Regulatory Updates

October 27, 2025 2:00 PM - 3:15 PM Pacific Standard Time
Speakers:
Trevis G. Parson
Credits:
CPD 1.50
This session will dive into the most recent updates and key shifts in US healthcare policy, laws, and regulations. We will explore the implications for providers, insurers, consumers, and employers. Topics will include changes in healthcare coverage and compliance requirements, the ongoing evolution of the ACA, as well as emerging trends in telehealth, data privacy, and insurance reform. Attendees will gain a clear understanding of how these changes impact the healthcare system, and actionable insights for staying ahead in an increasingly complex environment.

505 - Leveraging Stoploss and Captives for Effective Risk Management in Self Insured Medical Plans

October 28, 2025 10:10 AM - 11:50 AM Pacific Standard Time
Speakers:
Linh Duong Ebbers
Mr. Dale Sagen
Ms. Caitlin Blackmon
Tim Stawicki
Credits:
CPD 2.00
Rising healthcare costs, emerging technologies, specialized Rx, gene therapies, and inflation are driving increasing spend and volatility healthcare. As a response, employers are seeking ways to better manage risk through stoploss and captives. This session will provide foundational concepts for those new to the topic. We will explore the current landscape, key challenges and outline future trends that actuaries should consider when evaluating risk management strategies for self-insured medical plans.

508 - Evaluating Pension Resiliency, Stochastically and Deterministically

October 28, 2025 10:10 AM - 11:50 AM Pacific Standard Time
Speakers:
James J McKeogh
Jason L. Russell
Mr John Michael Redmond, Jr
Credits:
EA Non-Core 2.00
CPD 2.00
EA Formal 2.00
Panelists address methods for assessing a plan’s ability to withstand adverse conditions over time, highlighting both stochastic and deterministic modeling approaches, with a particular emphasis on homegrown tools and techniques developed to support effective trustee communication and decision-making. Presenters share practical examples of how these models can illustrate potential outcomes under various economic scenarios and funding strategies, helping trustees better understand risk and resilience.

003 - Ethics

October 28, 2025 2:00 PM - 3:40 PM Pacific Standard Time
Speakers:
Christine M O'Neal
Credits:
CPD 2.00
EA Ethics 2.00
EA Formal 2.00
Ethics could never be more important! Dive into the thrilling world of retirement actuarial consulting where every decision counts. Through gripping case studies and dynamic discussions you’ll face real world ethical dilemmas that challenge your instincts and sharpen your professional judgement.

Tuesday Luncheon

October 28, 2025 12:00 PM - 1:30 PM Central Standard Time
Speakers:
Credits:

Recent and Potential Litigation Affecting Retirement Plans

August 13, 2025 11:30 AM - 12:45 PM Central Standard Time
Speakers:
Aaron L. Castle
Emily A. Kile-Maxwell
Judith A. Kermans
Mr. Syed Fahad Saghir
Credits:
EA Core 1.50
CPD 1.50
EA Formal 1.50
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.

608 - Withdrawal Liability Roulette

October 29, 2025 8:00 AM - 9:15 AM Pacific Standard Time
Speakers:
Jay K. Egelberg
Mr. David M. Pixley
Mr. Mitchell H. Hofing
Representative
Credits:
EA Core 1.50
CPD 1.50
EA Formal 1.50
Speakers cover a handful of dicey topics! The spinning wheel of recent legal rulings, the lucky draw of receiving Special Financial Assistance despite withdrawal liability implications, the slot machine allocating withdrawal liability after a plan merger, and other random topics.

706 - Project Management Jackpot

October 29, 2025 9:30 AM - 10:45 AM Pacific Standard Time
Speakers:
Ellen L. Kleinstuber
Mark Thomas Stanley Anderson
Credits:
EA Non-Core 1.50
CPD 1.50
EA Formal 1.50
Unlock the true potential of your consulting projects with expert project management skills. In today’s dynamic business landscape, mastering the art of planning, executing, and leading projects is not just beneficial, it's essential. This session offers proven strategies and processes to ensure your projects meet and exceed client expectations. Discover how to optimize team collaboration, mitigate risks, and deliver impactful results that consistently hit the jackpot. Don’t miss this opportunity to elevate your project success to new heights.

309 - Emerging Use of Captives for Benefits: A US and Non-US Perspective

October 27, 2025 3:45 PM - 5:00 PM Pacific Standard Time
Speakers:
Mitsuyasu Nishiwaki
Credits:
CPD 1.50
As organizations seek innovative ways to manage employee benefits, the use of captives is gaining traction. This session will delve into the emerging trends and strategic application of captives for employee benefits from both US and non-US perspectives. Participants will explore the regulatory landscapes, risk management strategies, and innovative uses of captives in providing employee benefits across different regions.

209 - Impact of Global Economy on Transactions

October 27, 2025 2:00 PM - 3:15 PM Pacific Standard Time
Speakers:
James L. Jones
Credits:
CPD 1.50
This session will focus on M&A through the lens of rewards and how current global issues shape and influence the transaction. As multinational companies pursue inorganic growth, the impact from the deal can either maximize or minimize value, depending on how they mitigate people-related roles. Join us for an engaging discussion in navigating the complexities of M&A in today’s dynamic global environment.

705 - The Future of Medicaid: Policy Changes, Legislative Impacts and What to Expect

October 29, 2025 9:30 AM - 10:45 AM Pacific Standard Time
Speakers:
Ms. Lisa R. Deyer
Ms. Maria Dominiak
Ms. Thuong Broaden
Credits:
CPD 1.50
As the healthcare landscape continues to evolve, Medicaid remains a critical component of the US healthcare system, providing essential coverage to millions of Americans. This session will delve into the future of Medicaid, focusing on recent and upcoming legislative impacts, and what stakeholders can expect moving forward.

106 - Actuaries and AI: From Awareness to Action

October 27, 2025 10:45 AM - 12:00 PM Pacific Standard Time
Speakers:
Justin N. Hornburg
Mr David L. Driscoll
Mr Robert O Bacher
Credits:
EA Non-Core 1.00
CPD 1.50
EA Formal 1.00
Actuaries are increasingly curious about AI – but what are we actually using it for today? We’ll explore the results of the recent CCA member survey on AI awareness, usage, and goals, including what members said they wanted most: real-world use cases. Whether you’re exploring or already experimenting, this session offers a tactical, grounded look at where actuaries are with AI – and where they want to go next.

308 - The Art of Constructing an Expected Rate of Return Discount Rate

October 27, 2025 3:45 PM - 5:00 PM Pacific Standard Time
Speakers:
Mr. Johnny Ngoc Hong
Mr. Joshua Shapiro
Piotr Krekora
R. Evan Inglis
Credits:
EA Core 1.50
CPD 1.50
EA Formal 1.50
Multiemployer plan actuaries select the discount rates used to calculate minimum funding standards based on expected rates of return on plan assets. Speakers examine the various factors and considerations that influence the selection process. They also address practical approaches to sourcing data, evaluating assumptions, and balancing actuarial judgment with regulatory and financial reporting requirements. Come to gain a deeper understanding of the nuances and strategic implications of discount rate construction.

Emerging Trends in Provider Actuarial Work

November 19, 2025 11:30 AM - 12:45 PM Central Standard Time
Speakers:
Credits:
CPD 1.50
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.

408 - Special Financial Assistance: Current Issues

October 28, 2025 8:00 AM - 9:40 AM Pacific Standard Time
Speakers:
Mariah Becker
Mr. Paul A. Green
Susan L. Boyle
Credits:
EA Core 2.00
CPD 2.00
EA Formal 2.00
Panelists provide an in-depth update on current developments in the Special Financial Assistance (SFA) program under the American Rescue Plan Act. Topics are expected to include the latest guidance on plan mergers, potential eligibility of previously terminated plans, and compliance issues uncovered through death audit processes.

504 - Impact of Unique Solutions and Digital Health Innovations on Health Costs and Outcomes

October 28, 2025 10:10 AM - 11:50 AM Pacific Standard Time
Speakers:
Cheryl A. Ham
Michael A. Clarke
Sara Corrough Teppema
Credits:
CPD 2.00
Unique point solutions and digital health innovations continue to evolve. Do they have a positive impact on health outcomes or reducing costs? Join us to hear from a variety of speakers, discussing results and cost impact/ROI. Methods to come up with value techniques.

203 - High Stakes and Straight Talk: Playing Your AI Cards Right

October 27, 2025 2:00 PM - 3:15 PM Pacific Standard Time
Speakers:
Evan Robert Thomas
John Malcolm Merrill
Lauren Klein
Mr. Brian M. Septon
Credits:
EA Core 0.75
EA Non-Core 0.75
CPD 1.50
EA Formal 1.50
AI is the talk of the town but have you adopted it in your work? Use of chat bots to streamline winning communications is perhaps the safest bet in getting started with AI. This session dives into how actuaries can harness AI tools to improve efficiency and communication quality while staying aligned with professional guidance of ASOPs. Our goal is to have some hands-on demonstration of some publicly available tools. This session is appropriate for people of any experience with AI tools.

101 - Penn and Exit: Making a Pension Plan Disappear

October 27, 2025 10:45 AM - 12:00 PM Pacific Standard Time
Speakers:
Jeremy P. Olszewski
Joseph C. Anzalone
Kerri Dantos
Rebecca Bak
Credits:
EA Core 1.50
CPD 1.50
EA Formal 1.50
Every show has its finale and for some pension plans that time has come. In this session, we’ll explore the key steps, strategic considerations, and regulatory requirements involved in terminating a defined benefit pension plan. From preparing the stage with a review of the data and prepping the plan document, to managing the spotlight of compliance and participant communications, and lastly to lowering the curtain with an annuity purchase. You’ll gain insights to ensure a smooth plan termination.

105 - Intersection of Price Transparency and Network Evaluation

October 27, 2025 10:45 AM - 12:00 PM Pacific Standard Time
Speakers:
Aaron Paul Jurgaitis
Edward Hausman
Jessica Arnold
Meghan Rausch
Credits:
CPD 1.50
For health actuaries, the traditional reliance on network discount metrics is being challenged by a new wave of cost transparency regulations and machine-readable files (MRFs). Speakers explore how the public release of negotiated rate data changes the way actuaries evaluate provider networks, assess plan competitiveness, and support pricing strategies. Presenters discuss practical ways actuaries can incorporate MRF data into their work—highlighting use cases in benchmarking and analysis across employers and providers. The speakers also address the limitations and complexities of this emerging data source, and how actuaries can balance transparency-driven insights with actuarial rigor. Designed for health actuaries working in pricing, network analytics, or provider strategy, this session offers actionable perspectives on navigating a rapidly evolving reimbursement landscape.

306 - The Choices Facing Aging Societies

October 27, 2025 3:45 PM - 5:00 PM Pacific Standard Time
Speakers:
Mr. Thomas S. Terry
Richard Jackson
Credits:
EA Non-Core 1.50
CPD 1.50
EA Formal 1.50
The fiscal, economic, and social challenges posed by population aging are by now reasonably well understood. Speakers explore the different ways in which today’s major developed countries are responding—or could potentially respond. They focus on four key strategies: reducing the cost of old-age benefit systems, encouraging higher birthrates, increasing immigration, and extending work lives. While the panelists pay particular attention to the choices facing the United States, they draw heavily on lessons from abroad.

Monday Luncheon

October 27, 2025 12:05 PM - 1:30 PM Central Standard Time
Speakers:
Credits:

509 - Capital Market Update

October 28, 2025 10:10 AM - 11:50 AM Pacific Standard Time
Speakers:
Christian von Canstein
Jerry Mingione
Kevin Khang
Credits:
EA Core 2.00
EA Non-Core 2.00
CPD 2.00
EA Formal 2.00
Capital markets have been more turbulent than usual. This implies that return expectations are equally in flux. Overlaying everything is an array of emerging trends, each of which could prove troublesome going forward — exploding federal debt, maturing demographics and waning globalization. On the other side of the ledger we see the potentially beneficial impact of technological advances. Looking through the turmoil, what can we conclude about the bottom-line impacts on capital markets and the economy?

501 - The House Always Wins: Winning at Pension Administration

October 28, 2025 10:10 AM - 11:50 AM Pacific Standard Time
Speakers:
Jamie Michelle Sloat
Lee D. Gold
Mrs Sophia Kardadi Sanchez
Sherrie Boutwell
Credits:
EA Core 2.00
CPD 2.00
EA Formal 2.00
Panelists provide a deep dive into complex pension administration topics. They’ll explore technical issues such as benefit accruals after NRD, IRC 415 limits, RMDs and more. The session includes a discussion on the IRS Employee Plans Compliance Resolution System (EPCRS) and its role in correcting administrative errors, providing actuaries with practical strategies for maintaining plan integrity.

Ethics – Everyday Decisions and Balancing Differing Objectives (100 minutes)

November 12, 2025 11:30 AM - 1:10 PM Central Standard Time
Speakers:
Margaret S. Berger
Mr David L. Driscoll
Mr. David R. Godofsky
Troy L. Ware
Credits:
CPD 2.00
EA Ethics 2.00
EA Formal 2.00
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.

Hot Topics in the Pharmacy Regulatory Landscape

December 10, 2025 11:30 AM - 12:45 PM Central Standard Time
Speakers:
Credits:
CPD 1.50
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.

Multiemployer Plans Forum

October 28, 2025 4:00 PM - 5:00 PM Pacific Standard Time
Speakers:
Credits:
The CCA Multiemployer Plans Community meets to discuss current issues, outlooks, and news. Neither CCA nor community membership is required to attend.

507 - CCA White Paper - The Great Beyond

October 28, 2025 10:10 AM - 11:50 AM Pacific Standard Time
Speakers:
Todd N. Tauzer
Credits:
EA Non-Core 2.00
CPD 2.00
EA Formal 2.00
Most public plans have spent the last 20 years strengthening assumptions, increasing contribution rates, and managing benefit levels. As funding progresses, it’s important to look beyond the basic tenants of the CCA White Paper to wholistically prepare for what’s to come. This session will dive into tail-end volatility management of layered amortization, proactive surplus management policies, and related output smoothing techniques.

301 - From Formula to Funding - Navigating Cash Balance Plan Design

October 27, 2025 3:45 PM - 5:00 PM Pacific Standard Time
Speakers:
Lance Paul Roteman
Mr. Daniel B. Jaffe
Mr. Willie Horowitz
Samantha Klingler
Credits:
EA Core 1.50
CPD 1.50
EA Formal 1.50
This session will provide an in-depth look at the design of cash balance plans, focusing on plan structure, interest crediting rates, contribution formulas, and integration with existing retirement programs. Attendees will learn how plan design choices impact participant outcomes while also reviewing the actuarial and regulatory implications of funding these plans under current IRS and PBGC rules.

208 - Dueling Actuaries

October 27, 2025 2:00 PM - 3:15 PM Pacific Standard Time
Speakers:
Aaron Shapiro
Alex Willson
Heather Ray
James Andrew Nolan
Credits:
EA Core 0.75
EA Non-Core 0.75
CPD 1.50
EA Formal 1.50
In this Monday multiemployer tradition, panelists present opposing views of various topics including multiemployer pension (split or employer double down?) and variable vs immunization, and you get to decide who's most correct.

406 - Financial Wellness: Meeting Employees Where They Are

October 28, 2025 8:00 AM - 9:40 AM Pacific Standard Time
Speakers:
Ellen L. Kleinstuber
Mr Robert O Bacher
Stephen Leskovec MSN, RN
Tanya Rizzuto
Credits:
CPD 2.00
Financial wellness means more than just retirement readiness or having a savings plan. In this session, we’ll explore the less visible needs of employees and the strategies employers and point solutions are using to meet them. Panelists share insights on what employees are really struggling with and how targeted solutions can make a meaningful impact on financial well-being.

607 - Actuarial Tables or Poker Tables: Navigating Uncertain Post-COVID Trends

October 29, 2025 8:00 AM - 9:15 AM Pacific Standard Time
Speakers:
Mr. Mark Henry Buis
Mr. Matthew A. Strom
Piotr Krekora
Credits:
EA Non-Core 1.50
CPD 1.50
EA Formal 1.50
With the pandemic behind us, what new trends have emerged in Experience Studies and how much credibility should we give them. Panelists explore the following questions: Have mortality rates have returned to normal or is there a new normal? Has remote work redefined your turnover or retirement rates? Has higher inflation impacted your pay increase assumption? Come hear from a panel of experts and be prepared to share any new trends that you have seen.

302 - ERISA Battle Royale Trivia

October 27, 2025 3:45 PM - 5:00 PM Pacific Standard Time
Speakers:
Christine M O'Neal
Credits:
EA Core 1.50
CPD 1.50
EA Formal 1.50
ERISA Trivia in a classic tradition but in a “high stakes setting here in Vegas. Think you have what it takes to walk away with the ERISA jackpot? If you’re unsure, roll the dice guaranteed to win some new knowledge.

708 - Obscure Rules and Regulations

October 29, 2025 9:30 AM - 10:45 AM Pacific Standard Time
Speakers:
Jay K. Egelberg
Mr. Vincent Anthony Regalbuto
Nadine Solntseva
Credits:
EA Core 1.50
CPD 1.50
EA Formal 1.50
Speakers delve into lesser-known but important rules that can influence plan funding, withdrawal liability, reporting and compliance, administrative practices, maybe even collective bargaining. Panelists address some technical nuances and hidden pitfalls that can complicate our days, surprise plan sponsors and other professionals, and create unexpected outcomes for all.

Public Plans Community Forum

October 28, 2025 4:00 PM - 5:00 PM Pacific Standard Time
Speakers:
Credits:
The CCA Public Plans Community meets to discuss current issues, outlooks, and news. Neither CCA nor community membership is required to attend.

002 - Business Session & Forecasting in the Fog of Uncertainty - 2025-26 Economy and Markets

October 27, 2025 8:00 AM - 10:15 AM Pacific Standard Time
Speakers:
David M. Tuomala
David Scharf
Mr. Craig P. Rosenthal
Mr. Rich Karlgaard
Yi-Ling Lin
Credits:
CPD 1.50
The CCA’s Business Session precedes the Monday General Session with the welcoming of attendees, announcement of new directors and officers, Treasurer’s Report and presentation of the CCA’s annual awards. Our keynote presentation from Rich Karlgaard on the 2025-26 economy and markets immediately follows. What is the likely outcome of President Trump’s tariffs, both in the coming months and for the remainder of his administration? Are investor fears overblown? Is a recession now likely, and if so, how long will it last? And which industries and regions will be hardest hit? Will lawsuits challenging the president’s tariff authority succeed? What strategies are smart companies using to grow and thrive amidst all this uncertainty? Will tariffs slow down – or accelerate – AI’s “shock-transformation” of business? How will the U.S. economy in 2025-26 shape the elections in 2026? From his vantage point as a former Forbes publisher and now futurist and American commentator for Forbes Asia, Rich Karlgaard has interviewed some of the top business and global leaders of our time. He shares his business and financial outlook for 2025 and beyond. Called “The Navigator to the Future” by the late Harvard Business School professor, Clayton Christensen, Rich charts the best course of action for your business and industry.

609 - Pension Surplus Management, A US and UK Perspective

October 29, 2025 8:00 AM - 9:15 AM Pacific Standard Time
Speakers:
Mitsuyasu Nishiwaki
Credits:
EA Non-Core 1.50
CPD 1.50
EA Formal 1.50
The rise in interest rates over the past few years has significantly impacted pension plans, leading to an increase in the number of plans in surplus. Effective management of pension surpluses is crucial for ensuring the long-term sustainability of pension plans. Attendees will gain insights into the regulatory landscapes, financial strategies, and innovative approaches to surplus management in these two key markets.

303 - Cashing Out - Design Considerations for Early Retirement Programs and Reductions in Force

October 27, 2025 3:45 PM - 5:00 PM Pacific Standard Time
Speakers:
Jeremy P. Olszewski
Mr Paul W. Rangecroft
Mr. David R. Godofsky
Tristan T. Christ
Credits:
EA Non-Core 1.50
CPD 1.50
EA Formal 1.50
When it comes to workforce planning, sometimes plan sponsors need to know when to hold ‘em and when to offer an early exit. This session explores considerations and options for designing early retirement programs as well as ways to utilize retirement plans to support a reduction in force. We’ll cover eligibility, incentive structures, potential use of phased retirement arrangements, legal and compliance considerations, and the communication strategies needed to support a smooth transition.

207 - Rolling the Dice: How do we Deal with Alternative Assets?

October 27, 2025 2:00 PM - 3:15 PM Pacific Standard Time
Speakers:
Michael J. de Leon
Mr. Scott J. Whalen
R. Evan Inglis
Credits:
EA Non-Core 1.50
CPD 1.50
EA Formal 1.50
In today’s ever-evolving financial landscape, pension plans are increasingly turning to alternative assets to enhance returns, manage risk, and diversify their portfolio. This session will explore the variety of investments such as private equity, real estate, hedge funds, infrastructure, private debt, and crypto, including how to evaluate them and the investment return assumptions.

109 - Issues with Cash Balance Plans

October 27, 2025 10:45 AM - 12:00 PM Pacific Standard Time
Speakers:
Mr. Brian C. Donohue
Credits:
EA Non-Core 1.50
CPD 1.50
EA Formal 1.50
Traditional cash balance plans may have been designed to be safe, secure and reliable sources of pension income. But in reality that is far from the case. Though stated account balances are indeed stable, expected lifetime income is anything but. On the other hand, benefits under cash balance plans with market-based formulas are likely to be much more stable. Another critical issue with these types of plans is funded status volatility. What hedging approaches are available to manage that?

605 - Predictive Modeling, ASOPs, AI Governance – What’s an actuary to do?

October 29, 2025 8:00 AM - 9:15 AM Pacific Standard Time
Speakers:
James Dolstad
Kev Coleman
Mr Charles William Bloss, IV
Credits:
CPD 1.50
More and more of a healthcare actuaries work is focused on predicting a wide range of financial, clinical, and business outcomes. These predictions can have significant impact to all stakeholders in the healthcare industry from patients and providers to shareholders. As a result, the use of these tools are attracting additional scrutiny with many employers and payers setting up AI Committees. This session focuses on what types of modeling actuaries are doing today and potential frameworks to responsibly use predictive modeling and AI to solve problems.

402 - High Stakes Pension Funding Strategies

October 28, 2025 8:00 AM - 9:40 AM Pacific Standard Time
Speakers:
Bruce Cadenhead
Michael John Rozsa
Credits:
EA Core 2.00
CPD 2.00
EA Formal 2.00
With asset values and interest rates hitting all-time highs and market volatility on the rebound, funding relief may not be as beneficial as it was in the past. In this session, we’ll cover creative funding strategies including minimum/maximum contributions, interest rate and asset methods, and other strategies that can limit funding risks and common pitfalls like 4010 filings, and benefit restrictions and variable rate premiums.

502 - When Pension Funded Status Comes Up Snake Eyes

October 28, 2025 10:10 AM - 11:50 AM Pacific Standard Time
Speakers:
Katherine B. Kohn
Michael S. Clark
Ms Caroline Pisacka
Toyoto Borgmann
Credits:
EA Core 2.00
CPD 2.00
EA Formal 2.00
Speakers address some of the negative consequences that can materialize when pension funded status deteriorates. Speakers address topics related to funding and administration issues, investment considerations, PBGC monitoring, and worst-case situations that can result in distress or involuntary terminations.

404 - Walking the Walk not just Talking the Talk of AI (AI Nuts and Bolts)

October 28, 2025 8:00 AM - 9:40 AM Pacific Standard Time
Speakers:
Donna C. Novak
James Dolstad
Mr. Jacob Schaeffer
Mr. Nick Zornosa
Thomas Edward Persichetti
Credits:
CPD 2.00
Many actuarial organizations have noted those actuaries that use AI will replace those actuaries who do not use AI. As our profession makes its most fundamental shift in tools since moving from paper to spreadsheets learn how your peers are using AI to improve the efficiency and accuracy of their work, as well as being able to provide deeper insights into the drivers into what is happening.

702 - Betting on Yourself: Planning for Your Own Retirement

October 29, 2025 9:30 AM - 10:45 AM Pacific Standard Time
Speakers:
Mr Brian Young Boring
Mr. Christopher Chaplain
Mr. Craig P. Rosenthal
Mr. Jake Rust
Credits:
EA Non-Core 1.50
CPD 1.50
EA Formal 1.50
In this session, speakers share personal insights in retirement planning and preparation strategies. Topics include how Social Security is calculated, Medicare coverage, and other healthcare costs, individual investment risk profile changes, and strategies to avoid running out of money. Whether you’re retiring next month, 30 years from now, or just helping family and friends make that jump, this session is a solid bet to give you the new retiree perspective and help you thrive in your retirement!

606 - Practical Strategies to Manage Spike Expense Risk in Retirement

October 29, 2025 8:00 AM - 9:15 AM Pacific Standard Time
Speakers:
David Scharf
Mr. Barry Sacks
Mr. Geoffrey J. Wallace
Peter J. Neuwirth
Credits:
EA Non-Core 1.50
CPD 1.50
EA Formal 1.50
Speakers explore the concept of "Spike Expense Risk"— sudden, significant, and unpredictable costs that can jeopardize the sustainability of cash flow over retirement. New research will be presented that will quantify the impact of these expense shocks and introduce strategies to mitigate this risk, including various uses of home equity that can support a sustainable retirement.

001 - The High Stakes of Decision Making (Bias)

October 26, 2025 5:15 PM - 6:55 PM Pacific Standard Time
Speakers:
John Crooker
Justin N. Hornburg
Ms. Carolyn McArthur
Ms. Linda L. Bournival
Credits:
EA Non-Core 2.00
CPD 2.00
EA Formal 2.00
Decision-making can be a lot like gambling - weighing odds, calculating risks, and making choices that can lead to either successful outcomes or costly mistakes. As we gather in the vibrant backdrop of Las Vegas, explore the universal principles of strategic thinking and risk management. Learn how the psychology of choice and behavioral economics can guide you in making informed decisions, avoiding hidden pitfalls, and taking bold yet calculated risks. Whether you decide to take a big chance or play it safe, this session provides you with the tools to navigate uncertainty like an experienced high roller. This session is intended to satisfy the 1.0 Bias credit requirement under the USQS.

Professionalism Revisited

December 03, 2025 11:30 AM - 12:45 PM Central Standard Time
Speakers:
Credits:
EA Core 1.50
CPD 1.50
EA Formal 1.50
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.

407 - Pension Reform Strikes Back

October 28, 2025 8:00 AM - 9:40 AM Pacific Standard Time
Speakers:
Dan Doonan
Elizabeth A. Wiley
Mr. Brian M. Septon
Credits:
EA Non-Core 2.00
CPD 2.00
EA Formal 2.00
Following the Great Recession, many public pension systems implemented significant pension reforms – closing defined benefit (DB) plans to new hires, creating reduced benefit tiers, or suspending COLAs. In recent years, a surprisingly counter trend has emerged: A number of these reforms are being partially or fully reversed. This session will examine real-world case studies of DB plan re-openings, tier restorations, and COLA reinstatements. We will explore the workforce, fiscal, and political dynamics driving these reversals, and the lessons they offer for designing sustainable, resilient pensions. Attendees will gain deep insight into how workforce effects fiscal policy and stakeholder engagement can make or break pension reform.

601 - Understanding the Rules: A Guide to Professional Standards for Pension Actuaries

October 29, 2025 8:00 AM - 9:15 AM Pacific Standard Time
Speakers:
Jami Eckman
John Malcolm Merrill
Mr David L. Driscoll
Ms. Tonya B. Manning
Credits:
EA Core 1.50
CPD 1.50
EA Formal 1.50
US pension actuaries operate within a complex professional framework. Whether just starting out or looking for a refresher, this session will help you understand the professionalism framework that applies to you including CE requirements, and CE audits, ASOPs, Qualification Standards, and Code of Conduct.

305 - Current Topics in MAPD, Zero Premium, Plans and Trends

October 27, 2025 3:45 PM - 5:00 PM Pacific Standard Time
Speakers:
Dan Hoffman
Martin W. Hill
Mr. Richard Shrewsbury
Ms. Jennifer Carioto
Credits:
CPD 1.50
Speakers highlight current topics in Medicare Advantage, Part D, and changes to the programs due to the Inflation Reduction Act. Topics will include Medicare Advantage, Part D, employer sponsored Medicare plans and OPEB valuation issues.

Women in Consulting Community Luncheon

October 28, 2025 12:00 PM - 1:30 PM Pacific Standard Time
Speakers:
Credits:
The CCA Women in Consulting Community meets to discuss current issues, outlooks, and news. Neither CCA nor community membership is required to attend.

602 - Market Based Cash Balance / Variable Annuities

October 29, 2025 8:00 AM - 9:15 AM Pacific Standard Time
Speakers:
David Little
Lee D. Gold
Mr. Craig P. Rosenthal
Scott A Hittner
Credits:
EA Core 0.75
EA Non-Core 0.75
CPD 1.50
EA Formal 1.50
Sponsoring a retirement program shouldn’t be like going to a casino when new market-based designs can tilt the odds in everyone’s favor. Speakers at this session will explore innovative strategies to provide secure retirement benefits that mitigate risks for both employees and employers alike.

701 - Retirement Plan Litigation

October 29, 2025 9:30 AM - 10:45 AM Pacific Standard Time
Speakers:
Mr. David R. Godofsky
Mr. Robert Newman
Mr. Ross McSweeney
Credits:
EA Core 1.50
CPD 1.50
EA Formal 1.50
Expert speakers review recent court decisions and current litigation that might affect retirement plans and retirement plan activities. Cases covering the selection of retirement plan assumptions, actuarial malpractice, and other litigation topics will be discussed.

Insights Into Emerging Risk Trends

September 10, 2025 11:30 AM - 12:45 PM Central Standard Time
Speakers:
David Schraub
Mr. Max J. Rudolph
Samantha Klingler
Credits:
CPD 1.50
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.

707 - Public Plan Workshop

October 29, 2025 9:30 AM - 10:45 AM Pacific Standard Time
Speakers:
Piotr Krekora
Thomas G. Vicente
Credits:
EA Non-Core 1.50
CPD 1.50
EA Formal 1.50
Come share your thoughts as public pension/OPEB actuaries discuss challenges, concerns, and/or perceived solutions to hot topics affecting public plans across the US. Be prepared to participate in polling as well as group discussion.

Corporate Pension Revitalization Forum

October 28, 2025 4:00 PM - 5:00 PM Pacific Standard Time
Speakers:
Credits:
Members of the Corporate Pension Revitalization Initiative provide an update on their activities.

201 - Late Breaking Developments

October 27, 2025 2:00 PM - 3:15 PM Pacific Standard Time
Speakers:
James G. Berberian
Katherine B. Kohn
Margaret S. Berger
Mr. David N. Levine
Richard O. Goehring
Credits:
EA Core 0.75
EA Non-Core 0.75
CPD 1.50
EA Formal 1.50
Expert speakers discuss the latest developments in the private pension sector. Recent rulings and regulations will be discussed in addition to pending retirement plan legislation and litigation activity.

506 - The Anatomy of a Class Action Lawsuit

October 28, 2025 10:10 AM - 11:50 AM Pacific Standard Time
Speakers:
Elena V. Black
Mr. Jeremy P. Blumenfeld
Ms. Melissa D. Hill
Credits:
EA Non-Core 2.00
CPD 2.00
EA Formal 2.00
This session will explore the different strategies of ERISA class action litigation, explaining ins and outs of each of the different critical stages. Experienced ERISA litigators will draw from actual examples of litigation spanning DC plans, investments, pensions, and healthcare topics.

General Reception

October 27, 2025 5:05 PM - 7:30 PM Central Standard Time
Speakers:
Credits:

703 - The Nonqualified Gamble: Funding Right and Avoiding Pitfalls

October 29, 2025 9:30 AM - 10:45 AM Pacific Standard Time
Speakers:
Aaron J.L. Pedowitz
Mr. Douglas B. Frederick
Mr. Kevin Mitchell
Peter J. Neuwirth
Credits:
EA Non-Core 1.50
CPD 1.50
EA Formal 1.50
Dive into the world of nonqualified plan funding, where the stakes are high! While these plans don’t have to be funded, many companies choose to do so for various reasons. We’ll explore why businesses decide to fund, the popular funding vehicles available, and the key considerations for each option. Learn how to hit the jackpot with your funding strategies and discover what to do when things go off the rails. Get ready for a thrilling discussion featuring insights from industry experts.

409 - Common Challenges in Social Security Systems Around the World

October 28, 2025 8:00 AM - 9:40 AM Pacific Standard Time
Speakers:
Douglas J. Carey
Jerry Mingione
Laurence Frappier
Richard Jackson
Credits:
CPD 2.00
Social Security systems around the world have a common set of problems—ageing populations, increasing longevity, declining birth rates and failure to cover all workers. Weak economic and covered payroll growth often exacerbate these issues. Speakers review programs in the U.S., Canada and around the world and outline the array of potential responses to these demographic and economic challenges.

107 - In the Line of Fire - Actuarial Consulting in the Public Sector

October 27, 2025 10:45 AM - 12:00 PM Pacific Standard Time
Speakers:
Brad Edward Ramirez
Ms Koren L. Holden
Paul Angelo
Credits:
EA Non-Core 1.50
CPD 1.50
EA Formal 1.50
Public sector consulting is called public for a reason! Our work product and consulting advice is presented in public meetings in publicly accessible documents. This means our work may be challenged in high pressure forums that require professional and resolute responses. This session will explore real-world situations that involve such adversarial conditions as well as control of work product issues. Bring your favorite war stories and questions for discussion.

603 - Implementing SECURE 2.0: Administrative and Operational Impacts for Plan Professionals

October 29, 2025 8:00 AM - 9:15 AM Pacific Standard Time
Speakers:
Julie Sachs
Lance Paul Roteman
Mr. Eric Boyd Feinstein
Ruth E. Schau
Credits:
EA Core 0.75
EA Non-Core 0.75
CPD 1.50
EA Formal 1.50
This session will explore the practical implications of the SECURE 2.0 Act with a focus on implementation and ongoing administration. The session will cover key provisions impacting defined benefit and defined contribution plans including changes to required minimum distributions, long-term part-time employees, catch-up contributions, and auto-enrollment features.

2025 PBGC Update (Webinar On Hold)

December 31, 2025 11:30 AM - 12:45 PM Central Standard Time
Speakers:
Credits:
EA Core 1.50
CPD 1.50
EA Formal 1.50
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!

405 - Medicare and Pre-65 Retiree Update

October 28, 2025 8:00 AM - 9:40 AM Pacific Standard Time
Speakers:
Jane Funk
Jennifer Leming
John V. Grosso
Katherine Troutman
Ms. Eleanor Hill
Credits:
CPD 2.00
The session will explore key updates and trends in Medicare and Pre-65 retiree health plans. Consulting actuaries will learn cost containment strategies and the evolving Medicare Advantage market. Topics will also include prescription drug pricing and the financial sustainability of retiree health plans. Attendees will gain practical insights and best practices for actuarial analysis and plan design, helping them navigate the complexities of retiree health benefits and optimize their approach for both Medicare and Pre-65 populations.

103 - Jackpot Retirement: Reinventing the Golden Years

October 27, 2025 10:45 AM - 12:00 PM Pacific Standard Time
Speakers:
Ellen L. Kleinstuber
Lee D. Gold
Mr. Joshua Shapiro
Ms. Chantel Sheaks
Credits:
EA Non-Core 1.50
CPD 1.50
EA Formal 1.50
Come listen to members of the CPR Council, which is “breathing new life into retirement plans.” Learn what CPR stands for, why this council was formed, and what they have been up to since January 2025. Council members share an overview of the new retirement design developed by the council that addresses the shortcomings of our existing DB/DC framework in the US.

104 - Quit Gambling on What's Driving Healthcare Costs

October 27, 2025 10:45 AM - 12:00 PM Pacific Standard Time
Speakers:
Edward M. Pudlowski
Mr Todor Penev
Mr. Michael R. Johnston
Credits:
CPD 1.50
Health care trends are hovering around double digits with various reasons including the effect of provider contract negotiations, latent pandemic-related health issues, and the appeal of weight loss drugs. Panelists provide information from large-scale data analyses to offer attendees valuable insights for immediate application, preventing the need to gamble on you next health care claim projections.

Smaller Actuarial Consulting Firms Community Forum

October 28, 2025 4:00 PM - 5:00 PM Pacific Standard Time
Speakers:
Credits:
The CCA Smaller Actuarial Consulting Firms Community meets to discuss current issues, outlooks, and news. Neither CCA nor community membership is required to attend.

108 - PBGC Update for ME and SE Pension Plans

October 27, 2025 10:45 AM - 12:00 PM Pacific Standard Time
Speakers:
Mariah Becker
Representative
Credits:
EA Core 1.50
CPD 1.50
EA Formal 1.50
A panel of PBGC representatives provides an update on the operations of their single‐employer and multiemployer programs. Topics include recent PBGC guidance, hints and tips about their programs, along with your questions.

604 - Providers, Fraud, Waste, and Abuse

October 29, 2025 8:00 AM - 9:15 AM Pacific Standard Time
Speakers:
Tim Stawicki
Credits:
CPD 1.50
Healthcare providers refer to hospital systems and provider medical groups that perform illegal actions such as upcoding and unnecessary overutilization to increase financial gains. We will discuss how this is being tracked and mitigated.

206 - What do your Clients Think About You?

October 27, 2025 2:00 PM - 3:15 PM Pacific Standard Time
Speakers:
Mr. Eric Boyd Feinstein
Mr. Mike Israel
Mr. Phillip A. Merdinger
Mr. Rob Hoglund
Ms. Sherri Nadeau
Credits:
CPD 1.50
Do you know what is important to your clients and how they value/leverage their outside advisors? If you don’t you will after attending this session. Our panelists will be a combination of CHROs and CFOs.

704 - Pharmacy

October 29, 2025 9:30 AM - 10:45 AM Pacific Standard Time
Speakers:
Ian M. Smith
Mr. Travis Baughn
Credits:
CPD 1.50
The pharmaceutical industry continues to be the fastest evolving area of healthcare. Actuaries need to stay ahead of the curve as they advise clients on the payor, provider, and employer space. This session will dive into the latest trends and developments in the pharmaceutical industry including GLP-1, biosimilars, and gene and cell therapy.

205 - ROI on DM:CM Point Solutions

October 27, 2025 2:00 PM - 3:15 PM Pacific Standard Time
Speakers:
Aaron Paul Jurgaitis
Mr. Michael R. Johnston
Ms Tanya E. Sun
Credits:
CPD 1.50
Employer groups are looking for programs and a delivery model that addresses various conditions including cancer and diabetes. Since chronic conditions make up 85% of overall healthcare costs, employer groups want to ensure that programs result in savings and improved population health. Determining Return on Investment on Case Management and Disease Management programs are top of mind. You will find out more in this session.

005 - Final Remarks & Innovation and Change Management

October 29, 2025 11:00 AM - 12:30 PM Pacific Standard Time
Speakers:
David M. Tuomala
Mr. Ross Shafer
Robert J. Reiskytl
Yi-Ling Lin
Credits:
CPD 1.50
The 2025 CCA Annual Meeting concludes with the final remarks of the CCA President, the passing of the gavel to the President Elect, and our closing general session presentation from six-time Emmy Award-winning comedian, network TV host, and best-selling business author Ross Shafer. Learn how to future-proof your company during this wildly entertaining presentation while energizing your colleagues. Get solid ideas on how to create instant rapport for building solid relationships (based upon the proven tactics of TV talk show hosts). Ross encourages you to accept that relevance is a moving target. Securing your growth in this ever-evolving, post-pandemic economy requires the vigilance to respond to constant changes in client expectations. Ross unveils inspiring case studies that span the landscape of retail, manufacturing, B2B, HVAC, construction, technology, and healthcare.

Medicare Advantage and Part D in a Year of Changes

August 06, 2025 11:30 AM - 12:45 PM Central Standard Time
Speakers:
Anders Hendrickson
Gregory J. Backus
John V. Grosso
Madeleine Cline
Credits:
CPD 1.50
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.

Leadership Development Community Luncheon

October 27, 2025 12:05 PM - 1:30 PM Pacific Standard Time
Speakers:
Credits:
The CCA Leadership Development Community meets to discuss current issues, outlooks, and news. Neither CCA nor community membership is required to attend.

403 - Hitting or Holding on Pension Accounting

October 28, 2025 8:00 AM - 9:40 AM Pacific Standard Time
Speakers:
Ben A. Johnson
Kerri Dantos
Mr. Stephen N. Eisenstein
Stephen S. Breeding
Credits:
EA Non-Core 2.00
CPD 2.00
EA Formal 2.00
In the arena of pension accounting, strategic decisions can have lasting financial consequences. Speakers in this advanced session examine key accounting issues that arise in the context of surplus pension assets, plan terminations, and risk transfer strategies. Presenters provide a detailed look at the financial reporting implications of buy-in and buy-out annuity transactions, including differences in treatment under U.S. GAAP and IFRS. Speakers also address the impact of the IAS 19 asset ceiling on recognizing and utilizing surplus assets. The discussion considers how plan sponsors can evaluate whether to proceed with actions such as annuity purchases or terminations, or whether to maintain flexibility for future strategic decisions. Come to gain practical insights into aligning pension accounting decisions with broader business and regulatory objectives.

307 - Balancing the Stakes: How Public Pensions Share Risk with Members

October 27, 2025 3:45 PM - 5:00 PM Pacific Standard Time
Speakers:
Kevin Scott Spanier
Mr. Scott McCarty
Ms. Tina M. Leiss
Todd David Kanaster
Credits:
EA Non-Core 1.50
CPD 1.50
EA Formal 1.50
Las Vegas - the city of risk and reward! That’s a perfect setting for a discussion on sharing risk in public pension plans. After hearing about DB and DC combinations last year, we continue our risk sharing series by hearing from administrators of plans with variable employee contributions and learn about sharing risk with plan members.

304 - Navigating the Future of Employer Sponsored Health Insurance

October 27, 2025 3:45 PM - 5:00 PM Pacific Standard Time
Speakers:
Alan J. Silver
Mr. Joshua Miley
Mr. Leo Zhang
Credits:
CPD 1.50
As healthcare costs continue to rise and the landscape evolves, employer provided health insurance is at a crossroads. This session will explore the future of employer sponsored insurance, focusing on everyday trends, continued challenges and innovative solutions. We will examine how employers are adapting to changing regulations, advancements in technology and expectations of a multi-generational workforce. Key topics will include enhancements to the current group health model, and the accelerated adoption of individual coverage health reimbursement agreements.

Executive Comp and Benefits Community Forum

October 28, 2025 4:00 PM - 5:00 PM Pacific Standard Time
Speakers:
Credits:
The CCA Executive Compensation and Benefits Firms Community meets to discuss current issues, outlooks, and news. Neither CCA nor community membership is required to attend.

202 - Betting on the Future: Impact of Legislation and Innovation on DC Plans

October 27, 2025 2:00 PM - 3:15 PM Pacific Standard Time
Speakers:
Dan Froehlich
Grace Katherine Lattyak
Michael S. Clark
Stacey Marie Schmid
Credits:
EA Non-Core 1.00
CPD 1.50
EA Formal 1.00
In this session, speakers will explore the evolution of the defined contribution landscape focusing on how legislative changes to defined contribution plans have influenced retirement savings and outcomes over the past two decades. Speakers will also discuss how recent legislation and market advancements are poised to further transform the defined contribution industry including pooled arrangements and lifetime income products and solutions.

102 - Working With the PBGC

October 27, 2025 10:45 AM - 12:00 PM Pacific Standard Time
Speakers:
Ben A. Johnson
Grace Barbieri
Ms. Camille Castro
Credits:
EA Core 1.50
CPD 1.50
EA Formal 1.50
Join our panelists as they explore recent developments and the best practices for working with the Pension Benefit Guaranty Corporation (PBGC) in relation to single-employer plans. The discussion may cover key topics such as standard terminations, PBGC-initiated terminations, the Early Warning Program, 4062( e) liability and recent developments. Drawing from their own experiences, the speakers provide practical tips to help actuaries and plan sponsors navigate PBGC-related challenges effectively.

401 - All Bets are Off: Experience Studies and Assumption Setting in an Unbiased Way

October 28, 2025 8:00 AM - 9:40 AM Pacific Standard Time
Speakers:
Crage Lu
Mr John Michael Redmond, Jr
Mr. Baron A. James
Mr. Craig P. Rosenthal
Credits:
EA Core 2.00
CPD 2.00
EA Formal 2.00
Assumption setting shouldn’t be the luck of the draw, and past experience might not always be the best predictor of the future. In this session, we’ll look at ways to evaluate past experience and set actuarial assumptions in an unbiased fashion, without betting on a streak that is bound to end. This session is intended to satisfy the Bias credit requirement under the USQS.

Healthcare Community Forum

October 28, 2025 4:00 PM - 5:00 PM Pacific Standard Time
Speakers:
Credits:
The CCA Healthcare Community meets to discuss current issues, outlooks, and news. Neither CCA nor community membership is required to attend.

709 - What's Happening in the Annuity Market

October 29, 2025 9:30 AM - 10:45 AM Pacific Standard Time
Speakers:
Mr. Brian C. Donohue
Yubo Wang
Credits:
EA Non-Core 1.50
CPD 1.50
EA Formal 1.50
What issues can you expect to arise in the go-to-market process for pension risk transfers? How is insurance company pricing aligning with accounting and funding liability values? How do insurers develop their pricing quotes? What investment strategies underlie them?