2008 CCA Annual Meeting

Sessions:

Session Handout

01 - A Second Look at the Books of Color – Gray, Blue and Green October 26, 2008 5:00 PM - 7:00 PM

Experienced practitioners lead a review of government responses to the Gray, Blue and Green Books. The panelists discuss the practical implications of the answers and any new information developed since the 2008 EA Meeting.

Session Category
Employee Benefits - Compliance Issues
Credits
EA Core2.50
CPD2.50
Session Handout

02 - General Session – Keynote Speaker: Michael Shackleford October 27, 2008 8:00 AM - 10:15 AM

Michael Shackleford, “The Wizard of Odds” is the keynote speaker. Come hear how his time as an actuary for the SSA plays into his current livelihood of writing gambling tips full-time in Vegas.

Session Category
Cross Discipline
Credits
Session Handout

03 - Primary PPA Analysis October 27, 2008 10:35 AM - 11:50 AM

PPA Update - Regulations have been flowing in with regards to AFTAP, certification, Sections 430 and 436. The panelists review the regulations as we understand them to date.

Session Category
Employee Benefits - Compliance Issues
Credits
EA Core1.50
CPD1.50
Session Handout

04 - "Pot"pourri of Prescription Drug Benefit Issues October 27, 2008 10:35 AM - 11:50 AM

The presenters discuss a variety of issues that impact prescription drug coverage; including: moving away from AWP, the emergence of $4 drug programs, transparency, and drugs in CDHP plans.

Session Category
Health & Welfare - Prescription Drugs
Credits
CPD1.50
Session Handout

05 - ASOPs for Pension Actuaries October 27, 2008 10:35 AM - 11:50 AM

The panelists discuss actuarial standards of practice generally applicable to pension work. The panelists focus on ASOPs applicable to AFTAP certifications, ASOP 23 (regarding data) and revised ASOP 4 (measuring pension obligations).

Session Category
Employee Benefits - Professionalism and Policy
Credits
EA Core1.50
CPD1.50
Session Handout

06 - Responding to Challenges in Public Pension Plans October 27, 2008 10:35 AM - 11:50 AM

The speakers examine the current state of public pension plans in the US, including a discussion of the challenges and criticisms they are facing. Presenters then focus on how a disciplined review of funding policies and financial disclosures might reveal some causes and provide some solutions to those challenges.

Session Category
Employee Benefits - Beyond Corporate Retirement Plans
Credits
EA Core0.75
EA Non-Core0.75
CPD1.50
Session Handout

07 - When Two Plans Are Better Than One: Enhanced Opportunities for Small Employers for Combined DB/DC Pl October 27, 2008 10:35 AM - 11:50 AM

PPA has relaxed the limitations of IRC Section 404(a)(7) regarding tax deductions for some combined plans. Come learn how small employers have added or changed plans during 2008 to produce best possible results.

Session Category
Employee Benefits - Plan Design Issues
Credits
EA Core0.75
EA Non-Core0.75
CPD1.50
Session Handout

08 - Healthcare for Dummies (Pension Actuaries This is for You!) October 27, 2008 10:35 AM - 11:50 AM

As a pension actuary, have you ever wondered what your healthcare colleagues do? The panelists help you begin to understand the ins and outs of healthcare consulting. Come prepared to ask those questions you've been dying to ask.

Session Category
Cross Discipline
Credits
EA Non-Core1.50
CPD1.50
Session Handout

09 - Where in the World is Defined Contribution Really Defined Contribution? October 27, 2008 10:35 AM - 11:50 AM

A survey of "defined contribution" plans around the world. How do they operate? Would they be considered DC in the US? Where are they popular, where are they not, and why?

Session Category
Employee Benefits - Defined Contribution Issues
Credits
EA Non-Core1.50
CPD1.50
Session Handout

10 - It's Time to Abolish Retirement (and Here's How to Do It) October 27, 2008 10:35 AM - 11:50 AM

One of the most thought provoking papers under this title is discussed and debated. Be prepared to leave this session changed. Paper originally presented at the Institute of Actuaries of Australia.

Session Category
Cross Discipline
Credits
EA Non-Core1.50
CPD1.50
Session Handout

11 - Late Breaking Developments October 27, 2008 2:15 PM - 3:30 PM

A panel of diversified professionals discuss the latest developments affecting retirement plans on the legislative, regulatory and legal fronts. Among the topics that may be covered are: PPA, 2008 legislation, guidance from the IRS, DOL, Treasury and court decisions.

Session Category
Employee Benefits - New Rulings/Development
Credits
EA Core1.50
CPD1.50
Session Handout

12 - "Only the Good Die Young" – Helping DC Plan Participants Manage Longevity Risk October 27, 2008 2:15 PM - 3:30 PM

As DC plans become more prominent, the possibility of outliving one’s assets becomes more real. The panelists discuss emerging solutions and products including (but not limited to) rollover, accumulation phase annuities, and (greatly) deferred annuities which address the "best case" of living a really long time.

Session Category
Employee Benefits - Defined Contribution Issues
Credits
EA Non-Core1.50
CPD1.50
Session Handout

13 - Plan Design Under PPA October 27, 2008 2:15 PM - 3:30 PM

For defined benefit plans, PPA introduced new funding rules, benefit restrictions and assumptions for calculating minimum lump sums, to name a few. New rules were introduced regarding conversions to hybrid plans and satisfaction of age discrimination requirements. Subsequent guidance from IRS amplified some of the new rules, and raised questions about others. What plan design changes are we seeing now or can we expect to see in the future as a result? What plan sponsor objectives are thwarted by the new rules? What objectives have been made more readily attainable?

Session Category
Employee Benefits - Plan Design Issues
Credits
EA Core1.00
EA Non-Core0.50
CPD1.50
Session Handout

14 - Claim Reserving Methods: A Report from the SoA October 27, 2008 2:15 PM - 3:30 PM

The project manager for the Society’s study of health claim reserving methods presents an overview of that report. A leading consultant provides his reaction. Learn how the most common IBNR methods compare for accuracy and relevance.

Session Category
Health & Welfare
Credits
CPD1.50
Session Handout

15 - “You Would Know This…” and Other Cocktail Party Conversations for Actuaries October 27, 2008 2:15 PM - 3:30 PM

Does your sister ask you for advice on her 401(k)? Do your parents want you to navigate Medicare Part D for their bridge club? Actuarial topics -- from retirement security to healthcare policy to executive pay and more -- are becoming more prevalent in the morning paper and the nightly news. Come discuss actuarial issues in everyday life and make being an actuary a conversation starter, not a conversation stopper.

Session Category
Cross Discipline
Credits
EA Non-Core1.50
CPD1.50
Session Handout

16 - Accounting Update – The Quest for Transparency October 27, 2008 2:15 PM - 3:30 PM

Momentum is building toward using International Financial Reporting Standards (IFRS) for US GAAP purposes with possible convergence by 2012. The SEC is already willing to accept IFRS statements for foreign companies with US operations. Additionally under US GAAP, we have measurement date changes for FAS 158 disclosures for fiscal years ending after December 15, 2008. The speakers provide attendees with an update on convergence and application of the accounting standards.

Session Category
Employee Benefits - Accounting Issues
Credits
EA Non-Core1.50
CPD1.50
Session Handout

17 - The Real World: ERM October 27, 2008 2:15 PM - 3:30 PM

What happens when companies stop ignoring risk and start getting real? Enterprise Risk Management (ERM) focuses on all aspects of risk facing a company. Here is an opportunity to learn more about one of the fastest growing concepts in risk management and see how it works in practice.

Session Category
Cross Discipline
Credits
EA Non-Core1.50
CPD1.50
Session Handout

18 - What Are Health Plans Offering Retirees? October 27, 2008 2:15 PM - 3:30 PM

Open dialogue with major national health plans and their plans for providing health insurance to the baby boomer retirees. Key issues for discussion include new initiatives for employer-sponsored plans, individual offerings to both Medicare and non-Medicare retirees and Medicare Advantage and Medicare Prescription Drug plan offerings.

Session Category
Health & Welfare - Retiree Medical
Credits
CPD1.50
Session Handout

19 - VEBA's and the Transfer of Risk – "Why Shouldn't Everyone Do What GM Did?" October 27, 2008 3:50 PM - 5:05 PM

VEBAs started as tax savings vehicles. They are now headlining as effective risk transfer arrangements. Find out how this works and what we've learned about operating them.

Session Category
Employee Benefits - Compliance Issues
Credits
EA Non-Core1.50
CPD1.50
Session Handout

20 - Multiemployer Plans Session and Workshop October 27, 2008 3:50 PM - 5:05 PM

Open forum to exchange information and ideas on topics of interest to actuaries who work with multiemployer pension plans. Topics of discussion may include underfunding issues, creative plan design, collective bargaining, and withdrawal liability issues.

Session Category
Employee Benefits - Beyond Corporate Retirement Plans
Credits
EA Core1.50
CPD1.50
Session Handout

21 - The Latest and Greatest in Pension Investment Strategies October 27, 2008 3:50 PM - 5:05 PM

With changes to the pension funding requirements and more accounting changes likely to occur, pension plan sponsors are continuing to look at new investment strategies to help manage the funded status volatility and/or enhance the risk/return profile of their plans. The speakers discuss hedging strategies, liability driven investments and other new alternative investments plan sponsors are implementing or are considering to do so.

Session Category
Employee Benefits - Investment Issues
Credits
EA Non-Core1.50
CPD1.50
Session Handout

22 - Give Me a (Long-Term Trend) Break! Everything You Want to Know About the SOA Trend Model But Didn’t October 27, 2008 3:50 PM - 5:05 PM

The Society of Actuaries sponsored a research project to develop a long term healthcare trend model that can be used for retiree health liability projections. Auditors will likely refer to the model to review the reasonableness of retiree health trend assumptions. This session features two members of the SoA project oversight group who discuss the following:

  • Description of the model;
  • Practical issues in using the model;
  • Strengths; and
  • Weaknesses of the model.

Session Category
Health & Welfare
Credits
CPD1.50
Session Handout

23 - Controlling Mental Health Coverage Costs October 27, 2008 3:50 PM - 5:05 PM

The medical claims cost of addiction and mental health problems in the workplace are just the “tip of the iceberg” — actual costs are far higher, and include such costs as reduced productivity, lost time and disability income costs, worker replacement and training costs, and other impacts on coworkers and family members that are difficult or impossible to measure in simple economic terms.

The speakers discuss the social and economic aspects of addiction and mental health in the workforce. Come learn about some of the latest efforts on the part of employers and government in Canada to address these problems and see how these principles may be applied in the US.

Session Category
Health & Welfare - Insurance
Credits
CPD1.50
Session Handout

24 - "Help, I Need Somebody, Help, Not Just Anybody" – How to Help DC Plan Participants Achieve Success October 27, 2008 3:50 PM - 5:05 PM

A number of studies have shown that DC participants don't invest enough, invest in the wrong funds, and change investments at the wrong time. How can plan sponsors address these issues while still maintaining their fiduciary prudence?

Session Category
Employee Benefits - Defined Contribution Issues
Credits
EA Non-Core1.50
CPD1.50
Session Handout

25 - ERISA Jeopardy XV – “Actuarial Smackdown” October 27, 2008 3:50 PM - 5:05 PM

Come join us for this year's version of the popular challenge. The actuarial contestants wrestle with ERISA and PPA, no holds (or restrictions) barred.

Session Category
Employee Benefits - Compliance Issues
Credits
EA Core1.50
CPD1.50
Session Handout

26 - Plan Design by Small Employers After PPA Workshop October 27, 2008 3:50 PM - 5:05 PM

The Internal Revenue Code and Regulations have historically restricted the ability of small employers to design optimal plans. PPA has added more code and regulations. Come discuss what has been added and what has been taken away.

Session Category
Employee Benefits - Small Plan Issues
Credits
EA Core1.50
CPD1.50
Session Handout

27 - Workshop on Public Employee Retirement Systems (Part I) October 28, 2008 8:00 AM - 9:40 AM

Come join an open forum to exchange ideas, information and experiences on current topics of interest to actuaries who work with public employee retirement systems. Topics for discussion may include actuarial assumption, plan design trends and more.

Session Category
Employee Benefits - Beyond Corporate Retirement Plans
Credits
EA Core1.00
EA Non-Core1.00
CPD2.00
Session Handout

28 - PPA – Please Provide Advice! October 28, 2008 8:00 AM - 9:40 AM

Despite the new law being fully in effect, there are a number of questions surrounding its application. Speakers explore the top outstanding issues with respect to funding calculations, benefit certifications, statutory hybrid plans, and more.

Session Category
Employee Benefits - New Rulings/Development
Credits
EA Core2.00
CPD2.00
Session Handout

29 - Wide World of Pensions – A Trip Around the World October 28, 2008 8:00 AM - 9:40 AM

The presenters look at foreign trends in pension plans highlighting different countries such as the UK, Germany, Australia, Japan, Netherlands, China, Mexico and Canada. How are retirement programs in these countries different from the US? What are the funding requirements? What types of government sponsored retirement programs are there? Is it common to have individual retirement savings and is it encouraged by the governments of these countries?

Session Category
International - Pension Issues
Credits
EA Non-Core2.00
CPD2.00
Session Handout

30 - Hot Topics in Executive Compensation October 28, 2008 8:00 AM - 9:40 AM

With the proliferation of executive compensation (EC) regulations, including constraints imposed by the PPA and 409A, actuaries are necessarily called upon to consult. Presenters and participants discuss EC "hot topics" that actuarial consultants need to understand.

Session Category
Employee Benefits - Compliance Issues
Credits
EA Non-Core2.00
CPD2.00
Session Handout

31 - Bending the Line – Employer Initiatives to Control Healthcare Costs October 28, 2008 8:00 AM - 9:40 AM

The session is designed to help consultants answer the question "What are other employers doing?" The panelists present survey results showing key initiatives by Fortune 500 and/or future considerations along with employer case studies as well as an open forum to exchange ideas, information, and experiences on the topic.

Session Category
Health & Welfare
Credits
CPD2.00
Session Handout

32 - How’m I Doing? October 28, 2008 8:00 AM - 9:40 AM

A satisfied client is the best source of new business. Understanding your clients’ needs, becoming their trusted advisor and getting honest actionable feedback on their satisfaction is critical to consulting success. Come learn effective techniques for becoming your clients’ trusted advisor.

Session Category
Cross Discipline
Credits
EA Non-Core2.00
CPD2.00
Session Handout

33 - Millennium Actuaries: What the SOA is Teaching Our Kids October 28, 2008 8:00 AM - 9:40 AM

After walking ten miles uphill to each actuarial exam sitting, we proudly say that we attained our credentials when the exam systems were hard! Not so fast, boomers. Today's actuarial students are learning more diverse, cutting-edge content then ever. Moreover, the most recent phase of updates includes opportunities for continuing education. Come hear from actuarial students in the thick of the new system and the SoA on the expansion of their online educational offerings. This session concludes with a discussion of how to best leverage and empower the actuarial youth, inspiring their growth from technicians to consultants.

Session Category
Cross Discipline
Credits
EA Non-Core2.00
CPD2.00
Session Handout

34 - How is Consumerism Impacting the Future of Healthcare? Cost / Quality Transparency & Other Issues October 28, 2008 8:00 AM - 9:40 AM

Consumerism in healthcare is prompting demand for provider cost and quality information. How is the health industry responding to this demand? What more should they be doing? What other consequences of consumerism are likely to emerge? Are there things that employers and participants can do to accentuate positives while minimizing potential negatives? First, we’ll hear the views of a physician and an actuary who have been on the forefront of these issues. Then we’ll open the floor for a lively discussion of your questions, opinions, experience, hopes, fears and suggestions.

Session Category
Health & Welfare - Consumerism
Credits
CPD2.00
Session Handout

35 - Working with the PBGC – A Practical Business Guide for Consultants October 28, 2008 10:00 AM - 11:40 AM

Hear from the PBGC’s former Assistant General Counsel for Legislation and Regulations on strategies to follow and pitfalls to avoid when dealing with a broad range of PBGC-related issues, including premiums, audits, penalties, reporting, and terminations. Representatives of the PBGC will be available to answer your questions.

Session Category
Employee Benefits - PBGC/Plan Termination Issues
Credits
EA Core2.00
CPD2.00
Session Handout

36 - "Polly Want a QACA?" – Hot Topics for DC Plans October 28, 2008 10:00 AM - 11:40 AM

What is QACA and why might DC plan sponsors want to be one? Join us for a lively discussion on DC hot topics, including QACA, EACA, QDIA, company stock, plan governance, Roth 401(k) and fee disclosure.

Session Category
Employee Benefits - Defined Contribution Issues
Credits
EA Non-Core2.00
CPD2.00
Session Handout

37 - Workshop on Public Employee Retirement System Strikes Back (Part II) October 28, 2008 10:00 AM - 11:40 AM

Continuing discussion of topics that were not covered in the earlier session on public employee retirement systems. Topics may include setting actuarial assumptions, reporting and disclosure, valuation and funding of DROP and OPEB.

Session Category
Employee Benefits - Beyond Corporate Retirement Plans
Credits
EA Core1.00
EA Non-Core1.00
CPD2.00
Session Handout

38 - Superannuation and its Discontents October 28, 2008 10:00 AM - 11:40 AM

The panelists review the changes that have occurred to the superannuation (pension) market in Australia over the past decade or more and how the roles for actuaries have changed over this period, especially due to the dramatic reduction of defined benefit plans. All pension funds in Australia are now required to regularly review risk management frameworks and plans.

Session Category
Cross Discipline
Credits
EA Non-Core2.00
CPD2.00
Session Handout

39 - Prescription Drug Programs: Plan Design and Pricing October 28, 2008 10:00 AM - 11:40 AM

The speakers cover the latest trends in the design of prescription drug programs and discuss estimated costs, Rx programs including trend components, pricing actives vs. retirees, accounting for rebates, formularies, and new drugs in the pipeline.

Session Category
Health & Welfare - Prescription Drugs
Credits
CPD2.00
Session Handout

40 - Moving Away from the Doctor’s Office: Health Care in Non-Traditional Settings October 28, 2008 10:00 AM - 11:40 AM

As purchasers of healthcare continue to be faced with increases in cost that exceed both the growth in the overall economy and the increase in wage rates, they are looking for care in locations other than their local doctor's office and hospital. They are seeking care from providers in non-traditional locations - both in their home towns and overseas - and they are looking for care through nontraditional approaches. Learn about care provided locally by providers in retail locations and at the worksite, about care directed remotely through tele-medicine, and about care provided overseas through "health tourism."

Session Category
Health & Welfare
Credits
CPD2.00
Session Handout

41 - Financial Economics October 28, 2008 10:00 AM - 11:40 AM

Following from the Millennium Actuaries session covering the new exam system, learn selected content from the Financial Economics module. This session is designed to be boomer-friendly!

Session Category
Employee Benefits - Investment Issues
Credits
EA Non-Core2.00
CPD2.00
Session Handout

42 - Tuesday Afternoon Session- Acturaries Behaving Badly October 28, 2008 12:00 PM - 2:05 PM

Speakers discuss hypothetical situations based loosely on actual cases that resulted in counseling or disciplinary action by the Actuarial Board for Counseling and Discipline (ABCD). This interactive session presents the audience with case "facts" and asks participants to determine the appropriate level of discipline.

Session Category
Professionalism
Credits
EA Core2.50
CPD2.50
Session Handout

43 - Oops! I Did it Again! – Correction Programs – How to Fix a Qualification Breakdown October 29, 2008 7:30 AM - 8:45 AM

We all know how difficult it is for a qualified plan to remain 100% compliant in operation. What happens if there is a compliance breakdown? The panel looks at the IRS correction programs – SCP, VCP and Audit CAP – that enable a plan to remain tax-qualified.

Session Category
Employee Benefits - Compliance Issues
Credits
EA Core1.50
CPD1.50
Session Handout

44 - The Art of the Deal – Due Diligence in Employee Compensation and Benefit Issues October 29, 2008 7:30 AM - 8:45 AM

Mergers and acquisitions present a host of issues that are of great importance to the buyer, the seller, the shareholders and the employees of the organizations involved. Topics to be discussed include the measurement of liabilities for executive compensation and benefits, including 280G calculations; measurement of pension and postretirement medical obligations; asset versus stock transactions; identification of compliance issues and resolution; and international transactions.

Session Category
Employee Benefits - Retirement/Consulting Issues
Credits
EA Core0.30
EA Non-Core1.20
CPD1.50
Session Handout

45 - Resurgence of Hybrid Plans: Does One Size Fit All? October 29, 2008 7:30 AM - 8:45 AM

A lot of the uncertainty around hybrid plans has been addressed by the courts and PPA. Will hybrid plans again become popular? The panelists review the events of the past few years and discuss characteristics of a workforce that line up well with the different hybrid designs.

Session Category
Employee Benefits - New Rulings/Development
Credits
EA Core0.75
EA Non-Core0.75
CPD1.50
Session Handout

46 - Dialogue with the IRS October 29, 2008 7:30 AM - 8:45 AM

This is an excellent opportunity for attendees to ask questions and discuss important developments with the IRS. Don’t miss your chance to (possibly) get answers to the questions that have been troubling you.

Session Category
Employee Benefits - Compliance Issues
Credits
EA Core1.50
CPD1.50
Session Handout

47 - GASB 43/45: In the Trenches October 29, 2008 7:30 AM - 8:45 AM

Get down to the actuarial nitty-gritty with your peers. No speakers but you. No topics but yours. E-mail your topic suggestions to conference@ccactuaries.org before October 10th.

Session Category
Health & Welfare - GASB Issues
Credits
EA Non-Core1.50
CPD1.50
Session Handout

48 - Consultants' Increasing Liability with Stop Loss Coverage October 29, 2008 7:30 AM - 8:45 AM

A $2,000,000 claim is no longer uncommon especially when you consider the high-tech medical and pharmacy pipeline. Forecasting future costs is more complicated than ever before. Panelists discuss the environment of large claims; trends, key medical conditions, high-tech pipeline, underwriting techniques, and risk models. They also discuss stop loss policies including a policy overview, when use of stop loss is recommended, creative policy features, omissions/limitations, and how best to communicate limitations to employers.

Session Category
Health & Welfare - Insurance
Credits
CPD1.50
Session Handout

49 - Actuaries in Investment Banking: Tales From the Dark Side October 29, 2008 7:30 AM - 8:45 AM

Long hours. Sleepless nights. Fierce competition. These may be on the list of popular stigmas associated with investment banking, but we can’t deny that innovation and financial sophistication belong on that list as well. Enter actuaries, who have infiltrated banking organizations to contribute to the development of investment and other solutions for defined benefit pension plans. From customized duration hedges to longevity hedges, and looking forward to a market for pension buy-outs, investment banks are at the cutting edge and are looking to pension actuaries to keep them there. This panel of pension actuaries working in investment banking discuss their roles in the context of the latest DB plan solutions.

Session Category
Cross Discipline
Credits
EA Non-Core1.50
CPD1.50
Session Handout

50 - PPA – Practical Plan Application October 29, 2008 9:05 AM - 10:20 AM

This interactive session provides attendees a chance to share their experiences in complying with the new law in light of the less than complete guidance. Speakers share their insights and facilitate the discussion. Participants should come prepared to discuss interesting and unique situations they have encountered in their efforts to follow the new law.

Session Category
Employee Benefits - New Rulings/Development
Credits
EA Core1.50
CPD1.50
Session Handout

51 - Unmasking the Myth: Risk Transfer, Insurance Companies, and Annuity Pricing October 29, 2008 9:05 AM - 10:20 AM

Is your client worried about the risk associated with their pension plan? Is their pension plan becoming a drain on the company? Come to this session to learn how a full or partial transfer of pension risk to an insurance company may be beneficial, gain insight into how insurance companies price annuities and the factors involved, and listen to a company representative's success story.

Session Category
Cross Discipline
Credits
EA Non-Core1.50
CPD1.50
Session Handout

52 - Communicating Uncertainty October 29, 2008 9:05 AM - 10:20 AM

Communicating uncertainty is a consulting skill we should always strive to improve. Actuaries from various practice areas share their approaches. This non-PowerPoint session should not be missed!

Session Category
Employee Benefits - Non-Technical Communications
Credits
EA Non-Core1.50
CPD1.50
Session Handout

53 - Managing Disease Management October 29, 2008 9:05 AM - 10:20 AM

Disease Management and Health Promotion are often cited as essential elements of employer provided health plans, but solid evidence of their effectiveness is lacking. How does an employer decide which programs are right for them? How do they know what's working? Is ROI the right measure? A physician and an actuary, both on the cutting edge of this important issue, share their thoughts and recommendations about health and disease management.

Session Category
Health & Welfare
Credits
CPD1.50
Session Handout

54 - GASB 43/45 – So, What's The Right Answer October 29, 2008 9:05 AM - 10:20 AM

Come discuss unanswered or borderline responses from the earlier GASB 43/45: In the Trenches session.

Session Category
Health & Welfare - GASB Issues
Credits
EA Non-Core1.50
CPD1.50
Session Handout

55 - The Future of Equity Compensation October 29, 2008 9:05 AM - 10:20 AM

The panelists discuss the evolution of equity compensation since FAS 123R adoption, including emerging designs and valuation methodologies.

Session Category
Cross Discipline
Credits
EA Non-Core1.50
CPD1.50
Session Handout

56 - Pension Plan Expenses: Flying Under the Radar? October 29, 2008 9:05 AM - 10:20 AM

Service provider compensation from 401(k) plans has been in the news lately and is the center of several law suits. Flying under the radar are pension plans that have not had this scrutiny. From an investment structure perspective, there are more similarities than differences with 401(k) plans. In this session we uncover the effects of these fees on actuarial assumptions.

The panelists from Thompson Hine and Fiduciary Risk Management discuss important issues relating to pension plan fees and provider compensation.

It’s an important session you’ll not want to miss!

Session Category
Employee Benefits - Compliance Issues
Credits
EA Non-Core1.50
CPD1.50
Session Handout

57 - Actuarial Education Down Under October 29, 2008 9:05 AM - 10:20 AM

Come hear how the Australian Institute of Actuaries has responded to changes to the pensions market, including the rapid decline of DB plans, and increasing regulatory emphasis on risk management. These developments have lead to radical reforms in the education of future actuaries.

Session Category
International
Credits
EA Non-Core1.50
CPD1.50
Session Handout

58 - Closing General Session – Courting Danger and Other Risks of Expert Testimony October 29, 2008 10:40 AM - 12:15 PM

The closing General Session is a fun interactive session, where one of the leading actuarial attorneys grills several actuaries in different testimony scenarios. The speakers in the session illustrate the perils and traps that even the most experienced actuarial practitioner may run into when being deposed or cross-examined in a legal proceeding. If you would like to know what you might expect from testifying on actuarial issues in a legal proceeding, or just want to see some of your peers pitting their wits against an experienced attorney, this thought-provoking and entertaining session is not to be missed.

Session Category
Professionalism
Credits
EA Core1.50
CPD1.50

Error

An unexpected error has occurred.

Correlation ID: c8585c91-54c5-4bfa-b3ae-eb9b7b72e897

Date and Time: 06/16/2019 13:04:46

  • 0 Grant M DoeTest Protech Associates, Inc.
  • 1 Thomas L. Totten Nyhart
  • 2 Jay Slusher Russell Investments
  • 3 Stuart A. Sirkin Ernst & Young, LLP
  • 1 Laurel S. Ludden VALIC
  • 2 Peter Wheeler AXA Equitable
  • 1 Robert J. Reiskytl Aon
  • 2 Jay Slusher Russell Investments
  • 3 Robert E. Walter Mercer
  • 4 Virginia Blake Maguire Aon
  • 1 Thomas S. Tomczyk Buck
  • 2 David Dross Mercer
  • 3 Nick Vasilopoulos Medco Health Solutions, Inc.
  • 1 Alice Pegel Stuart Willis Towers Watson
  • 2 John H. Lowell October Three Consulting LLC
  • 3 Stephen Parahus Willis Towers Watson
  • 1 Laurin S. Eastling Aon
  • 2 Eric A. Keener Aon
  • 3 Bruce Cadenhead Mercer
  • 1 Stephen N. Eisenstein KPMG
  • 2 Dennis M. Polisner KPMG LLP
  • 0 Andrew Boal Willis Towers Watson
  • 0 Barry S. Blecher Willis Towers Watson
  • 1 Stacy Powell Litka Owens Corning
  • 2 Hal Knox Buck
  • 3 Eric I. Palley Guggenheim Partners
  • 4 Igor Balevich Barclays Capital
  • 1 Kenneth A. Steiner
  • 2 Sheila Kalkunte American Academy of Actuaries
  • 3 Lawrence J. Sher October Three LLC
  • 1 Robert G. Tate Aon
  • 2 Erich Y. Blumberg Lockton Dunning Benefit Company
  • 3 Jack E. Bruner Change Healthcare
  • 1 Steven D. Bryson Lewis & Ellis, Inc.
  • 2 Gary A. Stanford Blue Cross/Blue Shield of TX
  • 3 Wes Campbell Lewis & Ellis, Inc.
  • 1 Lance J. Weiss Gabriel Roeder Smith & Company
  • 2 Frederick W. Kilbourne The Kilbourne Company
  • 3 R. Timothy Muth Reinhart Boerner Van Deuren
  • 4 James E. Turpin The Turpin Consulting Group, Inc.
  • 5 Paul B. Zeisler
  • 1 Alfred O. Weller Weller Associates, Inc.
  • 2 Lawrence J. Sher October Three LLC
  • 3 John J. Schubert Deloitte Consulting LLP
  • 1 Erich Y. Blumberg Lockton Dunning Benefit Company
  • 2 Shannon Demaree Lockton Companies
  • 3 Douglass J. Taylor Sun Life of Canada
  • 1 Joseph Ricciuti Willis Towers Watson
  • 2 Stuart H. Alden Aon
  • 1 Donald J. Segal
  • 2 Martin L. Pippins American Retirement Association
  • 1 Donald J. Segal
  • 2 Alice C. Hicks Willis Towers Watson
  • 1 Stacy Powell Litka Owens Corning
  • 2 Stuart Klugman Drake University
  • 3 Mitzi E. McLean Aon
  • 4 Stephen Eadie Robertson Eadie & Associates Ltd.
  • 1 Dale H. Yamamoto Red Quill Consulting
  • 2 Robin B. Simon
  • 3 Steven D. Bryson Lewis & Ellis, Inc.
  • 4 Jill M. Urdahl Hildi Incorporated
  • 5 Ecaterina Nagy CBIZ Retirement Plan Services
  • 6 James J. Rizzo Gabriel Roeder Smith & Company
  • 1 Steven D. Bryson Lewis & Ellis, Inc.
  • 2 Jill M. Urdahl Hildi Incorporated
  • 3 Robin B. Simon
  • 4 Dale H. Yamamoto Red Quill Consulting
  • 5 James J. Rizzo Gabriel Roeder Smith & Company
  • 6 Ecaterina Nagy CBIZ Retirement Plan Services
  • 1 Michael Shackleford The Wizard of Odds Consulting
  • 2 John T. Stokesbury Deloitte Consulting LLP
  • 1 John J. Bauer Milliman Inc.
  • 2 Keith S. Williams
  • 3 Adam J. Reese PRM Consulting Group
  • 1 Patricia A. Rotello Willis Towers Watson
  • 2 Dale H. Yamamoto Red Quill Consulting
  • 3 Bob Walt Humana Inc.
  • 0 William R. Charyk Arent Fox, LLP
  • 0 John H. Lowell October Three Consulting LLC
  • 0 Gregory J. Fox Montgomery McCracken
  • 0 Randolph B. Root Prudential Financial
  • 1 Mac McCarthy MorningStar Actuarial Consulting, LLC
  • 2 David M. Tuomala Optum
  • 3 Vishal Agrawal McKinsey & Company
  • 1 Andrew Dietz Creative Growth Group
  • 2 Phillip A. Merdinger Mercer
  • 1 Larry D. Keys Mercer
  • 2 Darren Wickham Mercer
  • 1 Donald J. Segal
  • 2 Martin L. Pippins American Retirement Association
  • 3 Ethan E. Kra Ethan E. Kra Actuarial Services LLC
  • 4 Ellen L. Kleinstuber Bolton Partners, Inc.
  • 1 Mac McCarthy MorningStar Actuarial Consulting, LLC
  • 2 Ian G. Duncan University of California - Santa Barbara
  • 3 Lonny Reisman Active Health Management
  • 1 Stacy Powell Litka Owens Corning
  • 2 Stuart Klugman Drake University
  • 3 Stephen Eadie Robertson Eadie & Associates Ltd.
  • 4 Mitzi E. McLean Aon
  • 5 Paul W. Nawrot Fidelity Investments
  • 1 George B. Wagoner
  • 2 Mark Sullivan PepsiCo Inc.
  • 3 Shannon Bedore Wal-mart Home Office
  • 4 Michael Gorton TelaDoc
  • 1 Raymond J. Lee Willis Towers Watson
  • 2 Jay K. Egelberg First Actuarial Consulting, Inc.
  • 1 Joseph P. Strazemski Buck
  • 2 Wayne Kamenitz Ernst & Young, LLP
  • 3 Seth H. Tievsky Internal Revenue Service
  • 4 Monika A. Templeman Internal Revenue Service
  • 1 Donald J. Segal
  • 2 Jessica Flores
  • 3 Tess J. Ferrera Thompson Hine LLP
  • 1 Stanley H. Tannenbaum Fairfield County Actuaries
  • 2 J. Gregory Gaston J. Gregory Gaston
  • 1 James F. Knopping Aon
  • 2 Charles L. Commander Willis Towers Watson
  • 1 Scott A. Hittner October Three LLC
  • 2 John H. Moore The Terry Group
  • 3 Bruce Cadenhead Mercer
  • 4 Eric A. Keener Aon
  • 1 Ethan E. Kra Ethan E. Kra Actuarial Services LLC
  • 2 Stuart A. Sirkin Ernst & Young, LLP
  • 1 Thomas S. Tomczyk Buck
  • 2 Howard R. Underwood Center for Health Solutions
  • 3 Jack E. Bruner Change Healthcare
  • 1 Thomas L. Totten Nyhart
  • 2 Brian C. Donohue October Three LLC
  • 3 Stuart A. Sirkin Ernst & Young, LLP
  • 4 John Landis Dowell
  • 1 Ira M. Summer Public Pension Professionals Inc.
  • 2 Philip Martin McCaulay U.S. Department of Energy
  • 3 Stephen T. McElhaney Cheiron, Inc.
  • 1 Laurin S. Eastling Aon
  • 2 Lawrence J. Sher October Three LLC
  • 3 Julie M. Durkin Willis Towers Watson
  • 4 Craig P. Rosenthal Mercer
  • 1 Barry S. Blecher Willis Towers Watson
  • 2 Andrew Boal Willis Towers Watson
  • 1 William E. Roberts Willis Towers Watson
  • 2 Connie S. Lam Ernst & Young, LLP
  • 3 Christopher Laux Ernst & Young, LLP
  • 1 Randolph B. Root Prudential Financial
  • 2 John E. McArthur Radford Valuation Services
  • 1 Robert O. Bacher ConocoPhillips
  • 2 Eric S. Friedman Mercer
  • 3 Gordon John Latter Voyageur Asset Management Inc.
  • 1 Phillip A. Merdinger Mercer
  • 2 Richard C. Michel Marsh Inc.
  • 1 William J. Falk
  • 2 Mary Downs American Academy of Actuaries
  • 3 Curtis E. Huntington University of Michigan
  • 1 Stephen N. Eisenstein KPMG
  • 2 David R. Brady American International Group
  • 3 Neil Ronco Brentwood Asset Advisors
  • 4 David Alai Sharp Electronics Corp.
  • 1 Larry D. Keys Mercer
  • 2 Thomas S. Tomczyk Buck
  • 3 Suzanne Taranto Milliman Inc.
  • 4 Michael Wayne Ringuette Willis Towers Watson
  • 1 Dale H. Yamamoto Red Quill Consulting
  • 2 Thomas A. Doran Aetna
  • 3 Joseph B. Altman United Healthcare
  • 4 P. Anthony Hammond Humana Inc.
  • 1 Stanley H. Tannenbaum Fairfield County Actuaries
  • 2 Lorraine Dorsa Aegis Pension Services, Inc.
  • 1 Barry S. Blecher Willis Towers Watson
  • 2 Tamara Campbell Fidelity Investments
  • 3