2009 CCA Annual Meeting

Sessions:

Session Handout

01 - Gray Book Review November 01, 2009 5:00 PM - 7:05 PM

Experienced practitioners lead a review of government responses to the Gray Books. The panelists discuss the practical implications of the answers and any new information developed since the 2009 EA Meeting.

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

02 - General Session: It’s not Web 2.0. It’s not Web 3.0. It’s simply life. November 02, 2009 8:00 AM - 10:15 AM

We have more technology than ever before. We can reach more people than ever before, in shorter amounts of time. But that doesn’t mean we should do it! You can have all the tools in the world—it doesn’t mean you know what to do with them!

When Help a Reporter launched in March 2008, it quickly became one of the most successful word of mouth programs ever, attracting more than 75,000 current members without spending one penny on advertising. How?

The beauty of social and viral technology is that it allows us to reach many, many people in nanoseconds. The danger of it? The exact same thing.

Peter Shankman discusses social networking, viral marketing and all the “fun ways” to use them—and perhaps most important why sometimes not using any of them is your best bet. He'll show you how marketers, businesses, publicists, and everyday humans are:

  • Using social media (or a facet thereof) to spearhead new marketing campaigns and initiatives;
  • Realizing that just because it exists, doesn’t mean you have to use it;
  • Getting smarter about social networking every day; and
  • Learning that it’s not about making something “viral,” but about making something “good.”

Session Category
Cross Discipline
Credits
CPD1.50
Session Handout

03 - Retiree Medical -- Innovative Designs and "Cutting-Edge" Accounting November 02, 2009 10:35 AM - 11:50 AM

Employers are now looking at some retiree medical designs that likely were never envisioned when FAS 106 was put into place. Come learn about some of these designs and how to account for them.

Session Category
Health & Welfare - Retiree Medical
Credits
EA Non-Core0.75
CPD1.50
Session Handout

04 - "Why Do I Have to Provide You With an Incentive to Take Drugs?" November 02, 2009 10:35 AM - 11:50 AM

Speakers at this session explore cost effectiveness of incentive based prescription drug plan designs. Are they working? Do they reduce costs?

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

05 - What's Up in Washington? November 02, 2009 10:35 AM - 11:50 AM

New Administration, new Congress, new thoughts? Where is the country headed in relation to retirement plans?

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

06 - Wrap-up in Nori: Overview of Pensions in Japan November 02, 2009 10:35 AM - 11:50 AM

Japan's cultural and language barriers have made understanding its pension environment difficult for US multinationals. But those communication barriers will be lifted at this session. With an approaching deadline (March, 2012) by which to restructure tax qualified pension plans (TQPPs) and a gradual movement toward hybrid contribution plans underway, a look at Japan's benefits scene is interesting and timely.

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

07 - No Country for Old Men (and Women): Mortality Trends & Longevity Hedges November 02, 2009 10:35 AM - 11:50 AM

Are actuaries adequately planning for the "living to 100 generation?" How can we assist clients (and the general public) to manage and/or hedge longevity risk? The speakers explore and contrast risk management options, US mortality trends, and longevity hedging techniques being considered in the UK.

Session Category
Employee Benefits - Assumptions/Methods
Credits
EA Core1.50
CPD1.50
Session Handout

08 - Public Employee Retirement Plan GASB November 02, 2009 10:35 AM - 11:50 AM

The Government Accounting Standards Board (GASB) is in the process of rethinking the principals behind reporting and disclosure for public employee retirement plans. The speakers discuss the process GASB is going through, what they have produced so far and where this may be headed.

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

09 - "Check Your WRERA View Mirror" November 02, 2009 10:35 AM - 11:50 AM

WRERA relief update – a general discussion of where we are to date on regulations and how actuaries have been managing the application of the rules in the current environment.

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

10 - It's a Small World After All November 02, 2009 10:35 AM - 11:50 AM

It's a world of hope and a world of new legislation, regulatory guidance, and financial turmoil. Come hear what's new in small plan valuations and administration.

Session Category
International - Pension Issues
Credits
EA Core1.50
CPD1.50
Session Handout

11 - IAS and FAS - How to Help Companies Make the Transition from US GAAP to IFRS November 02, 2009 2:15 PM - 3:30 PM

The SEC has issued a proposed road map for US public companies to adopt International Financial Reporting Standards. The presenters at this session attempt to help you understand where US GAAP is headed and what it means for accounting for employee benefits.

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

12 - Late Breaking Developments November 02, 2009 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, 2009 legislation, guidance from the IRS, DOL, Treasury and recent court decisions.

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

13 - Serving the Interest of the Public November 02, 2009 2:15 PM - 3:30 PM

In 2007, the leaders of the North American Actuarial Council (NAAC) signed a statement acknowledging "the paramount importance of acting in the public interest" and indicating that it "is important to identify, protect, and advance the public interest in the work of our profession—its organizations and its members."

What does this mean for an individual actuary? Who is the "public?” Is there one "public" or do different segments of the "public" have different interests? Is this a call for each actuary to serve the interests of the "public" or a call to the profession as a whole?

Actuaries in the UK are currently dealing with implementing a similar call to serve the public interest with regard to setting standards of practice on ethical issues. Panelists from the UK and the US, including a member of the Actuarial Standards Board, lead a discussion on how these calls may change how we provide actuarial services.

Session Category
International
Credits
EA Core0.75
EA Non-Core0.75
CPD1.50
Session Handout

14 - If We Build It, Will They Come? A Retirement 20/20 Update November 02, 2009 2:15 PM - 3:30 PM

The Society of Actuaries Pension Section launched the Retirement 20/20 project in late 2005 in reaction to the shortcomings of both traditional defined benefit (DB) plans and defined contribution (DC) plans, shortcomings which have been further accentuated during the recent financial crisis. Retirement 20/20 is a strategic multi-year project to look at the possibilities that could exist outside of the traditional DB/DC framework in both the U.S. and Canada. Since its inception, Retirement 20/20 has systematically brought together actuaries (pensions and annuities), economists, attorneys, employers, investment advisors and public policy experts to debate what we need for a robust retirement system in the 21st century without regard to the constraints of existing legislative requirements.

The speakers at this session bring you up to date on what has been learned in our three conferences, present the measurement framework tool and demonstrate its application to several actual design models, summarize the Retirement 20/20 capstone report presented at the Pension Research Council Conference at Wharton earlier this year, and give you a preview of our plans for 2010, including our unique and exciting “Call for Models Contest.”

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

15 - Increasing Your Personal Actuarial Value November 02, 2009 2:15 PM - 3:30 PM

More then ever before we are all challenged to convince clients and employers that we bring value to the table. The speakers explore how each of us can do this, whether it be by incorporating ERM, broadening our skills, publishing, etc.

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

16 - A Case Study in Workforce Planning November 02, 2009 2:15 PM - 3:30 PM

In a hypothetical scenario, a large employer with an aging workforce embarked on a workforce planning exercise. Some retirement-related issues were encountered, including the affects of wear away. These and other issues/affects are examined.

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

17 - Retiree Medical: Still in the Trenches November 02, 2009 2:15 PM - 3:30 PM

This is an open-forum discussion about actuarial OPEB issues, both private and public sector moderated by leading consultants. Come discuss your hot topics.

Session Category
Health & Welfare - Retiree Medical
Credits
EA Non-Core1.50
CPD1.50
Session Handout

18 - Consumer Driven Healthcare -- Emerging Data & Trends November 02, 2009 2:15 PM - 3:30 PM

This session starts with a review of the key findings from the American Academy of Actuaries' paper on CDH Emerging Data. With this as a basis, we will move on to discuss CDH analyses that emerged too late to be considered by the AAA CDH committee and other practical observations of how CDH is faring in light of the economy and the prospects for health care reform.

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

19 - Small Plan Design -- "Taking it to the Limit" November 02, 2009 3:50 PM - 5:05 PM

What's new in designing retirement plans in the small plan market? Bring your ideas and be ready to share.

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

20 - New Buyer Perspective November 02, 2009 3:50 PM - 5:05 PM

With companies focused on belt tightening and the bottom line, consulting services may be viewed as expensive, or worse, expendable. How can we effectively market our services in a distressed environment? A professional services advisor and corporate procurement officer discuss best practices and broader new buyer perspectives. Learn how to better understand your client’s needs, how they drive value internally and how you can better align your work to help them maximize value.

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

21 - GASB 43/45: Raiders of the Not-So-Lost ARC November 02, 2009 3:50 PM - 5:05 PM

How are public OPEB sponsors dealing with these very large liabilities? Hear from both sides of the table. A finance director and a consultant discuss strategies, successes and failures.

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

22 - Healthcare Reform -- Budget Implications November 02, 2009 3:50 PM - 5:05 PM

The new Administration has promised healthcare reform before the end of the President's first term. Dramatic progress has been made to date. The panel discusses short-term and longer-term implications of proposed initiatives on the US budget and its impact on individuals.

Session Category
Health & Welfare
Credits
CPD1.50
Session Handout

23 - I Have a Friend Who… An Ethics Workshop November 02, 2009 3:50 PM - 5:05 PM

Bring your burning ethics questions to this interactive workshop. Current and former ABCD members lead discussions of attendees' issues. (This is a workshop limited to 40 attendees.)

Session Category
Professionalism
Credits
EA Core1.50
CPD1.50
Session Handout

24 - DC Plans -- Is That Your Final Answer? November 02, 2009 3:50 PM - 5:05 PM

How were 401(k) plan participants impacted by the financial crisis? Are 401(k) plans a failure? The panelists focus on DC plan risks, retirement income adequacy, and how plan sponsors are working to manage those risks and improve the outcomes.

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

25 - Are You Smarter Than an Actuarial Student? November 02, 2009 3:50 PM - 5:05 PM

How many years has it been since you sat for an actuarial exam? Do you still think you have your edge? Join us for the latest actuarial game show where contestants are asked to test their knowledge, with help from recent Enrolled Actuary exam passers. The emphasis is on material a pension consulting actuary should know. Don't be in jeopardy of not knowing what you should.

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

26 - Asset Liability Modeling Today - Liability Driven Investing Approaches November 02, 2009 3:50 PM - 5:05 PM

Investments - LDI 101, LDI -- what happened in 2008/2009? What alternative investments are suggested for the future?

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

27 - "The Good, The Bad, and The Ugly" PPA-Unanswered Questions November 03, 2009 8:00 AM - 9:40 AM

There are still a number of issues under PPA where final guidance has not been issued. The panel identifies and discusses the top outstanding issues.

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

28 - Workshop on Public Employee Retirement Systems (Part I) November 03, 2009 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 assumptions, 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

29 - EACAs, QACAs, and MRD Waivers November 03, 2009 8:00 AM - 9:40 AM

Eligible Automatic Contribution Arrangement (EACA), Qualified Automatic Contribution Arrangement (QACA), Minimum Required Distribution (MRD). How has the financial crisis affected defined contribution plans? The speakers discuss short-term concerns and opportunities and expected long-term trends, including steps employers can take now to allow participants to recover from the economic downturn.

Session Category
Funding and Schedule B Issues
Credits
EA Non-Core2.00
CPD2.00
Session Handout

30 - When the CFO says: "*!?*!!?" November 03, 2009 8:00 AM - 9:40 AM

First, the CFO tells all departments, "cut everything by 10%"… then you enter into talks about pension funding!! When he awakens from the coma, he says, "I need a business advisor, not an actuary!!" What DOES he want and why??

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

31 - Case Studies from Health Data Warehouse Users November 03, 2009 8:00 AM - 9:40 AM

Representatives from two analytic firms present new technology that's available today to help plans, employers and employees manage healthcare.

Session Category
Health & Welfare
Credits
CPD2.00
Session Handout

32 - Legislative and Regulatory Reform November 03, 2009 8:00 AM - 9:40 AM

Experts say $X billion is wasted each year due to incomplete, inaccurate, and/or redundant healthcare records. At the same time, real questions of privacy and flexibility have arisen. Come listen to all sides of the argument and form your own opinions.

Session Category
Health & Welfare
Credits
CPD2.00
Session Handout

33 - X-Men and Other Super Heroes: Expatriate Benefits and Compensation November 03, 2009 8:00 AM - 9:40 AM

A fascinating in-depth presentation on benefits and compensation for expatriates. Speakers at this session cover the legal and business issues involved in providing benefits to US citizens working overseas, particularly the interplay of US federal law (ERISA, HIPAA, COBRA), US state insurance laws, foreign/local legislation and inter-county tax treaties. Additional discussions include the provision of overall compensation packages to expatriates globally, and the various cost savings opportunities that are currently available to the employer.

Session Category
Cross Discipline
Credits
EA Core0.50
EA Non-Core1.50
CPD2.00
Session Handout

34 - "Hang 'Em High" Executive Compensation Issues in Today's World November 03, 2009 8:00 AM - 9:40 AM

Risk management in executive compensation arrangements. No execs were harmed in the making of this session. Hear what is new and what exactly is happening after the events of the past year.

Session Category
Employee Benefits - Nonqualified Plans
Credits
EA Non-Core2.00
CPD2.00
Session Handout

35 - Blazing Saddles: Underfunded Plans and the PBGC November 03, 2009 10:00 AM - 11:40 AM

The economic downturn has raised everyone’s awareness of pension plan funding levels, including the PBGC. Hear from the speakers about how to deal with a broad range of PBGC issues including reportable event traps, annual employer financial and actuarial information reporting and PBGC’s enhanced ability to pursue “downsizing liability.”

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

36 - Employer Approaches to Improve Quality and Control Cost of Healthcare November 03, 2009 10:00 AM - 11:40 AM

Two employers and an MD will discuss the spectrum of approaches they have used to improve outcomes and control cost of health care. Employers will review the broad range of options considered, their rationale for program selection, emerging results where available, and lessons learned. In addition to traditional care management and health promotion/disease prevention programs, panelists will review innovative programs, which range from care support for complex conditions focusing specifically on the most expensive 1% of participants to effective use of on-site clinics.

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

37 - DC Rodeo - How to Get Employees in the Game and Help Them Stay on Top When the Riding Gets Rough November 03, 2009 10:00 AM - 11:40 AM

Our panel discusses behavioral finance in DC plans and some of the latest research on the influence of ethnicity on retirement plan behavior.

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

38 - Legislative and Regulatory Update November 03, 2009 10:00 AM - 11:40 AM

The speakers provide an up-to-date overview of the status of healthcare reform (HCR) and other new and potential legislative/regulatory that is happening in the healthcare arena.

Session Category
Health & Welfare
Credits
CPD2.00
Session Handout

39 - Return of the Workshop on Public Employee Retirement Systems (Part II) November 03, 2009 10:00 AM - 11:40 AM

Continuing discussions of topics that were not covered in the previous session on public employee retirement systems. Topics may include assumption setting, 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

40 - Spanning the Globe "and Nobody Got Hurt" November 03, 2009 10:00 AM - 11:40 AM

How has the global financial crisis impacted retirement plans around the world? Do some countries have better mechanisms in place to avoid or manage large losses? The speakers at this session delve into and explore these issues.

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

41 - What's in it for Me? Communicating Complex Concepts November 03, 2009 10:00 AM - 11:40 AM

As actuaries, we pride ourselves on communicating complex information to our clients. But are we providing the information they really need? Join us for a working session focused on moving from actuarial results to true awareness advice.

Session Category
Employee Benefits - Non-Technical Communications
Credits
EA Non-Core1.00
CPD2.00
Session Handout

42 - The ASB and You: Something Old, Something New, Something Borrowed, Something Blue November 03, 2009 12:15 PM - 2:20 PM

What do we need to know about the new ASOPs? What have we forgotten about the old ASOPs? What is the process to identify new ASOPs or ASOPs for updating? Representatives of the ASB discuss recent and proposed ASOPs affecting consulting actuaries, especially ASOP 41. Other topics include how ASOPs implement the Council of US Presidents’ (CUSP) statement regarding actuaries and the public interest.

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

43 - Multi-employer Workshop November 04, 2009 8:00 AM - 9:15 AM

Discussion of issues impacting consulting to the multi-employer world. WARNING -- discussion may include health & welfare funding issues.

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

44 - Communicating Uncertainty November 04, 2009 8:00 AM - 9:15 AM

How to go beyond just delivering "the number(s)" whether they be next year's host country (H.C.) budget, program risk management (PRM)/RAB & expenses, pension liabilities/exp., etc. Incorporates the EA/consulting actuary conflict and ERM issues.

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

45 - Dances with Wolves November 04, 2009 8:00 AM - 9:15 AM

The devil is in the details -- what's involved in making sure that a plan's administration is compliant with all of the various notices and limitations.

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

46 - ERM - Actuaries and Credentials November 04, 2009 8:00 AM - 9:15 AM

The role of actuaries in enterprise risk management is evolving around the world. The SOA has created the CERA designation and a global actuarial credential is being pursued. The speakers discuss what is being taught to ERM actuaries and what credentials are important and why.

Session Category
Cross Discipline
Credits
CPD1.50
Session Handout

47 - Is Retiree Drug Subsidy (RDS) the Best Approach for Employers - or - RDS Alternatives? November 04, 2009 8:00 AM - 9:15 AM

Historically, the primary value of employer sponsored retiree health plans for Medicare eligibles resided in the prescription drug benefit. However, the retiree health care environment changed considerably with the launch of Medicare Part D in 2006. Many employers elected to remain the primary payer of prescription drug benefits for their Medicare eligible retirees and to apply for federal subsidies under the Retiree Drug Subsidy (RDS) program. Now in the fourth RDS year and in challenging economic times, many employers are revisiting their decision to elect RDS and examining ever evolving options to sponsorship and delivery of health benefits for Medicare eligibles, particularly benefits where the employer subsidy is capped. The speakers during this session review employer alternatives to RDS from the consulting and Prescription Benefit Management points of view. In doing so, we may identify what actions employers are taking and the drivers behind that decision.

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

48 - A Modest (Actuarial) Proposal: Responsible Healthcare Reform November 04, 2009 8:00 AM - 9:15 AM

A panel of two physicians, with an actuary as moderator discuss how physicians view health information technology (HIT) initiatives, Consumer Driven Health Plans (CDHP), Disease Management and Wellness.

Session Category
Health & Welfare
Credits
CPD1.50
Session Handout

49 - Stand By Your Plan November 04, 2009 8:00 AM - 9:15 AM

A panel of two physicians, with an actuary as moderator discuss how physicians view health information technology (HIT) initiatives, Consumer Driven Health Plans (CDHP), Disease Management and Wellness.

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

50 - Impact of the Economic Downturn on Employers' Health & Welfare Benefits November 04, 2009 9:30 AM - 10:45 AM

What impact does/will this unprecedented economy and attempts to control it have on employers' health and welfare budgets? Specific potential topics include:

  • Economic uncertainty and healthcare utilization/disability experience.
  • COBRA subsidies - blessing or curse?
  • Long-term impact of HIT.
  • Long-term disability experience.

Session Category
Health & Welfare
Credits
CPD1.50
Session Handout

51 - Medicare Futures November 04, 2009 9:30 AM - 10:45 AM

Changes to Medicare are in continual debate in Congress and in policy circles, ranging from the role of private plans to overall provider payment policy. More broadly, elements of Medicare could influence the development of a public plan option under national healthcare reform. Major healthcare changes are on the horizon for 2010 and later, and Medicare is clearly a central part of these evolving changes. Tune into the speakers at this session to get a current reading on how future changes in Medicare might impact insurers, employers and other parties involved in the management of post-65 benefits in particular, as well as Medicare's potential role in national healthcare reform.

Session Category
Health & Welfare
Credits
CPD1.50
Session Handout

52 - Life Insurance for Pension Actuaries November 04, 2009 9:30 AM - 10:45 AM

The product development engine in the life insurance industry is running as strong as ever. The panelists describe some of the more creative products relevant to employers and the actuaries who consult to them.

Session Category
Cross Discipline
Credits
CPD1.50
Session Handout

53 - If I Could Do it All Over Again - Retirement Plan of the Future November 04, 2009 9:30 AM - 10:45 AM

Based on what we know today, how would you change pensions (outside of stringing up FASB?) Design, funding, investments, the whole ball of wax. In this interactive session, speakers provide their thoughts, along with audience critique of designs.

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

54 - Convergence with IAS November 04, 2009 9:30 AM - 10:45 AM

Have your clients asked how convergence to international accounting standards might impact them? If so, come to this session to learn about the important nuances and potential pitfalls of IFRS. Bring your questions too!

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

55 - Dialogue with the IRS November 04, 2009 9:30 AM - 10:45 AM

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

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

56 - Seeing the Forest for the Trees: Bringing Value Back to the Actuary-Client Relationship November 04, 2009 9:30 AM - 10:45 AM

The credit crisis, recession, and other economic impacts put pressure on the further commoditizing actuarial services. The volatility of PPA funding rules pushes us to become short-term managers of risk at the expense of a longer-term view. Senior actuaries will lead an interactive session on how we can be more relevant and add value to our client relationships.

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

56A - Update on Asset Smoothing for Public Plans November 04, 2009 9:30 AM - 10:45 AM

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

57 - ABCD Hearing November 04, 2009 11:00 AM - 1:00 PM

Attend an ABCD hearing and listen in on the subsequent deliberations. Current and former ABCD members portray the subject actuary, the Investigator, and the ABCD chair(s) in a live hearing. Selected audience members serve as ABCD members.

Session Category
Professionalism
Credits
EA Core2.00
CPD2.00

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Date and Time: 06/16/2019 13:39:54

  • 1 Matthew R. Maloney Aon
  • 2 Maria M. Sarli Willis Towers Watson
  • 3 Howard A. Freidin
  • 4 Eric A. Keener Aon
  • 5 Anthony Michael Casale Willis Towers Watson
    (Session Assistant)
  • 1 Max Schwartz Sullivan & Cromwell LLP
  • 3 Andrew Mandel Buck
  • 1 Matthew R. Maloney Aon
  • 2 Douglas K. German Buck
  • 3 Ellen L. Kleinstuber Bolton Partners, Inc.
  • 4 Rob Austin Aon
  • 1 Thomas S. Tomczyk Buck
  • 2 Jack E. Bruner Change Healthcare
  • 3 Sara Corrough Teppema
  • 1 Linda A. Konarik New York Life Insurance Company
  • 2 Nancy Emerson Buck
  • 1 Thomas S. Tomczyk Buck
  • 2 Mac McCarthy MorningStar Actuarial Consulting, LLC
  • 3 Michelle L. Raleigh
  • 1 William J. Falk
  • 2 Robert J. Rietz Consulting Actuary
  • 3 Carol R. Sears
  • 4 John J. Schubert Deloitte Consulting LLP
  • 5 Paul B. Zeisler
  • 6 John T. Stokesbury Deloitte Consulting LLP
  • 7 Dale H. Yamamoto Red Quill Consulting
  • 1 Patricia A. Rotello Willis Towers Watson
  • 2 Donald J. Segal
  • 3 Alice C. Hicks Willis Towers Watson
  • 2 Travis John Winkels Willis Towers Watson
  • 3 Eric J. Roling
    (Session Assistant)
  • 3 F. Gary Knapp Prudential Fixed Income
  • 1 Patricia A. Rotello Willis Towers Watson
  • 2 Harold J. Ashner Keightley & Ashner, LLP
  • 3 Ajit Gadre Pension Benefit Guaranty Corp.
  • 4 Roger Reiersen Pension Benefit Guaranty Corp.
  • 5 James P. Neal Willis Towers Watson
    (Session Assistant)
  • 1 Erich Y. Blumberg Lockton Dunning Benefit Company
  • 2 Mary Henderson HDMS
  • 3 Cindy Montgomery Blue Cross/Blue Shield of AZ
  • 1 Thomas S. Terry The Terry Group
  • 2 Frank Todisco U.S. Government Accountability Office
  • 3 Shawn P. Maloney Willis Towers Watson
  • 4 James P. Neal Willis Towers Watson
    (Session Assistant)
  • 1 Mac McCarthy MorningStar Actuarial Consulting, LLC
  • 2 Ronald G. Barlow
  • 3 Michelle L. Raleigh
    (Session Assistant)
  • 1 John T. Stokesbury Deloitte Consulting LLP
  • 2