2020 CCA Annual Meeting


Information about the 2020 CCA Annual Meeting will be available shortly.
 

Sessions:

Sessions:

001 - Modeling and Other Cross-Practice ASOPs October 25, 2020 5:15 PM - 6:55 PM

ASOP 56 Modeling is effective October 1, 2020. This will be a scintillating session on this important new ASOP and other cross-discipline ASOPs that apply to the daily work of most consulting actuaries.

Session Category
Cross Discipline
Recruiting Open
No

002 - Business Session With Keynote Speaker October 26, 2020 7:45 AM - 10:15 AM

Description forthcoming

Session Category
Cross Discipline
Recruiting Open
No

101 - The Gray Area of Professional Judgement October 26, 2020 10:45 AM - 12:00 PM

The Code of Professional Conduct and ASOPs provide a strong professional framework, but what happens when you fall into the gray area of professional judgement? What if your judgement is called into question? Come ready to discuss case studies related to the gray area of professional judgement. Not to be confused with the ethics sessions, this discussion will focus on professional judgement.

Session Category
Retirement
Recruiting Open
No

102 - So Your Plan is Being Audited by the Government - What Now? October 26, 2020 10:45 AM - 12:00 PM

We will discuss what the various agencies (IRS, DOL, and PBGC) are looking for and what they often find missing in responses.

Session Category
Retirement
Recruiting Open
No

103 - IFRS vs. US GAAP Accounting October 26, 2020 10:45 AM - 12:00 PM

While on the surface, the US and international accounting methodologies have similar goals, and share many similarities, there are numerous underlying differences in practice. Speakers at this session will identify many of these differences, highlight the common issues that arise when US companies/subsidiaries report under IFRS, and help you avoid potential audit pitfalls along the way.

Session Category
Retirement
Recruiting Open
No

104 - Hospital Consolidation and the Impact on Healthcare Costs October 26, 2020 10:45 AM - 12:00 PM

Hospital consolidation has continued to be big news in many metropolitan markets across the US. Several studies have suggested that insurers and employers have experienced increases in medical costs in the years following significant mergers. This session reviews these studies and shares the results of these analyses.

Session Category
Health & Welfare
Recruiting Open
No

105 - What Employers Need From Actuaries: The Good, The Bad, and The Ugly October 26, 2020 10:45 AM - 12:00 PM

Actuaries believe numbers alone tell compelling stories, but do you truly understand what drives employers’ business decisions and choice to partner with certain vendors and consultants? During this panel discussion, employers will reveal requirements and expectations for the actuaries they collaborate with to transform the future of health care benefits at their organizations. Candid client feedback on the actuarial profession will provide participants with insights they can incorporate in practice immediately!

Session Category
Health & Welfare
Recruiting Open
No

106 - Pension Funding and Investments Around the World October 26, 2020 10:45 AM - 12:00 PM

Discover various approaches to funding pension plans globally. What are the different drivers historically, culturally, and in today's world economy? Learn about global investment choices available in various jurisdictions, what works, when, and how.

Session Category
International
Recruiting Open
No

107 - Public Pension Plan Benefit Administration Challenges and Opportunities October 26, 2020 10:45 AM - 12:00 PM

This session will cover benefit administration issues with which public pension plans are currently dealing. Some of the benefit administration topics that may be discussed include:

  • Section 415 administration
  • Actuarially equivalent optional benefit factors
    • Challenges for plans that allow for changes due to death/divorcee etc.
    • Issues for plans that tie the factors to valuation assumptions
  • QDROs
    • Possible offset when alternate payee commences benefits prior to member
  • Service purchases
  • Drop administration
  • COLA side funds
  • Biennial valuations and the administrative challenges created by such
  • Transfers among reserve funds

Session Category
Public Plans
Recruiting Open
Yes

108 - Behavioral Economics - Media Psychology and Big Data October 26, 2020 10:45 AM - 12:00 PM

Behavioral economics is the study of psychological, emotional, and social decision making. The systems that actuaries serve are all affected by the choices made by individuals, such as when to retire, what to do with my 401(k) balance, which health care option to choose and should I really spend 15 minutes to save 15% or more on car insurance. This session will explore the application of behavioral psychologies and data analytics to understand how individuals and institutions make decisions.

Session Category
Cross Discipline
Recruiting Open
No

109 - Recent Withdrawal Liability Court Decisions October 26, 2020 10:45 AM - 12:00 PM

The past few years have seen a number of judicial decisions affecting withdrawal liability determinations. With input from two lawyers who practice in this area, we will review some of the more significant court cases which influence who pays withdrawal liability and how much. We will cover the NY Times, Manhattan Ford, Metz, Sun Capital, ManWeb and any other important cases decided by then.

Session Category
Multiemployer Plans
Recruiting Open
No

201 - Dialogue With the PBGC October 26, 2020 2:00 PM - 3:15 PM

PBGC representatives discuss current topics and issues relevant to single and multiemployer retirement plans.

Session Category
Retirement
Recruiting Open
No

202 - IRC 430/436 - What Works Well and What Doesn't Work Well October 26, 2020 2:00 PM - 3:15 PM

At the November 13, 2019 Intersector Group Meeting with IRS/Treasury, members discussed IRC 430/436 funding balance issues that arise in practice. The IRS representatives indicated they are looking for areas in IRC 430/436 that are not working well and would welcome comment letters. At this session, panelists present their thoughts on IRC 430/436 challenges that can result in inadvertent errors. Audience participation is encouraged.

Session Category
Retirement
Recruiting Open
No

203 - Executive Benefits: Strategy and New Developments October 26, 2020 2:00 PM - 3:15 PM

Strategies in developing executive benefits including a look at (assessing?) to market, corporate vs. not for profit, and new developments and impact from Section 162(m) and 409A/457(f).

Session Category
Retirement
Recruiting Open
No

204 - New Health Plan Innovators October 26, 2020 2:00 PM - 3:15 PM

Recently, a number of new, venture-backed organizations have been formed offering innovative health plan concepts. New entrants have been formed in multiple market areas including individual, Medicare Advantage, and employer-sponsored coverage. This session will focus on health plans offering a full health plan solution rather than components or elements of a plan. Panelists will provide insights into their innovative models including data supporting results to date, if available.

Session Category
Health & Welfare
Recruiting Open
No

205 - Value-Based Care Through Physician Groups: An Actuarial Perspective October 26, 2020 2:00 PM - 3:15 PM

Sustainable value-based care programs need strong provider performance as measured by quality of care and reduced spending for buyers. This session offers real-world insights into business approaches used by high-performance physician groups.

Session Category
Health & Welfare
Recruiting Open
No

206 - This is it! Solving for Global Retirement Adequacy With an Aging Population October 26, 2020 2:00 PM - 3:15 PM

Longevity has improved based upon recent advances in health and wellness. However, this increase in longevity directly impacts how recent retirees (and those contemplating retirement) are addressing if their systems will sustain. This session will discuss how various countries are solving the equation of an aging population with meeting individual retirement needs.

Session Category
International
Recruiting Open
No

207 - The Flip Side: Pension Benefits Assessment October 26, 2020 2:00 PM - 3:15 PM

It's easy to get caught up in focusing on the risks and costs of pension plans, but these concerns often obscure their core value and utility. This session will explore the reasons why retirement benefits are offered to public employees, metrics for quantifying the benefits or rewards of offering these programs, and discuss pension rewards assessment approaches. We will dive into ways retirement security assessments are being used in practice, including current research into rewards being offered by public systems.

For more detail on the mechanisms pensions can provide for workforce management, check out Session 307 “Managing The Workforce: The Pension Toolbox.”

Session Category
Public Plans
Recruiting Open
No

208 - Enterprise Risk Management October 26, 2020 2:00 PM - 3:15 PM

Enterprise Risk Management (ERM) is the process of controlling the activities of an organization in order to minimize the financial effects of risk. To be further fleshed out...

  • ASOPs 46, 47, and 55
  • Intersection between actuarial work and ERM; and
  • How actuaries can and do contribute to ERM.

Session Category
Cross Discipline
Recruiting Open
No

209 - Prediction is Very Difficult, Especially About the Future October 26, 2020 2:00 PM - 3:15 PM

Interest rates are near historic low levels and equity markets are at all time highs. A diverse panel will share their views on current economic and capital market conditions, and what these imply for interest rates and return outlooks for bonds and stocks.

Session Category
Investment
Recruiting Open
No

301 - The Masked EA: America's Got EA Talent October 26, 2020 3:45 PM - 5:00 PM

This session literally tests your EA knowledge. Bring your HP-12C and your ERISA knowledge for this fun, interactive session with prizes for top finishers. Smartphone, tablets, or laptop required to participate in the game.

Session Category
Retirement
Recruiting Open
No

302 - Small Plan Design Issues October 26, 2020 3:45 PM - 5:00 PM

Speakers at this session will cover small plan design issues in creating and maintaining cash balance/defined contribution combination plans and various "gotchas" that arise around consulting on these and other plan designs.

Session Category
Retirement
Recruiting Open
No

303 - Booming or Busting? Extreme Plan Sponsor Situations October 26, 2020 3:45 PM - 5:00 PM

Have a client rumored to be going into bankruptcy? Or maybe just missing a required contribution? What about a client with an overfunded plan that they want to terminate? This session will explore issues that arise when a plan sponsor can't make required contributions and/or files for bankruptcy protection. On the flip side, some of the challenges with terminating an overfunded plan will be discussed.

Session Category
Retirement
Recruiting Open
No

304 - A New Alternative: The Individual Coverage HRA (ICHRA) October 26, 2020 3:45 PM - 5:00 PM

While "To be or not to be" was the question for Hamlet, new regulations have created a similar existential question for employers. "To maintain group coverage or to fund individual market options?" In this session, we will discuss the basics of the rules and regulations that established ICHRA - an individual healthcare reimbursement arrangement. We'll even delve into the reasons why an employer may or may not adopt the approach, and what they'd need to consider to develop a strategy and implement.

Session Category
Health & Welfare
Recruiting Open
No

305 - Current Topics in Medicare Advantage and Part D October 26, 2020 3:45 PM - 5:00 PM

This session will highlight current topics in Medicare Advantage and Part D using an interactive format with presentations and audience polling. Topics may include Medicare Advantage, Part D, and retiree medical plans.

Session Category
Health & Welfare
Recruiting Open
No

306 - Learning to Hedge Your Bets - Reinsurance Math for Risk-Diversified Captives October 26, 2020 3:45 PM - 5:00 PM

Nearly all of the Fortune 500 companies and thousands of mid-size companies maintain captive insurance companies for global enterprise risk financing. The session will cover the basic actuarial math to develop hedging and reinsurance strategies for captive portfolios that hold a wide variety of risk lines - property and casualty, employee benefits, and financial products.

Session Category
International
Recruiting Open
No

307 - Managing the Workforce: The Pension Toolbox October 26, 2020 3:45 PM - 5:00 PM

It's easy to get caught up in focusing on the risks and costs of pension plans, but these concerns often obscure their core value and utility. This session will explore how retirement systems can provide mechanisms and incentives that help shape and manage the workforce to support public needs. We will dive into the value propositions behind certain tools as well as case studies of real implementation.

For more detail on evaluating the benefits pensions provide, check out Session 207 “The Flip Side: Pension Benefit Assessment.”

Session Category
Public Plans
Recruiting Open
No

308 - Executive Benefits and Compensation October 26, 2020 3:45 PM - 5:00 PM

This session will discuss how to create an effective executive compensation and benefit program and how this varies between for-profit and not-for-profit entities.

Session Category
Cross Discipline
Recruiting Open
No

309 - Is This Multiemployer Plan Still Working for Us and if Not, What Would? October 26, 2020 3:45 PM - 5:00 PM

Does the current structure provide value for all stakeholders? Should the current balance of risk-sharing among stakeholders be re-examined? Are intergenerational tensions forcing us to re-think what we have now? What about other demographic considerations? What's working and what should be changed? This session will explore case studies that have addressed these issues.

Session Category
Multiemployer Plans
Recruiting Open
No

401 - Late Breaking Developments October 27, 2020 8:00 AM - 9:40 AM

Speakers discuss the latest developments in the private pension sector. Recent rulings and regulations - proposed and final - are covered, in addition to pending retirement plan legislation and recent litigation activity.

Session Category
Retirement
Recruiting Open
No