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2018 CCA Annual Meeting

2018 CCA Annual Meeting Preliminary Program

 

The Conference of Consulting Actuaries is pleased to announce the 2018 CCA Annual Meeting, Sunday, October 21st to Wednesday, October 24th, at The Broadmoor in Colorado Springs, Colorado.

The Monday Evening Event is included as part of meeting attendee and accompanying person registrations. Travel arrangements and hotel reservations are to be made by the individual attendees. Hotel reservations confirmed with a deposit by September 18, 2018 (or until the room block is sold out) qualify for the CCA meeting room rate. Reservations after this date, or if our block sells out completely, are subject to availability and may not qualify for the CCA Annual Meeting room rate. Make your reservations early to ensure you get the CCA rate.

If you have any questions, contact the CCA office at 847-719-6500.

The Broadmoor is a wonderful place for this unique educational experience. Mark your calendar and I’ll see you in October!

 

Sincerely,

 

Richard H. Bailey, III, Secretary
Conference of Consulting Actuaries

 

Special Thanks to our Sponsor

Pacific Life

Founded in 1868, Pacific Life provides a wide range of life insurance products, annuities, mutual funds, and a variety of investment products and services to individuals, businesses, and pension plans. Pacific Life has solutions to help de-risk your defined benefit plan: Pacific Insured LDI®, Pacific Secured Buy-In®, Pacific Transferred Buy-Out®.

 

Sessions:

Sessions

001 - Sunday Session: Work, Workplace and Workforce Transformation in the Business of the Future October 21, 2018 5:15 PM - 6:55 PM

As technology, automation, and artificial intelligence are increasingly transforming businesses, the nature of work, the workplace and the workforce will also be transformed. Most careers will be affected with some occupations growing while others decline. Businesses can expect to undergo significant transitions moving to their future workforce. Come hear what organizations are planning and doing now to transition and transform work, their workplace and their workforce to fit their business future.

Note that any allocation of EA credit depends on the actual content of the session.

Session Category
Cross Discipline
Credits
CPD2.00

CCA Business Session October 22, 2018 7:45 AM - 9:00 AM

The CCA’s Business Session precedes the opening session with the welcoming of attendees, announcement of new directors and officers, Treasurer’s Report and presentation of the CCA’s annual awards.

Session Category
Cross Discipline

002 - The Science of Emotional Intelligence with Bill Benjamin October 22, 2018 9:00 AM - 10:15 AM

Bill Benjamin has a rare perspective – he has advanced degrees in Mathematics and Computer Science and has 25 years of real-world business experience as a senior leader. Through his keynote presentation on Emotional Intelligence, attendees discover:

  • What the brain does under pressure and specific tools and strategies to effectively manage situations of tension and conflict;
  • Self-awareness: understanding the impact of your leadership style and how to win the hearts and minds of people by connecting to the emotions that drive their behavior; and
  • Engaging stories from the front-lines of individuals who are stepping up and winning in the most challenging, pressure-filled circumstances.

Bill is a partner at the Institute for Health and Human Potential (IHHP), a successful international research and training company, named one of the “Fastest Growing Companies” in the “Fast 100” ranking in PROFIT Magazine. Bill also contributed to the New York Times and Amazon bestselling book Performing Under Pressure, co-authored by IHHP’s JP Pawliw-Fry and noted psychologist Hendrie Weisinger.

Session Category
Cross Discipline
Credits
CPD1.50

101 - Late Breaking Developments October 22, 2018 10:45 AM - 12:00 PM

A panel of retirement experts discuss recent developments on the legislative, regulatory and legal fronts. What better way to kick off your 2018 CCA Annual Meeting breakout sessions? Attendees are encouraged to submit questions in advance of the meeting for the panelists to discuss.

Session Category
Retirement
Credits
EA Core1.50
CPD1.50

102 - Experience Studies and Assumption Analysis October 22, 2018 10:45 AM - 12:00 PM

Are the actuarial assumptions used for valuing your pension plan reasonable and what needs to be done to ensure that they are? The speakers’ discussions will primarily be centered around recent mortality table regulations, related SOA updates, and other major demographic assumptions, but with some reference to financial implications of these assumptions. Topics taken into consideration include experience studies, materiality, satisfying auditor reviews, and the governing ASOPs.

Session Category
Retirement
Credits
EA Core1.00
EA Non-Core0.50
CPD1.50

103 - Keeping Your Guard Up - Fiduciary Issues in DC Plans October 22, 2018 10:45 AM - 12:00 PM

Consultants outline and discuss current and emerging fiduciary issues in defined contribution plans. Plan fees; cybersecurity; environmental, social, and governance (ESG) investing; implications of the Department of Labor rule and other miscellaneous plan sponsor concerns are addressed.

Session Category
Retirement
Credits
EA Core0.75
EA Non-Core0.75
CPD1.50

104 - Interactive Medicare Advantage and Part D Workshop October 22, 2018 10:45 AM - 12:00 PM

Panelists lead an interactive discussion of current topics in Medicare Advantage and Part D. Attendees are encouraged to submit questions in advance of the meeting for discussion, and panelists utilize live polling to obtain real-time audience feedback. This session is intended for people with a good understanding of Medicare Advantage and Part D.

Session Category
Health & Welfare
Credits
CPD1.50

105 - Developments in Large Carrier Networks and Emerging Specialty Services Part 1 October 22, 2018 10:45 AM - 12:00 PM

Each of the four large national carriers are engaged in evolving their networks to make progress on the Triple Aim: cost, quality, and member experience. At the same time new employer services are emerging that are focused broadly on improving the employee experience.

Each session in this series features one of the carriers detailing the changes to their networks – Accountable Care Organizations (ACOs), Patient-Centered Medical Home (PCMH), provider contracting, provider steerage, Out of Network (OON) shared services, etc. AND one of the newer employer partners offering innovative services to employees

Part 1 offers UnitedHealthCare and Rally Health. UnitedHealthcare is an operating division of UnitedHealth Group and their mission is to help people live healthier lives and help make the health system work better for everyone. Rally Health is a digital health experience that helps you make simple changes in your daily routine, set goals for yourself, and track your results online.

Session Category
Health & Welfare
Credits
CPD1.50

106 - Complexities in Global M&A: The Granddaddy of Them All (Not a Beginner's Course) October 22, 2018 10:45 AM - 12:00 PM

Cross-border deals are challenging. Many times, there are risks that arise that may not have been encountered in domestic-only deals. Panelists cover the "I have never seen this before" issues and how consultants have solved these problems. The complicated case study includes items such as:

  • Co-employment/PEO Issues;
  • Works' Council Implications;
  • Global Brokers and Administration Challenges; and
  • Benefit Replication Strategies.

This interactive session highlights leading practices and lessons learned.

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

107 - Who Owns the GASB Assumptions? Actuaries Versus Accountants October 22, 2018 10:45 AM - 12:00 PM

Paragraph 187 of GASB Statement No. 68 states, “To enhance consistency in measurement and comparability of the resultant recognized measures among employers, this Statement requires that Actuarial Standards of Practice be applied in developing assumptions and establishes additional requirements for the measurement of the total pension liability.”

So in effect, GASB defers to the Actuarial Standards of Practice (“ASOPs”) when developing actuarial assumptions. However, the audit community is taking a more active role in reviewing the actuarial assumptions, including possible action by the AICPA to restrict the range of actuarial assumptions.

Please come to this session to hear the opinions of both actuaries and accountants on the subject of who owns the GASB assumptions.

Session Category
Public Plans
Credits
EA Non-Core1.50
CPD1.50

108 - Adding Value to HR: The Client's Perspective October 22, 2018 10:45 AM - 12:00 PM

In this interactive discussion, a client panel describes the challenges they face and how their consulting actuary can be a trusted advisor to help solve their issues and help proactively address emerging concerns.

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

109 - It's Not Easy Being Green October 22, 2018 10:45 AM - 12:00 PM

Panelists describe what multiemployer pension plans in the green zone are doing to stay there including more sophisticated projections techniques and the adoption of new funding policies. They also address the use of de-risking for multiemployer plans.

Session Category
Multiemployer Plans
Credits
EA Core1.50
CPD1.50

201 - Dialogue With the PBGC October 22, 2018 2:00 PM - 3:15 PM

Representatives from PBGC discuss current topics for single-employer and multiemployer plans, including the expansion of the missing participant program to defined contribution plan participants and the 2018 Blue Book. Please bring your questions.

Session Category
Retirement
Credits
EA Core1.50
CPD1.50

202 - Preparation for a Successful Plan Termination October 22, 2018 2:00 PM - 3:15 PM

Plan termination is the culmination of the life of a pension plan with the ultimate event of paying out benefits to participants. Before you can get to that final payout, sponsors should take the appropriate steps to assess and improve the plan’s readiness to terminate. Achieving a successful outcome greatly depends on the work performed getting ready for plan termination.

Session Category
Retirement
Credits
EA Core1.50
CPD1.50

203 - Strategies to Alleviate Plan Overfunding October 22, 2018 2:00 PM - 3:15 PM

After years of funding shortfalls, pension plans are starting to look at being in an overfunded position. What methods exist to put the overfunding to good use for large corporate plans and small plans alike? Speakers at this session help dust off some of the old tools as well as introduce new approaches to handling current or potential overfunded situations for both ongoing and terminating pension plans.

Note that the allocation of EA credit depends on the actual content of the session.

Session Category
Retirement
Credits
EA Core0.75
EA Non-Core0.75
CPD1.50

204 - Alternative Healthcare Settings and Healthcare Technology: Telemedicine and Medical Tourism October 22, 2018 2:00 PM - 3:15 PM

As today's society gravitates to convenient and affordable care, telemedicine (even for pets) onsite clinics, and medical tourism is becoming more and more popular. Can healthcare technology facilitate the process or are there any roadblocks in the process such as issues with the exchange of private information?

Session Category
Health & Welfare
Credits
CPD1.50

205 - Developments in Large Carrier Networks and Emerging Specialty Services Part 2 October 22, 2018 2:00 PM - 3:15 PM

Our network and emerging specialty services track continues with developments in the world of ACOs, PCHMs and differentiated networks. We also explore how technology-enabled solutions can be designed to target participants and empower them to adopt better health behaviors and make smarter decisions.

Part 2 offers Anthem and Castlight. Anthem, Inc. is an independent licensee of the Blue Cross Blue Shield Association. They are developing the technology, solutions and programs that give consumers greater access to care, working with providers to ensure a quality health care experience for consumers and easing cost challenges by advancing affordability in the health care industry. Castlight, now merged with Jiff, offers a platform to connect all of an employer's healthcare and benefit resources. Their mission is to make it as easy as humanly possible to navigate healthcare and live happier, healthier, more productive lives.

Session Category
Health & Welfare
Credits
CPD1.50

206 - Hybrid/Cash Balance Plans in Europe October 22, 2018 2:00 PM - 3:15 PM

Pension plans outside of the US can look quite different with DB plans being disguised as DC plans. In certain countries in Europe, hybrid plans are prevalent. Plans that seemingly look similar may be accounted differently. In this session, the speakers provide an introduction to account-based plans in Europe, with a focus on Switzerland, Belgium, and Germany; how these plans are accounted under IAS19 and ASC715; and speak to the future of defined contribution plans in Europe.

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

207 - ASOPs 4, 27, and 35 October 22, 2018 2:00 PM - 3:15 PM

In March of this year the Actuarial Standards Board issued Exposure Drafts for ASOPs 4, 27 and 35 with proposed changes to standards affecting actuarial valuations for all pension plans, including public sector plans. Some of the changes would require all plans to disclose a “reasonable” actuarially determined contribution, and constrain how it is determined. In addition, and perhaps most notably, actuaries would be required to disclose an “investment risk defeasement measure,” which is a particular version of what financial economists call the "market value liability."

Comments are due July 31 and will be reviewed and discussed at the ASB and its Pension Committee. In this session actuaries close to this process discuss the proposed changes and the comments received, with a focus on how these changes would affect actuarial practice for public sector plans.

Session Category
Public Plans
Credits
EA Core1.50
CPD1.50

208 - Mergers and Acquisitions: A Change Manager's Perspective October 22, 2018 2:00 PM - 3:15 PM

A complex acquisition merits a complex integration of two organization's strategic thinking, financial analysis, enterprise systems, compensation and performance management, benefits, and the list of issues continues. Organizations operate without the staff resources and expertise to manage these complex projects. Speakers discuss the life cycle of a complex integration, from strategic planning, complex project management, prioritization of work streams, and communication to stakeholders throughout the project.

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

209 - Capital Market Update October 22, 2018 2:00 PM - 3:15 PM

Wither goest interest rates? Will they return to "normal" levels or are recent years' rates the new normal? Why are equity values so high -- given less than robust levels of economic growth? Are current price levels supportable? Speakers with economics and investment consulting expertise opine on these issues and the implications for projected returns.

Session Category
Investment
Credits
EA Non-Core1.50
CPD1.50

301 - So You Think You’re Smarter Than a New EA? October 22, 2018 3:45 PM - 5:00 PM

This session literally tests your EA knowledge. Bring your HP-12C calculator and your ERISA knowledge for this fun, interactive session with prizes for top finishers. Smart phone or tablet required for the session app.

Session Category
Retirement
Credits
EA Core1.50
CPD1.50

302 - Demystifying Proxy Calculations: Tricks, Traps and Treats October 22, 2018 3:45 PM - 5:00 PM

While the calculation of the retirement benefit values shown in proxy disclosures are based on many of the same assumptions as used for GAAP, the actual calculations and disclosure requirements can be quite complex. Our panel of proxy experts discuss these complexities and demystify the proxy process – identifying both common practices and the “tricks and traps” associated with retirement benefit and other calculations (including change in control and CEO pay ratio disclosures).

Session Category
Retirement
Credits
EA Non-Core1.50
CPD1.50

303 - State Run Plans vs. Open Multiple Employer Plans October 22, 2018 3:45 PM - 5:00 PM

Speakers focus on proposed regulations and legislation on state proposals for retirement programs as well as alternatives to multiple employers putting together these plans without state intervention.

Note that the allocation of EA credit depends on the actual content of the session.

Session Category
Retirement
Credits
EA Non-Core1.50
CPD1.50

304 - Health Plan Applications of Predictive Analytics October 22, 2018 3:45 PM - 5:00 PM

Learn how predictive modeling techniques and methodologies are being used to enhance health plan analytics. Speakers discuss applications such as predicting individuals' enrollment choices in a menu of plan options and determining adverse selection impacts. Panelists show how analytics can be used to facilitate the contracting of efficient, high-quality providers for a preferred network or direct contracting.

Session Category
Health & Welfare
Credits
CPD1.50

305 - Developments in Large Carrier Networks and Emerging Specialty Services Part 3 October 22, 2018 3:45 PM - 5:00 PM

Our network and emerging specialty services track continues with developments in the world of ACOs, PCHMs and differentiated networks. We also explore how technology-enabled solutions can be designed to target participants and empower them to adopt better health behaviors and make smarter decisions.

Part 3 offers Cigna and Imagine Health. Cigna is a global health service company and their mission is to improve their customers’ health, well-being, and sense of security with the power of preventive care. Imagine Health builds health care networks that ensure easy and convenient access to the highest quality doctors and hospitals in a region.

Session Category
Health & Welfare
Credits
CPD1.50

306 - Global Healthcare Trends October 22, 2018 3:45 PM - 5:00 PM

Speakers address various themes and their impact on healthcare trends around the world including:

  • Risk factors;
  • Cost elements;
  • Workforce and population trends;
  • Impact of technology; and
  • Delivery models.

Session Category
International
Credits
CPD1.50

307 - Effect of Public Retirement Plans on Credit Rating October 22, 2018 3:45 PM - 5:00 PM

The credit rating agencies continue to refine their methodologies for evaluating pension and OPEB plans. Speakers provide information on the methodologies used by the various rating agencies for state and local plans. The rating agency representatives discuss their point of view when reviewing retirement debt.

Session Category
Public Plans
Credits
EA Non-Core1.50
CPD1.50

308 - Dynamics of Choice October 22, 2018 3:45 PM - 5:00 PM

Employers have increasingly provided choice in employee benefit programs, and employees seem to value having the ability to choose among options. However, employers and employees often have additional information that either makes one selection the most advantageous or there are so many choices that it paralyzes decision making. Panelists explore why employers have offered choice in different benefit offerings, why employees value it, factors in the decision-making process, what's the right balance, and when is choice appropriate or too much.

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

309 - Procurement October 22, 2018 3:45 PM - 5:00 PM

Procurement, strategic sourcing, purchasing – call it what you wish – becomes more involved in the purchase of professional services, including actuarial work. They bring a different perspective to the purchasing process and have significant influence. This session, led by a strategic sourcing executive on the buyer side, offers the chance to learn more about why clients buy our services and how you can more effectively work together.

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

401 - ASOP 51: How Does Risk Look Now? October 23, 2018 8:00 AM - 9:40 AM

With the approval of ASOP 51, pension actuaries are taking a new look at how we assess and communicate risk to plan sponsors. But what are the requirements? What should disclosures look like? Panelists tackle the requirements and demonstrate actual approaches to satisfying the requirements from the perspective of public, corporate, and multiemployer actuaries.

Session Category
Retirement
Credits
EA Core2.00
CPD2.00

402 - Nondiscrimination Testing Topics October 23, 2018 8:00 AM - 9:40 AM

The panelists discuss various nondiscrimination testing topics, including the following:

  • Hybrid plan testing;
  • Cross testing;
  • Proposed legislative relief for closed plans;
  • Late-breaking nondiscrimination testing developments (if any); and
  • Nondiscrimination testing gotchas.

Session Category
Retirement
Credits
EA Core2.00
CPD2.00

403 - Finding Nemo: Lost Participants and Related Plan Administration Issues October 23, 2018 8:00 AM - 9:40 AM

There has been increasing focus on locating terminated vested participants when they are required to commence their plan benefits. Speakers discuss administration issues faced by single-employer pension plans, whether large or small, related to finding these “lost” participants. Related topics include minimum required distributions, suspension of benefits, retroactive annuities, post-normal retirement age calculations, correction procedures and proper identification for valuation and PBGC premium purposes.

Session Category
Retirement
Credits
EA Core2.00
CPD2.00

404 - Retiree Medical: My Client's Auditor is Asking for What? October 23, 2018 8:00 AM - 9:40 AM

The reports are signed and delivered so you are looking for some much deserved time off. Not so fast. Your client's auditor has some questions and why are they asking for that? Learn what auditors and their actuaries are looking for and how to anticipate their needs so you can head to the beach a little sooner.

Session Category
Health & Welfare
Credits
CPD2.00

405 - Just When You Thought You Knew Everything About Healthcare October 23, 2018 8:00 AM - 9:40 AM

Speakers provide a timely update from a legislative and consulting perspective on a variety of important healthcare topics including the Affordable Care Act (ACA), Associated Health Plans, Multiple Employer Welfare Arrangements (MEWAs), Health Reimbursement Arrangements (HRAs), and Health Savings Accounts (HSAs).

Session Category
Health & Welfare
Credits
CPD2.00

406 - Global Pension Plan Management - Governance and Derisking October 23, 2018 8:00 AM - 9:40 AM

Responsible management of pension plans around the world require careful attention to many factors - governance, compliance and risk mitigation, and derisking strategies. Speakers from multinational and global consulting firms address issues and provide examples.

Session Category
International
Credits
EA Non-Core2.00
CPD2.00

407 - 31 Flavors of Derisking October 23, 2018 8:00 AM - 9:40 AM

Join us as we discuss recent trends for plan designs and other mechanisms used to derisk public pension plans. Our speakers present details of recently adopted DC and hybrid plan design features as well as mechanisms for derisking through lump sum cashouts, automatic COLA adjustments, adjustable benefits, and member rate cost sharing. Our discussion also encompasses reductions to long-term assumed rate of return/discount rates and the adoption of more conservative mortality assumptions, both of which often are viewed as mechanisms of derisking.

Session Category
Public Plans
Credits
EA Non-Core2.00
CPD2.00

408 - Predictive Analytics: A Primer October 23, 2018 8:00 AM - 9:40 AM

What’s all the fuss about predictive analytics? Panelists provide a big-picture perspective, starting with a tour of the data analytics spectrum, from traditional analysis focusing on what happened and why to predictive and business decisions empowered by data analytics. They’ll use case studies and examples across various actuarial practice areas to demystify some buzz words and, hopefully, make the concepts come alive. They also discuss related professionalism topics that emerge in this evolving area of actuarial practice.

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

409 - Keys to a Successful SoB Application October 23, 2018 8:00 AM - 9:15 AM

Panelists provide a veritable cookbook on how to craft assumptions, narratives, projections and exhibits for multiemployer pension plans filing a Suspension of Benefit (SoB) application.

Session Category
Multiemployer Plans
Credits
EA Core1.50
CPD1.50

501 - Walking Through a Standard Plan Termination October 23, 2018 10:10 AM - 11:50 AM

Everything you wanted to know about terminating a plan (large or small) in a standard termination through the PBGC. Speakers also discuss terminating plans not covered by the PBGC.

Session Category
Retirement
Credits
EA Core2.00
CPD2.00

502 - Current Topics for DC Plans October 23, 2018 10:10 AM - 11:50 AM

As the primary retirement vehicle for most employees, DC plans continue to evolve in their ability to fit this role. Panelists discuss participant behaviors (including behavioral economics), retirement readiness, decumulation strategies, and how actuaries can contribute to the design and optimization of DC plans to better fill this role in the future.

Note that the allocation of EA credit depends on the actual content of the session.

Session Category
Retirement
Credits
EA Non-Core2.00
CPD2.00

503 - M&A: I Want to be in the Room Where it Happens - How the Deal Gets Done October 23, 2018 10:10 AM - 11:50 AM

Did you ever wonder how the M&A deal really happens? What are the challenges? How do you develop a strategic approach? At this session, a client and a consultant discuss the M&A transaction cycle of due diligence, negotiations, announcement, and post-transaction integration from a benefits perspective. The speakers not only address retirement plan topics, but also present considerations for how other compensation and benefit programs come into play in the M&A construct.

Session Category
Retirement
Credits
EA Core1.00
EA Non-Core1.00
CPD2.00

504 - Health Analysis: How Plan Sponsors are Using Advanced Metrics to Drive Performance October 23, 2018 10:10 AM - 11:50 AM

As healthcare cost increases continue to outpace general inflation, plan sponsors are searching for value in managing their plans. Many are looking to data for answers. Our panel represents viewpoints from data providers, analytic experts, and plan managers who discuss analyses they have performed to drive plan management decisions.

Session Category
Health & Welfare
Credits
CPD2.00

505 - What's Happening With Prescription Drugs October 23, 2018 10:10 AM - 11:50 AM

The speakers address questions about what is new with prescription drugs. Topics include:

  • How is the opioid crisis affecting costs?
  • What is the latest vendor landscape?
  • What is the outlook for drug trends?
  • How is emerging gene therapy affecting prescription drugs?
  • What is happening with point-of-sale rebates and how they are handled with stop loss and in high-deductible health plans?
  • What is the provider perspective on these issues?

Session Category
Health & Welfare
Credits
CPD2.00

506 - Social Security Retirement Plan Models Around the World October 23, 2018 10:10 AM - 11:50 AM

A multitude of approaches exist to the provision of state old-age provisions around the world. What are the models? How are they funded? Which models are most sustainable? Speakers from the World Bank, Europe, and global consultancies working with Social Security systems share their experiences and illustrate approaches with models.

Session Category
International
Credits
EA Non-Core2.00
CPD2.00

507 - Public Sector Mortality: New Tables, Administrative Issues and Credibility Measures October 23, 2018 10:10 AM - 11:50 AM

The panelists provide the status and information about the upcoming/new public plans mortality table along with approaches to administrative aspects of generational tables and credibility measures.

Note that the allocation of EA credit depends on the actual content of the session.

Session Category
Public Plans
Credits
EA Core1.00
EA Non-Core1.00
CPD2.00

508 - A Life-Changing Path to Consulting Success & Personal Happiness - The Enneagram Secret Sauce October 23, 2018 10:10 AM - 11:50 AM

The Enneagram helps individuals, relationships and organizations grow and succeed. The speaker illustrates its powerful business applications, e.g. effective communication, teamwork, CRM, presentations, leadership, consulting, emotional intelligence, decision-making, and its eye-opening applications to personal happiness. What makes the Enneagram unique and powerful is its "secret sauce" model that accelerates personal and team growth by creating awareness about one's true pattern of "why" and how you think, feel and act the way you do, and how each personality style sees the world and others from their own biased lens. Whether migrating to a less technical role, seeking to jump to your next career/business level, or realizing that success isn't bringing you true happiness, the Enneagram is uniquely designed to unlock your simple path to personal and professional success and happiness.

Session Category
Cross Discipline
Credits
CPD2.00

509 - Withdrawal Liability - Dirt from the Inside October 23, 2018 10:10 AM - 11:50 AM

An in-house administrator addresses creative ways multiemployer pension plan withdrawal liability is being modified including:

  • Contractual withdrawal liability: Arrangements outside of statutory withdrawal liability
  • Creation of New Pools: What funds have done allowing an employer to freeze its exposure to withdrawal liability by withdrawing from an existing pool and immediately entering a new pool, which is to be managed toward eliminating/minimizing exposure to future withdrawal liability.

Session Category
Multiemployer Plans
Credits
EA Core2.00
CPD2.00

003 - Ethics October 23, 2018 1:00 PM - 2:40 PM

".... that is the question." In this participatory session, the speakers use case studies to guide an audience discussion of some of the ethical dilemmas and challenges that actuaries face every day, and identify possible alternatives for handling these challenges.

Session Category
Retirement
Credits
EA Ethics2.00
CPD2.00

Emerging Leaders Forum October 23, 2018 3:00 PM - 4:30 PM

Several of the CCA communities schedule a forum to allow these groups the opportunity to meet face-to-face. Feel free to stop by, meet, and discuss current issues, news, and outlooks.

Session Category
Cross Discipline

Healthcare Forum October 23, 2018 3:00 PM - 4:30 PM

Several of the CCA communities schedule a forum to allow these groups the opportunity to meet face-to-face. Feel free to stop by, meet, and discuss current issues, news, and outlooks.

Session Category
Health & Welfare

Multiemployer Plan Forum – Multiemployer Pension Plan Crisis - Solutions October 23, 2018 3:00 PM - 4:15 PM

The community was aware of several proposals circulating the halls of Congress and now anticipates, under the recent tax law, recommendations required from the Joint Select Committee on Solvency of Multiemployer Pension Plans by November 28. Panelists discuss the Congressional process as made public to date and summarize/compare the key features of each of the proposals being considered.

Note that the allocation of EA credit depends on the actual content of the session.

Session Category
Multiemployer Plans
Credits
EA Core0.75
EA Non-Core0.75
CPD1.50

Public Plans Forum October 23, 2018 3:00 PM - 4:30 PM

Several of the CCA communities schedule a forum to allow these groups the opportunity to meet face-to-face. Feel free to stop by, meet, and discuss current issues, news, and outlooks.

Session Category
Public Plans

Smaller Actuarial Consulting Firms Forum October 23, 2018 3:00 PM - 4:30 PM

Several of the CCA communities schedule a forum to allow these groups the opportunity to meet face-to-face. Feel free to stop by, meet, and discuss current issues, news, and outlooks.

Session Category
Cross Discipline

601 - Optimizing Employee Saving Strategies October 24, 2018 8:00 AM - 9:15 AM

Savings plans have become the main vehicle for retirement income. Speakers in this session explore ways employees can maximize their retirement savings through:

  • Pre- and post-tax contributions;
  • Health savings accounts;
  • Matching and non-matching employer contributions;
  • Social Security strategies;
  • Tax efficient compensation optimizations;
  • IRAs; and
  • Home equity.

Session Category
Retirement
Credits
EA Non-Core1.50
CPD1.50

602 - Accounting for Pension and Defined Contribution Plans - Current Topics and Challenges October 24, 2018 8:00 AM - 9:15 AM

What are the current hot topics in accounting for retirement and other benefit plans, and what is the perspective of the corporate auditor?

  • General concepts and principles;
  • Granular/spot rate method for measuring Service Cost & Interest Cost – experience after implementation;
  • Recent accounting standard updates;
  • Changes to disclosure requirements;
  • IAS 19 – Differences from GAAP;
  • Basic concepts of Deferred Tax accounting and ASC 710/712 (sick/vacation pay, other post-employment benefits and deferred compensation contracts); and
  • Quick hits regarding subsequent events and mortality, settlement accounting, and amortization periods.

Session Category
Retirement
Credits
EA Non-Core1.50
CPD1.50

603 - Daily Small Plan Consulting Issues October 24, 2018 8:00 AM - 9:15 AM

Small plan consultants face myriad issues on a daily basis. Speakers cover issues such as the impact of the Tax Reform Act on small employers, 415 limits, plan document issues, required minimum distributions, discrimination testing, plan terminations, IRS and PBGC audits, and plan administration.

Session Category
Retirement
Credits
EA Core1.50
CPD1.50

604 - Electronic Medical Records - The Next Generation October 24, 2018 8:00 AM - 9:15 AM

Patients want access to their medical records; the government wants access; physicians want access; and actuaries want some access. Right now, it's not really working - so what's working well, what's not, and how do we fix it?

Session Category
Health & Welfare
Credits
CPD1.50

605 - Developments in Large Carrier Networks and Emerging Specialty Services Part 4 October 24, 2018 8:00 AM - 9:15 AM

This session closes out our network and specialty services track wherein we discuss large carrier approaches to network strategy as well as new employer services which are emerging that are focused broadly on improving the employee experience.

Part 4 offers Aetna and Virgin Pulse. Aetna is dedicated to helping people achieve health and financial security by providing easy access to safe, cost-effective, high-quality health care and protecting their finances against health-related risks. Virgin Pulse designs technology that cultivates good lifestyle habits for employees and builds employee engagement and loyalty through the use of personalized technology solutions and well-being programs.

Session Category
Health & Welfare
Credits
CPD1.50

606 - Pension and Benefits Accounting for Foreign Plans October 24, 2018 8:00 AM - 9:15 AM

Come join our knowledgeable actuaries who specialize in international accounting matters as they share their experiences applying ASC 715 to non-US plans. In this session, speakers cover several unusual situations practitioners have encountered (e.g. accounting for retiree healthcare plans in Brazil). They provide background on the pension/benefit plans in the markets in question, the challenges the practitioners have faced in determining the appropriate accounting treatment, and the approaches taken by the practitioners.

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

607 - GASB 74/75 Implementation and Lessons Learned From 67/68 October 24, 2018 8:00 AM - 9:15 AM

GASB 74/75 implementation has arrived! What can we learn from our 67/68 experience from the last few years? Our speakers tell 67/68 war stories and explore ways to make 74/75 implementation go smoothly. They'll also address the unique features of 74/75 that OPEB actuaries need to know.

Session Category
Public Plans
Credits
EA Non-Core1.50
CPD1.50

608 - Data Visualization: A Picture is Worth a Thousand Words October 24, 2018 8:00 AM - 9:15 AM

Cutting-edge data visualization is an indispensable tool in developing insights from large data sets. Just as stories are useful in conveying what might otherwise by obtuse theoretical concepts, data visualization is visual storytelling. Speakers demonstrate the power of visual display of quantitative information, employing modern data visualization tools. They discuss principles of graphical excellence and graphical integrity, and provide visual storytelling examples relevant to consulting actuaries and their clients.

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

609 - New Rulings and PBGC Pronouncements on Withdrawal Liability, Etc. October 24, 2018 8:00 AM - 9:15 AM

Be advised on the newly released PBGC policy statement on multiemployer pension funds seeking approval for alternate payment rules on withdrawal liability and possible additional rules [likely due out in spring/summer] for withdrawal-liability simplification under MPRA14 from the government source promulgating this rule.

Session Category
Multiemployer Plans
Credits
EA Core1.50
CPD1.50

701 - Working With the PBGC on Your Client Issues October 24, 2018 9:30 AM - 10:45 AM

Understand strategies and pitfalls to avoid when your client must deal with the PBGC on issues such as audits, reportable events, corporate transactions, and missed contributions.

Session Category
Retirement
Credits
EA Core1.50
CPD1.50

702 - DC Plan 101 October 24, 2018 9:30 AM - 10:45 AM

Speakers cover the basics of Defined Contribution plans. Topics covered include the different types of plans (401(k), 403(b), 457(b), etc.), auto enrollment, vesting, nondiscrimination testing, safe harbor plan designs and other design features such as in-plan Roth conversions.

Note that the allocation of EA credit depends on the actual content of the session.

Session Category
Retirement
Credits
EA Core0.75
EA Non-Core0.75
CPD1.50

703 - Executive Benefits and Nonqualified Plans October 24, 2018 9:30 AM - 10:45 AM

Presenters outline the opportunities and challenges facing nonqualified plan sponsors, discussing current trends in design and financial management of these plans. They also address regulatory requirements and recent legislative changes that may impact executive benefits.

Session Category
Retirement
Credits
EA Non-Core1.50
CPD1.50

704 - Cost Effectiveness of Personal Advocacy October 24, 2018 9:30 AM - 10:45 AM

The panelists summarize the methodology and results of a recent actuarial evaluation of costs for two employers using Accolade as a health navigation service. The speakers outline the unique approach to matching the Accolade population to the control removing traditional barriers of selection bias.

Session Category
Health & Welfare
Credits
CPD1.50

705 - The Future of Long-Term Care - Public and Private Sector October 24, 2018 9:30 AM - 10:45 AM

With the aging of the population and continuing growth in the cost of long term care, this topic requires increased attention by actuaries in the future. Private long-term care insurance has become less available and less valuable in recent years while public sector budgets remain challenged. What does the future hold for this line of business?

Session Category
Health & Welfare
Credits
CPD1.50

706 - Economic and Demographic Assumption Setting Outside of the US October 24, 2018 9:30 AM - 10:45 AM

Setting assumptions for pension plans outside of the US can be challenging for many reasons, e.g. due to the nature of benefits promise and interplay with local labor laws, the depth of the bond market, and the economic environment. The speakers cover the challenges faced by pension actuaries who set assumptions for non-US pension plans. Topics expected to be covered include setting mortality assumptions outside of the US, discount rate setting in countries with no (deep) bond market, and assumptions which would be unusual from a US pension context.

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

707 - Public Plans Open Forum October 24, 2018 9:30 AM - 10:45 AM

Join your public pension plan colleagues in a candid, open discussion of current issues in public pension plans today. Actual session topics are determined by the attendees, but may include the investment return and inflation assumptions, ASOP solvency disclosure, sustainability of public plans, funding policy, municipal bankruptcy, risk mitigation strategies, GASB 74/75, communication challenges, and more.

Session Category
Public Plans
Credits
EA Non-Core1.50
CPD1.50

708 - Engaging Today's Age-Diverse Workforce October 24, 2018 9:30 AM - 10:45 AM

Generational differences in employee expectations and workforce attitudes are widely observed but poorly understood. How do companies tailor engagement, communication, and corporate policies to turn a perplexing dilemma into a creative, integrated workplace? Hear what the experts have to say about managing today's age diversity.

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

709 - What's New in the LDI Space? October 24, 2018 9:30 AM - 10:45 AM

Pension liabilities are complex and varied, and pension plan sponsors have a range of perspectives on risk. We’ll look beyond typical duration-hedging strategies and glide-paths and discuss real-world solutions to problems and questions of current interest: (1) bond market constraints and other sources of asset-liability mismatch; (2) planning for a pension plan's end game - investment solutions for terminating or “hibernating” plans; (3) derivative strategies that can be used to manage equity risk.

Session Category
Investment
Credits
EA Non-Core1.50
CPD1.50

004 - Code of Professional Conduct: Point/Counterpoint October 24, 2018 11:00 AM - 12:30 PM

Precepts of the Code of Professional Conduct are applied to real-life scenarios that highlight gray areas. Presenters take different points of view to applying the precepts.

Session Category
Cross Discipline
Credits
EA Core1.50
CPD1.50

Speakers

  • 1 Thomas A. Swain Findley
  • 2 Mary K. Moreland Abbott Laboratories
  • 3 Dawn I. Rich T. Marzetti Company
  • 4 Kimberly K. Sharp Nissan North America Inc.
  • 1 Bill Benjamin Institute for Health and Human Potential
  • 1 David R. Godofsky Alston & Bird, LLP
  • 2 Margaret S. Berger Mercer
  • 3 Paul B. Zeisler
  • 4 Stephen A. Alpert
  • 1 John T. Stokesbury Deloitte Consulting LLP
  • 2 Tonya B. Manning Buck
  • 3 Nick Ortner Milliman Inc.
  • 4 David L. Driscoll Buck
  • 5 Brian M. Septon The Terry Group
  • 6 James F. Verlautz Mercer
  • 7 Paul B. Zeisler
  • 8 Lisa G. Ullman PricewaterhouseCoopers LLP
  • 1 David Scharf Buck
  • 2 Tonya B. Manning Buck
  • 3 Susan L. Breen-Held
  • 4 Grace Katherine Lattyak Aon
  • 1 Joseph P. Strazemski Buck
  • 2 Aaron Rothstein Buck
  • 3 Stephen S. Breeding Ernst & Young, LLP
  • 4 Rachel Laura Barnes Mercer
  • 5 Kevin Morrison River and Mercantile Solutions
    (Session Assistant)
  • 1 Richard O Goehring Richard O. Goehring, Inc.
  • 2 Heath A. Miller Shepherd Kaplan LLC
  • 3 Dominic DeMatties Alston & Bird LLP
  • 4 Michael Rosenbaum Drinker Biddle & Reath LLP
  • 1 David M. Tuomala Optum
  • 2 JoAnn Bogolin Bolton Health Actuarial, Inc.
  • 3 Dan Hoffman Optum
  • 4 Timothy James Ryan Optum
    (Session Assistant)
  • 1 Derek N. Guyton Mercer
  • 2 Ernie Bourassa United Healthcare
  • 3 Richard Viesta United Healthcare
  • 4 Naimish Patel Rally Health
  • 1 Mike Spetko Deloitte Consulting LLP
  • 2 Robert Richard Maciejewski Jabil
  • 3 Yanning Sun Deloitte Consulting LLP
    (Session Assistant)
  • 1 Lance J. Weiss Gabriel Roeder Smith & Company
  • 2 Paul Angelo Segal Consulting
  • 3 Michael J. de Leon Deloitte Consulting LLP
  • 4 Jeff Markert KPMG LLP
  • 5 Kenneth John Herbold Texas Pension Review Board
    (Session Assistant)
  • 1 Paul M. Sepe Willis Towers Watson
  • 2 Sarah King Ball Corporation
  • 3 Kelley McFarland Elliott Delta Air Lines, Inc.
  • 4 Martin Rondeau AIG
  • 5 Nathan Thomas Counts AT&T
  • 1 Kevin Woodrich Cheiron, Inc.
  • 2 Kevin Culp Horizon Actuarial Services, LLC
  • 1 Amy C. Viener Pension Benefit Guaranty Corp.
  • 2 Erika Barnes Pension Benefit Guaranty Corp.
  • 3 Lee Townsend Mass Mutual
    (Session Assistant)
  • 1 Michael S. Clark River and Mercantile
  • 2 Sonja J. Coffin Fidelity Investments
  • 3 Maureen McClain River and Mercantile Solutions
    (Session Assistant)
  • 1 John Malcolm Merrill Nyhart
  • 2 Lance Paul Roteman Northeast Professional Planning Group
  • 3 Brian C. Donohue October Three LLC
  • 4 David R. Godofsky Alston & Bird, LLP
  • 1 Tanya E. Sun Mercer
  • 2 Tanya D. Trevisan TelePAWS, LLC
  • 3 Amy Meister MedExpress
  • 4 Julie Barnes JB Health Consulting
  • 1 Alan J. Silver Willis Towers Watson
  • 2 John E. Horvath Anthem
  • 3 Kate Unsworth Castlight Health
  • 4 Cheryl A. Ham Aon
    (Session Assistant)
  • 1 Mitsuyasu Nishiwaki Willis Towers Watson
  • 2 Norman A. Dreger Mercer
  • 3 Dean W. Kepraios Willis Towers Watson
  • 1 Paul Angelo Segal Consulting
  • 2 David L. Driscoll Buck
  • 3 David T. Kausch Gabriel Roeder Smith & Company
  • 4 Brad Lee Armstrong Gabriel Roeder Smith & Company
    (Session Assistant)
  • 1 Kelly Lynn Karger Willis Towers Watson
  • 2 Sarah Hindley Deloitte Consulting LLP
  • 3 Kimberlie England Findley
  • 1 Jerry Mingione The Terry Group
  • 2 Robin Anderson Principal Global Investors
  • 3 Jay Love Mercer Investment Consulting
  • 1 Jason Melbye October Three LLC
  • 2 Lauren Meyer River and Mercantile
  • 3 Robert D Gentry Athene
  • 4 Robert Allen Grider Stanley, Hunt, DuPree & Rhine, Inc.
    (Session Assistant)
  • 1 Craig P. Rosenthal Mercer
  • 2 David Scharf Buck
  • 3 Grace Marie Barbieri Mercer
  • 4 Erik B. Lundgren Jones Day
  • 1 Felix A. Okwaning Prudential Financial
  • 2 Kim M. Nicholl Segal Consulting
  • 3 Dominic DeMatties Alston & Bird LLP
  • 4 Hank H. Kim National Conference on Public Employee Retirement Systems
  • 1 Yi-Ling Lin The Terry Group
  • 2 Gary A. Stanford Blue Cross/Blue Shield of TX
  • 3 Bobby Schenck The Terry Group
    (Session Assistant)
  • 1 Alan J. Silver Willis Towers Watson
  • 2 Julie McCarter CIGNA
  • 3 Chirag Shah Imagine Health
  • 1 Albert R. Phelps Arthur J. Gallagher & Co.
  • 2 Stephen Caulk Aon
  • 3 Miguel Santos Aon
  • 4 Wilfredo J. Gaitan Aon
  • 1 Michael J. de Leon Deloitte Consulting LLP
  • 2 Todd Nathan Tauzer S&P Global Ratings
  • 3 Leslie H Richmond Build America Mutual
  • 4 Phillip Alan Souzek Deloitte Consulting LLP
    (Session Assistant)
  • 1 Marina L. Edwards Willis Towers Watson
  • 2 Robert G. Holdom NewYork-Presbyterian
  • 3 Riddhi Patel AT&T
  • 4 Paul M. Sepe Willis Towers Watson
  • 1 Thomas A. Swain Findley
  • 2 Frank Corris Corris Consulting Group
  • 1 John Malcolm Merrill Nyhart
  • 2 Bruce Cadenhead Mercer
  • 3 Harold S. Cooper Segal Consulting
  • 4 Tammy F. Dixon Segal Consulting
  • 5 Janet E. Brazelton City and County of San Francisco Employees' Retirement System
    (Session Assistant)
  • 6 Malichi Scott Waterman Segal Consulting
  • 1 Amy Elizabeth Ayres Willis Towers Watson
  • 2 Maria M. Sarli Willis Towers Watson
  • 3 Audrey Cervas Buck
  • 4 Daniel Balsam Fidelity Investments
  • 5 David Pratt Ward Deseret Mutual Benefit Administrators (DMBA)
    (Session Assistant)
  • 1 Jeremy P. Olszewski Fidelity Investments
  • 2 Fred C. Lindgren Fidelity Investments
  • 3 Scott E. Kropf
  • 4 Dominic DeMatties Alston & Bird LLP
  • 5 Caroline Pisacka Fidelity Investments
    (Session Assistant)
  • 1 John J. Schubert Deloitte Consulting LLP
  • 2 Colleen O'Malley Driscoll Ernst & Young, LLP
  • 3 Thuong Broaden Deloitte Consulting LLP
  • 4 Steven D. Draper Ernst & Young, LLP
  • 1 Thomas S. Tomczyk Buck
  • 2 Chip Kerby Liberté Group LLC
  • 3 Tami M. Simon Segal Consulting
  • 4 Joan P. Ogden Joan Ogden Actuaries
    (Session Assistant)
  • 1 Douglas J. Carey
  • 2 Chantal Bray HSBC
  • 3 John Ashton Johnson & Johnson
  • 4 Martin Rondeau AIG
  • 5 Albert R. Phelps Arthur J. Gallagher & Co.
    (Session Assistant)
  • 1 Koren L. Holden Colorado PERA
  • 2 R. Paul Schrader
  • 3 Joseph Pace Newton Gabriel Roeder Smith & Company
  • 4 Robert Conlin Wisconsin Dept. of Employee Trust Funds
  • 5 Adrienne Cara Ostroff Deloitte Consulting LLP
    (Session Assistant)
  • 1 Elena V. Black The Terry Group
  • 2 Kyle Trombley Johnson Principal Financial Group
  • 3 Yi-Ling Lin The Terry Group
  • 1 Eli Greenblum Segal Consulting
  • 2 Boris Vaynblat The McKeogh Company
  • 3 C. David Gustafson Pension Benefit Guaranty Corp
  • 1 Lawrence E. Scherer Findley
  • 2 Kevin Morrison River and Mercantile Solutions
  • 3 James E. Turpin The Turpin Consulting Group, Inc.
  • 4 Bela Palli Pension Benefit Guaranty Corp.
  • 5 Lauren Meyer River and Mercantile
    (Session Assistant)
  • 1 Craig P. Rosenthal Mercer
  • 2 Anthony Michael Davis Fidelity Investments
  • 3 Lisa M. Canafax Mercer
  • 4 Michael T. Horton Willis Towers Watson
  • 5 Joseph A. Grondin Willis Towers Watson
    (Session Assistant)
  • 1 Mary K. Moreland Abbott Laboratories
  • 2 Marvin Lee Stokes Mercer
  • 3 Douglas John Short Ernst & Young, LLP
  • 1 Trevis G. Parson Willis Towers Watson
  • 2 Thi Montalvo Willis Towers Watson
  • 3 Keegan Fisher Providence St. Joseph Health System
  • 4 Jayodita Sanghvi Grand Rounds, Inc.
  • 5 David M. Hawkins Newport Group
    (Session Assistant)
  • 1 Amy D. Whaley Willis Towers Watson
  • 2 Kristin Anne McKee Willis Towers Watson
  • 3 Virginia Rivas Mercer Employee Health & Benefits, LLC
  • 4 Cindy S. Giambrone MemorialCare Medical Foundation
  • 5 Stephanie Ann Calandro Willis Towers Watson
    (Session Assistant)
  • 1 Lindsay B. Neu Deloitte Services LP
  • 2 Robert Palacios The World Bank
  • 3 Tibor Andras Parniczky Central Administration of the National Pension Insurance
  • 4 Douglas J. Carey
  • 1 Elizabeth Ann Wiley Cheiron, Inc.
  • 2 James G. Berberian Buck
  • 3 Kevin Woodrich Cheiron, Inc.
  • 4 Robert Andrew Blough Indiana Public Retirement System
    (Session Assistant)
  • 1 Tamara R. Shelton Willis Towers Watson
  • 2 Tony E. Holmes 9 True Illusions LLC
  • 1 Melissa Conklin Kolle The Cultural Institutions Retirement System
  • 2 Edward F. Groden New England Teamsters & Trucking Industry Pension Fund
  • 1 Felix A. Okwaning Prudential Financial
  • 2 Matthew P. Avery Fidelity Investments
  • 3 James Nichols Voya Financial
  • 4 Grace Katherine Lattyak Aon
  • 5 Robert O. Bacher ConocoPhillips
    (Session Assistant)
  • 1 Abednigo Sibanda KPMG LLP
  • 2 James F. Verlautz Mercer
  • 3 Nick C. Thornley Ernst & Young, LLP
  • 4 Grant Peterson PricewaterhouseCoopers LLP
  • 5 Kevin Morrison River and Mercantile Solutions
    (Session Assistant)
  • 1 Lance Paul Roteman Northeast Professional Planning Group
  • 2 David R. Godofsky Alston & Bird, LLP
  • 3 Richard O Goehring Richard O. Goehring, Inc.
  • 4 Lauren Meyer River and Mercantile
    (Session Assistant)
  • 1 Dale H. Yamamoto Red Quill Consulting
  • 2 Jamie R. Wisser Actual HealthCare Solutions, Inc.
  • 3 James Schulz Actual HealthCare Solutions, Inc.
  • 4 Stephen Leskovec MSN, RN
  • 1 Derek N. Guyton Mercer
  • 2 Theresa S. Bauer Aetna
  • 3 Scott Ryan Virgin Pulse
  • 1 Mitsuyasu Nishiwaki Willis Towers Watson
  • 2 James Davies Willis Towers Watson
  • 3 Lisa G. Ullman PricewaterhouseCoopers LLP
  • 1 David J. Kershner Buck
  • 2 Kwan-Ji Jeannie Chen Deloitte Consulting LLP
  • 3 Jeff Markert KPMG LLP
  • 4 Mary Elizabeth Redding Bartel Associates, LLC
  • 5 Phillip Alan Souzek Deloitte Consulting LLP
    (Session Assistant)
  • 1 Thomas S. Terry The Terry Group
  • 2 Elena V. Black The Terry Group
  • 3 Michael E. Clark Principal Financial Group
  • 1 Dewey A. Dennis First Actuarial Consulting, Inc.
  • 2 Darren Michael French Pension Benefit Guaranty Corp.
  • 1 Laura Rosenberg Fiduciary Counselors Inc.
  • 2 Jeffrey B. Cohen Bailey & Ehrenberg
  • 3 Joseph House PCA Partners
  • 1 Jeremy Robert Clear Fidelity Investments
  • 2 Edie Claire Campo Prudential Retirement
  • 3 Paul W. Nawrot Fidelity Investments
  • 1 David Scharf Buck
  • 2 Joseph S. Adams Winston & Strawn LLP
  • 3 Aaron J.L. Pedowitz Mercer
  • 4 Colleen O'Malley Driscoll Ernst & Young, LLP
  • 1 Stuart H. Alden Aon
  • 2 Thomas R. Boldt Accolade
  • 3 Robert G. Tate Aon
  • 1 Tanya E. Sun Mercer
  • 2 Allen Schmitz Milliman Inc.
  • 3 Matthew Hugh Morton LTCG
  • 4 Steve Prasad Optum
  • 1 Wilfredo J. Gaitan Aon
  • 2 Dean W. Kepraios Willis Towers Watson
  • 3 Shruti Krishnamurthy Willis Towers Watson
  • 1 Brad Edward Ramirez Segal Consulting
  • 2 Brian B. Murphy Gabriel, Roeder, Smith & Company
  • 1 Thomas S. Terry The Terry Group
  • 2 Sandeep R. Singh Mondelez International
  • 3 Mary K. Moreland Abbott Laboratories
  • 4 Dawn I. Rich T. Marzetti Company
  • 5 Jody B. Carreiro Osborn Carreiro & Associates, Inc.
    (Session Assistant)
  • 1 Yubo Qiu Principal Financial Group
  • 2 James Peter Walton River and Mercantile
  • 3 R. Evan Inglis Independent Consultant
  • 4 Francois Pellerin Fidelity Investments
  • 1 Robert J. Reiskytl Aon
  • 2 John H. Lowell October Three Consulting LLC
  • 3 Maria M. Sarli Willis Towers Watson
  • 4 John J. Schubert Deloitte Consulting LLP
  • 5 Donald E. Fuerst
  • 1 Joshua Shapiro Groom Law Group
  • 2 Mariah Becker NCCMP