Times displayed in Central Time Zone

Monday, May 4

10:00 - 11:30 a.m.
  • Megatrends and Macro Risks for Retirement Plans
12:00 - 1:15 p.m.
  • Late Breaking Developments
  • Funding Policy With an Emphasis on Plans Moving to Surplus
  • Dealing With Takeover Issues
  • PBGC Update - Multiemployer Edition
1:45 - 3:00 p.m.
  • Recent Court Cases of Interest to Retirement Actuaries
  • Breathing New Life Into Retirement Plans: The Corporate Pension Revitalization Council
  • Small Plan Design (Nondiscrimination Issues, too)
  • Do Your Reports Measure Up? ASOP Communication and Disclosure Rules
3:30 - 4:45 p.m.
  • Required Minimum Distributions Issues
  • Managing Volatile Capital Market Assumptions
  • Hot Topics in Accounting
  • Variable Benefit Plans - Innovative Design & Regulatory Hurdles

Wednesday, May 6

9:30 - 10:45 a.m.
  • Economic Assumptions in a Changing Environment
  • Update on GASB and ASB OPEB Standards
  • EPCRS for Small Plans
  • ASC 715 Overview
11:15 a.m. - 12:55 p.m.
  • Ethics
1:30 - 2:45 p.m.
  • Church Plans (or Not)
  • Pension Reform Strikes Back
  • Thawing a Frozen Plan / New Plans
  • Risk Mitigation Strategies
3:15 - 4:30 p.m.
  • Credible or Incredible Experience Data
  • Issues to Watch Out for When Terminating a DB Plan
  • Retirement Plan Issues for Persons With Self-Employment Income
  • Update from the Joint Board

 

Friday, May 8

9:30 - 10:45 a.m.
  • Social Security Funded Status and Future Alternatives to Save it
  • 415 for Public Plans in the Current Economy
  • Funding Strategies, Minimum Requirements, Opportunities, and Pitfalls
  • SFA Post-Receipt Investment / Fiduciary Issues
11:15 a.m. - 12:30 p.m.
  • New Issues in DC Plans
  • Missing Participants and Post-NRA Issues
  • Retro Adoption/Amendments
  • Bias in Pension Actuarial Work
1:00 - 2:15 p.m.
  • Single Employer Regulator Update: IRS, PBGC and Treasury
  • Public Employee Retirement Systems Workshop
  • Settlement of Pension Liabilities
  • Withdrawal Liability Litigation Update
2:45 - 4:00 p.m.
  • AI and Technology in the Actuarial Workplace

 

Meetings & Education