508 - Global DC Plan Governance and Retirement Planning Around the World

October 18, 2022 10:10 AM - 11:50 AM Central Standard Time
Speakers:
Mitsuyasu Nishiwaki
Ms. Rachel Gift Amalo
Vaibhavi V. Patel
Credits:
EA Core 0.00
EA Non-Core 2.00
CPD 2.00
EA Ethics 0.00
EA Formal 2.00
DC plans have become the primary approach to providing retirement benefits around the world. However, many employees are not adequately prepared for retirement in the face of weakening social pension systems, low interest rates, and an overvalued stock markets. Many employees find themselves ill prepared or unable to retire due to inadequate financial resources or psychological unpreparedness for change in lifestyle and family dynamics. Employers have a direct stake in their employee's successful planning for retirement to improve employee engagement and financial and mental wellness as well as to reduce costs and risks of potential labor disputes typically involved in having to retire with older populations. In this session, panelists provide an overview of how companies are effectively managing their DC plans around the world. Speakers then focus on the retirement planning support offered by company pension programs globally and trends in employee education, voluntary long-term savings features, EAP programs and other employer initiatives typically used around the world.

103 - GASB Primer for Non-Public Plan Actuaries

October 17, 2022 10:45 AM - 12:00 PM Central Standard Time
Speakers:
David J. Kershner
Griffin Lothrop
Mr. Stephen N. Eisenstein
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Were you ever interested in learning about public plans? How about differences in accounting treatment compared to public and private companies? At this session, practitioners introduce you to accounting in the GASB world.

305 - Why Should I Care About Value-Based Care? Understanding and Evaluating Value-Based Care Models

October 17, 2022 3:45 PM - 5:00 PM Central Standard Time
Speakers:
John James McAndrew
Mr. Mark Wernicke
Mr. Michael Nugent
Sara Corrough Teppema
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
Speakers addresses consultant considerations when evaluating value-based care arrangements. Topics include an overview of the value-based care market; considerations for evaluating these arrangements; practical evaluation examples; discussion around what's coming in value-based care, and a panel discussion with your questions and answers.

709 - The Macroeconomics of Aging

October 19, 2022 9:30 AM - 10:45 AM Central Standard Time
Speakers:
Jerry Mingione
Ms. Elena V. Black
Richard Jackson
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Populations are aging in most countries around the world. Analysts generally view this demographic trend as a cause for slowing economic growth and increased net savings, which combined to drive down the equilibrium level of interest rates. At some point, though, this demographic impact may shift as an increasing number of retirees spend down their accumulated assets. What are the implications for retirement funding? Increasingly mature pension plans, with greater reliance on trust fund returns, will need to address a continuously evolving array of capital market challenges.

ASOP Update for Retirement Actuaries

December 07, 2022 11:30 AM - 12:45 PM Central Standard Time
Speakers:
Kenneth J. Herbold
Credits:
EA Core 1.50
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
In this CCA retirement series webinar, speakers discuss recently published and recently effective Actuarial Standards of Practice affecting retirement practice which may include: ASOP 4 – Measuring Pension Obligations and Determining Pension Plan Costs, third exposure draft comment period ends October 15, 2021; ASOP 27 – Selection of Economic Assumptions for Measure Pension Obligations, effective August 1, 2021; ASOP 32 – Social Insurance, effective September 2, 2021; ASOP 35 – Selection of Demographic and Other Noneconomic Assumptions for Measuring Pension Obligations, effective August 1, 2021; ASOP 38 – Catastrophe Modeling (for All Practice Areas), effective December 1, 2021; and ASOP - Setting Assumptions, third exposure draft comment period ends April 15, 2021.

705 - Social Determinants of Health: Update on SOA Research

October 19, 2022 9:30 AM - 10:45 AM Central Standard Time
Speakers:
James Dolstad
Ms. Joan C. Barrett
Rebecca Owen
Sara Corrough Teppema
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
The Society of Actuaries published research papers on Social Determinants of Health (SDOH) earlier this year. Authors of those papers highlight their key findings. In addition, the researchers cover the relevance of SDOH to actuaries and summarize the publicly available data sources that can be used in actuarial models.

Smaller Actuarial Consulting Firms Community Forum

October 18, 2022 3:00 PM - 4:00 PM Central Standard Time
Speakers:
Credits:
EA Core 0.00
EA Non-Core 0.00
EA Ethics 0.00
EA Formal 0.00
The CCA Smaller Actuarial Consulting Firms Community holds a face-to-face meeting to discuss current issues, outlooks, and news. Community membership is not required to attend.

201 - Current State of Market Cash Balance Plans

October 17, 2022 2:00 PM - 3:15 PM Central Standard Time
Speakers:
Mr. Derek Anthony Scott
Mr. Scott A. Hittner
Credits:
EA Core 1.50
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
It's been over five years since final regulations were issued for market-based cash balance plans. The IRS recently allowed cash balance plans to file for determination letters. Speakers discuss the current state of affairs with these plans.

406 - Problem Solving Roundtable: Saving Social Security

October 18, 2022 8:00 AM - 9:40 AM Central Standard Time
Speakers:
Erica Peters
Justin N. Hornburg
Mr. Craig P. Rosenthal
Mr. James G. Berberian
Mr. Jonathan R. Barry
Patricia A. Rotello
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 2.00
EA Ethics 0.00
EA Formal 0.00
Absent any legislative action, Social Security benefits are expected to decrease by about 25% in 2033. With an eye toward addressing this problem, panelists discuss different levers we could pull to make Social Security solvent. Should we increase taxes? Cut benefits? A bit of both? We'll use polling to gather input to serve as the starting point for a Social Security reform package to be presented to lawmakers. Let’s harness the brainpower of actuaries and help make a difference.

204 - Current Topics in Medicare Advantage and Part D

October 17, 2022 2:00 PM - 3:15 PM Central Standard Time
Speakers:
Martin W. Hill
Mr. Dan Hoffman
Mr. David M. Tuomala
Shyam Kolli
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
Speakers highlight current topics in Medicare Advantage and Part D using an interactive format including presentations, polling, and audience participation. Topics may include Medicare Advantage, Part D, and employer sponsored Medicare plans.

703 - Decumulation in DC Plans

October 19, 2022 9:30 AM - 10:45 AM Central Standard Time
Speakers:
Daniel Philip Cassidy
Felix A. Okwaning
Pete J. Neuwirth
Stacey Marie Schmid
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Most plan sponsors have helped participants focus on the accumulation of retirement assets. Our speakers discuss strategies plan sponsors can think about while trying to help plan participants draw down on accumulated funds, in the presence or absence of an annuity.

106 - Presenteeism and Total Well Being

October 17, 2022 10:45 AM - 12:00 PM Central Standard Time
Speakers:
Mr. Joel L. Axler
Mr. Paul Botkin
Mr. Phillip A. Merdinger
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
Presenteeism ensures that employers have the people they need to run their business. Employee well being is an important component of the solution. Panelists define what presenteeism is, why it matters, how to manage it, and the role of well being in the process.

207 - Impact of Recent ASOP 4 Changes on Public Plans

October 17, 2022 2:00 PM - 3:15 PM Central Standard Time
Speakers:
Brent A. Banister
Mr. William R. Hallmark
Paul Angelo
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
After three Exposure Drafts, in February 2022 the ASB released a substantially revised ASOP 4, which includes the required disclosure of a market return based liability measure. Other new requirements include enhanced assessments of a plan's funding policy, and disclosure of an actuarially determined contribution by all pension plans. These new disclosures are particularly revolutionary for public pension plans. Panelists explore possible consequences and strategies for meeting these new requirements.

501 - Late Breaking Developments

October 18, 2022 10:10 AM - 11:50 AM Central Standard Time
Speakers:
Jeremy P. Olszewski
Madi Smith
Ms. Marcy Bloodgood
Ms. Margaret S. Berger
Representative
Credits:
EA Core 2.00
EA Non-Core 0.00
CPD 2.00
EA Ethics 0.00
EA Formal 2.00
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.

307 - Social Security Considerations for Public Pensions

October 17, 2022 3:45 PM - 5:00 PM Central Standard Time
Speakers:
Audra Ferguson-Allen
Elizabeth A. Wiley
Ms. Jeannine Markoe Raymond
Sandy Matheson
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Speakers discuss issues related to the intersection of Social Security and public pension plans. Topics include FICA Replacement Plan requirements, including the Safe Harbors, mandatory coverage, and Section 218 Agreements. Additionally, the implications of the Government Pension Offset (GPO) and the Windfall Elimination Provision (WEP) on these topics are also addressed.

402 - Advanced Topics in Accounting for Defined Benefit Retirement Plans

October 18, 2022 8:00 AM - 9:40 AM Central Standard Time
Speakers:
Mr. Philip Bonanno
Mr. Stephen N. Eisenstein
Ms. Ellen Loretta Fogarty
Credits:
EA Core 0.00
EA Non-Core 2.00
CPD 2.00
EA Ethics 0.00
EA Formal 2.00
Accounting for Defined Benefit plans is not always easy. Accounting firm professionals discuss advanced topics they experienced in client situations, considerations, and resolutions reached. Be prepared for an interactive session.

Healthcare Community Forum

October 18, 2022 3:00 PM - 4:00 PM Central Standard Time
Speakers:
Credits:
EA Core 0.00
EA Non-Core 0.00
EA Ethics 0.00
EA Formal 0.00
The CCA Healthcare Community holds a face-to-face meeting to discuss current issues, outlooks, and news. Community membership is not required to attend.

409 - Assembly of a Successful SFA Application

October 18, 2022 8:00 AM - 9:40 AM Central Standard Time
Speakers:
Heather Ray
Jay K. Egelberg
Mr. Vincent Anthony Regalbuto
Ms. Nadine Solntseva
Credits:
EA Core 2.00
EA Non-Core 0.00
CPD 2.00
EA Ethics 0.00
EA Formal 2.00
2014's Multiemployer Pension Reform Act (MPRA) broke all the rules, allowing multiemployer pension funds to reduce accrued benefits - even those in pay status! The application and political processes were shattering; 18 pension funds were successful. 2021's American Rescue Plan Act essentially ended that with the advent of "special financial assistance" (SFA) and priority categories. While not quite as intense as MPRA, SFA applications are rather complex. Hear from actuaries who have completed successful SFA applications in the earliest priority categories.

108 - Mergers and Acquisitions: Impact of the Great Reset on M&A

October 17, 2022 10:45 AM - 12:00 PM Central Standard Time
Speakers:
Mr. Mike Spetko
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Actuaries are uniquely positioned to identify and quantify new trends. Speakers share their experiences in emerging workforce issues created by the Great Reset in the labor market both in the US and globally.

701 - Working With the PBGC

October 19, 2022 9:30 AM - 10:45 AM Central Standard Time
Speakers:
John Malcolm Merrill
Katherine B. Kohn
Mr. Israel Goldowitz
Mr. Matthew Robert Fishel
Credits:
EA Core 1.50
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Panelists discuss important topics and issues relating to single-employer plans and PBGC that an actuary or the actuary’s plan sponsor client may face. Drawing on their own experiences, speakers discuss recent updates, and provide practice tips and best practices for working with PBGC. Topics include the implication of economic conditions on PBGC-related issues, 430(k) liens, PBGC reporting, audits, the Early Warning Program, premium issues, and plan terminations.

101 - Required ASOP Disclosures – Practical Applications

October 17, 2022 10:45 AM - 12:00 PM Central Standard Time
Speakers:
Frederica Spadacenta Daniels
Maria M. Sarli
Ms. Julie M. Ferguson
Credits:
EA Core 1.50
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Speakers address how to improve your actuarial communications with a focus on ASOPs that address reports.

605 - Large Employer Benefit Trends

October 19, 2022 8:00 AM - 9:15 AM Central Standard Time
Speakers:
Jennifer Leming
Justin N. Hornburg
Ms. Stephanie A. Beach
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
Panelists provide their observations on large employer trends in 2022 and beyond, touching on the effects of COVID-19 on benefits such as lasting changes to virtual care and behavior health. Additionally we'll walk through what can be done to help clients with DE&I initiatives in the benefits space.

003 - Ethics

October 18, 2022 1:00 PM - 2:40 PM Central Standard Time
Speakers:
Jay K. Egelberg
John Malcolm Merrill
Rachel Barnes
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 2.00
EA Ethics 2.00
EA Formal 2.00
Come get your 2.0 EA Ethics credit as we discuss case studies covering ethical challenges and dilemmas facing pension actuaries. Audience participation is highly encouraged.

Public Plans Community Forum

October 18, 2022 3:00 PM - 4:00 PM Central Standard Time
Speakers:
Credits:
EA Core 0.00
EA Non-Core 0.00
EA Ethics 0.00
EA Formal 0.00
The CCA Public Plans Community holds a face-to-face meeting to discuss current issues, outlooks, and news. Community membership is not required to attend.

002 - Business Session and Keynote Presentation by Crystal Washington

October 17, 2022 7:45 AM - 10:15 AM Central Standard Time
Speakers:
Ms. Crystal Washington
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
The CCA’s Business Session precedes the Monday General Session with the welcoming of attendees, announcement of new directors and officers, Treasurer’s Report and presentation of the CCA’s annual awards. Our keynote presentation features technology marketing strategist and futurist Crystal Washington. Crystal takes complex social media, app, and web topics, and makes them easy to understand and accessible for everyday people, offering practical tips for using technology to strengthen client connections without losing that personal touch.

405 - Prescription Drug Update: PBM Pharmacagenomics

October 18, 2022 8:00 AM - 9:40 AM Central Standard Time
Speakers:
Dr. David S. Armstrong
Ian M. Smith
Mr. Ray Stultz
Ms. Sarah Suzanne Hellems
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 2.00
EA Ethics 0.00
EA Formal 0.00
Panelists provide a pharmacy update with emerging trends in benefit management, pharmacogenomics, and other genetics-related work.

609 - Variable Benefit Plans - Innovative Designs for Risk Sharing

October 19, 2022 8:00 AM - 9:15 AM Central Standard Time
Speakers:
Bryan McCormick
Mr John Michael Redmond, Jr
Mr. Thomas C. Cliffel
Scott Phillip Steadman
Credits:
EA Core 1.50
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Speakers continue the discussion about variable annuity plans in the multiemployer space. Coming off the strong returns of the last few years, funds are more interested than ever in finding new ways to protect and strengthen their plans. Panelists provide a deeper diver into the plan designs being implemented and touch on some of the more creative solutions.

607 - Pre-funding Government OPEB Plans

October 19, 2022 8:00 AM - 9:15 AM Central Standard Time
Speakers:
Michael J. de Leon
Mr. Joseph Michael Kropiewnicki
Ms. Linda L. Bournival
Ms. Maureen Toal
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Unlike pensions, setting aside significant assets for retiree health plans isn't as common. Speakers discuss some of the reasons for and against prefunding. Some of the topics include trends in funding, trust vehicles, funding policies, discount rate setting, and unwinding trusts.

209 - Pension Investing in a Changing World

October 17, 2022 2:00 PM - 3:15 PM Central Standard Time
Speakers:
Brett Dutton
Mr. Jonathan R. Barry
Ms. Yubo Qiu
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
The evolving capital market outlook and interest rate environment pose new challenges to pension plans. How are plan sponsors applying liability-driven investment strategies in the current environment? How are emerging asset classes such as alternatives being used to improve risk/reward performance? The panel reviews case studies on how plan sponsors navigate these challenges, using tools such as efficient frontiers, asset segmentation, hedge ratio targets, futures overlays, and glide paths.

708 - Non-Traditional Global Roles for Actuaries Part 2: Corporate Roles

October 19, 2022 9:30 AM - 10:45 AM Central Standard Time
Speakers:
Erica Peters
Mitsuyasu Nishiwaki
Mr. John Ashton
Mr. Robert Richard Maciejewski
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
In the second part of a series to provide insights into alternative career tracks for actuaries in the global arena, a panel of actuaries who are working in house describe their current roles.

608 - Non-Traditional Global Roles for Actuaries Part 1: Global Actuary

October 19, 2022 8:00 AM - 9:15 AM Central Standard Time
Speakers:
Albert R. Phelps, Jr
Mr. Douglas J. Carey
Wilfredo J. Gaitan
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
In the first part of a series to provide alternative career tracks to actuaries in the global arena, a panel of international consulting actuaries highlight their experience service as global actuary and advisor for multinational clients and the differences between the domestic and international actuarial practice.

005 - Humor That Works

October 19, 2022 11:00 AM - 12:30 PM Central Standard Time
Speakers:
Mr. Andrew Tarvin
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
83% of Americans are stressed out at work and 55% are unsatisfied with their jobs. The impact? Close to a trillion dollars in lost productivity and increased costs. Luckily humor is here to help. People who use humor are more productive, less stressed, and happier. This interactive and experiential program will teach you what humor at work means, why it is desperately needed, and how to use humor to create a positive work culture, increase team productivity, manage stress, and have more fun.

203 - My DB Plan is Frozen: Now What?

October 17, 2022 2:00 PM - 3:15 PM Central Standard Time
Speakers:
Ms. Alexandra Hyten
Ms. Katy Aronova
Ruth E. Schau
Stacey Marie Schmid
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Many of us are working with several frozen pension plans. Once a pension plan is frozen, what's next? Speakers detail the path of a pension plan from frozen to termination. They also address strategies on DC plan designs that can help address the loss of the DB plan.

408 - Professionalism in a Diverse World

October 18, 2022 8:00 AM - 9:40 AM Central Standard Time
Speakers:
Dwayne Husbands
Mr. Douglas J. Carey
Mr. James L. Jones
Ms. Renata De Leers
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 2.00
EA Ethics 0.00
EA Formal 0.00
The incorporation of diversity, equity, and inclusion in corporate culture is a global movement. But how is diversity viewed globally? What approaches to increased diversity have global companies taken? What is the intersection of professionalism and DE&I? Speakers from consulting and corporate environments discuss these issues and how approaches to DE&I differ globally.

105 - Being Transparent About Healthcare Transparency

October 17, 2022 10:45 AM - 12:00 PM Central Standard Time
Speakers:
Cheryl A. Ham
Ms. Meghan Rausch
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
Beginning July 1, 2022, most group health plans and issuers of group or individual health insurance will begin posting pricing information for covered items and services. A subset of this is the No Surprises Act that became effective on January 1, 2022, and provides patients financial protections against surprise medical bills. Speakers address the effect these factors have on employers and their employees from cost and other perspectives.

403 - DC Plan Nondiscrimination Testing

October 18, 2022 8:00 AM - 9:40 AM Central Standard Time
Speakers:
Dan Froehlich
Jeremy P. Olszewski
Mr. Patrick Blanchard
Ms. Donna Kropf
Credits:
EA Core 0.00
EA Non-Core 2.00
CPD 2.00
EA Ethics 0.00
EA Formal 2.00
ADP, ACP, QSLOB, cross testing, gateway testing, plan aggregation, and QNECs are all common terms used in testing defined contribution plans. Come to this session to learn what these terms mean and how to navigate some of the more advanced nondiscrimination testing situations for DC plans.

306 - What Actuaries Should Know About Climate Change

October 17, 2022 3:45 PM - 5:00 PM Central Standard Time
Speakers:
Lisa A. Slotznick
Margaret Tiller Sherwood
Mr. R. Dale Hall
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
Climate-related risks arise when various direct and indirect climate-related impacts affect the physical resources or assets of individuals or entities. When climate impacts also interact with various socioeconomic systems, the result may disrupt the mechanisms traditionally used to maintain financial stability. To an actuary that means assumptions may change or may need further disclosure, especially with growing regulator focus and the focus on climate-related financial disclosures across many insurance and financial services industries. The panelists cover the Actuaries Climate Index (ACI); discuss the Actuaries Climate Risk Index (ACRI); highlight the evolution of actuarial research on these topics including six climate issue papers promulgated by the International Actuarial Association; and explain what actuaries from all disciplines need to know about climate change including disclosures proposed or considered by various regulators.

Financial Reporting and Reserving in a Changing Healthcare Environment

December 14, 2022 11:30 AM - 12:45 PM Central Standard Time
Speakers:
Mr. Chris L. Sipes
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
Financial reporting requirements for reserves and related liabilities are often the largest balanced sheet item on an annual statement with more than a dozen ASOPs that either address healthcare financial reporting issues or have reserving applicability, with two newly revised for 2022. In this CCA healthcare series webinar, financial reporting experts will walk through many of the unique risks than must be addressed that affect insurers, employers, and other risk-assuming entities when preparing their 2022 year-end statements. Whether directly or indirectly due to Covid, regulatory changes, actuarial documentation and memorandum requirements, expanded self-funded reporting requirements, or transfers of risk from the government back to the insurers, the reporting environment is changing. This presentation will help you quantify those changes.

202 - Multiemployer Plans for Single Employer Actuaries

October 17, 2022 2:00 PM - 3:15 PM Central Standard Time
Speakers:
Carrie F. Vaughn
Mariah Becker
Mr. Joshua Shapiro
Richard O. Goehring
Credits:
EA Core 1.50
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Withdrawals, partitions, and suspensions, oh my! The world of multiemployer plans can sound like the endangered forest to single employer actuaries. Attend this session and learn as our experts improve your knowledge and rehabilitate you from your fear of these plans.

Measuring COVID Severity: What are the Odds and Ends?

November 09, 2022 11:30 AM - 12:45 PM Central Standard Time
Speakers:
David Scharf
Mr. David M. Tuomala
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
Serious illness, hospitalization, and even death are all possible outcomes of infection with COVID-19. How common are each of these outcomes? What has COVID done to mortality rates in the overall population? What impact has it had on employer-sponsored plans? How has the availability of vaccines impacted these rates? In this CCA cross discipline webinar, speakers will address these questions using the most recent data available.

Develop and Use Your Personal Brand - A Leadership Development Community Luncheon Forum

October 17, 2022 12:00 PM - 1:30 PM Central Standard Time
Speakers:
Credits:
EA Core 0.00
EA Non-Core 0.00
EA Ethics 0.00
EA Formal 0.00
Are you ready to take your career to the next level, but unsure what steps to take to get there? Have you already climbed the ladder and are looking to help others grow professionally? Join us for this interactive lunch panel where we’ll discuss topics like qualities that help employees stand out; what to consider when taking that next step in your career; what has worked for others to get ahead; how to develop yourself and your personal brand; how to be a better advocate for your team members; and expanding your opportunities.

602 - Plan Termination: Winding Down Nonqualified Plans

October 19, 2022 8:00 AM - 9:15 AM Central Standard Time
Speakers:
David Scharf
Pete J. Neuwirth
Russell S. Proctor
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
There are a host of issues to face when considering winding down and terminating a nonqualified plan. In many cases the relevant considerations and challenges for a nonqualified plan are the opposite of a qualified plan. Panelists address the strategy, decision points, timing, and steps that need to be considered, including a transfer of investment and mortality risk and reduction of financial statement volatility.

601 - Plan Terminations for Small Plans

October 19, 2022 8:00 AM - 9:15 AM Central Standard Time
Speakers:
Ben A. Johnson
Lance Paul Roteman
Mr. Kevin Joseph Donovan
Scott Grenier
Credits:
EA Core 1.50
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Panelists review the process for terminations of small plans that are covered by the PBGC as well as non-PBGC plans. Speakers also review the strategies that can be used for plans that are either underfunded or overfunded, and cover other topics including missing participants, form of payment, final 5500 and tax reporting.

309 - Dueling Actuaries

October 17, 2022 3:45 PM - 5:00 PM Central Standard Time
Speakers:
Anthony Bertolotti
James J. McKeogh
Mr. Joshua Shapiro
Scott Phillip Steadman
Troy Jaros
Credits:
EA Core 1.50
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Watch actuaries debate late-breaking issues affecting multiemployer actuaries. After each topic is addressed, the audience votes for the winner of each subject.

Inclusive Conversations – A Women in Consulting Community Forum

October 18, 2022 4:00 PM - 5:00 PM Central Standard Time
Speakers:
Credits:
EA Core 0.00
EA Non-Core 0.00
EA Ethics 0.00
EA Formal 0.00
Conversations and the words we use help to foster an inclusive environment. That is why it is important to realize why the words that you choose matter when you are an ally in the workplace. During this forum, panelists explore microaggressions, discuss how allies can create a more inclusive environment through their words, and demonstrate how we can all learn from our own mistakes.

509 - Whither Go Return Expectations?

October 18, 2022 10:10 AM - 11:50 AM Central Standard Time
Speakers:
Jerry Mingione
Mr. Ken Yager
Credits:
EA Core 0.00
EA Non-Core 2.00
CPD 2.00
EA Ethics 0.00
EA Formal 2.00
Capital market model return expectations took a nose-dive over the past year or two due to historically low interest rates and historically high pricing levels. But now capital markets are shifting again, and rather dramatically, with runaway inflation and the monetary policy shift aimed at controlling it. How is all this turbulence affecting retirement program financing? What about individuals trying to fund their own retirements?

208 - Carving Out a New Company

October 17, 2022 2:00 PM - 3:15 PM Central Standard Time
Speakers:
Mr Rob Bacher
Mr. Edgar Friedman
Mr. Eloi Faure
Mr. Jonathan McMurray
Mr. Jonathan P. Lincoln
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
A new company is born... speakers discuss the multitude of HR issues to address when splitting a portion of a global business to create a new company. What it takes to get it done while making it seamless for employees.

302 - Plan Terminations - Understanding the Investment Considerations

October 17, 2022 3:45 PM - 5:00 PM Central Standard Time
Speakers:
Jeffrey G. Passmore
Michael S. Clark
Mr. David R. Cantor
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Pension plan actuaries have a good understanding of the legal, compliance, and actuarial aspects of plan terminations. But managing a plan's funded status during the termination process also requires actuaries to understand the investment considerations. Speakers address what drives the investment decisions that need to be made and what actuaries can do to ensure that your clients don't end up with funded status surprises during the termination process. We'll look at asset allocation decision points, what drives the ultimate settlement cost, and how the investment strategy can hedge against unexpected surprises when the final contribution comes due.

205 - ACA Marketplace Updates Opportunities

October 17, 2022 2:00 PM - 3:15 PM Central Standard Time
Speakers:
Mr. Michael W. Levin
Mr. Trevis G. Parson
Ryan Jessell
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
The ACA insurance market continues to see significant, positive change. Speakers at this session provide updates on the market's current state as well as projections for its future evolution. Consultant and carrier perspectives will link these market developments to employer opportunities to deliver more value to plan participants.

301 - Nerdle for Actuaries (aka ERISA Trivia)

October 17, 2022 3:45 PM - 5:00 PM Central Standard Time
Speakers:
Maria Clarice Chua
Maria E Simmers
Mr. Matthew Sampogna
Richard O. Goehring
Credits:
EA Core 1.50
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
In two years ERISA will turn 50 years old. Whether you are under age 50 or already have passed that mark, don't let a refined knowledge of ERISA remain on your actuarial bucket list. Attend this session and start scratching that item off this year.

102 - In the Weeds on LDI

October 17, 2022 10:45 AM - 12:00 PM Central Standard Time
Speakers:
Michael S. Clark
Ms Sweta Dipak Vaidya
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Liability driven investment strategies have been around for almost two decades. Many retirement plan actuaries understand the high-level concept, but few have dug into the details to understand how the actual portfolio is constructed. Speakers in this session walk through the principles for constructing LDI portfolios and the detail of various ways these strategies are put together.

704 - Succeeding in the New Healthcare Economy Through Advanced Analytics

October 19, 2022 9:30 AM - 10:45 AM Central Standard Time
Speakers:
Linh Duong Ebbers
Mr. Nicholas Matthew Pearce
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
Employers and other healthcare organizations increasingly look for actuaries to provide them with quantitative information of value to drive decision making. Our experts offer their perspectives on the demand for advanced analytics in the rapidly approaching value-based future.

505 - Retiree Medical - What is the Auditor Looking For

October 18, 2022 10:10 AM - 11:50 AM Central Standard Time
Speakers:
Martin W. Hill
Mr John J. Schubert
Ms Casey Shork
Steven D. Draper
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 2.00
EA Ethics 0.00
EA Formal 0.00
If your client has a Big Four auditor, gone is the day when the annoying first year accountant asked irrelevant questions. Anticipating and knowing what the auditor's actuarial specialist is looking for can go a long way toward a smoother completion to year-end financial reporting.

604 - Virtual Care in a Virtual World

October 19, 2022 8:00 AM - 9:15 AM Central Standard Time
Speakers:
Dr. Debra Friesen
Ms. Anne E. Crumlish
Ms. Courtney A. Stubblefield
Stephanie Calandro
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
Health care has been rendered via virtual channels since the emergence of telephone and radio technology. Although its usage since then has varied across different eras and settings, recent forces such as the COVID pandemic, recognition of generational preference patterns, and care equity initiatives have accelerated the use of virtual care. Panelists dissect several aspects of the value proposition for virtual care, exploring exciting topics such as its role in various care scenarios, integration with in-person treatment, emerging frameworks, and the outlook of what’s next in virtual care.

503 - Plan Mergers and Spinoffs for DB and DC Plans (Frozen and Active Plans)

October 18, 2022 10:10 AM - 11:50 AM Central Standard Time
Speakers:
Julie Sachs
Mr Frederick W Lamm
Mr. Craig P. Rosenthal
Ms. Marina L. Edwards
Credits:
EA Core 1.00
EA Non-Core 1.00
CPD 2.00
EA Ethics 0.00
EA Formal 2.00
Many sponsors have multiple retirement plans, and in several situations it might make sense to merge them. Similarly, there may be situations where it might make sense to transfer liabilities among plans.

706 - Social and Emotional Intelligence in Actuaries

October 19, 2022 9:30 AM - 10:45 AM Central Standard Time
Speakers:
Dr. Philip Blue
Mr. Thomas S. Terry
Paul M. Sepe
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
In our increasingly digital world, the human element is continues to help distinguish actuaries from algorithms. What is your adaptability quotient? Your emotional quotient? What do these distinctions even mean, and why are they important? Panelists explore why it is important that these human elements have an essential part of professional development for actuaries.

707 - Public Plans Workshop

October 19, 2022 9:30 AM - 10:45 AM Central Standard Time
Speakers:
Elizabeth A Wiley
Mr. Lance J. Weiss
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
This is an open forum on topics of interest to public sector actuaries. The topics are selected by session attendees and may include: funding to surplus; volatility management; impact of higher interest rates on plan design; economic assumptions including ASOP 27; and ASOP 4’s low-default-risk obligation measure (LDROM).

104 - Forecasting in a High Inflationary and Uncertain Environment

October 17, 2022 10:45 AM - 12:00 PM Central Standard Time
Speakers:
Dale H. Yamamoto
Dr. Philip Ellis, PhD
Ms. Katie Martin
Robert G. Tate
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
Inflation has been its highest in the last 40 years and the world is recovering from a pandemic that it hasn’t seen in a century. Healthcare cost trends over the next few years will be influenced by these uncertain conditions. What can we learn from recent experience and what should be considered in your selection of short-term cost trends?

506 - The New Workforce Relationship

October 18, 2022 10:10 AM - 11:50 AM Central Standard Time
Speakers:
Lauren Klein
Mr. Eric M. Pudlowski
Ms Sweta Dipak Vaidya
Ms. Amy Ruth
Ms. Riddhi Patel
Patricia A. Rotello
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 2.00
EA Ethics 0.00
EA Formal 0.00
Trying to balance an employer's need for talent with employee's expectations is becoming even more challenging. How will the experience of remote working during the pandemic impact the future workplace, whether physical or virtual? What are some of the solutions to address staffing needs and employees’ needs? Is the financial cost resulting from the Great Resignation sustainable? What will the total reward system look like that satisfies these conflicting goals?

303 - Cost Accounting Standards for Government Contractors

October 17, 2022 3:45 PM - 5:00 PM Central Standard Time
Speakers:
Grace Barbieri
Mr. Craig P. Rosenthal
Ms. Denise M. Widergren
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Government contractors obtain reimbursement under specified rules. Panelists review these rules and highlight areas that may be potential pitfall and other recent developments.

606 - Business Development Workshop

October 19, 2022 8:00 AM - 9:15 AM Central Standard Time
Speakers:
Edward M. Pudlowski
Patricia A. Rotello
Paul M. Sepe
Tanya Rizzuto
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
While sales is a dirty word for many consultants, business development is a necessary skill. Panelists provide a lively discussion on developing relationships and sales skills to enhance client relationships and improve business win rates.

603 - Strategic Plan Design for DC Plans

October 19, 2022 8:00 AM - 9:15 AM Central Standard Time
Speakers:
Mr. Robert J. Reiskytl
Ms. Tonya B. Manning
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Panelists cover the plan design of a Defined Contribution program that meets both employee and employer retirement needs and can also be used as a tool for employer recruiting and retention. They also discuss the design of combination DB/DC plans as well as important plan features such as auto enrollment and escalation, portfolio design, participant education, benefit portability and other plan design features.

702 - Legal and Regulatory Issues for Nonqualified Plans

October 19, 2022 9:30 AM - 10:45 AM Central Standard Time
Speakers:
Aaron J.L. Pedowitz
David Scharf
Joseph S. Adams
Mr. Erik B. Lundgren
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
Nonqualified plans have unique regulatory and legal considerations that are quite different (sometimes even opposite) from qualified plans. A panel of actuarial and legal experts in nonqualified plans address key issues, including IRC Sections 409A, 457(f), and 162(m), funding and tax implications, and reporting requirements with SEC and IRS.

407 - COVID-19: Impact on Demographic Assumptions

October 18, 2022 8:00 AM - 9:40 AM Central Standard Time
Speakers:
Adrienne Cara Ostroff
Brett Michael Hunter
Craig T. Chu
Kevin Scott Spanier
Mr. Piotr Krekora
Todd David Kanaster
Credits:
EA Core 0.00
EA Non-Core 2.00
CPD 2.00
EA Ethics 0.00
EA Formal 2.00
COVID-19 has had an unprecedented impact on operations of our principals, forcing actuaries to re-assess assumptions and inputs used in actuarial models. Speakers at this session review multiple perspectives on how COVID-19 has impacted pension and OPEB assumptions. The panelists detail COVID-19 trends in mortality and retiree healthcare costs, employee turnover, payroll growth, and other assumptions. Gain a broader view on latest trends in accounting for COVID-19 impact on mortality, morbidity and other experience by attending this session.

507 - "What's My Line?" - Recent Research on Public Sector Plans

October 18, 2022 10:10 AM - 11:50 AM Central Standard Time
Speakers:
Ms Koren L. Holden
Ms. Dana Lynn Woolfrey
Todd N. Tauzer
William B. Fornia
Credits:
EA Core 0.00
EA Non-Core 2.00
CPD 2.00
EA Ethics 0.00
EA Formal 2.00
What is their line? Or in this case, opinion? Join us as our participants review and debate the finer points of recent research papers covering topics relevant to public plans. Come, listen, question, AND VOTE on who best presents their views on funding, sustainability, and fiscal stress as it impacts the public plan arena. (Review Papers: Enhancing Sustainability of Public Pensions, NCPERS, January 2022, and Addressing and Avoiding Severe Fiscal Stress in Public Pension Plans, Urban Institute, January 2022.)

107 - Language Matters: Talking About Political Context

October 17, 2022 10:45 AM - 12:00 PM Central Standard Time
Speakers:
Elizabeth A. Wiley
Mr. Leigh Snell
Ms. Emily Brock
Ms. Jeannine Markoe Raymond
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
In public pensions, as in so many areas, without awareness of context and background of political processes, unintended consequences are likely to occur. This session’s panel of federal relations experts discuss topics of interest for public pensions related to federal policies and politics. The topics they explore include those most pertinent, including any late breaking developments, but may include federal reimbursement considerations and audits, language related to surplus and funding, pressures to extend single-employer funding rules into the public sector, and market value of liability measures.

502 - Actuarial Valuation of Variable Annuity and Market Cash Balance Plans

October 18, 2022 10:10 AM - 11:50 AM Central Standard Time
Speakers:
Bruce Cadenhead
David Murad
Mr. Scott A. Hittner
Credits:
EA Core 2.00
EA Non-Core 0.00
CPD 2.00
EA Ethics 0.00
EA Formal 2.00
The economic value of variable annuity and market-based cash balance plans significantly differs from traditional defined benefit plans. Many of these plans contain provisions that are difficult to value using traditional valuation techniques. Speakers address the actuarial valuation of these plan designs.

109 - Dealer's Choice: PBGC on Current Topics

October 17, 2022 10:45 AM - 12:00 PM Central Standard Time
Speakers:
Mariah Becker
Representative
Credits:
EA Core 1.50
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
A panel of PBGC representatives and practitioners discuss SFA regs, 4213 regs, SFA lessons learned, SPILLs, and mergers.

504 - COVID 19 Implications from Pandemic to Endemic

October 18, 2022 10:10 AM - 11:50 AM Central Standard Time
Speakers:
Elodie Olsen
Mr. Peter Sanderson
Ms. Christine M. Hale
Timothy B Stawicki
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 2.00
EA Ethics 0.00
EA Formal 0.00
Learn about the impact of the COVID-19 pandemic on health care claims patterns, provider approaches and future cost projections. Understand the implications of continued COVID infections, vaccines, and the eventual shift to an endemic disease. Consider impacts on long COVID on experience.

404 - Catching Up with the Academy's Health Equity Committee

October 18, 2022 8:00 AM - 9:40 AM Central Standard Time
Speakers:
James Dolstad
Ms. Donna C. Novak
Sara Corrough Teppema
Yi-Ling Lin
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 2.00
EA Ethics 0.00
EA Formal 0.00
Haven't had time to read all of the Academy's papers on health equity? Health equity is such an important issue that the Academy has elevated Health Equity to a permanent Committee on par with Medicare, Medicaid and Employee Benefits. Catch up with the Committee on the learnings so far and where health equity is heading from an actuarial perspective.

308 - Employee Well Being in M&A Situations: A Global Perspective

October 17, 2022 3:45 PM - 5:00 PM Central Standard Time
Speakers:
Dean W. Kepraios
Mitsuyasu Nishiwaki
Mrs. Katherine Ortiz
Credits:
EA Core 0.00
EA Non-Core 1.50
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
An M&A event can be an exciting time for the workforce. That excitement, however, can bring uncertainty for employees and this can affect their well being. Speakers discuss effective strategies for maintaining and enhancing employee well being during an M&A event and why they matter. In addition, they explore what companies can do for employee well being during a transaction and how companies can keep the momentum of well being focus after the transaction when business-as-usual is achieved.

Multiemployer Plans Community Forum

October 18, 2022 3:00 PM - 4:00 PM Central Standard Time
Speakers:
Credits:
EA Core 0.00
EA Non-Core 0.00
EA Ethics 0.00
EA Formal 0.00
Come to engage in a group discussion with your fellow multiemployer practitioners on the hot topics that affect your consulting practice. While forum leaders will suggest topics, please bring your own burning questions as well.

ARP: Special Financial Assistance for Multiemployer Plans

August 17, 2022 11:30 AM - 12:45 PM Central Standard Time
Speakers:
James Andrew Nolan
Mariah Becker
Mr. Jake Libauskas
Mr. Kevin M. Muse
Ms. Julie Cameron
Credits:
EA Core 1.50
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
In this CCA retirement series webinar, presenters discuss the American Rescue Plan Act (ARPA) final regulations for Special Financial Assistance. We review changes from the interim final rule and how the changes improve plans’ ability to pay benefits through 2051. We also cover our experience with applications submitted under the interim final rule and identify issues that arose and lessons learned from these applications.

Recent, New and Proposed ASOPs Affecting General Actuarial Practice

September 07, 2022 11:30 AM - 12:45 PM Central Standard Time
Speakers:
Geoff Bridges
Mr. Lawrence J. Sher
Ms. Judy Koch Stromback
Ms. Susan Pantely
Credits:
EA Core 1.50
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 1.50
In this CCA cross discipline webinar, the panelists will review key provisions of recent new and proposed ASOPs that can impact all practice areas. Examples may include Catastrophic Modeling (No. 38, changes effective 12/1/21), Modeling (No. 56, effective 10/1/20), Social Insurance Programs (No. 32, changes effective 9/1/21) and more.

New Healthcare Price Transparency Regulations: Crystal Clear or Clear as Mud?

September 14, 2022 11:30 AM - 12:45 PM Central Standard Time
Speakers:
Jason Petroske
Mr. David M. Tuomala
Mr. William J. Fox
Tejas Inamdar
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
In this CCA healthcare series webinar, we explore the current state of the price transparency roll-out. After several delays of the major milestones, both payers and providers are now mandated to report robust cost and reimbursement data—both of which have historically been highly protected, proprietary pieces of information. Our speakers discuss the regulation’s goals, challenges, and reception, as well as offer insights into what the industry can glean from the data following the recent deadline for key payer-focused requirements.

004 - Professionalism for Healthcare Actuaries

October 18, 2022 1:00 PM - 2:40 PM Central Standard Time
Speakers:
Cheryl A. Ham
Dale H. Yamamoto
Dean W. Kepraios
Derek N. Guyton
Dr Ian G. Duncan
Jennifer Nelson Schaefgen
Justin N. Hornburg
Ms Tanya E. Sun
Tiffany Arnold
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 2.00
EA Ethics 0.00
EA Formal 0.00
This interactive session covers professional/ethical case studies (sometimes real life ones) where consultants are faced with challenging client situations. Discussions and polling allow the audience the opportunity to decide the best course of action to take and why. Any applicable ASOPs are also addressed.

304 - ICHRA: What, Why, Huh?

October 17, 2022 3:45 PM - 5:00 PM Central Standard Time
Speakers:
Alan J. Silver
Mr. Kyle Estep
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
Imagine you're an employer entering the US healthcare system for the first time. How would you choose what health plan to offer? How would you fund it? Would the old method be the way? Speakers take you through a new alternative - the Individual Coverage HRA (ICHRA). This approach to meeting your financial requirements without the complications of managing a group health plan. Is it for you? Join us and find out why you should consider a different path forward.

001 - Inflation: Back to the Future

October 16, 2022 5:15 PM - 6:55 PM Central Standard Time
Speakers:
Dr. Philip Ellis, PhD
Mr. R. Evan Inglis
Mr. Scott Ruesterholz
Ruth E. Schau
Credits:
EA Core 0.00
EA Non-Core 2.00
CPD 2.00
EA Ethics 0.00
EA Formal 2.00
As inflation rears its ugly head, the implications are far reaching. Speakers at this session address inflationary trends at a macro level and the trickle effect on wage inflation, investments, benefit costs and the general cost of doing business. Let's party like it's 1981!

206 - Identifying and Assessing Bias in Pension and Healthcare

October 17, 2022 2:00 PM - 3:15 PM Central Standard Time
Speakers:
Elizabeth A. Wiley
Justin N. Hornburg
Mr. Thomas S. Terry
Yi-Ling Lin
Credits:
EA Core 0.00
EA Non-Core 0.00
CPD 1.50
EA Ethics 0.00
EA Formal 0.00
The revised US Qualification Standards (USQS) that are effective as of January 1, 2022 include an annual one hour bias topics continuing education requirement. Following a brief introduction discussing the evolution and implications of this requirement in the USQS, our speakers discuss several types of bias, including specific examples from both the retirement and health practices. We hope that all attendees leave with not only their bias topics requirement satisfied for 2022, but also with a keener understanding of how biases may emerge in actuarial practice.

401 - Administrative Grab Bag and Case Studies

October 18, 2022 8:00 AM - 9:40 AM Central Standard Time
Speakers:
Jaime F. Packer
Jamie Michelle Sloat
Spencer Wade
Credits:
EA Core 2.00
EA Non-Core 0.00
CPD 2.00
EA Ethics 0.00
EA Formal 2.00
The speakers touch on a variety of complex and sometimes overlooked administrative issues including handling non-spouse beneficiaries and deferred beneficiaries; plan termination data readiness; and using the new RMD rules. Questions are welcome, and interactive case studies are presented.