In recent years, we have seen the introduction of alternative PBM vendors. Speakers will highlight differences with the new PBM models relative to traditional PBMs. Additional topics driving costs in pharmacy benefits will be discussed such as most favored nations pricing, specialty drugs, and GLP-1s.

This session explores the practical and professional considerations of working with the Pension Benefit Guaranty Corporation (PBGC) on single employer plans. The discussion will cover standard terminations, PBGC initiated terminations, early warning program, 4062(e ) liability, and recent developments. Speakers will discuss their own experiences navigating PBGC-related issues.

This session will explore practical, real-world use cases where AI can improve efficiency and consistency. Case studies will include enhancing communications, supporting data analysis, and assisting with research efforts.

This two-part interactive workshop highlights how executive presence—the intersection of confidence, credibility, and communication—enhances leadership effectiveness and strategic influence. Participants will gain actionable tools to reframe self-limiting beliefs, project composure under pressure, and navigate high-stakes conversations with authority and empathy. By blending foundational psychology with strategic framing and storytelling techniques, this program helps professionals move beyond technical expertise to position themselves as trusted advisors and influential leaders. Building on a framework of self-awareness and growth-oriented mindsets, participants will learn to adapt their communication style for diverse audiences and decision-makers. Developing executive presence allows leaders to navigate today’s complex professional environments by managing organizational visibility, inspiring trust among senior stakeholders, and turning technical insight into persuasive, action-oriented leadership.

The US economic outlook is made uncertain by negative factors such as aging demographics, exploding public debt, and waning globalization. But there is a chance that AI will be the wildcard factor that allows us to prosper in spite of all this. Speakers discuss the impact of AI on work-related tasks and roles, and review emerging research that attempts to project AI’s impact on economic growth, employment, and capital markets.

Interactive session where participants will work through a number of real-world scenarios.

Many statewide governmental plans are comprised of hundreds or in some cases thousands of individual employers. Cost sharing plans typically calculate a single contribution rate for all employers while agent multiple plans will calculate a different contribution rate for each employer based on that employer’s experience. Both approaches can create distinct challenges for both individual employers and the system as a whole. This session will compare and contrast the two approaches with regard to spotting assumptions, funding policies, and compliance with Actuarial Standards of Practice.

The US Supreme Court has ruled on many ERISA and ACA cases over the years that had been incredibly impactful in the employee benefits world. This session will describe how such cases wind up at SCOTUS in the first place, and dives into several of the more impactful cases relevant to actuaries and consultants working in the employee benefits space.

Emotional intelligence is crucial for actuaries communicating complex, technical data to non-actuarial stakeholders. Our speakers will address stakeholder management, understanding your audience, and using EI to foster trust and clarity.

This session builds upon last year’s ICHRA introduction by focusing on the numbers consulting actuaries are asked to produce. After a brief refresher on ICHRA fundamentals, we’ll walk through the core financial considerations employers and their advisors need to evaluate – cost trajectory and budget control, risk transfer and volatility, affordability guardrails, administrative compliance costs, and employee impact tradeoffs. Attendees will leave with a practical framework to help HR and Finance respond to C Suite questions like, “Why aren’t we doing ICHRA?”

Ancillary benefits, such as life insurance, disability and leaves of absence, dental, (mission?) and voluntary benefits are an important part of an employee’s healthcare benefits offering. This session will cover the ancillary benefits landscape and focus on recent changes and innovations in this space.

Consulting actuaries rely on a broad set of tools to support professionalism, sound judgment, risk management, and navigation of complex client and stakeholder relationships. This session provides an overview of key professionalism resources in the actuary’s toolkit and highlights selected resources developed (or in development) by the CCA’s Professionalism Committee, including papers on documentation requirements, peer review, and actuarial communications.

This session will discuss key planning considerations across both the accumulation and documentation phases, including sequence of withdrawals across account types, RMDs, coordination with Social Security and Medicare, tax planning, and the role of inheritance planning and charitable giving in retirement and pre-retirement.

Pension administration comes with many hazards, including complex calculations, administration, HRIS systems, and data quality. This session will provide some tools and approaches to deal with these hazards to improve valuation quality data and reduce administrative errors.

Organizations that prioritize continuous learning don’t just keep up, they pull ahead. Companies with strong learning cultures consistently outperform their peers, drive higher profitability, and retain top talent longer. Join a dynamic panel of clients and consultants as they share their experiences and learnings from their organizations. Expect an interactive session where your questions and perspectives are part of the conversation.

Plan Year 2027 (PY27) Maximum Fair Price (MFP) negotiations under the Inflation Reduction Act unfolded against the backdrop of Trump-era Most Favored Nation (MFN) executive orders and a volatile Part D market. Final MFPs are set, and CMS has published the methodology behind them. This webinar decodes what those prices reveal about the current administration’s drug-pricing trajectory, manufacturer margin outlook and pipeline risk, and the stability of Part D premiums and formularies. We’ll connect therapeutic-class patterns and comparator choices to likely plan behavior—tiering, utilization management (UM), and benefit-channel steering—and near-term contracting dynamics. Walk away from this CCA healthcare series webinar with a concise playbook for how PY27 MFPs will shape 2026–2028 strategy for payers and manufacturers.

The 2026 CCA Annual Meeting concludes with the final remarks of the CCA President, the passing of the gavel to the President Elect, and our capstone presentation.

This session provides an overview of retiree medical plan design. The discussion explores how various design features are being utilized, such as Medicare Advantage and EGWPs, the effect of prescription drug rebates, and the use of healthcare reimbursement accounts. There will be a focus on how these plan designs influence the selection of actuarial assumptions and the relationship between plan design and its actuarial impact.

The Society of Actuaries (SOA) Research Institute continues to invest heavily in forward looking research that informs actuarial practice across health, retirement, and financial security—while also preparing the profession for rapid technological change. Presenters highlight select, recent SOA research initiatives, offering insight into how research topics are identified, funded, and translated into practical value for actuaries and their stakeholders.

A central focus of the discussion is expected to be the growing role of artificial intelligence in the actuarial profession. Come to learn how the SOA is addressing AI through research, governance frameworks, and partnerships, and what these efforts mean for actuarial work in healthcare and beyond. Panelists also provide perspective on how actuaries can engage with SOA research—both as consumers and contributors—as the profession evolves.

This session will revisit Actuarial Standards of Practice (ASOPs) 51 and 56, exploring why each Standard exists and what purpose they serve in a desert of assumptions, modeling and risk. These ASOPs require additional accompanying disclosures to actuarial results that need to be reviewed regularly. The session will guide you to the oasis.

Discover how shifts in the shape and direction of the yield curve can influence key investment strategy decisions for defined benefit (DB) plans. Explore the impact on asset allocation, liability matching, and risk management across a range of interest rate environments. Gain insights into expected return on asset bond models and how these tools support funding strategies, valuation decisions, and long-term plan objectives.

During this session, participants will discuss their learnings from the webinar Leading from Within: Emotional Intelligence for the Consulting Actuary.

Artificial intelligence is rapidly changing the way consulting actuaries work, and the way clients expect advice and analysis to be delivered. During this session, our panelists explore both the opportunities and the risks AI presents to our work as consultants, including practical challenges in incorporating AI into day-to-day work, responding to clients who rely on AI-generated analyses, and competing in a marketplace where others may be leveraging AI in different ways. Speakers discuss how AI can enhance efficiency, research, and decision-making while highlighting its limitations and potential pitfalls. We’ll conclude with a look at where AI is headed, along with the ethical and professionalism considerations actuaries must address to ensure that the use of AI remains consistent with sound actuarial judgment and professional standards.

This session will explore the ins and outs of multiemployer plan mergers, with focuses on common pitfalls, plan, union and employer considerations, withdrawal liability, etc.

In a world where data drives decisions, actuaries are uniquely positioned to lead with insight, integrity, and impact. But technical expertise alone isn't enough. This session explores what it truly means to lead as an actuary—beyond the numbers. We'll dive into the mindset shifts needed to transition from technical expert to strategic leader, and the key leadership skillsets that empower actuaries to influence, inspire, and drive change.

Terminating a qualified small employer retirement plan involves navigating a complex web of IRS and DOL regulations. For financial and tax professionals, guiding a small business client through this process requires a meticulous understanding of timing, compliance testing, participant notifications, and asset distribution. Panelists provide a comprehensive, step-by-step roadmap for executing a successful small plan termination. Participants will learn how to identify common operational pitfalls, manage the winding-down of plan assets, and ensure all regulatory filing requirements are met to avoid costly penalties and plan disqualification. Participants will come away with ability to identify the legal and operational triggers that necessitate a plan termination, outline the timeline and procedural steps to terminate a small employer plan, including the compliance requirements, protocols for finding missing participants, distributing plan assets, and accurately preparing the final regulatory forms specifically focusing on the final form 5500.

This session moves beyond the fundamentals of ASC715 and IAS19 to address advanced pension accounting topics. The discussion will cover complex and less frequent scenarios. Potential topics include cash balance plans and recent EITF information, plan transactions such as mergers and spinoffs, first-time US GAAP or IFRS adoption, plan termination, and plan accounting under ASC960. This session intends to help attendees manage and address these accounting situations.

This CCA Cross Discipline webinar highlights how emotional intelligence (“EQ”) - understanding and managing emotions in ourselves and others - enhances effectiveness, resilience, and leadership impact through self awareness, self management, social awareness, and social skills. Participants gain practical, role specific tools to regulate stress, strengthen judgment, and build trust based relationships, blending core theory with real world consulting applications. Developing EQ allows consulting actuaries to navigate today’s fast paced, data driven environment, by managing complex relationships, high pressure situations, and the challenge of turning insight into action.

Adhering to Actuarial Standards of Practice, applying sound judgement and analytical rigor, prioritizing ethical decision-making and communicating complex results clearly and responsibly for healthcare actuaries is what you can expect to learn in this session through interactive case studies written by the panelists. There will be prizes!

Healthcare policies continue to be a hot topic on Capitol Hill. Panelists dive deeper into what policies have already been implemented, what may be in the pipeline for healthcare legislation and regulation, and how midterms could shape what comes next.

Retirement plans have been the topic of thousands of pages of law, tax code, regulation, and informal guidance. But somehow there are still things we don’t know – both new and old topics. Panelists discuss some of the items we wish we knew or had guidance on, as well as approaches to take when you find yourself in one of these situations.

During this session, participants will hold a discussion about their learnings, next steps, and how to implement what they learned.

Think you can navigate the depths of ERISA better than a trail guide at the Grand Canyon? Scale the Red Rocks of regulations and see if you have what it takes to reach the summit. If you are feeling a bit lost in the desert heat, don’t sweat it – you’re guaranteed to trek home with some fresh knowledge.

DROPs have been used as a public plan retention tool almost since inception. However, they have seen a resurgence in interest, and a divergence of provisions, in recent years. Speakers contrast two case studies of recent implementations: one strictly required to be cost neutral and the other with no such considerations. Join the conversation to discuss actuarial and administrative considerations of two DROPs that may barely recognize each other.

The CCA Women in Consulting Community meets to discuss current issues, outlooks, and news. Neither CCA nor community membership is required to attend.

Stop treating your budget as an enemy and start leveraging it as a competitive weapon. This session reveals how to break down the silos between HR and finance, transforming compensation, benefits, and development into a high ROI integrated strategy that fuels retention without breaking the bank. Learn to bridge the gap between people goals and profit margins.

Each of us are expecting to receive a Social Security benefit, but the trust fund/taxes are expected to cover only ¾ of promised benefits fewer than 10 years from now. This session is intended to help each of us understand the current benefit design and evaluate thought-provoking elements that can restore financial soundness.

Come share your thoughts as public pension/OPEB actuaries discuss challenges, concerns, and/or perceived solutions to hot topics affecting public plans across the US. Be prepared to participate in polling as well as group discussion.

The speakers review recent court decisions, ongoing litigation and complaints filed that could affect defined benefit plans or pension actuaries. This year's cases may involve actuarial malpractice, actuarial equivalence, actuarial assumptions, erroneous benefit determinations, recent Supreme Court decisions, and others.

The CCA Leadership Development Community meets to discuss current issues, outlooks, and news. Neither CCA nor community membership is required to attend.

Speakers discuss how alternative assets can be used to potentially improve the risk and return characteristics of a portfolio. Topics include hedge funds, portable alpha, and private markets.

Since the 2012 era of GM and Verizon, the Pension Risk Transfer (PRT) market has evolved from the landmark megadeals into a diverse ecosystem where “one size” no longer fits all. This session features a unique panel of representatives from small, medium, and large insurers to discuss the perspectives of the PRT market.

This CCA cross discipline webinar will focus on the critical role of professionalism in actuarial practice. The discussion will explore the fundamental principles that guide actuaries in maintaining high standards, delivering objective advice, and upholding public trust.

As birthrates have fallen, migration has become an increasingly important determinant of U.S. population growth and age structure. As a consequence, it has also become an increasingly important determinant of economic performance, fiscal capacity, and the sustainability of government spending commitments. Yet the migration assumptions that actuaries and demographers use in making population projections remain largely ad hoc. The prevailing belief seems to be that migration flows, because they are subject to the vagaries of unexpected crises and policy shifts, are simply too volatile and unpredictable to model. This session seeks to challenge that belief. While it is true that in the near-term migration flows are indeed volatile and unpredictable, in the long term they are closely correlated with broader demographic, economic, and social trends that can be modeled with reasonable confidence. Speakers at this session discuss the push and pull factors that drive migration internationally, and explain how modeling those same factors can improve long-term domestic population projections.

As Defined Contribution plans continue to dominate the retirement landscape, the challenge of converting savings into sustainable income has come sharply into focus. This session explores how lifetime income products and solutions can transform 401(k) balances into dependable retirement paychecks. Speakers will examine various market offerings alongside fiduciary considerations and regulatory developments.

In this CCA healthcare series webinar, presenters review developments in the MA-PD market. We will consider notable events from the 2027 bid season, impacts on employer and group markets, and anticipated challenges in the 2028 bid season.

Come join our session to hear the latest updates on the prickly pair of legislation and litigation affecting public plans, from both statewide and federal perspectives.

One of the most daunting challenges facing our population is how to plan for and afford long term care. This session will review the current environment/options and possible future solutions.

Speakers highlight current topics in Medicare Advantage, Part D, and changes to the programs due to the Inflation Reduction Act. Topics will include Medicare Advantage, Part D, employer-sponsored Medicare plans and OPEB valuation issues.

The Retirement Security Innovation Initiative (RSII) is a group of professionals seeking to develop a new alternative approach to retirement in the U.S. By taking the best parts of traditional DB and DC plans, along with learnings from other countries, the RSII has developed a new alternative that addresses the shortcoming of traditional approaches. This CCA retirement series webinar will offer an overview of the new approach, along with an update on their progress with lawmakers and key stakeholder groups.

This session delivers a timely overview of the most important late-breaking development affecting pension actuaries and retirement plan consultants. Speakers will look at regulatory updates, market trends, and emerging issues with direct implications for client advice.

Speakers provide an update on capital markets, including historically high equity valuations. Panelists identify factors influencing capital markets going forward, and highlight the downside risks.

Retirement systems reflect cultural attitudes toward risk, family responsibility, and the role of the state as much as they do financial design. This session examines how different societies have developed retirement frameworks – from conservative capital focused systems to models that rely on family structures or public welfare – and what choices mean for participant outcomes. This session offers a balanced perspective on aligning retirement design with both financial efficiency and social reality.

This two-part interactive workshop highlights how executive presence—the intersection of confidence, credibility, and communication—enhances leadership effectiveness and strategic influence. Participants will gain actionable tools to reframe self-limiting beliefs, project composure under pressure, and navigate high-stakes conversations with authority and empathy. By blending foundational psychology with strategic framing and storytelling techniques, this program helps professionals move beyond technical expertise to position themselves as trusted advisors and influential leaders. Building on a framework of self-awareness and growth-oriented mindsets, participants will learn to adapt their communication style for diverse audiences and decision-makers. Developing executive presence allows leaders to navigate today’s complex professional environments by managing organizational visibility, inspiring trust among senior stakeholders, and turning technical insight into persuasive, action-oriented leadership.

Effective trustee decision-making requires an understanding of the long-term risks and uncertainties associated with pension funding. Stochastic modeling can be a powerful tool, but its value depends on the assumptions and methodologies used – and on the ability to translate results into actionable insights. In this session, panelists discuss modeling techniques, when stochastic analysis can support trustee decisions, and best practices for communicating results.

A look at alternative plan designs which share plan risks between participants and plan sponsors.

The CCA Healthcare Community meets to discuss current issues, outlooks, and news. Neither CCA nor community membership is required to attend.

The Retirement Security Innovation Initiative’s (RSII), sponsored by CCA, brought together a broad group of industry experts to develop a retirement plan featuring fixed costs and cost-effective lifetime benefits. Attendees will learn about key stakeholder feedback from employers, actuaries, recordkeepers, and investment firms that has shaped the plan.

Cyberattacks threaten not only financial assets but also the sensitive personal data of pension plan participants. As ransomware, phishing, and vendor vulnerabilities grow more sophisticated, retirement systems must strengthen cyber defenses while maintaining compliance with privacy laws and actuarial standards. This CCA retirement series webinar highlights governance strategies, vendor oversight, and privacy safeguards to protect pension data. The discussion will also integrate actuarial perspectives, including how ASOP 23 informs documentation and disclosure when data integrity may be compromised.

Terminating a plan is easy, right? What can possibly go wrong? In this session, speakers examine pitfalls related to regulatory requirements, data integrity, missing participants, lump sum elections, and annuity purchases. Attendees gain practical insights into how to spot and address these costly surprises before they strike.

Elevated costs and legislative changes have put pressure on employers offering Pre-Medicare and Medicare Eligible coverage. Join us as we discuss some of the drivers of cost, how the market dynamics are changing, and what employers are doing to manage their retiree medical offerings.

The CCA Public Plans Community meets to discuss current issues, outlooks, and news. Neither CCA nor community membership is required to attend.

Value-Based Care ties provider reimbursements to the quality and outcomes of care rather than the volume of services provided. An evidence-based approach that addresses access, quality, service, and costs encourages healthcare hospitals and providers to deliver better care by rewarding them for achieving specific metrics tied to outcomes and improved patient experiences. Our panel of actuaries and clinicians (who have experience in transitioning employer-sponsored health plans from traditional pricing strategies to value-based approaches) provide their insights into the models used in these programs and the factors that drive success for patients and health systems to reduce total costs, improve care, and yet make health sustainable for all.

A refresher on the IRS rules regarding suspension of benefits. The panel will also discuss ways that plans encourage later retirements or allow retirees to return to work to address labor shortages.

In a rapidly evolving healthcare landscape, understanding how we arrived here is essential to navigating what comes next. Panelists provide a streamlined look at how the US healthcare system evolved into today’s high-cost environment and where it is heading, highlighting key historical drivers – such as market consolidation, rising specialty drug costs, and regulatory shifts – and outline emerging trends that will shape future cost pressures and system reforms.

Public pension consultants face increasing digital governance complexity: client AI policies, communications accessibility requirements, cyber hygiene expectations, and related operational technology risks. This session highlights common pitfalls and gray areas offering a practical, consultant-focused discussion on reducing risk and actively managing these consulting dynamics.

Fiduciary oversight standards long associated with ERISA-covered retirement plans are increasingly being applied to health and welfare plans, both through regulatory enforcement and litigation. This session explores how fiduciary expectations are converging across benefit types, compares governance structures for ERISA and non-ERISA plans, and highlights practical lessons that fiduciaries can draw from each regime. Participants will gain insight into how established retirement plan practices can inform stronger, more defensible fiduciary governance across the full spectrum of employee benefit plans.

As public pension plans face shifting economic climates, many of the states’ largest systems have moved beyond traditional designs to embrace sophisticated risk sharing mechanisms. But does shifting the “heat” actually keep the plan cool? Join us for a deep dive into the inner workings of major public plans as we hear directly from in-house actuaries who have navigated these waters. This session moves past the rhetorical to examine the real-world “lessons learned” from implementing and managing Variable COLAs and cash balance designs.

The church pension world is sometimes referred to as the wild west of the pension world. And without ERISA requirements there is a lot of flexibility, but not everything goes. There is a whole world of information to be aware of. Come learn some of the basics (and not as basic) of the church plan landscape that any actuary needs to know when consulting with religious organizations.

This CCA retirement series webinar will provide an overview of ASOPs that guide the measurement of pension obligations. Potential ASOPs covered may be ASOP 4, 23, 27, 41, 44 and 51. How do these ASOPs continue to help retirement actuaries in 2026?

As costs rise, employers are taking a closer look at whether the status quo still works for their active employees in the commercial healthcare market. Speakers explore the evolution of employer-sponsored benefits, key challenges facing the group model, and emerging alternatives. Drawing on perspectives from industry experts, the discussion addresses a range of emerging alternatives and highlights the opportunities, risks, and real-world considerations for organizations considering a transition.

The EU pay transparency directive is commonly viewed as a compliance requirement. Yet its most lasting effects will be felt in retirement adequacy and lifetime benefit outcomes. This session examines how greater transparency in pay structures, a job architecture, and career progression directly influences pension accrual, employer contributions, and insured benefit over time. This session connects day-to-day pay decisions with long-term realities, highlighting how small differences compound into significant pension and benefit gaps. Panelists will explore how transparency requirements interact with different pension designs and expose structural inequalities embedded in legacy rewards programs.

Learn how to navigate the many changes surrounding OPEB. Topics we'll cover include healthcare trends and the Getzen model, the Inflation Reduction Act, low premium Medicare Advantage plans, setting short-term assumptions, GASB, changes to ASOP 6, and the Academy's Practice Note on Funding for Public OPEB Plans that's expected to be published later this year. More technical topics related to OPEB plan design will be covered in session 302 “Retiree Medical Strategy: From Plan Design to Actuarial Impact.”

AI is already being used across hospitals and provider organizations to improve operations, clinical support, patient flow, documentation, and cost management. Many discussions, however, focus on the technology itself rather than how these tools are being applied in everyday care delivery. This session provides practical examples of how health systems are using AI today and translates those use cases into implementations for cost, utilization, risk, and operations. Attendees will leave with a clearer understanding of what is happening inside health systems and how to apply this knowledge in client conversations and advisory work.

Familiarize yourself with the newest issues and trends in nonqualified plans, including market best practices for design, considerations with terminating plans, legislative/regulatory updates and emerging programs gaining traction.

PBGC speakers will discuss current issues the Corporation is tracking – SFA, withdrawal liability regulations, agency funding, etc.

Many withdrawal liability issues have been wending their way through the courts with two reaching SCOTUS. Come hear an employer and plan side attorney discuss the current status of cases involving withdrawal liability issues.

The CCA’s Business Session begins 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 immediately follows.

This is a practical session on where AI can add value in health actuarial work today – automating data prep, accelerating analysis and reporting, and supporting forecasting and insights. We’ll highlight real-use cases, common pitfalls, and the governance actuaries need to get right (privacy/PHI, bias, and documentation). Attendees will leave with a simple framework for adopting AI responsibly and identifying the near-term opportunities in their workflow.

With the SFA application process winding down, attention now turns to post-SFA compliance and strategies. Speakers will review the rules that apply to plans that receive SFA and discuss investment and other strategies. The panel will also reflect on the program and offer views on the successes and failures.

Members of the Retirement Security Innovation Initiative provide an update on their activities.

As Social Security approaches its 91st anniversary, the program faces critical questions about long-term solvency and potential policy reforms. This CCA retirement series webinar provides an update on the financial status of Social Security. Speakers will review the latest projections for the Old-Age, Survivors, and Disability Insurance (OASDI) trust funds, explain key assumptions driving long-term solvency, and discuss potential policy reforms.

When familiar landmarks fade, how do you stay oriented? Panelists explore the ethical challenges facing retirement actuaries. Through engaging case studies and interactive discussion, we’ll examine situations where the right path isn’t always clear. Join us to test your instincts, sharpen your ethical compass, and strengthen the principles that guide your professional decisions.

The CCA Multiemployer Plans Community meets to discuss current issues, outlooks, and news. Neither CCA nor community membership is required to attend.

There have been important governance changes in Canada in the fall of 2024 with regard to pension plan governance. The changes provide revised guidance to employers and require careful attention to how plan administrators carry out their oversight responsibilities. Speakers include a practicing pension consultant who consults with defined contribution clients on this important subject. Expect to hear very practical advice not only for Canadian plans but also general governance ideas that have global applicability.

Employer healthcare cost increases have accelerated in recent years, approaching or exceeding 10%. Join today’s panel as we look at the drivers of this increase, consider what is controllable from an employer’s perspective, and debate their relevance and impact going forward. Topics to consider include insurer/provider negotiation, federal legislation and regulation, AI, population health, and workforce dynamics.

The implementation of SECURE 2.0 continues to present important administrative and compliance challenges for sponsors of small retirement plans and their advisors. Panelists provide a practical update on the latest plan administration requirements, including operational changes, required and optional provisions, and key implementation deadlines. Speakers also address plan amendment requirements, common compliance pitfalls, and strategies for coordinating with plan sponsors, third-party administrators, and legal counsel to ensure plans remain compliant while taking advantage of the flexibility offered by SECURE 2.0.