Employees’ physical, mental, social, and financial health impacts their productivity and engagement – making it a business imperative. Employers are focusing on the diverse needs of its multigenerational workforce in developing their well-being approach. In addition, questions about the ROI of these program require strong strategy and governance to maximize the impact of these programs. Join us for this interactive session.

Retirement benefit plan designs can influence the workforce behavior, attracting young new hires and encouraging others to retire or terminate. For example, DROPs (Deferred Retirement Option Plans) may be used to retain older employees. Early Retirement Windows (including potential coordination with Retiree Health enhancements) may incentivize older members to retire. Enhanced Defined Benefit plan provisions and/or Defined Contribution supplemental plans might attract younger people. Additionally, employers covering all or part of member contributions can be utilized as well.

Biases. We all have them and we all deal with them in our work. Whether cognitive, social, or statistical in nature, bias creeps into actuarial work. Is bias bad, or can it be a good thing? Is it neither, and simply something for actuaries to identify, understand, and manage? How do we accomplish that? Join this interactive session as our panelists and audience discuss and debate different types of biases actuaries encounter in our work.

Capital market dynamics change over time, and connect directly to return expectations. Panelists review the impact of rising and falling interest rates and stock pricing multiples on capital market models and expectations for portfolio returns.

Speakers explore technical aspects and implications of service purchase programs in public employee retirement systems.

The migration to a hybrid work environment provides flexibility and opportunity for employers and employees. It also necessitates rethinking many of the aspects of how we manage work and develop talent. Speakers explore how consulting firms are using these issues as a springboard for innovating how we run the modern actuarial workplace.

There are numerous topics being addressed in Europe (particularly in the Netherlands) and Latin America. During this session, panelists discuss some of the current topics within these geographic areas, how local teams are addressing them, and their points of view.

Speakers cover small plan terminations for PBGC and non-PBGC plans. We will review the general steps to consider when terminating a pension plan. Some issues to be covered are participant notification, distribution of plan assets, communication with service providers, compliance with PBGC regulations and participant education.

In December 2021, the Actuarial Standards Board (ASB) adopted a revision to Actuarial Standard of Practice (ASOP) No. 4, Measuring Pension Obligations and Determining Pension Plan Costs or Contributions. The revised ASOP No. 4 is effective for any actuarial report that is issued on or after February 15, 2023 and the measurement date in the actuarial report is on after February 15, 2023. The revision to ASOP No. 4 that has received the most attention in the public plan actuarial community is the required calculation and disclosure of a liability referred to by the ASOP as the “Low-Default-Risk Obligation Measure” (LDROM). However, there are other very significant revisions included in the revision to ASOP No. 4 that are worthy of discussion and scrutiny, including the calculation and disclosure of a reasonable actuarially determined contribution “reasonable ADC” and additional guidance regarding amortization methods, funding policy and contribution allocation procedures. Please join us as the speakers discuss all of the revised requirements of ASOP No. 4 – not just the elephant in the room (LDROM requirement).

Social Security reform legislation of 1983 purported to address that system’s funding, and stabilize the program into the 2060s -- beyond the lifetime of baby boomers. But the Social Security trust fund is now projected to be depleted in 2034. What went wrong? What did the 1983 system’s architects project that turned out to be over-optimistic? (Hint: it wasn’t demographics.) This session will compare the demographic and economic realities of today to what those 1983 folks projected. Are there any lessons to be learned that we can apply to current model-building approaches?

This session will feature an in-depth analysis of pharmacy cost pressures with a focus on the impact of GLP-1 and Gene Therapy.

Value-based care enrollment continues to grow, but does it really produce value? Panelists provide insights on how value is created and varies by line of business. In addition, the value to members, payers, and providers will be delineated.

Join us for this interactive discussion of female leaders and their influence. During this session, presenters discuss the background, success measures, and qualities of female leaders. The audience then has an opportunity to discuss and provide examples of their own.

PBGC provides an update on recent regulations and the Corporation’s regulatory agenda impacting multiemployer and single-employer plans.

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

Come participate in a discussion where we will compare and contrast ADEC and fixed rate plans, as well as discuss possible impact of contribution lags, output smoothing, level-dollar payments, on UAAL and other ASOP 4 issues.

If your only exposure to a non-qualified plan is an excess plan SERP, you’re missing out. Speakers provide basic education on a host of non-qualified and executive compensation plans and arrangements. Note: EA credit for this session will be reviewed and may be revised depending on content.

The CCA Executive Compensation and Benefits Community meets to discuss current issues, outlooks, and news. Neither CCA nor Executive Compensation and Benefits Community membership is required to attend.

At this session, presenters discuss lessons learned from prior disclosure () and help you prepare for upcoming disclosures.

Join us for an interactive discussion on what conditions and treatments are driving large claims in employer health plans and what may be on the horizon. Explore what employers are considering in stoploss strategies to help mitigate ever increasing claims projection volatility.

ERISA turns 50! Whether you are a new Enrolled Actuary or have a few years under your belt, spend 75 minutes testing your actuarial knowledge.

Why are there so many accounting standards? IFRS vs. GAAP vs. CAS vs. statutory accounting, what are the differences? This session is an introduction to the many different ways pension plans are accounted for, and includes a compare and contrast between the measures.

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

The 2023 CCA Annual Meeting concludes with the final remarks of the CCA President, the passing of the gavel to the President Elect, and our closing general session where songwriter Jimmy Yeary leads the audience through his 5 strategies. I FEEL, YOU FEEL: Learn the art of valuable connectivity through authentically feeling what you are speaking, to create instant attraction. This is one of the most valuable leadership tools you can possess. BE AUTHENTICALLY VALUABLE: Lead effectively by meeting that intrinsic need we all have to not feel alone and make relatability one of your greatest assets for initiating powerful relationships within the workforce. SELL TO YOURSELF FIRST: Whether you are selling a product or selling yourself, this technique will enable you to see and feel the sale from the buyer’s perspective. When this is done, you can guarantee a sales pitch drenched in authenticity. and authenticity creates connectivity. YOU PAINT YOUR BACK DOOR, I’LL SEE MINE: Jimmy will show you how the most trivial details of any life can be precisely the pictures needed to create a desired connection. Through hilarious personal stories, you will see how he uses his life to make you see yours. We connect to emotion, not the specific story. Few people have lost someone in Afghanistan and also drives their truck to remember them, yet millions of people gravitated to one of Jimmy’s biggest hits, CMA song of the year, I Drive Your Truck. MONEY WON’T MAKE YOU HAPPY, BUT HAPPY WILL MAKE YOU MONEY: Learn how the power of joy can exponentially improve productivity and hear Jimmy’s techniques to tap into happiness more quickly and how to harness it and improve every aspect of your life, in and out of business.

Captive insurance companies are a risk management tool used in healthcare, pensions, life insurance, and casualty. A panel of experienced practitioners discuss how captive are used in these businesses.

Our financial future is undeniably linked to the health of our planet, making the integration of climate change into the management of pension plan a critical need. Speakers from outside the USA who have studied and reacted to these needs speak of the urgency and their experiences with both private and public plans.

Panelists discuss the ins and outs of Post-SFA compliance. Topics will include post-SFA benefit improvements, PBGC reporting and certification, phase-in of SFA in withdrawal liability calculations, and notice requirements.

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

It is not uncommon for retirement plan consultants to help with M&A activity. But what happens when your client is acquiring a company with multiemployer liability exposure? The speakers in this session walk through the key considerations and analysis that needs to be addressed to help your client make optimal decision with respect to their target acquisition.

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 by Kari Mirabal immediately follows. Today’s competitive business market demands results, and a powerful circle of influence can help you achieve optimal results. Welcome to NAKED Networking® - a dynamic keynote that explores five common networking mistakes (and provides solutions). You'll explore an easy to remember acronym, NAKED (Neglect, Afraid, Knowledge, Engage, Dedicate) with Kari Mirabal, networking expert and high-energy presenter who leaves audiences begging for more. She leverages storytelling and simple real-world strategies to build and sustain authentic connections. Discover how to position yourself for success in this energizing experience that challenges you to build and sustain powerful networks. Brace yourself for an exhilarating journey as you dive into creative methods to "NETWORK SMARTER".

Providers face a multitude of challenges in contracting, particularly in the large variation among payers and lines of business. Commercial populations typically involve a different set of challenges compared to a Medicare Advantage population, and each payer has their own version of contracting. All of these considerations must be addressed by providers, both from a fee-for-service perspective as well as value-based. In this CCA health series webinar, speakers address some of the consistencies and inconsistencies across payers and lines of business, as well as considerations to be made to successfully manage these patients.

System administrators discuss pension reforms they’ve implemented. Hear them compare and contrast various methods of risk sharing and cost management, successes, failures, and lessons learned.

With a bruising election season underway, this session will dive into competing healthcare policy proposals. Candidates take the stage to make their cases and to take questions directly from the audience. Come prepared to participate and get into the weeds of healthcare issues certain to be top of mind for your clients.

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

While perhaps not a formal Professionalism responsibility, it is nonetheless important that different generations of actuaries continuously learn from each other. We all have learned invaluable lessons from the actuaries that came before us, and we learn important lessons from those that have joined the profession since we did, lessons about technology and societal shifts, among other things. This session will feature a mix of “seasoned” and younger actuaries, who will discuss ways that different generations of actuaries can most effectively learn from each other.

Words matter. This is more important than ever to manage, especially in the world of impersonal email communications and less frequent personal interactions. The speakers address the dos and don'ts of communicating with clients in a more distant work environment, and how to control your messaging to maintain a healthy working relationship.

The panel will consist of several attorneys specializing in multiemployer pension plans. They will discuss current contentious legal issues affecting these plans. Topics will include: withdrawal liability discount rates, timing of assumptions, changes, successor liability, etc.

AI has tremendous potential to influence how healthcare is delivered with expectations of a more efficient and cost-effective healthcare system. Presenters focus on how AI is currently being deployed and where it may lead in the diagnoses, delivery, and administration of healthcare. The intention of the discussion is to help the healthcare actuary better understand the changes that are occurring, and may occur in the future, such that they can best prepared to reflect these adaptations into their financial models.

Demography is reshaping the economic and geopolitical landscape of the 21st century. The United States, along with the rest of the developed world, is entering an era of rapid population aging. Will it also be an era of rising fiscal burdens, chronically slow economic growth, and diminished geopolitical stature? China, the world’s “factory floor’ for the past twenty-five years, is now hitting its own demographic wall. Can a demographically graying and shrinking China still be an economically and geopolitically rising China? India, which just overtook China as the world’s most population country, has more favorable demographics. But can it overcome its many economic handicaps to replace China as the engine of global growth? And what about sub-Saharan Africa, which will account for two-thirds of the growth in the world’s working-age population between now and 2050? Speakers explore the implications of these and other global demographic developments for the world economy and world order.

Enjoy watching a good debate? Come watch multiemployer actuaries discuss the gray areas of the profession.

Many discussions around professionalism focus on unusual situations with significant implications that present complex ethical dilemmas, but professionalism can also be a factor in smaller decisions that may fly under the radar. This session will consider how professionalism affects the routine work that consulting actuaries do on a daily basis, including managing relationships with, and the expectations of, their clients.

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

In this CCA health series webinar, presenters discuss current topics in financial reporting including statements of actuarial opinion for appointed actuaries, techniques and considerations for calculating health reserves, regulatory compliance issues, or other current topics of interest to actuaries working with healthcare financial reporting. Perspectives may include those of health plans, employers, auditors, or regulatory actuaries.

The Smaller Actuarial Consulting Firms Community meets to discuss current issues, outlooks, and news. Neither CCA nor Smaller Actuarial Consulting Firms Community membership is required to attend.

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).

Consulting is a fine line to walk between understanding how to solve client problems and matching the solutions you have to offer. Sometimes the client isn't receptive to a solution that makes sense to you. Sometimes you are being asked to offer solutions or products that don't make sense to the client. During this interactive session, the audience is presented with case studies and asked to discuss the scenario and ways to deal with the tough conversations.

A new car cost $5,000, a new home cost $35,000 and life expectancy at birth was age 72. All in the Family was the most popular TV show and “The Way We Were” by Barbara Streisand was the number one song. The year was 1974 and President Gerald Ford signed ERISA into law on September 2nd. Fifty years have come and gone and retirement plans have aged and matured. Have the changes been for the better or worse? Attend this session and hear our experts discuss how ERISA has evolved and changed the American retirement plan landscape!

While the dream of starting your own consulting firm can be very attractive, many consultants have found that they encountered unexpected or surprising issues. Speakers cover the most critical challenges they have faced with their own firms, including data security, difficult client expectations and working with subcontractors.

Many employers still provide group medical benefits for retirees. For large employers who still cover a substantial number of Medicare Eligible Retirees, more employers are moving towards custom-designed EGWP MA Plans to take advantage of federal subsidies and OPEB valuation considerations. Speakers discuss some of the advantages of using these programs and other topics relevant to employer-sponsored retiree programs. Additional topics may include: other potential benefit options for Medicare-eligible retirees, recent CMS changes (including Part D updates), and others. This CCA webinar is included in the health series and the retirement series.

Some public plans allow both affiliation and disaffiliation. Why and how does this happen? What are the typical practices? Come and listen in and/or participate in an in-depth discussion of the complexities of allowing disaffiliation from public pension plans, particularly for a plan in an underfunded position.

What is health equity and access? Factors that impact access to care and affordability. Telehealth benefits and barriers.

Confidence in yourself and your work can be imperative for both success and happiness in your professional life. The Women in Consulting Community is excited to host a session at the CCA Annual Meeting on this important topic that was also the latest focus of our book club. Through our book club discussions, we found the concept of ‘confidence’, particularly with women, has many layers and everyone has something to share and learn. We hope you can join us for an engaging panel discussion to hear speakers’ personal experiences on confidence and how we can build confidence in ourselves and the women around us. All are welcome to attend this session and we look forward to providing an engaging, interactive discussion. Neither CCA nor Women in Consulting Community membership is required to attend.

Total rewards is one of an employer’s largest cash outlays. Is it a cost of doing business or is it an investment in the business? Senior HR leaders share their thoughts on how they maximize the value of their total rewards programs.

Birthrates have collapsed across much of the world. Most developed countries, including the United States, face a future of population aging and slowing economic growth. Workforces will shrink, fiscal burdens will rise, and public debt will mount. Zero-sum isolationism and protective trade barriers may spread. While populations in some parts of the emerging world are still growing (think Sub-Saharan Africa), others (think China, Russia, or Iran) are experiencing unprecedented demographic decline. All of this could be destabilizing. Our presenters examine how demographic trends are reshaping the economic and geopolitical landscape of the twenty-first century. They will also explore possible strategies for staving off demographic and economic decline, from enacting pro-natal policies to increasing immigration and extending work lives.

AI in health actuarial models is here and there is certainly more to come. Speakers address the current applications and implications on the use of AI for the health care actuary. This session is intended to help the health actuary be better informed of how AI will transform the work we do today.

During this lunch session, we’ll explore various styles of leadership. We’ll look at what leadership is and how different styles of leadership work, their benefits, and their challenges. Understanding different leadership styles is key to your success in whatever situations you find yourself.

The CCA Smaller Actuarial Consulting Firms Community meets to discuss current issues, outlooks, and news. Neither CCA nor Smaller Actuarial Consulting Firms Community membership is required to attend.

Expert 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 litigation activity.

Aging population, shrinking provider pool, hospital consolidation and closures, and the impact of technology. The macroeconomic healthcare environment will change in ways both known and unknown in the next 5-10 years. Join our panel of experts and futurists as we peer into the crystal ball to consider the impact of possible futures in the healthcare market.

Speakers dive into hot topics within the multiemployer universe. Current issues, outlooks, and the latest news are addressed and debated.

Pharmacy discussion moving past the impact of GLP-1 and discussing the impact of biosimilars and other emerging trends. Can also cover impact of cost negotiations for Medicare drugs. Gain valuable insights to navigate these shifts and stay ahead in this ever-evolving healthcare sector.

"The session will cover several challenging professionalism scenarios using an interactive format with audience polling, and a mix of role-playing and presentation formats. The focus will be on applications of the Code of Professional Conduct along with ASOPs, ABCD and others as applicable. The scenarios will include background on the issue, potential precepts or other considerations that may apply, audience polling on potential outcomes, and panelist discussion regarding which outcomes may or may not be correct (recognizing that there may not always be a truly correct outcome)."

This interactive session covers real-life client situations where panelists have written their own case studies and share their experiences, recommendations, and make reference to ASOPs and Precepts. This session is designed to engage the audience and challenge viewpoints on professionalism and ethics. There are prizes for engagement.

Want to hear about the latest design opportunities with retiree medical plans, options and issues for funding them and implications for valuing such plans? Join our panelists as they discuss these very topics. Specific items include: Use of Medicare Advantage plans, HRAs, and Pre-Medicare designs; funding retiree medical plans through VEBA trusts, 401(h) accounts, and 420 transfers as well as how to determine the maximum tax-deductible contribution; a review of assumptions specific to retiree medical plan valuations such as draw-down, assumptions for account-based plans, and reconciling pre-65 expected benefit payments.

In May 2024 the CCA released an exposure draft of a revision to their white paper “Actuarial Funding Policies and Practices for Public Pension Plans.” Speakers at this session review what is new in “white paper 2.0” including areas where the public sector community was invited to comment.

In this CCA health series webinar, presenters discuss current topics in employee benefits, including health benefit plan design, network offerings, stop-loss, health captives, innovations in cost containment, or other current topics of interest to actuaries working with employers and their health plans. Topics may include actuaries, health plans, employers, or other industry experts.

Social Security is a critical component of the country's retirement system, and in fact provides the greatest share of retirement income for many retired workers. The last major reform legislation in 1983 acted to raise tax revenue and increase retirement ages over time with the intent of building a reserve that would secure the system into the 2060s. Due to a number of factors, this reserve is rapidly being drawn down, and current projections indicate that the trust fund will be depleted around 2034. Absent another round of substantial reform legislation, current law requires an estimated 25% cut in promised benefits for current and future recipients to align benefit payouts to current payroll tax income. While nobody realistically expects drastic benefit cuts, political compromise in this area has proved very difficult. SO, what can we realistically expect to happen? Join us for this CCA retirement series webinar to learn more.

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.

Tools for data analytics, programming and AI are proliferating at a fast pace. What are the various tools out there and what are they used for, and, particularly in the case of AI, how can they be used responsibly. Panelists present a survey of various analytic and programming tools, and take a deep dive into how AI can and is being used to increase efficiency, in a responsible way, both at an enterprise level and at the personal level.

Now that ARPA has provided a lifeline to sinking plans, presenters examine various potential approaches to enhancing the stability of multiemployer plans, and try to predict how those approaches might influence future trends. Speakers discuss both hypothetical strategies, and real world examples that illustrate how plans are proactively working to address the risks and concerns of their stakeholders.

Gain a view into a non-traditional liability duration hedging including lessons from the UK and how might pension risk managers apply these strategies in the future.

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.

Speakers discuss opportunities in both the pre-Medicare and Medicare marketplace following the IRA. Topics include shifts in premiums, coverage options and out-of-pocket costs, offering a comprehensive understanding of how the legislative changes impact individuals, carriers and the broader healthcare system. We may also dive into differences between group MA and individual MA.

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.

The SECURE 2.0 Act changed a lot for administration and design of DC plans. Speaker review SECURE 2.0 guidance issued in the past year impacting DC plans as well as discuss plan design opportunities. Possibilities in the area of Pooled Employer Plans (PEPs), Multiple Employer Plans (MEPs), and Group of Plans (GOPs) will also be discussed.

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.

In this Monday multiemployer tradition, panelists present opposing views of various topics where there may be no absolutely right answer, and you get to decide who's most correct.

How can employers and payers better engage members from plan selection through to health improvement? Panelists cover how the industry is addressing this challenge and laying out the road map to be more consumer focused leveraging today’s technology. In addition, an Aon representative provides highlights of their recent Surest study focused on affordability and access. Finally, consumerism needs to work financially for both employers and payers. Speakers discuss how payers are partnering with employers to enhance consumerism across all aspects of healthcare.

Panelists discuss issues relating to single-employer plans and PBGC that companies may face. Speakers discuss recent developments and provide practical tips and best practices for working with PBGC. Topics may include PBGC’s recent outreach to church plans following the 2023 Government Accountability Report on those plans, standard terminations, the early-warning program, 4010 filings, reportable events, coverage, recent guidance and developments and the Advocate.

We are all familiar with the requirements under IRC 415 and 417 but when was the last time you dug into them? Was it when you sat for your EA exams? Come learn about what is new (and not so new) with 415 and 417.

A potpourri of timely and relevant topics on withdrawal liability including: update on withdrawal liability interest rate assumptions, Building & Construction Industry withdrawals, offsets from partial withdrawals against later partial and complete withdrawals, two-pool withdrawal liability structures, and relevant Form 5500 changes.

Come participate in a deep dive into pension challenges in M&A selling from diligence to execution. What are the financial and operational implications of pension plans across the world? Speakers discuss assessing accounting impact on the deal including key differences in accounting standards, assumption setting, impact of operational challenges related to pension on deal timeline and execution.

Long-term plan solvency is a key consideration for multiemployer pension plans. Panelists discuss how economic instability has affected the multiemployer system in the past, and how long-term solvency can be influenced by plan design (variable annuity plans, anyone?) and investment decisions (is now the time for LDI?).

Communicating technical actuarial results can be just as complicated as the work that goes into the numbers. Speakers discuss the various approaches to communicating pension actuarial work product in a way that principals can understand and make informed decisions.

Models play an increasingly important role in analyzing and funding pension funds. Model risk management has become an important component in actuarial practice with respect to these funds. In this CCA retirement series webinar, our focus is on how ASOP 56 guides an actuary in reviewing models and best practices for proper model management.

Doc. 1.B 95-1 provides guidance to fiduciaries purchasing annuities but there is a lot to consider when acting as a fiduciary. Panelists discuss the new congress report (if released), public testimony on 95-1 requirements, state guaranty structures, and the new investment advice fiduciary rule and best practices around annuity placements.

In 2014 the CCA published the definitive white paper on actuarial funding policies and practices for public pension plans. The CCA Public Plans Community is currently revising the white paper to reflect practical experience with white paper model practices as well as new ASOP requirements. Panelists discuss the proposed revisions.

Expectations are a powerful force and therefore managing them is key to a consulting actuary’s success. Join the Leadership Development Community interactive workshop to learn and practice how to manage expectations to improve your success as a consultant/leader/team member/human. Neither CCA nor Leadership Development Community membership is required to attend.

The use of generative artificial intelligence (AI) tools such as ChatGPT, along with machine learning and other forms of AI, are increasing across the actuarial profession. How does the growing use of these emerging technologies intersect with the Code of Professional Conduct and the Actuarial Standards of Practice? How does the role and responsibility of an Actuary change when using these innovations to either enhance or replace decades of entrenched and time-tested practices? This session will explore these questions, while highlighting the opportunities and challenges faced by consulting actuaries supplying their services in a rapidly changing technological landscape.

Retirement is broken. Too many Americans can’t afford to retire. This is a problem for workers and employers. This session will explore what is causing the problem, why it matters, and who we can, as actuaries, help fix it.

There has been an increased focus on behavioral health care since the onset of the pandemic. Panelists delve into recent examples of analytics in the behavioral health space and current issues in the United States behavioral health system they help illustrate. Recent regulation updates and innovations are also addressed.

Speakers discuss a variety of HR topics to address when standing-up a carve-out of a global business to create a new company, from legal entities and employment types to challenges of replicating employee terms and conditions including compensation and benefits programs.

Plan administration is complex, and difficult situations often arise due to long, complicated plan histories and missing/incomplete participant records. Panelists discuss issues to look out for and offer practical approaches to address some of these issues.

CCA has made available a new member benefit, called the “Orange Book”. The Orange Book is similar to the old Gray and Blue Books, except without government involvement. Through the Orange Book, a panel of experienced practitioners provide thoughts and potential answers, along with rationale for the potential answers, on uncertain regulatory issues. This CCA retirement series webinar will cover some of the first questions addressed by the panel.

Retirement ASOPs continue to be updated and practical application of these changes also evolves. Presenters discuss recent changes and share considerations on how to implement into your work.

The pension investment environment is continuously evolving. Speakers cover emerging views and approaches in liability-driven investing, risk transfer and the use of non-liquid alternatives. Presenters also review the pros and cons of the recently controversial ESG (environmental, social, and corporate governance) investment approach.

DC plans can provide a great retirement benefit but most participants rely on some form of withdrawal rather than convert some of their assets into lifetime income. With interest rates at today’s levels and some of the recent SECURE Act changes is it time for lifetime income to finally take off?

As the annuity purchase market evolves, so do the insurers. In past Annual Meeting sessions, we’ve taken a broad view of the PRT market. Speakers in this session focus on average-sized annuity placements and below and the issues associated with them. You’ll walk away with the perspective from some of the insurers that participate in small to mid-sized transactions.

Global supply chains are on the move. Highlighting changing demographic trends. Speakers at this session explore how actuaries in HR can influence corporate decisions. They discuss changing population, education, future of work and impact on labor costs.

In this illuminating session speaker delve into the pivotal role of healthcare transparency data in shaping the future of healthcare. We’ll explore how transparency data enables objective evaluation of healthcare quality, cost effectiveness, and practical outcomes. Ultimately, we will look to underscore the indispensable value of transparency data in facilitating informed evaluations and continuous enhancement within the healthcare landscape.

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

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.

Financial economists have long advocated that retirement investing be done using fixed income, given that retirement commitments are generally fixed. This argument relies on a presumption that equity risk increases rather than decreases over time. But -- is this really true? Aren't economies and capital markets cyclical, with at least some reversion-to-mean tendencies? If so, how does that affect the stock vs. bond decision for funding long-term retirement commitments?

Speakers cover a variety of topics related to OPEB Funding, including key elements of an OPEB contribution policy, the advantages and drawbacks to OPEB pre-funding, and the similarities and differences between OPEB and pension pre-funding.

This interactive session covers unique and sometimes real-life client situations where panelists pose case studies and share their experiences, recommendations, and make reference to ASOPs and Precepts. Panelists also challenge the audience in determining the “right” thing to do from a professional and ethical perspective. There will be live polling and discussions so be prepared to provide your valuable input.

Join us for an informative session on plan administration and corrections for small plans. This session will cover key aspects of managing retirement plans in the current regulatory environment. This session will also cover the IRS programs for corrections such as the Employee Plans Compliance Resolution System (EPCRS) and the Self Correction Program (SCP).

The low interest rate environment of the last 15 years has resulted in public retirement systems increasing the usage of leverage and alternative investments to enhance returns. Speakers explore how these strategies have evolved over the years and what the actuary should consider when reviewing capital market assumptions. Hear directly from investment and retirement system experts.

Deeply troubled multiemployer plans got a helping hand with the Special Finance Assistance program. Now assistance is arriving and insolvency in plans is no longer imminent. Actuaries and investment professionals discuss investment strategies.

As DB plans become overfunded and/or companies look to differentiate themselves in the war for talent, a DB benefit can provide retirement security. Speakers discuss why a sponsor may want to reopen their DB plan and discuss creative designs that appropriately balance risk. Notes: Variable Annuity and Market-Based Cash Balance

In this CCA retirement series webinar, speakers discuss what they have learned since the implementation of ASOP 51, and best practices for properly meeting the ASOP requirements.

The 2024 CCA Annual Meeting concludes with the final remarks of the CCA President, the passing of the gavel to the President Elect, and our closing general session from Jeff Bush. In his Washington Update, Jeff Bush delivers a nonpartisan, comprehensive review of Washington, D.C. legislation and regulation affecting investors, financial advisors, and business leaders built on his 30+ years of experience in the financial services and political analysis industries. In his unique and entertaining style, Jeff breaks down the upcoming 2024 elections, analyzing potential outcomes and ramifications for the U.S. economy, and providing insights and strategies for businesses to prepare and thrive amidst the evolving political and economic landscape.

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

Panelists review the Internal Revenue Code and other federal regulations that apply to public plans and their members. Recent changes, proposed legislation, and notable litigation are also addressed.

A long period of liberal monetary policy and historically low rates followed the capital market crisis of 2008. Then everything changed. The COVID crisis brought a flood of fiscal stimulus, and inflation surged. In response, the Fed tightened monetary policy and rates rose dramatically. Now inflation is winding down, and monetary policy is certain to loosen. What will happen to interest rates? There’s a consensus that they’ll drop, but how much? What’s the natural level of rates absent policy intervention? Speakers explore the supply/demand drivers of rates and implications for the near and long term.

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

For its members, the CCA maintains a library of CCA’s Pension Actuarial Resource Committee discussion of technical and regulatory retirement topic questions submitted by members. The discussions are similar to the former Gray Books (IRS), Blue Books (PBGC), and Green Books (DOL) published at the EA Meeting. Panelists lead a review of recent discussions of particular interest and facilitate a dialogue on practical implications and alternative approaches.

Speakers at this session provide an introduction to the stages of class action litigation, and then examine the key trends in current litigation spanning DC plans, investments, DB plans, and health plan topics.

Speakers address some of the key aspects of mergers and acquisitions affected by the integration of environmental and social governance in decision making.

Data analytics and Artificial Intelligence are increasingly used in actuarial work. Our panelists discuss how these tools are used in everyday, practical actuarial applications.

After years of consolidation, there has been a trend among large global multinationals to divest its non-core businesses and focus their efforts on their core business. It is customary for the divested businesses to inherit the retirement programs that are not aligned with the spinoff company’s business model. In this session we will first discuss what companies need to do to prepare for the spinoff from a pension accounting perspective. Then we will address how divested companies have dealt with the challenge of inheriting global programs that may not necessarily align with the company’s business objective.

Multiemployer defined benefit pension plans do not operate in a vacuum and are directly impacted by the issues and challenges facing the other benefits negotiated as part of the collective bargaining process. Join our panel of experts to learn about some of the most pressing policy issues facing multiemployer health and welfare and defined contribution plans that are impacting your clients through the collective bargaining process.

Gender equity is often looked at through a single lens of pay, career or leadership representation although the underlying factors that lead to gender inequities are multi-faceted. In this session, presenters look at gender wealth inequity which is an overlooked but long-standing issue affecting women. They explain what gender wealth equity is and the need for developing a multidimensional approach to elevate gender wealth equity. They also share surprising country comparisons and insights from a collaboration between WTW and the World Economic Forum that may give you a new appreciation around the need for global action. A live panel discussion brings the research and actions to life.

We’ll discuss current trends and drivers of healthcare costs, as well as how stakeholders such as consumers, providers, insurers, legislators, and employers are responding.

Financial economics concepts entered the pension arena about 20 years ago, and have had a strong impact on both liability valuation and investment strategies. These developments were accelerated by first the maturation and then the winding down of pension programs. How have FE-related thinking and approaches evolved over time? What new challenges have arisen and how can these be addressed?

The Committee on Retirement Benefits Administration (CORBA) of the Government Finance Officers Association (GFOA) issues best practices (do this) and advisories (don’t do this) related to public pension and OPEB plans. In the last two years, CORBA has made a strong effort to review and update these documents. Speakers at this session discuss what’s new and notable within CORBA’s best practices and advisories. These will include the Best Practice on “Core Elements of a Funding Policy for Governmental Pension and OPEB Plans”, the Best Practice on “Sustainable Funding Practices for Defined Benefit Pensions and OPEB”, and potentially a fresh update to the Advisory on “Pension Obligation Bonds”. BP – Core elements of funding policy for pensions/OPEB BP – Sustainable funding practices for pensions/OPEB Advisory – Pension Obligation Bonds

Come and see how the ABCD can help you through its Request for Guidance program and hear some case studies on what not to do.