001 - Artificial Intelligence: Use and Misuse
October 25, 2026 5:15 PM - 6:55 PM
Responsible use of AI.
• Consulting challenges
• Dealing with clients using AI
• Danger of others in market using AI
• How AI can help
• Where we see things heading
• Ethical and professionalism issues.
Session Category: Cross Discipline
Credits: EA Non-Core: 1.50 CPD: 2.00
002 - Business Session and Keynote Presentation
October 26, 2026 8:00 AM - 10:15 AM
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.
Session Category: Cross Discipline
Credits: CPD: 1.50
101 - Late Breaking Developments
October 26, 2026 10:45 AM - 12:00 PM
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.
Session Category: Retirement
Credits: EA Core: 0.75 EA Non-Core: 0.75 CPD: 1.50
102 - Small Plans: SECURE 2.0 Plan Administration and Plan Amendments
October 26, 2026 10:45 AM - 12:00 PM
Description forthcoming.
Session Category: Retirement
Credits: EA Core: 0.75 EA Non-Core: 0.75 CPD: 1.50
103 - Unique Actuarial Issues in Church Plans
October 26, 2026 10:45 AM - 12:00 PM
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.
Session Category: Retirement
Credits: EA Non-Core: 1.50 CPD: 1.50
104 - Beyond Traditional Healthcare Plans: Evaluating Alternatives
October 26, 2026 10:45 AM - 12:00 PM
As healthcare costs continue to rise, employers are increasingly looking beyond traditional group health plans. This session explores a range of alternative healthcare coverage models including ICHRAs, value-based pricing, direct primary care, reference-based pricing, and faith-based health sharing programs. We will examine how they work, as well as their advantages and trade offs.
Session Category: Health and Welfare
Credits: CPD: 1.50
105 - The US Healthcare System: How we got Here and Where is it Going?
October 26, 2026 10:45 AM - 12:00 PM
In a rapidly evolving healthcare landscape, understanding how we arrived here is essential to navigating what comes next. This session offers healthcare actuaries a streamlined look at how the US healthcare system evolved into today’s high-cost environment and where it is heading. Speakers from leading healthcare think tanks will highlight 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.
Session Category: Health and Welfare
Credits: CPD: 1.50
106 - Governance Best Practices Across Benefit Plans
October 26, 2026 10:45 AM - 12:00 PM
This session explores ERISA and non-ERISA fiduciary governance structures that apply to employer-sponsored retirement plans, and are now being applied to health and welfare plans. The speakers explore what fiduciaries can learn from these other governance regimes as they strive to apply best standards to their own plans.
Session Category: Cross Discipline
Credits: EA Non-Core: 1.50 CPD: 1.50
107 - Computer Stuff for Public Plan Consultants
October 26, 2026 10:45 AM - 12:00 PM
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.
Session Category: Public Plans
Credits: EA Non-Core: 1.50 CPD: 1.50
108 - PBGC Update
October 26, 2026 10:45 AM - 12:00 PM
PBGC speakers will discuss current issues the Corporation is tracking – SFA, withdrawal liability regulations, agency funding, etc.
Session Category: Multiemployer Plans
Credits: EA Core: 1.50 CPD: 1.50
109 - Actuaries Mind the Gap: How Pay Transparency Shapes Retirement and Benefit Outcomes
October 26, 2026 10:45 AM - 12:00 PM
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.
Session Category: International
Credits: CPD: 1.50
Leadership Development Community Luncheon
October 26, 2026 12:05 PM - 1:30 PM
The CCA Leadership Development Community meets to discuss current issues, outlooks, and news. Neither CCA nor community membership is required to attend.
Session Category: Cross Discipline
201 - Working With the PBGC
October 26, 2026 2:00 PM - 3:15 PM
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.
Session Category: Retirement
Credits: EA Core: 1.50 CPD: 1.50
202 - Pension Accounting: Special Topics and Considerations
October 26, 2026 2:00 PM - 3:15 PM
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.
Session Category: Retirement
Credits: EA Non-Core: 1.50 CPD: 1.50
203 - Social Security and How can we Fix it?
October 26, 2026 2:00 PM - 3:15 PM
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.
Session Category: Retirement
Credits: EA Non-Core: 1.50 CPD: 1.50
204 - Current Topics in Medicare Advantage and Part D
October 26, 2026 2:00 PM - 3:15 PM
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.
Session Category: Health and Welfare
Credits: CPD: 1.50
205 - Double Digit Healthcare Trend
October 26, 2026 2:00 PM - 3:15 PM
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. Topic to consider include insurer/provider negotiation, federal legislation and regulation, AI, population health, and workforce dynamics.
Session Category: Health and Welfare
Credits: CPD: 1.50
206 - Investing in Continuous Learning
October 26, 2026 2:00 PM - 3:15 PM
Companies with strong learning cultures often see higher profitability, better performance, and reduced turnover costs. Our client panel will discuss their experiences and share their learnings from their organizations.
Session Category: Cross Discipline
Credits: EA Non-Core: 1.50 CPD: 1.50
207 - DROP it Like it's Hot
October 26, 2026 2:00 PM - 3:15 PM
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.
Session Category: Public Plans
Credits: EA Non-Core: 1.50 CPD: 1.50
208 - Withdrawal Liability Litigation Update
October 26, 2026 2:00 PM - 3:15 PM
Many withdrawal liability issues have been wending their way through the courts with at least one reaching SCOTUS. Come hear an employer and plan side attorney discuss the current status of cases involving withdrawal liability issues.
Session Category: Multiemployer Plans
Credits: EA Core: 1.50 CPD: 1.50
209 - Alternative Approaches to Asset Allocation
October 26, 2026 2:00 PM - 3:15 PM
Speakers discuss approaches to asset allocation that go beyond stocks and bonds. Topics include:
• Strategic asset allocation in a changing economic landscape; consideration of both traditional and alternative assets;
• Private markets: Opportunities and challenges for pension funds; and
• The rise of semi-fluid funds: access to alternative pension plans.
Session Category: Investment
Credits: EA Non-Core: 1.50 CPD: 1.50
301 - ERISA Trivia
October 26, 2026 3:45 PM - 5:00 PM
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.
Session Category: Retirement
Credits: EA Core: 1.50 CPD: 1.50
302 - Retiree Medical Strategy: From Plan Design to Actuarial Impact
October 26, 2026 3:45 PM - 5:00 PM
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.
Session Category: Retirement
Credits: EA Non-Core: 1.50 CPD: 1.50
303 - Reading the Curve: How Interest Rates Shape DB Investment Decisions
October 26, 2026 3:45 PM - 5:00 PM
This session explores how movement and shapes of the yield curve influence investment strategy decisions for DB plans. It will examine the implications for asset allocation, liability matching, and risk management in different interest rate environments. The discussion will also review expected return on asset bond models and how they are applied to support funding, valuation, and long-term planning objectives.
Session Category: Retirement
Credits: EA Core: 0.75 EA Non-Core: 0.75 CPD: 1.50
304 - Emerging PBMs and Other Pharmacy Topics
October 26, 2026 3:45 PM - 5:00 PM
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.
Session Category: Health and Welfare
Credits: CPD: 1.50
305 - Value Based Care
October 26, 2026 3:45 PM - 5:00 PM
Value based pricing tiers provide reimbursements to the quality and outcomes.
Session Category: Health and Welfare
Credits: CPD: 1.50
306 - SCOTUS and Actuaries
October 26, 2026 3:45 PM - 5:00 PM
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.
Session Category: Cross Discipline
Credits: EA Non-Core: 1.50 CPD: 1.50
307 - Risk Sharing: An Oasis in the Pension Funding Desert
October 26, 2026 3:45 PM - 5:00 PM
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.
Session Category: Public Plans
Credits: EA Non-Core: 1.50 CPD: 1.50
308 - Risk-Sharing Plan Designs
October 26, 2026 3:45 PM - 5:00 PM
A look at alternative plan designs which share plan risks between participants and plan sponsors.
Session Category: Multiemployer Plans
Credits: EA Non-Core: 1.50 CPD: 1.50
309 - Retirement Systems at the Intersection of Capital Culture and Care
October 26, 2026 3:45 PM - 5:00 PM
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.
Session Category: International
Credits: CPD: 1.50
401 - Oasis of Clarity: Understanding ASOPs 51 and 56
October 27, 2026 8:00 AM - 9:15 AM
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.
Session Category: Retirement
Credits: EA Core: 1.50 CPD: 1.50
402 - Plan Terminations: Spotting the Rattlesnake Before It's Too Late
October 27, 2026 8:00 AM - 9:15 AM
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.
Session Category: Retirement
Credits: EA Core: 1.50 CPD: 1.50
403 - Incorporating Retirement Income Certainty Into a DC Plan World
October 27, 2026 8:00 AM - 9:15 AM
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.
Session Category: Retirement
Credits: EA Non-Core: 1.50 CPD: 1.50
404 - Total Rewards Strategy: Aligning HR Strategy with Financial Reality
October 27, 2026 8:00 AM - 9:15 AM
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.
• To incorporate – this is a panel
• Types of wellness programs
• Interactive session
Session Category: Health and Welfare
Credits: CPD: 1.50
405 - AI for Healthcare Actuaries
October 27, 2026 8:00 AM - 9:15 AM
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.
Session Category: Health and Welfare
Credits: CPD: 1.50
406 - Know Your Audience
October 27, 2026 8:00 AM - 9:15 AM
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.
Session Category: Cross Discipline
Credits: EA Non-Core: 1.50 CPD: 1.50
407 - Navigating the OPEB Desert
October 27, 2026 8:00 AM - 9:15 AM
Learn how to navigate the many changes surrounding OPEB. Topics we will cover include Inflation Reduction Act, Getzen, GASB, ASB, funding practice note, low premium Medicare plans, short-term assumption. Technical issues will be covered in session 302.
Session Category: Public Plans
Credits: EA Non-Core: 1.50 CPD: 1.50
408 - Multiemployer Plan Mergers
October 27, 2026 8:00 AM - 9:15 AM
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.
Session Category: Multiemployer Plans
Credits: EA Core: 1.50 CPD: 1.50
409 - Recent Retirement Governance Changes in Canada
October 27, 2026 8:00 AM - 9:15 AM
There have been important governance changes in Canada in the fall of 2024 with regard to the management of defined benefit and defined contribution retirement plans. The changes provide revised guidance to employers and require careful attention to how plan managers carry out their oversight responsibilities. This session will include a practicing pension consultant who consults with defined contribution clients on this important subject. Then we will hear from a client in Canada who has successfully implemented the changes and the challenges faced and ways they were overcome. Expect to hear very practical advice not only for Canadian plans but also general governance ideas that have global applicability.
Session Category: International
Credits: CPD: 1.50
003 - Ethics in the Desert: Finding Direction When Landmarks Fade
October 27, 2026 9:45 AM - 11:25 AM
Ethics could never be more important! Dive into the thrilling world of retirement actuarial consulting where every decision counts. Through gripping case studies and dynamic discussions you’ll face real world ethical dilemmas that challenge your instincts and sharpen your professional judgement.
Session Category: Retirement
Credits: EA Ethics: 2.00 CPD: 2.00
004 - Professionalism and Ethics for Healthcare Actuaries
October 27, 2026 9:45 AM - 11:25 AM
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!
Session Category: Health and Welfare
Credits: CPD: 2.00
Women in Consulting Luncheon
October 27, 2026 11:30 AM - 1:00 PM
The CCA Women in Consulting Community meets to discuss current issues, outlooks, and news. Neither CCA nor community membership is required to attend.
Session Category: Cross Discipline
501 - Desert Horizons: A Plan for Sustainable Lifetime Benefits
October 27, 2026 1:30 PM - 2:45 PM
This session provides an update on the Corporate Pension Revitalization (CPR) Council’s development of a retirement plan featuring fixed costs and lifetime benefits. Attendees will learn about key stakeholder feedback from employers, actuaries, recordkeepers, and investment firms that has shaped the plan.
Session Category: Retirement
Credits: EA Non-Core: 1.50 CPD: 1.50
502 - Identifying and Navigating Gaps in Guidance
October 27, 2026 1:30 PM - 2:45 PM
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.
Session Category: Retirement
Credits: EA Core: 1.50 CPD: 1.50
503 - Annuity Placements (Small, Medium, and Large Insurance Perspective)
October 27, 2026 1:30 PM - 2:45 PM
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.
Session Category: Retirement
Credits: EA Non-Core: 1.50 CPD: 1.50
504 - How Hospitals and Healthcare Providers are Using AI and Why Consultants Should Pay Attention
October 27, 2026 1:30 PM - 2:45 PM
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.
Session Category: Health and Welfare
Credits: CPD: 1.50
505 - Should we do ICHRA? Financial Considerations for Employer Decision Makers
October 27, 2026 1:30 PM - 2:45 PM
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?”
Session Category: Health and Welfare
Credits: CPD: 1.50
506 - Migration: What Drives it and How to Better Project it
October 27, 2026 1:30 PM - 2:45 PM
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. What is true at the national level is also true at the state level. 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 projected with reasonable confidence. Speakers at this session discuss the push and pull factors that drive international and domestic migration and explain how a driver-based immigration model could improve long-term population projections.
Session Category: Cross Discipline
Credits: EA Non-Core: 1.50 CPD: 1.50
507 - Legislation and Litigation: The Prickly Pair
October 27, 2026 1:30 PM - 2:45 PM
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.
Session Category: Public Plans
Credits: EA Non-Core: 1.50 CPD: 1.50
508 - SFA Retrospective and Next Steps
October 27, 2026 1:30 PM - 2:45 PM
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.
Session Category: Multiemployer Plans
Credits: EA Non-Core: 1.50 CPD: 1.50
509 - Capital Markets - What Can Go Wrong?
October 27, 2026 1:30 PM - 2:45 PM
Speakers provide an update on capital markets, including historically high equity valuations. Speakers identify some scenarios for how things could play out going forward, with a focus on the downside risks.
Session Category: Investment
Credits: EA Non-Core: 1.50 CPD: 1.50
Corporate Pension Revitalization Forum
October 27, 2026 3:00 PM - 4:00 PM
Members of the Corporate Pension Revitalization Initiative provide an update on their activities.
Session Category: Retirement
Healthcare Community Forum
October 27, 2026 3:00 PM - 4:00 PM
The CCA Healthcare Community meets to discuss current issues, outlooks, and news. Neither CCA nor community membership is required to attend.
Session Category: Health and Welfare
Multiemployer Plans Forum
October 27, 2026 3:00 PM - 4:00 PM
The CCA Multiemployer Plans Community meets to discuss current issues, outlooks, and news. Neither CCA nor community membership is required to attend.
Session Category: Multiemployer Plans
Public Plans Community Forum
October 27, 2026 3:00 PM - 4:00 PM
The CCA Public Plans Community meets to discuss current issues, outlooks, and news. Neither CCA nor community membership is required to attend.
Session Category: Public Plans
601 - Your Desert Compass: Navigating Pension Administration
October 28, 2026 8:00 AM - 9:15 AM
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.
Session Category: Retirement
Credits: EA Core: 1.50 CPD: 1.50
602 - Retirement Litigation, Regulatory Developments and Legislative Outlook
October 28, 2026 8:00 AM - 9:15 AM
Description forthcoming.
Session Category: Retirement
Credits: EA Non-Core: 1.50 CPD: 1.50
603 - AI 2.0 for Retirement Actuaries: Turning up the Heat
October 28, 2026 8:00 AM - 9:15 AM
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.
Session Category: Retirement
Credits: EA Non-Core: 1.50 CPD: 1.50
604 - Pre-Medicare and Medicare Market Update
October 28, 2026 8:00 AM - 9:15 AM
Pre-Medicare continues to represent a high cost, adversely selected cohort. Some drivers of cost include high utilization of specialty Rx, MSK services, and OP procedures. Risk mitigation strategies include Rx formulary controls, care management, consideration of narrow networks. Medicare policy cost updates with respect to Part A, Part B, and premium growth will be covered.
Session Category: Health and Welfare
Credits: CPD: 1.50
605 - The Current State of Ancillary Benefits
October 28, 2026 8:00 AM - 9:15 AM
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.
Session Category: Health and Welfare
Credits: CPD: 1.50
606 - Long Term Care - Where are we now and Where are we Going?
October 28, 2026 8:00 AM - 9:15 AM
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.
Session Category: Cross Discipline
Credits: EA Non-Core: 1.50 CPD: 1.50
607 - Multiple Employer Plans: Cost Sharing vs Agent Multiple
October 28, 2026 8:00 AM - 9:15 AM
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.
Session Category: Public Plans
Credits: EA Non-Core: 1.50 CPD: 1.50
608 - Stochastic Modeling
October 28, 2026 8:00 AM - 9:15 AM
Stochastic modeling can be a pivotal tool for understanding and managing risk, but it also creates challenges. It can be difficult for consulting actuaries to guide trustees through the process of reviewing the results and turning them into action. Panelists will discuss different approaches and best practices for presenting stochastic modeling results to trustees, and helping them develop strategies based on the results.
Session Category: Multiemployer Plans
Credits: EA Non-Core: 1.50 CPD: 1.50
609 - Mergers, Acquisitions, and Divestitures
October 28, 2026 8:00 AM - 9:15 AM
Interactive session where participants will work through a number of real-world scenarios.
Session Category: International
Credits: CPD: 1.50
701 - Thriving in Your Oasis: Managing Withdrawals and Taxes as You Plan Your Own Retirement
October 28, 2026 9:30 AM - 10:45 AM
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.
Session Category: Retirement
Credits: EA Non-Core: 1.50 CPD: 1.50
702 - Small Plan Terminations
October 28, 2026 9:30 AM - 10:45 AM
Small DB plan terminations present unique challenges that require careful navigation of regulatory, financial, and operational considerations. This session explores common termination triggers, funding strategies, and practical steps for managing the process efficiently and correctly.
Session Category: Retirement
Credits: EA Core: 1.50 CPD: 1.50
703 - But it's a Dry Heat: Hot Topics for Nonqualified Plans
October 28, 2026 9:30 AM - 10:45 AM
Description forthcoming.
Session Category: Retirement
Credits: EA Non-Core: 1.50 CPD: 1.50
704 - Recent SOA Research
October 28, 2026 9:30 AM - 10:45 AM
The SOA is known for its research. Learn about recent SOA publications, research underway, and potential future topics.
Session Category: Health and Welfare
Credits: CPD: 1.50
705 - Healthcare on the Ballot
October 28, 2026 9:30 AM - 10:45 AM
With midterms around the corner, learn about the latest policies and policy proposals, as well as what the future of healthcare may hold as America heads to the polls.
Session Category: Health and Welfare
Credits: CPD: 1.50
706 - Professionalism Tools for Consulting Actuaries
October 28, 2026 9:30 AM - 10:45 AM
Description forthcoming.
Session Category: Cross Discipline
Credits: EA Core: 0.75 EA Non-Core: 0.75 CPD: 1.50
707 - Public Plans Workshop
October 28, 2026 9:30 AM - 10:45 AM
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.
Session Category: Public Plans
Credits: EA Non-Core: 1.50 CPD: 1.50
708 - Benefit Suspensions and Return to Work
October 28, 2026 9:30 AM - 10:45 AM
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.
Session Category: Multiemployer Plans
Credits: EA Non-Core: 1.50 CPD: 1.50
709 - Will AI Solve All Our (Economic) Problems?
October 28, 2026 9:30 AM - 10:45 AM
The US economic outlook is made uncertain by negative factors such as aging demographics, exploding public debt levels, 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 review emerging research that attempts to project AI’s impact on economic growth, employment, and capital markets.
Session Category: Investment
Credits: EA Non-Core: 1.50 CPD: 1.50
005 - Presidential Remarks and Capstone Presentation
October 28, 2026 11:00 AM - 12:30 PM
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.
Session Category: Cross Discipline
Credits: CPD: 1.50