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2022 CCA Annual Meeting

October 16-19, 2022
JW Marriott Austin
Austin, Texas

 

The Conference of Consulting Actuaries is holding the 2022 CCA Annual Meeting from Sunday, October 16th through Wednesday, October 19th at the JW Marriott Austin in Austin, Texas. Information about this meeting will be available in June of 2022.
 

Sessions:

001 - Inflation: Back to the Future
October 16, 2022 5:15 PM - 6:55 PM

As inflation rears its ugly head, the implications are far reaching. Speakers at this session address inflationary trends at a macro level and the trickle effect on wage inflation, investments, benefit costs and the general cost of doing business. Let's party like it's 1981!

Session Category
Cross Discipline
Credits
EA Non-Core: 2.00
CPD: 2.00

002 - Business Session and Keynote Presentation by Crystal Washington
October 17, 2022 7:45 AM - 10:15 AM

The CCA’s Business Session precedes the Monday General Session with the welcoming of attendees, announcement of new directors and officers, Treasurer’s Report and presentation of the CCA’s annual awards. Our keynote presentation features technology marketing strategist and futurist Crystal Washington. Crystal takes complex social media, app, and web topics, and makes them easy to understand and accessible for everyday people, offering practical tips for using technology to strengthen client connections without losing that personal touch.

Session Category
Cross Discipline
Credits
CPD: 1.50

101 - Required ASOP Disclosures – Practical Applications
October 17, 2022 10:45 AM - 12:00 PM

Speakers address how to improve your actuarial communications with a focus on ASOPs that address reports.

Session Category
Retirement
Credits
EA Core: 1.50
CPD: 1.50

102 - In the Weeds on LDI
October 17, 2022 10:45 AM - 12:00 PM

Liability driven investment strategies have been around for almost two decades. Many retirement plan actuaries understand the high-level concept, but few have dug into the details to understand how the actual portfolio is constructed. Speakers in this session walk through the principles for constructing LDI portfolios and the detail of various ways these strategies are put together.

Session Category
Retirement
Credits
EA Non-Core: 1.50
CPD: 1.50

103 - GASB Primer for Non-Public Plan Actuaries
October 17, 2022 10:45 AM - 12:00 PM

Were you ever interested in learning about public plans? How about differences in accounting treatment compared to public and private companies? At this session, practitioners introduce you to accounting in the GASB world.

Session Category
Retirement
Credits
EA Non-Core: 1.50
CPD: 1.50

104 - Forecasting in a High Inflationary and Uncertain Environment
October 17, 2022 10:45 AM - 12:00 PM

Inflation has been its highest in the last 40 years and the world is recovering from a pandemic that it hasn’t seen in a century. Healthcare cost trends over the next few years will be influenced by these uncertain conditions. What can we learn from recent experience and what should be considered in your selection of short-term cost trends?

Session Category
Health & Welfare
Credits
CPD: 1.50

105 - Being Transparent About Healthcare Transparency
October 17, 2022 10:45 AM - 12:00 PM

Beginning July 1, 2022, most group health plans and issuers of group or individual health insurance will begin posting pricing information for covered items and services. A subset of this is the No Surprises Act that became effective on January 1, 2022, and provides patients financial protections against surprise medical bills. Speakers address the effect these factors have on employers and their employees from cost and other perspectives.

Session Category
Health & Welfare
Credits
CPD: 1.50

106 - Presenteeism and Total Well Being
October 17, 2022 10:45 AM - 12:00 PM

Presenteeism ensures that employers have the people they need to run their business. Employee well being is an important component of the solution. Panelists define what presenteeism is, why it matters, how to manage it, and the role of well being in the process.

Session Category
Cross Discipline
Credits
CPD: 1.50

107 - Language Matters: Talking About Political Context
October 17, 2022 10:45 AM - 12:00 PM

In public pensions, as in so many areas, without awareness of context and background of political processes, unintended consequences are likely to occur. This session’s panel of federal relations experts discuss topics of interest for public pensions related to federal policies and politics. The topics they explore include those most pertinent, including any late breaking developments, but may include federal reimbursement considerations and audits, language related to surplus and funding, pressures to extend single-employer funding rules into the public sector, and market value of liability measures.

Session Category
Public Plans
Credits
EA Non-Core: 1.50
CPD: 1.50

108 - Mergers and Acquisitions: Impact of the Great Reset on M&A
October 17, 2022 10:45 AM - 12:00 PM

Actuaries are uniquely positioned to identify and quantify new trends. Speakers share their experiences in emerging workforce issues created by the Great Reset in the labor market both in the US and globally.

Session Category
International
Credits
EA Non-Core: 1.50
CPD: 1.50

109 - Dealer's Choice: PBGC on Current Topics
October 17, 2022 10:45 AM - 12:00 PM

A panel of PBGC representatives and practitioners discuss SFA regs, 4213 regs, SFA lessons learned, SPILLs, and mergers.

Session Category
Multiemployer Plans
Credits
EA Core: 1.50
CPD: 1.50

Develop and Use Your Personal Brand - A Leadership Development Community Luncheon Forum
October 17, 2022 12:00 PM - 1:30 PM

Are you ready to take your career to the next level, but unsure what steps to take to get there? Have you already climbed the ladder and are looking to help others grow professionally? Join us for this interactive lunch panel where we’ll discuss topics like qualities that help employees stand out; what to consider when taking that next step in your career; what has worked for others to get ahead; how to develop yourself and your personal brand; how to be a better advocate for your team members; and expanding your opportunities.

Session Category
Cross Discipline

Annual Meeting Networking Luncheon
October 17, 2022 12:00 PM - 1:30 PM

201 - Current State of Market Cash Balance Plans
October 17, 2022 2:00 PM - 3:15 PM

It's been over five years since final regulations were issued for market-based cash balance plans. The IRS recently allowed cash balance plans to file for determination letters. Speakers discuss the current state of affairs with these plans.

Session Category
Retirement
Credits
EA Core: 1.50
CPD: 1.50

202 - Multiemployer Plans for Single Employer Actuaries
October 17, 2022 2:00 PM - 3:15 PM

Withdrawals, partitions, and suspensions, oh my! The world of multiemployer plans can sound like the endangered forest to single employer actuaries. Attend this session and learn as our experts improve your knowledge and rehabilitate you from your fear of these plans.

Session Category
Retirement
Credits
EA Core: 1.50
CPD: 1.50

203 - My DB Plan is Frozen: Now What?
October 17, 2022 2:00 PM - 3:15 PM

Many of us are working with several frozen pension plans. Once a pension plan is frozen, what's next? Speakers detail the path of a pension plan from frozen to termination. They also address strategies on DC plan designs that can help address the loss of the DB plan.

Session Category
Retirement
Credits
EA Non-Core: 1.50
CPD: 1.50

204 - Current Topics in Medicare Advantage and Part D
October 17, 2022 2:00 PM - 3:15 PM

Speakers highlight current topics in Medicare Advantage and Part D using an interactive format including presentations, polling, and audience participation. Topics may include Medicare Advantage, Part D, and employer sponsored Medicare plans.

Session Category
Health & Welfare
Credits
CPD: 1.50

205 - ACA Marketplace Updates Opportunities
October 17, 2022 2:00 PM - 3:15 PM

The ACA insurance market continues to see significant, positive change. Speakers at this session provide updates on the market's current state as well as projections for its future evolution. Consultant and carrier perspectives will link these market developments to employer opportunities to deliver more value to plan participants.

Session Category
Health & Welfare
Credits
CPD: 1.50

206 - Identifying and Assessing Bias in Pension and Healthcare
October 17, 2022 2:00 PM - 3:15 PM

The revised US Qualification Standards (USQS) that are effective as of January 1, 2022 include an annual one hour bias topics continuing education requirement. Following a brief introduction discussing the evolution and implications of this requirement in the USQS, our speakers discuss several types of bias, including specific examples from both the retirement and health practices. We hope that all attendees leave with not only their bias topics requirement satisfied for 2022, but also with a keener understanding of how biases may emerge in actuarial practice.

Session Category
Cross Discipline
Credits
CPD: 1.50

207 - Impact of Recent ASOP 4 Changes on Public Plans
October 17, 2022 2:00 PM - 3:15 PM

After three Exposure Drafts, in February 2022 the ASB released a substantially revised ASOP 4, which includes the required disclosure of a market return based liability measure. Other new requirements include enhanced assessments of a plan's funding policy, and disclosure of an actuarially determined contribution by all pension plans. These new disclosures are particularly revolutionary for public pension plans. Panelists explore possible consequences and strategies for meeting these new requirements.

Session Category
Public Plans
Credits
EA Non-Core: 1.50
CPD: 1.50

208 - Carving Out a New Company
October 17, 2022 2:00 PM - 3:15 PM

A new company is born... speakers discuss the multitude of HR issues to address when splitting a portion of a global business to create a new company. What it takes to get it done while making it seamless for employees.

Session Category
International
Credits
CPD: 1.50

209 - Pension Investing in a Changing World
October 17, 2022 2:00 PM - 3:15 PM

The evolving capital market outlook and interest rate environment pose new challenges to pension plans. How are plan sponsors applying liability-driven investment strategies in the current environment? How are emerging asset classes such as alternatives being used to improve risk/reward performance? The panel reviews case studies on how plan sponsors navigate these challenges, using tools such as efficient frontiers, asset segmentation, hedge ratio targets, futures overlays, and glide paths.

Session Category
Investments
Credits
EA Non-Core: 1.50
CPD: 1.50

301 - Nerdle for Actuaries (aka ERISA Trivia)
October 17, 2022 3:45 PM - 5:00 PM

In two years ERISA will turn 50 years old. Whether you are under age 50 or already have passed that mark, don't let a refined knowledge of ERISA remain on your actuarial bucket list. Attend this session and start scratching that item off this year.

Session Category
Retirement
Credits
EA Core: 1.50
CPD: 1.50

302 - Plan Terminations - Understanding the Investment Considerations
October 17, 2022 3:45 PM - 5:00 PM

Pension plan actuaries have a good understanding of the legal, compliance, and actuarial aspects of plan terminations. But managing a plan's funded status during the termination process also requires actuaries to understand the investment considerations. Speakers address what drives the investment decisions that need to be made and what actuaries can do to ensure that your clients don't end up with funded status surprises during the termination process. We'll look at asset allocation decision points, what drives the ultimate settlement cost, and how the investment strategy can hedge against unexpected surprises when the final contribution comes due.

Session Category
Retirement
Credits
EA Non-Core: 1.50
CPD: 1.50

303 - Cost Accounting Standards for Government Contractors
October 17, 2022 3:45 PM - 5:00 PM

Government contractors obtain reimbursement under specified rules. Panelists review these rules and highlight areas that may be potential pitfall and other recent developments.

Session Category
Retirement
Credits
EA Non-Core: 1.50
CPD: 1.50

304 - ICHRA: What, Why, Huh?
October 17, 2022 3:45 PM - 5:00 PM

Imagine you're an employer entering the US healthcare system for the first time. How would you choose what health plan to offer? How would you fund it? Would the old method be the way? Speakers take you through a new alternative - the Individual Coverage HRA (ICHRA). This approach to meeting your financial requirements without the complications of managing a group health plan. Is it for you? Join us and find out why you should consider a different path forward.

Session Category
Health & Welfare
Credits
CPD: 1.50

305 - Why Should I Care About Value-Based Care? Understanding and Evaluating Value-Based Care Models
October 17, 2022 3:45 PM - 5:00 PM

Speakers addresses consultant considerations when evaluating value-based care arrangements. Topics include an overview of the value-based care market; considerations for evaluating these arrangements; practical evaluation examples; discussion around what's coming in value-based care, and a panel discussion with your questions and answers.

Session Category
Health & Welfare
Credits
CPD: 1.50

306 - What Actuaries Should Know About Climate Change
October 17, 2022 3:45 PM - 5:00 PM

Climate-related risks arise when various direct and indirect climate-related impacts affect the physical resources or assets of individuals or entities. When climate impacts also interact with various socioeconomic systems, the result may disrupt the mechanisms traditionally used to maintain financial stability. To an actuary that means assumptions may change or may need further disclosure, especially with growing regulator focus and the focus on climate-related financial disclosures across many insurance and financial services industries. The panelists cover the Actuaries Climate Index (ACI); discuss the Actuaries Climate Risk Index (ACRI); highlight the evolution of actuarial research on these topics including six climate issue papers promulgated by the International Actuarial Association; and explain what actuaries from all disciplines need to know about climate change including disclosures proposed or considered by various regulators.

Session Category
Cross Discipline
Credits
CPD: 1.50

307 - Social Security Considerations for Public Pensions
October 17, 2022 3:45 PM - 5:00 PM

Speakers discuss issues related to the intersection of Social Security and public pension plans. Topics include FICA Replacement Plan requirements, including the Safe Harbors, mandatory coverage, and Section 218 Agreements. Additionally, the implications of the Government Pension Offset (GPO) and the Windfall Elimination Provision (WEP) on these topics are also addressed.

Session Category
Public Plans
Credits
EA Non-Core: 1.50
CPD: 1.50

308 - Employee Well Being in M&A Situations: A Global Perspective
October 17, 2022 3:45 PM - 5:00 PM

An M&A event can be an exciting time for the workforce. That excitement, however, can bring uncertainty for employees and this can affect their well being. Speakers discuss effective strategies for maintaining and enhancing employee well being during an M&A event and why they matter. In addition, they explore what companies can do for employee well being during a transaction and how companies can keep the momentum of well being focus after the transaction when business-as-usual is achieved.

Session Category
International
Credits
EA Non-Core: 1.50
CPD: 1.50

309 - Dueling Actuaries
October 17, 2022 3:45 PM - 5:00 PM

Watch actuaries debate late-breaking issues affecting multiemployer actuaries. After each topic is addressed, the audience votes for the winner of each subject.

Session Category
Multiemployer Plans
Credits
EA Core: 1.50
CPD: 1.50

401 - Administrative Grab Bag and Case Studies
October 18, 2022 8:00 AM - 9:40 AM

The speakers touch on a variety of complex and sometimes overlooked administrative issues including handling non-spouse beneficiaries and deferred beneficiaries; plan termination data readiness; and using the new RMD rules. Questions are welcome, and interactive case studies are presented.

Session Category
Retirement
Credits
EA Core: 2.00
CPD: 2.00

402 - Advanced Topics in Accounting for Defined Benefit Retirement Plans
October 18, 2022 8:00 AM - 9:40 AM

Accounting for Defined Benefit plans is not always easy. Accounting firm professionals discuss advanced topics they experienced in client situations, considerations, and resolutions reached. Be prepared for an interactive session.

Session Category
Retirement
Credits
EA Non-Core: 2.00
CPD: 2.00

403 - DC Plan Nondiscrimination Testing
October 18, 2022 8:00 AM - 9:40 AM

ADP, ACP, QSLOB, cross testing, gateway testing, plan aggregation, and QNECs are all common terms used in testing defined contribution plans. Come to this session to learn what these terms mean and how to navigate some of the more advanced nondiscrimination testing situations for DC plans.

Session Category
Retirement
Credits
EA Non-Core: 2.00
CPD: 2.00

404 - Catching Up with the Academy's Health Equity Committee
October 18, 2022 8:00 AM - 9:40 AM

Haven't had time to read all of the Academy's papers on health equity? Health equity is such an important issue that the Academy has elevated Health Equity to a permanent Committee on par with Medicare, Medicaid and Employee Benefits. Catch up with the Committee on the learnings so far and where health equity is heading from an actuarial perspective.

Session Category
Health & Welfare
Credits
CPD: 2.00

405 - Prescription Drug Update: PBM Pharmacagenomics
October 18, 2022 8:00 AM - 9:40 AM

Panelists provide a pharmacy update with emerging trends in benefit management, pharmacogenomics, and other genetics-related work.

Session Category
Health & Welfare
Credits
CPD: 2.00

406 - Problem Solving Roundtable: Saving Social Security
October 18, 2022 8:00 AM - 9:40 AM

Absent any legislative action, Social Security benefits are expected to decrease by about 25% in 2033. With an eye toward addressing this problem, panelists discuss different levers we could pull to make Social Security solvent. Should we increase taxes? Cut benefits? A bit of both? We'll use polling to gather input to serve as the starting point for a Social Security reform package to be presented to lawmakers. Let’s harness the brainpower of actuaries and help make a difference.

Session Category
Cross Discipline
Credits
CPD: 2.00

407 - COVID-19: Impact on Demographic Assumptions
October 18, 2022 8:00 AM - 9:40 AM

COVID-19 has had an unprecedented impact on operations of our principals, forcing actuaries to re-assess assumptions and inputs used in actuarial models. Speakers at this session review multiple perspectives on how COVID-19 has impacted pension and OPEB assumptions. The panelists detail COVID-19 trends in mortality and retiree healthcare costs, employee turnover, payroll growth, and other assumptions. Gain a broader view on latest trends in accounting for COVID-19 impact on mortality, morbidity and other experience by attending this session.

Session Category
Public Plans
Credits
EA Non-Core: 2.00
CPD: 2.00

408 - Professionalism in a Diverse World
October 18, 2022 8:00 AM - 9:40 AM

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.

Session Category
International
Credits
CPD: 2.00

409 - Assembly of a Successful SFA Application
October 18, 2022 8:00 AM - 9:40 AM

2014's Multiemployer Pension Reform Act (MPRA) broke all the rules, allowing multiemployer pension funds to reduce accrued benefits - even those in pay status! The application and political processes were shattering; 18 pension funds were successful. 2021's American Rescue Plan Act essentially ended that with the advent of "special financial assistance" (SFA) and priority categories. While not quite as intense as MPRA, SFA applications are rather complex. Hear from actuaries who have completed successful SFA applications in the earliest priority categories.

Session Category
Multiemployer Plans
Credits
EA Core: 2.00
CPD: 2.00

501 - Late Breaking Developments
October 18, 2022 10:10 AM - 11:50 AM

Speakers discuss the latest developments in the private pension sector. Recent rulings and regulations - proposed and final - are covered in addition to pending retirement plan legislation and recent litigation activity.

Session Category
Retirement
Credits
EA Core: 2.00
CPD: 2.00

502 - Actuarial Valuation of Variable Annuity and Market Cash Balance Plans
October 18, 2022 10:10 AM - 11:50 AM

The economic value of variable annuity and market-based cash balance plans significantly differs from traditional defined benefit plans. Many of these plans contain provisions that are difficult to value using traditional valuation techniques. Speakers address the actuarial valuation of these plan designs.

Session Category
Retirement
Credits
EA Core: 2.00
CPD: 2.00

503 - Plan Mergers and Spinoffs for DB and DC Plans (Frozen and Active Plans)
October 18, 2022 10:10 AM - 11:50 AM

Many sponsors have multiple retirement plans, and in several situations it might make sense to merge them. Similarly, there may be situations where it might make sense to transfer liabilities among plans.

Session Category
Retirement
Credits
EA Core: 1.00
EA Non-Core: 1.00
CPD: 2.00

504 - COVID 19 Implications from Pandemic to Endemic
October 18, 2022 10:10 AM - 11:50 AM

Learn about the impact of the COVID-19 pandemic on health care claims patterns, provider approaches and future cost projections. Understand the implications of continued COVID infections, vaccines, and the eventual shift to an endemic disease. Consider impacts on long COVID on experience.

Session Category
Health & Welfare
Credits
CPD: 2.00

505 - Retiree Medical - What is the Auditor Looking For
October 18, 2022 10:10 AM - 11:50 AM

If your client has a Big Four auditor, gone is the day when the annoying first year accountant asked irrelevant questions. Anticipating and knowing what the auditor's actuarial specialist is looking for can go a long way toward a smoother completion to year-end financial reporting.

Session Category
Health & Welfare
Credits
CPD: 2.00

506 - The New Workforce Relationship
October 18, 2022 10:10 AM - 11:50 AM

Trying to balance an employer's need for talent with employee's expectations is becoming even more challenging. How will the experience of remote working during the pandemic impact the future workplace, whether physical or virtual? What are some of the solutions to address staffing needs and employees’ needs? Is the financial cost resulting from the Great Resignation sustainable? What will the total reward system look like that satisfies these conflicting goals?

Session Category
Cross Discipline
Credits
CPD: 2.00

507 - "What's My Line?" - Recent Research on Public Sector Plans
October 18, 2022 10:10 AM - 11:50 AM

What is their line? Or in this case, opinion? Join us as our participants review and debate the finer points of recent research papers covering topics relevant to public plans. Come, listen, question, AND VOTE on who best presents their views on funding, sustainability, and fiscal stress as it impacts the public plan arena. (Review Papers: Enhancing Sustainability of Public Pensions, NCPERS, January 2022, and Addressing and Avoiding Severe Fiscal Stress in Public Pension Plans, Urban Institute, January 2022.)

Session Category
Public Plans
Credits
EA Non-Core: 2.00
CPD: 2.00

508 - Global DC Plan Governance and Retirement Planning Around the World
October 18, 2022 10:10 AM - 11:50 AM

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

Session Category
International
Credits
EA Non-Core: 2.00
CPD: 2.00

509 - Whither Go Return Expectations?
October 18, 2022 10:10 AM - 11:50 AM

Capital market model return expectations took a nose-dive over the past year or two due to historically low interest rates and historically high pricing levels. But now capital markets are shifting again, and rather dramatically, with runaway inflation and the monetary policy shift aimed at controlling it. How is all this turbulence affecting retirement program financing? What about individuals trying to fund their own retirements?

Session Category
Investments
Credits
EA Non-Core: 2.00
CPD: 2.00

003 - Ethics
October 18, 2022 1:00 PM - 2:40 PM

Come get your 2.0 EA Ethics credit as we discuss case studies covering ethical challenges and dilemmas facing pension actuaries. Audience participation is highly encouraged.

Session Category
Retirement
Credits
EA Ethics: 2.00
CPD: 2.00

004 - Professionalism for Healthcare Actuaries
October 18, 2022 1:00 PM - 2:40 PM

This interactive session covers professional/ethical case studies (sometimes real life ones) where consultants are faced with challenging client situations. Discussions and polling allow the audience the opportunity to decide the best course of action to take and why. Any applicable ASOPs are also addressed.

Session Category
Health & Welfare
Credits
CPD: 2.00

Healthcare Community Forum
October 18, 2022 3:00 PM - 4:00 PM

The CCA Healthcare Community holds a face-to-face meeting to discuss current issues, outlooks, and news. Community membership is not required to attend.

Session Category
Health & Welfare

Multiemployer Plans Community Forum
October 18, 2022 3:00 PM - 4:00 PM

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.

Session Category
Multiemployer Plans

Public Plans Community Forum
October 18, 2022 3:00 PM - 4:00 PM

The CCA Public Plans Community holds a face-to-face meeting to discuss current issues, outlooks, and news. Community membership is not required to attend.

Session Category
Public Plans

Smaller Actuarial Consulting Firms Community Forum
October 18, 2022 3:00 PM - 4:00 PM

The CCA Smaller Actuarial Consulting Firms Community holds a face-to-face meeting to discuss current issues, outlooks, and news. Community membership is not required to attend.

Session Category
Cross Discipline

Vocabulary Tips & Tricks– A Women in Consulting Community Forum
October 18, 2022 4:00 PM - 5:00 PM

Conversations and the words we use help to foster an inclusive environment. That is why it is important to realize why the words that you choose matter when you are an ally in the workplace. During this forum, panelists explore microaggressions, discuss how allies can create a more inclusive environment through their words, and demonstrate how we can all learn from our own mistakes.

Session Category
Cross Discipline

601 - Plan Terminations for Small Plans
October 19, 2022 8:00 AM - 9:15 AM

Panelists review the process for terminations of small plans that are covered by the PBGC as well as non-PBGC plans. Speakers also review the strategies that can be used for plans that are either underfunded or overfunded, and cover other topics including missing participants, form of payment, final 5500 and tax reporting.

Session Category
Retirement
Credits
EA Core: 1.50
CPD: 1.50

602 - Plan Termination: Winding Down Nonqualified Plans
October 19, 2022 8:00 AM - 9:15 AM

There are a host of issues to face when considering winding down and terminating a nonqualified plan. In many cases the relevant considerations and challenges for a nonqualified plan are the opposite of a qualified plan. Panelists address the strategy, decision points, timing, and steps that need to be considered, including a transfer of investment and mortality risk and reduction of financial statement volatility.

Session Category
Retirement
Credits
EA Non-Core: 1.50
CPD: 1.50

603 - Strategic Plan Design for DC Plans
October 19, 2022 8:00 AM - 9:15 AM

Panelists cover the plan design of a Defined Contribution program that meets both employee and employer retirement needs and can also be used as a tool for employer recruiting and retention. They also discuss the design of combination DB/DC plans as well as important plan features such as auto enrollment and escalation, portfolio design, participant education, benefit portability and other plan design features.

Session Category
Retirement
Credits
EA Non-Core: 1.50
CPD: 1.50

604 - Virtual Care in a Virtual World
October 19, 2022 8:00 AM - 9:15 AM

Health care has been rendered via virtual channels since the emergence of telephone and radio technology. Although its usage since then has varied across different eras and settings, recent forces such as the COVID pandemic, recognition of generational preference patterns, and care equity initiatives have accelerated the use of virtual care. Panelists dissect several aspects of the value proposition for virtual care, exploring exciting topics such as its role in various care scenarios, integration with in-person treatment, emerging frameworks, and the outlook of what’s next in virtual care.

Session Category
Health & Welfare
Credits
CPD: 1.50
  • 1 . R. Evan Inglis Pension Benefit Guaranty Corporation
  • 2 . Scott Ruesterholz Insight Investment
  • 3 . Ruth E. Schau Pacific Life Insurance Company
  • 4 . Philip Ellis Ellis Health Policy
  • 1 . Crystal Washington
  • 1 . John Malcolm Merrill Nyhart
  • 2 . Rachel Barnes Mercer
  • 3 . Jay K. Egelberg First Actuarial Consulting, Inc.
  • 4 . Eric J. Atwater Aon
  • 1 . Tanya E. Sun Aon
  • 2 . Dean W. Kepraios WTW
  • 3 . Jennifer Nelson Schaefgen American Benefits Consulting
  • 4 . Tiffany Arnold Aon
  • 5 . Derek N. Guyton
  • 6 . Cheryl A. Ham Aon
  • 7 . Ian G. Duncan University of California - Santa Barbara
  • 8 . Dale H. Yamamoto Red Quill Consulting
  • 9 . Justin N. Hornburg Justin Hornburg Consulting
  • 1 . Andrew Tarvin
  • 1 . Maria M. Sarli WTW
  • 2 . Julie M. Ferguson Mercer
  • 3 . Frederica Spadacenta Daniels USI Consulting Group
  • 1 . Michael S. Clark River and Mercantile
  • 2 . Sweta Dipak Vaidya Insight Investment
  • 1 . Stephen N. Eisenstein KPMG
  • 2 . David J. Kershner Buck
  • 3 . Griffin Lothrop Deloitte Consulting LLP
  • 1 . Dale H. Yamamoto Red Quill Consulting
  • 2 . Philip Ellis Ellis Health Policy
  • 3 . Katie Martin Health Care Cost Institute
  • 4 . Robert G. Tate Aon
  • 1 . Cheryl A. Ham Aon
  • 2 . Meghan Rausch Aon
  • 1 . Phillip A. Merdinger October Three
  • 2 . Paul Botkin Lockton Dunning Benefit Company
  • 3 . Joel L. Axler Brown & Brown Consulting
  • 1 . Elizabeth A. Wiley Cheiron, Inc.
  • 2 . Leigh Snell National Council on Teacher Retirement
  • 3 . Jeannine Markoe Raymond National Assn. of State Retiremt. Admins.
  • 4 . Emily Brock Government Finance Officers Association
  • 1 . Mike Spetko Deloitte Consulting LLP
  • 1 . Mariah Becker NCCMP
  • 2 . Representative Pension Benefit Guaranty Corp.
  • 1 . Scott A. Hittner October Three LLC
  • 2 . Derek Anthony Scott Fidelity Investments
  • 1 . Richard O. Goehring Richard O. Goehring, Inc.
  • 2 . Joshua Shapiro Groom Law Group
  • 3 . Mariah Becker NCCMP
  • 4 . Carrie F. Vaughn Milliman Inc.
  • 1 . Katy Aronova Prudential Financial
  • 2 . Ruth E. Schau Pacific Life Insurance Company
  • 3 . Alexandra Hyten Prudential Financial
  • 4 . Stacey Marie Schmid Empower
  • 1 . David M. Tuomala Optum
  • 2 . Dan Hoffman Optum
  • 3 . Martin W. Hill PricewaterhouseCoopers LLP
  • 4 . Shyam Kolli Milliman Inc.
  • 1 . Trevis G. Parson WTW
  • 2 . Ryan Jessell WTW
  • 3 . Michael W. Levin Vericred
  • 1 . Justin N. Hornburg Justin Hornburg Consulting
  • 2 . Thomas S. Terry The Terry Group
  • 3 . Elizabeth A. Wiley Cheiron, Inc.
  • 4 . Yi-Ling Lin The Terry Group
  • 1 . Paul Angelo Segal
  • 2 . William R. Hallmark Cheiron, Inc.
  • 3 . Brent A. Banister Cavanaugh Macdonald Consulting LLC
  • 1 . Jonathan P. Lincoln WTW
  • 2 . Edgar Friedman Deloitte Consulting LLP
  • 3 . Jonathan McMurray WTW
  • 4 . Eloi Faure WTW
  • 5 . Rob Bacher KPMG LLP
  • 1 . Yubo Qiu Principal Financial Group
  • 2 . Jonathan R. Barry MFS Investment Management
  • 3 . Brett Dutton Vanguard
  • 1 . Richard O. Goehring Richard O. Goehring, Inc.
  • 2 . Maria Clarice Chua Fidelity Investments
  • 3 . Maria E Simmers Buck Global LLC
  • 4 . Matthew Sampogna Principal Financial Group
  • 1 . Michael S. Clark River and Mercantile
  • 2 . Jeffrey G. Passmore MetLife Investment Management
  • 3 . David R. Cantor Mercer
  • 1 . Craig P. Rosenthal Mercer
  • 2 . Grace Barbieri Mercer
  • 3 . Denise M. Widergren Defense Contract Management Agency
  • 1 . Alan J. Silver WTW
  • 2 . Kyle Estep Take Command Health
  • 1 . John James McAndrew Lockton Companies
  • 2 . Sara Corrough Teppema Wildflower Health
  • 3 . Mark Wernicke ThedaCare
  • 4 . Michael Nugent Guidehouse
  • 1 . Margaret Tiller Sherwood Tiller Consulting Group Inc.
  • 2 . R. Dale Hall Society of Actuaries
  • 3 . Lisa A. Slotznick PricewaterhouseCoopers LLP
  • 1 . Elizabeth A. Wiley Cheiron, Inc.
  • 2 . Jeannine Markoe Raymond National Assn. of State Retiremt. Admins.
  • 3 . Sandy Matheson
  • 4 . Audra Ferguson-Allen Ice Miller LLP
  • 1 . Mitsuyasu Nishiwaki WTW
  • 2 . Katherine Ortiz CBRE
  • 3 . Dean W. Kepraios WTW
  • 1 . Troy Jaros
  • 2 . Joshua Shapiro Groom Law Group
  • 3 . James J. McKeogh The McKeogh Company
  • 4 . Anthony Bertolotti CBIZ Retirement Plans Services
  • 5 . Scott Phillip Steadman Bolton Partners, Inc.
  • 1 . Jaime F. Packer USI Consulting Group
  • 2 . Jamie Michelle Sloat Mercer
  • 3 . Spencer Wade Fidelity Investments
  • 1 . Stephen N. Eisenstein KPMG
  • 2 . Philip Bonanno Grant Thornton LLP
  • 3 . Ellen Loretta Fogarty Deloitte Consulting LLP
  • 1 . Jeremy P. Olszewski Fidelity Investments
  • 2 . Donna Kropf Mercer
  • 3 . Dan Froehlich Fidelity Investments
  • 4 . Patrick Blanchard Alvarez & Marsal
  • 1 . Yi-Ling Lin The Terry Group
  • 2 . James Dolstad Optum
  • 3 . Sara Corrough Teppema Wildflower Health
  • 4 . Donna C. Novak NovaRest Actuarial Consulting
  • 1 . Ian M. Smith Optum
  • 2 . Ray Stultz Optum
  • 3 . David S. Armstrong SomaLogic
  • 4 . Sarah Suzanne Hellems Optum Pharmacy Advisory Services
  • 1 . Justin N. Hornburg Justin Hornburg Consulting
  • 2 . Patricia A. Rotello
  • 3 . Erica Peters Apple
  • 4 . Craig P. Rosenthal Mercer
  • 5 . Jonathan R. Barry MFS Investment Management
  • 6 . James G. Berberian Buck
  • 1 . Todd David Kanaster S&P Global
  • 2 . Kevin Scott Spanier Buck
  • 3 . Adrienne Cara Ostroff Athena Actuarial Consulting
  • 4 . Piotr Krekora Gabriel Roeder Smith & Company
  • 5 . Craig T. Chu New York City Office of the Actuary
  • 6 . Brett Michael Hunter Buck Global LLC
    (Session Assistant)
  • 1 . James L. Jones EY
  • 2 . Douglas J. Carey
  • 3 . Dwayne Husbands Ernst & Young LLP
  • 4 . Renata De Leers
  • 1 . Jay K. Egelberg First Actuarial Consulting, Inc.
  • 2 . Vincent Anthony Regalbuto O'Sullivan Associates
  • 3 . Nadine Solntseva First Actuarial Consulting, Inc.
  • 4 . Heather Ray Horizon Actuarial Services, LLC
  • 1 . Jeremy P. Olszewski Fidelity Investments
  • 2 . Margaret S. Berger Mercer
  • 3 . Madi Smith WTW
  • 4 . Marcy Bloodgood Buck
  • 5 . Representative Internal Revenue Service
  • 1 . Scott A. Hittner October Three LLC
  • 2 . Bruce Cadenhead Mercer
  • 3 . David Murad NISA Investment Advisors
  • 1 . Craig P. Rosenthal Mercer
  • 2 . Marina L. Edwards Invesco
  • 3 . Frederick W Lamm WTW
  • 4 . Julie Sachs Fidelity Investments
  • 1 . Timothy B Stawicki WTW
  • 2 . Peter Sanderson Aetna
  • 3 . Christine M. Hale Lockton Dunning Benefits
  • 4 . Elodie Olsen WTW
  • 1 . John J. Schubert Deloitte Consulting LLP
  • 2 . Martin W. Hill PricewaterhouseCoopers LLP
  • 3 . Steven D. Draper Ernst & Young, LLP
  • 4 . Casey Shork KPMG
  • 1 . Patricia A. Rotello
  • 2 . Sweta Dipak Vaidya Insight Investment
  • 3 . Riddhi Patel The Walt Disney Company
  • 4 . Lauren Klein Fidelity Investments
  • 5 . Eric M. Pudlowski Mercer
  • 6 . Amy Ruth Guidewell
  • 1 . Koren L. Holden Colorado PERA
  • 2 . Dana Lynn Woolfrey Gabriel Roeder Smith & Company
  • 3 . Todd N. Tauzer Segal
  • 4 . William B. Fornia Pension Trustee Advisors
  • 1 . Mitsuyasu Nishiwaki WTW
  • 2 . Vaibhavi V. Patel
  • 3 . Rachel Gift Amalo WTW
  • 1 . Jerry Mingione The Terry Group
  • 2 . Ken Yager Graystone Consulting
  • 1 . Lance Paul Roteman National Professional Planning Group
  • 2 . Kevin Joseph Donovan Pinnacle Plan Design, LLC
  • 3 . Scott Grenier Plante Moran
  • 4 . Ben A. Johnson Ben Johnson
  • 1 . David Scharf Buck
  • 2 . Pete J. Neuwirth CapAcuity
  • 3 . Russell S. Proctor Pacific Life Insurance Co.
  • 1 . Tonya B. Manning Buck
  • 2 . Robert J. Reiskytl Aon
  • 1 . Stephanie Calandro WTW
  • 2 . Anne E. Crumlish Aon
  • 3 . Debra Friesen Kaiser Permanente
  • 4 . Courtney A. Stubblefield WTW
  • 1 . Jennifer Leming
  • 2 . Stephanie A. Beach Mercer
  • 3 . Justin N. Hornburg Justin Hornburg Consulting
  • 1 . Patricia A. Rotello
  • 2 . Paul M. Sepe WTW
  • 3 . Tanya Rizzuto Colgate-Palmolive
  • 4 . Edward M. Pudlowski MorningStar Actuarial Consulting, LLC
  • 1 . Michael J. de Leon Deloitte Consulting LLP
  • 2 . Maureen Toal
  • 3 . Linda L. Bournival KMS Actuaries, LLC
  • 4 . Joseph Michael Kropiewnicki Deloitte Consulting LLP
    (Session Assistant)
  • 1 . Wilfredo J. Gaitan Alta Actuaries & Consultants, LLC
  • 2 . Douglas J. Carey
  • 3 . Albert R. Phelps Gallagher
  • 1 . Bryan McCormick CBIZ Retirement Plans Services
  • 2 . Scott Phillip Steadman Bolton Partners, Inc.
  • 3 . John Michael Redmond Segal
  • 4 . Thomas C. Cliffel Horizon Actuarial Services, LLC
  • 1 . John Malcolm Merrill Nyhart
  • 2 . Katherine B. Kohn Groom Law Group
  • 3 . Matthew Robert Fishel Mercer
  • 4 . Israel Goldowitz The Wagner Law Group
  • 1 . David Scharf Buck
  • 2 . Joseph S. Adams Winston & Strawn LLP
  • 3 . Erik B. Lundgren Jones Day
  • 4 . Aaron J.L. Pedowitz Mercer
  • 1 . Felix A. Okwaning Principal Financial Group
  • 2 . Daniel Philip Cassidy ProManage LLC
  • 3 . Stacey Marie Schmid Empower
  • 4 . Pete J. Neuwirth CapAcuity
  • 1 . Linh Duong Ebbers WTW
  • 2 . Nick Pearce McGriff
    (Session Assistant)
  • 1 . James Dolstad Optum
  • 2 . Sara Corrough Teppema Wildflower Health
  • 3 . Joan C. Barrett Axene Health Partners, LLC
  • 4 . Stephanie Entzminger Axene Health Partners LLC
  • 5 . Rebecca Owen Oregon Coast Actuarial, LLC
  • 1 . Thomas S. Terry The Terry Group
  • 2 . Paul M. Sepe WTW
  • 3 . Philip Blue Wright Foundation
  • 1 . Lance J. Weiss Gabriel Roeder Smith & Company
  • 2 . Elizabeth A Wiley Buck
  • 1 . Mitsuyasu Nishiwaki WTW
  • 2 . John Ashton Johnson & Johnson
  • 3 . Robert Richard Maciejewski Jabil
  • 4 . Erica Peters Apple
  • 1 . Elena V. Black The Terry Group
  • 2 . Jerry Mingione The Terry Group
  • 3 . Richard Jackson Global Aging Institute