2026 CCA Annual Meeting

Sessions:

001 - Artificial Intelligence: Use and Misuse October 25, 2026 5:15 PM - 6:55 PM

Description forthcoming.

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

Description forthcoming.

Session Category: Cross Discipline
Credits: CPD: 1.50

101 - Late Breaking Developments 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

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

Description forthcoming.

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

Description forthcoming.

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

Description forthcoming.

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

Description forthcoming.

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

Description forthcoming.

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

Description forthcoming.

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

Description forthcoming.

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

Description forthcoming.

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

Description forthcoming.

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

Description forthcoming.

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

Description forthcoming.

Session Category: Health and Welfare
Credits: CPD: 1.50

205 - Double Digit Healthcare Trend October 26, 2026 2:00 PM - 3:15 PM

Description forthcoming.

Session Category: Health and Welfare
Credits: CPD: 1.50

206 - Investing in Continuous Learning October 26, 2026 2:00 PM - 3:15 PM

Description forthcoming.

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

Description forthcoming.

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

Description forthcoming.

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

Description forthcoming.

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

301 - ERISA Trivia October 26, 2026 3:45 PM - 5:00 PM

Description forthcoming.

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

Description forthcoming.

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

Description forthcoming.

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

Description forthcoming.

Session Category: Health and Welfare
Credits: CPD: 1.50

305 - Value Based Care October 26, 2026 3:45 PM - 5:00 PM

Description forthcoming.

Session Category: Health and Welfare
Credits: CPD: 1.50

306 - SCOTUS and Actuaries October 26, 2026 3:45 PM - 5:00 PM

Description forthcoming.

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

Description forthcoming.

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

Description forthcoming.

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

Description forthcoming.

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

Description forthcoming.

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

Description forthcoming.

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

Description forthcoming.

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

Description forthcoming.

Session Category: Health and Welfare
Credits: CPD: 1.50

405 - AI for Healthcare Actuaries October 27, 2026 8:00 AM - 9:15 AM

Description forthcoming.

Session Category: Health and Welfare
Credits: CPD: 1.50

406 - Know Your Audience October 27, 2026 8:00 AM - 9:15 AM

Description forthcoming.

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

Description forthcoming.

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

Description forthcoming.

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

Description forthcoming.

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

Description forthcoming.

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

Description forthcoming.

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

Description forthcoming.

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

Description forthcoming.

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

Description forthcoming.

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

Description forthcoming.

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

Description forthcoming.

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

Description forthcoming.

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

Description forthcoming.

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

Description forthcoming.

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

509 - Where are we Now and What can go Wrong? October 27, 2026 1:30 PM - 2:45 PM

Description forthcoming.

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

Description forthcoming.

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

Description forthcoming.

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

Description forthcoming.

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

Description forthcoming.

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

Description forthcoming.

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

Description forthcoming.

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

Description forthcoming.

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

Description forthcoming.

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

Description forthcoming.

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

Description forthcoming.

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

703 - Nonqualified Plans: Funding Mechanisms, 409A, and Other Benefit Alternatives 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

Description forthcoming.

Session Category: Health and Welfare
Credits: CPD: 1.50

705 - Healthcare on the Ballot October 28, 2026 9:30 AM - 10:45 AM

Description forthcoming.

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

Description forthcoming.

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

Description forthcoming.

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

Description forthcoming.

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

Description forthcoming.

Session Category: Cross Discipline
Credits: CPD: 1.50
  • 1 . David Scharf Gallagher
  • 1 . Robert J. Reiskytl Aon
  • 2 . Yi-Ling Lin The Terry Group
  • 3 . Robert O Bacher Ryan, LLC
  • 4 . Jeremy P. Olszewski Fidelity Investments
  • 1 . Jeremy P. Olszewski Fidelity Investments
  • 1 . Tanya E. Sun Segal
  • 1 . Robert J. Reiskytl Aon
  • 2 . Joshua Shapiro Groom Law Group, Chartered
  • 3 . Jeremy P. Olszewski Fidelity Investments
  • 1 . Michael S. Clark Gallagher
  • 2 . Representative Internal Revenue Service
  • 1 . Lance Paul Roteman National Professional Planning Group
  • 1 . John Malcolm Merrill Nicolay Consulting Group
  • 1 . Katherine Troutman Alight Solutions
  • 1 . Justin N. Hornburg Justin Hornburg Consulting
  • 2 . Cheryl A. Ham Aon
  • 1 . Ellen L. Kleinstuber Infinity Actuarial Consulting LLC
  • 2 . David Scharf Gallagher
  • 1 . Elizabeth A. Wiley Cheiron, Inc.
  • 1 . Mariah Becker NCCMP
  • 2 . Representative Pension Benefit Guaranty Corp.
  • 1 . Mitsuyasu Nishiwaki WTW
  • 1 . Richard O. Goehring Richard O. Goehring, Inc.
  • 1 . Stephen N. Eisenstein KPMG
  • 1 . Craig P. Rosenthal Mercer
  • 1 . Dan Hoffman Optum
  • 2 . David M. Tuomala Optum
  • 1 . Tim Stawicki WTW
  • 1 . Patricia A. Rotello
  • 1 . Todd N. Tauzer Segal
  • 1 . Mitchell H. Hofing Dexter Hofing LLC
  • 1 . Jerry Mingione The Terry Group
  • 2 . Jessica Kachur Mercer
  • 1 . Yangyan Hu Banner Life family of companies
  • 2 . Kurt Thomas Southworth October Three LLC
  • 1 . Stephen N. Eisenstein KPMG
  • 2 . Craig P. Rosenthal Mercer
  • 1 . Matthew Sampogna Principal Financial Group
  • 1 . David M. Tuomala Optum
  • 1 . Edward M. Pudlowski MorningStar Actuarial Consulting, LLC
  • 1 . Elena V. Black The Terry Group
  • 1 . Kevin Scott Spanier Gallagher
  • 2 . Todd David Kanaster S&P Global
  • 1 . John Michael Redmond Segal
  • 1 . Mitsuyasu Nishiwaki WTW
  • 1 . Mark Andrew Afdahl WTW
  • 1 . Kurt Thomas Southworth October Three LLC
  • 1 . Michael S. Clark Gallagher
  • 1 . Jessica Arnold Alight Solutions
  • 2 . Thuong Broaden Deloitte Consulting LLP
  • 1 . Alan J. Silver Ambetter Health
  • 1 . Phillip A. Merdinger October Three
  • 2 . Patricia A. Rotello
  • 1 . Michael J. de Leon Deloitte
  • 1 . Mariah Becker NCCMP
  • 1 . Douglas J. Carey Retired
  • 1 . Lee D. Gold Mercer
  • 1 . John Malcolm Merrill Nicolay Consulting Group
  • 2 . Matthew Sampogna Principal Financial Group
  • 1 . Yangyan Hu Banner Life family of companies
  • 1 . Yi-Ling Lin The Terry Group
  • 1 . Trevis G. Parson WTW
  • 1 . Thomas S. Terry The Terry Group
  • 2 . Richard Jackson Global Aging Institute
  • 1 . Koren L. Holden Colorado PERA
  • 1 . Joshua Shapiro Groom Law Group, Chartered
  • 1 . Brian C. Donohue October Three LLC
  • 1 . Mark Andrew Afdahl WTW
  • 1 . Gail Steward USI Consulting Group
  • 1 . Brian Young Boring EY
  • 2 . Grace Barbieri Mercer
  • 1 . Jennifer Leming Mercer
  • 1 . Justin N. Hornburg Justin Hornburg Consulting
  • 1 . Phillip A. Merdinger October Three
  • 1 . Mark Henry Buis Gabriel Roeder Smith & Company
  • 1 . Joshua Shapiro Groom Law Group, Chartered
  • 1 . Mike Spetko Deloitte Consulting LLP
  • 1 . Brian Young Boring EY
  • 1 . Lance Paul Roteman National Professional Planning Group
  • 1 . Grace Barbieri Mercer
  • 1 . James Dolstad Optum
  • 1 . John McAndrew Brown & Brown
  • 1 . Ellen L. Kleinstuber Infinity Actuarial Consulting LLC
  • 1 . Paul Angelo Retired
  • 1 . John Michael Redmond Segal
  • 1 . Jerry Mingione The Terry Group