In this CCA retirement series webinar, presenters discuss recent legislation and regulatory guidance impacting pension plans. The discussion includes a focus on the impact of the end of Chevron deference on Federal rule-making, both in the immediate aftermath of the decision and expected changes going forward.

Description forthcoming.

In this CCA cross discipline webinar, panelists discuss assessing biases that may exist in data, assumptions, algorithms, and models that impact Actuarial Services, including but not limited to statistical, cognitive, and social biases. The Discussion may include model development, case studies, or organizational interaction. This webinar is intended to meet the USQS bias requirement.

Representatives of the Joint Board for the Enrollment of Actuaries discuss current developments and other information relevant to Enrolled Actuaries and the profession at large. In addition, the panelists provide an overview of the requirements that the Joint Board regulations impose on Enrolled Actuaries. Attendee questions are encouraged.

Over the past year, PBGC has updated its final regulations governing the Special Financial Assistance (SFA) Program, as well as its assumptions guidance and filing instructions. The Agency also issued proposed regulations on 4044 interest rates and other assumptions. This session is an opportunity for multiemployer pension actuaries to hear directly from PBGC on the SFA program and other key topics of interest in regard to PBGC’s multiemployer insurance program. Representatives discuss updated statistics about plans that have already received assistance, observations on the application process, PBGC guidance, “lessons learned” from applications received to-date, what to expect for plans that have not yet applied, changes in census data review and other changes in the last year, and information on compliance with conditions after receiving SFA, including the impact of new 4044 rules on the SFA withdrawal liability interest rate conditions; provide an update on the 4213 regulation on withdrawal liability interest rates, proposed in late 2022; review PBGC’s most recent financial position and projected funding position of the multiemployer insurance program; and cover other PBGC activities – including upcoming regulations, recent PBGC guidance, and newly available resources (i.e., the most recent pension insurance data tables and recent multiemployer plan-related research reports).

In this CCA cross discipline webinar, presenters discuss actions that companies take to reimagine the workplace and meet evolving employee expectations. Emerging trends in technology, workplace design, hybrid work and collaboration models will be highlighted. In addition, we will review how high-performing team leads to higher engagement.

This CCA retirement series webinar is a tour through recent litigation about topics affecting pension plans and potential future areas of concern including, but not limited to, actuarial equivalence and Pension Risk Transfer issues, presented from an actuary’s perspective.

Description forthcoming.

In this session, panelists will discuss current topics in the overall Medicare market. Potential topics include: recent Inflation Reduction Act (IRA) changes to Medicare Advantage and Part D plans, employer retiree plan topics including creditable coverage determinations, Retiree Drug Subsidy (RDS) calculations, and OPEB valuation, and other current topics impacting the Medicare market overall.

Provider actuaries face new problems to solve each year as new value-based care programs emerge and evolve. In addition, industry changes and consolidation impact overall market dynamics. In this CCA health series webinar, we will explore some of the key changes over the past few years, as well as how markets could evolve over the next few years.

Cash balance plans have become the plan of choice for professional employers and other small business owners. Panelists discuss cash balance designs including the impact of SECURE 2.0 on combined plan designs.

In this CCA cross discipline webinar, presenters discuss mortality and morbidity trends post the COVID-19 pandemic, with a focus on how the COVID-19 pandemic has impacted mortality assumption setting, emerging post-pandemic trends, and expectations for future mortality. This discussion may include viewpoints from pension, healthcare, and life insurance.

Panelists review calculations under IRC Section 415 with an emphasis on multiple annuity starting dates (MASDs). Topics might also include limitations on lump sums, annuity starting dates below age 62 and after age 65, multiple annuity starting dates, and the impact of the interest crediting rates in cash balance plans.

In this special 100-minute CCA retirement series webinar, the panel will consider some key questions, such as: How do we use ethics in our everyday actuarial work? How do we make ethical decisions when balancing objectives of different stakeholders?

Over the last few years, broad retirement legislation has passed Congress and become law. This includes the SECURE Act and SECURE 2.0, The Infrastructure Investment and Jobs Act (which modified and extended interest rate stabilization), as well as pandemic‐related legislation (CARES Act, ARPA, etc.). Today there are additional bills and prospective legislation floating through the halls of Congress, as well as proposals included in the political parties’ platforms. Speakers at this session review potential legislation that could affect the retirement plan landscape if they eventually pass. Note that the allocation of EA Core/Non-Core credit depends on the actual content of the presentation.

In this CCA health series webinar, presenters review recent legislative and regulatory topics related to the pharmacy market. Presenters also discuss the recent heightened regulatory focus on the PBM industry, and recently passed and upcoming legislation impacting manufacturers, patients, and plans.

The speakers focus on aspects of the IRC 410(b)/401(a)(4) nondiscrimination rules that are coming into play with increasing frequency in the current economic and plan design environment. The speakers address issues that arise for closed plans where future employees are primarily covered by DC programs, or when grandfathered groups within a plan have more generous benefits. This includes the relief provided by the SECURE Act(s) – including areas of uncertainty.

AI has the potential to revolutionize the work of health actuaries, enhancing both productivity and accuracy. This session will present real life cases showing how health actuaries can use AI in their everyday work

Interest rates and capital market assumptions have rapidly increased in the last two years. Is this a long‐term reversal of the two‐decade trend to lower and lower interest rates and capital market expectations? Or is it just a short‐term spike to combat inflation and we can expect a return to the prior low‐interest rate environment? Speakers explore the various economic expectations and discuss how actuaries should factor these into their assumption setting process.

Plan terminations are often described in relatively simplistic terms – pay out lump sums to those who want them and buy annuities for everyone else. Simple, right? This CCA retirement series webinar will explore some of the thornier issues that arise during (and after!) plan terminations. If you consider these secondary issues early on, it will make the plan termination process easier for you and your clients. Some examples of topics we’ll address: Use of surplus assets and Qualified Replacement Plan contributions, missing participants, data issues such as deceased participants for whom no beneficiary has been identified.

What does professionalism mean for an Actuary? What does professionalism mean for a Consultant? "Actuarial Professionalism" starts with the Code, Qualification Standards, and ASOPs, but that is not where it ends. Join the panelists in this CCA cross discipline webinar for a discussion that reviews the definitions of professionalism in the documents that guide actuaries; and explores how those definitions compare to other professions as well as if, or how, the concept of professionalism should extend beyond these concepts to guide you throughout your career.

In this CCA cross discipline webinar, presenters engage in a comprehensive discussion on emerging risk trends. Attendees gain valuable insights into the latest findings from the jointly sponsored SOA and CAS annual emerging risks survey. Additionally, the discussion delves into crucial emerging risks, including the pressing issue of climate change.

Does it deliver when the rubber meets the road? Join us for a discussion from an employer and consultant perspective on evaluating innovative healthcare solutions.

Description forthcoming. Note that the allocation of EA Core/Non-Core credit depends on the actual content of the presentation.

In this CCA retirement series webinar, the Pension Benefit Guaranty Corporation (PBGC) provides an update on the status of the multiemployer and single-employer programs. They also provide an update on the status of the Special Financial Assistance and other exciting topics such as the updated ERISA Section 4044 interest rates using a full yield curve!

In September 2024, a new final rule was published including new requirements for health plans and employers around Mental Health Parity. The new rule includes changes to testing requirements for both quantitative treatment limitations (QTL) and non-quantitative treatment limitations (NQTL). In this session, panelists will provide an overview of the changes included in the new rule and potential implications for health plans and employers in both of these areas.

The legal landscape governing regulatory interpretation has undergone a seismic shift with the Supreme Court's Loper Bright decision overturning Chevron deference. This CCA health series webinar explores the far-reaching consequences of this ruling for healthcare actuaries. We examine how the end of Chevron deference may impact the interpretation and implementation of healthcare regulations, potentially altering the framework within which actuaries operate. Gain insights into how this change could affect government programs, CMS rulemaking authority, and overall regulatory compliance in the healthcare sector. Learn to navigate the new era of regulatory uncertainty and position yourself to provide valuable guidance to clients and organizations in light of this landmark decision.

In this CCA health series webinar, presenters will discuss artificial intelligence in healthcare potentially including perspectives of payors, providers and consultants. Topics may include commercial solutions that utilize AI in the healthcare realm.

Description forthcoming.

In this CCA health series webinar, presenters will discuss professionalism topics of interest to healthcare actuaries in an interactive environment including audience polling. Topics may include Actuarial Standards of Practice applicable to healthcare practice, case studies addressing areas of health practice that may pose challenges related to the application of professional standards, or health related topics that have been addressed by the Actuarial Board for Counseling and Discipline.

Given changes in pharmacy are increasing rapidly, and with a new administration in place for just over two months, we can’t list out the hot topics yet as no one knows for sure what they will be in April. Rest assured, we have put together a panel of pharmacy experts who will be monitoring the events closely and be ready to provide timely insights on emerging topics, as well as topics that were hot and may be less relevant in the future.

In this CCA health series webinar, presenters review recent changes to the MA-PD market. We will consider the emerging results of 2025 regulatory changes, the effects of recent regulatory changes on retiree medical and creditable coverage, and notable events from the 2026 bid season.

In this CCA cross discipline webinar, presenters discuss practical applications of artificial intelligence and how AI is transforming the consulting landscape. This discussion will focus on building essential business skills for actuaries, including using AI to analyze data, automate routine tasks, and generate insights that add value to your clients. Topics may include code generation, code documentation, and business development.

The economic landscape is continually shifting, presenting unprecedented challenges for actuaries. This CCA retirement series webinar delves into the complexities of setting economic assumptions in constantly changing markets. Learn how to identify key economic indicators and assess their impact on various actuarial assumptions within the context of Actuarial Standards of Practice.

In this CCA health series webinar, the panel will discuss the current state of Machine Readable Files (MRF’s) from several perspectives. First, how did we get here and what are the regulatory requirements for MRF’s for hospitals and health insurers. Second, we’ll get the perspective from a health insurer regarding the current state of MRF’s. Last, we’ll hear from a company involved in ingesting and interpreting the MRF data for broad public consumption.

Description forthcoming.

This CCA retirement series webinar takes a closer look at the complexities of setting demographic and non-economic assumptions. Presenters discuss what to consider when setting these assumptions, including reflecting (or not reflecting) COVID experience and Actuarial Standards of Practice.