Schedule-at-a-Glance

Times displayed in Central Time Zone

Monday, May 5

10:00 - 11:30 a.m.

• Post-Election Legislative/Regulatory Landscape

12:00 - 1:15 p.m.

• Plan Design Pitfalls & Opportunities in the Current Environment
• Social Security and Public Plans: Coverage, Safe Harbor, WEP, GPO
• Cash Balance for Small Plans
• PBGC Update - Multiemployer Edition

1:45 - 3:00 p.m.

• Capital Market Update - Economic Assumptions in a Changing Environment
• Non-discrimination Rules – Current Issues
• Section 415 Issues with an Emphasis on Multiple Annuity Starting Dates
• Joint Board Update & Joint Board Regs

3:30 - 4:45 p.m.

• Recent Court Cases of Interest to Retirement Actuaries
• Current Events in Public Plan Funding Policy
• Plan Termination Nut & Bolts
• Withdrawal Liability -  Interest Rates and Beyond

Wednesday, May 7

9:30 - 10:45 a.m.

• De-Risking Investment Strategies
• Managing Public Plan Risks
• Small Closed Plans
• Actuarial Crime and Punishment (JBEA & ABCD Systems)

11:15 a.m. - 12:55 p.m.

• Ethics

1:30 - 2:45 p.m.

• Pension Regulations Post-Chevron
• Public Pensions - Analysis and Developments in Public Finance
• Hot Topics in Accounting or Accounting from Sponsor Perspective
• Overview of the Code of Professional Conduct and JBEA Regs

3:15 - 4:30 p.m.

• Practical Applications and Professional Risks of AI
• Late Breaking Developments
• Interest Rate Swings and Impact on Design, Deductions, and Funding Minimums
• SFA Post-Receipt Investment / Fiduciary Issues w/ ME Provisions of ARA

Friday, May 9

9:30 - 10:45 a.m.

• The Next Round of Innovations in Defined Contribution Plans
• Update on Public Plan OPEB
• Actuarial Aspects of Advanced Benefit Administration
• Offloading Multiemployer Plan Risk

11:15 a.m. - 12:30 p.m.

• Adverse Selection - Effect on Pension Liabilities and Plan Design
• How to Deal with Missed Quarterly Payments and Funding
• Designing Owner-Only Plans
• Bias in Pension Actuarial Work

1:00 - 2:15 p.m.

• Required Minimum Distributions
• Public Employee Retirement Systems Workshop
• Single Employer Regulator Update: IRS, PBGC and Treasury
• Multiemployer Plan Mergers and Spinoffs

2:45 - 4:00 p.m.

• Megatrends and Macro Risks for Retirement Plans