General Session - Certainties for the Actuarial Profession – Death, Taxes and Change

Yes, there is a future for pension actuaries. Come hear first-hand from the Presidents of the Society of Actuaries and the Conference of Consulting Actuaries what the future looks like, and how our skills will (and won't) be needed in the coming years.

Moderator: Tom Terry
Speakers: Tom Terry, Bruce Schobel, Chuck Tschampion

1.8 EA Core

Dialogue with Treasury and IRS

A panel of high ranking IRS officials will field your questions on a number of current challenging issues. Don't miss the chance to get an answer to the question that's been puzzling you.

Moderator: Don Segal
Speakers: Don Segal, Marty Pippns

1.8 EA Core, 1.5 SOA PD

Late Breaking Developments

The panel highlights hot new issues, regulations, and rulings from the IRS, DOL, and PBGC. They also emphasize the practical application of these new developments and their effect on client consulting assignments.

Moderator: John Lowell
Speakers: John Lowell, Marty Pippns

1.8 EA Core, 1.5 SOA PD

International Retirement Programs Foreign to You?

Retirement programs and policies around the globe will often shape U.S. benefit approaches. Join us for an informative summary of the trends in global retirement program designs and approaches, including government and corporate sponsored plans, along with a discussion of recent changes in key countries. The speakers address how the philosophies and delivery in these other countries may impact the U.S. perspective with the design and delivery of U.S. retirement programs.

Moderator: Josh Banks
Speakers: Ron Gebhardtsbauer, Josh Bank, Stephan Cronje

1.8 EA Noncore, 1.5 SOA PD

Order in the Court: Litigation and Retirement Programs

Age discrimination cases against cash balance plans and lawsuits against 401(k) fees have been in the headlines a lot lately. The presenters in this session provide an overview and analysis of recent court cases related to retirement programs, including hybrid pension plans and 401(k) arrangements. In addition, the implications of this litigation on plan design and administration is presented, as well as proactive measures that can be taken by plan sponsors.

Moderator: John Lowell
Speakers: John Lowell, Janice Van Stolk, TBD

1.5 EA Core, 1.25 SOA PD

Account-based Retiree Health Care

Session information will be available soon.

Moderator: Dale Yamamoto
Speakers: Dale Yamamoto, Stu Alden

1.8 EA Noncore, 1.5 SOA PD

Canada's Version of the Pension Protection Act

Session information will be available soon.

Moderator: Frederic Letourneau
Speakers: Frederic Letourneau, Jean-Claude Primeau

1.8 EA Noncore, 1.5 SOA PD