Registration Information

	CCA Member	EA Meeting Attendee	All Other Participants
Professional Standards Seminar	$185	$215	$265
Public Plans Funding Seminar	$160	$185	$205
Pension Symposium	$355	$375	$405

Registrations received four business days out from seminar date are considered on-site and are an additional $70.

Space is limited and available on a first come, first-served basis. Registrations are only processed when accompanied by full payment.

All cancellations must be in writing (fax 847/719-6506). Cancellations received on or before 2/28/09 are refunded full fee less 25% administration fee.

Cancellations received after 2/28/09 are refunded full fee less 50% administration fee.

No refunds 15 business days before the seminar.
 

Professional Standards Seminar

Sunday, March 29, Noon - 5:00 PM
EA Core 5.4 Credits

Code of Professional Conduct, ASOPs, Qualification Standards, EA Regulations – pension actuaries are surrounded by professional standards. How can we be sure that we are meeting all of these requirements? How do standards benefit us and our clients? Are our standards serving their purpose? What can I and/or my employer do to mitigate exposure?

Whether you have specific questions, concerns or just want an update on professional standards, consider attending this informative, retirement benefits focused seminar on professional standards and ethics (presented on Sunday, March 29, from noon – 5:00 p.m., at the site of and preceding the Enrolled Actuaries Meeting).

Presenters:
Thomas S. Gigot - Groom Law Group
Thomas Griffin - American Academy of Actuaries
Curtis E. Huntington - University of Michigan
Sheila Kalkunte - American Academy of Actuaries
Patrick W. McDonough - Joint Bd. for the Enrollment of Actuaries
Scott D. Miller - Actuarial Consulting Group Inc.
Julia T. Philips - State of MN Dept of Commerce
Zenaida M. Samaniego - U.S. Department of Labor
Carol Ruth Sears - Actuarial Consulting Group Inc.

Public Plans Funding Seminar

Wednesday, April 1, 2:00-6:00 PM
EA Noncore 4.2 Credits

Public plans are getting an increasing amount of attention and have recently been the subject of several large scale reports and discussions. Speakers at this seminar examine the funding issues and other challenges currently facing public pension plans in the US. Presenters then focus down on how a disciplined review of funding policies and financial disclosures might both reveal some causes and provide some solutions to those challenges. Included in the discussion is the following:

• Current funding levels and the extent to which these levels may place burdens on future taxpayers;

• Criticisms being voiced concerning public pension plans;

• Causes of public plan underfunding;

• Proposed changes in liability disclosures; and

• Alternatives available to address challenges facing public pension plans.

This half day seminar expands your knowledge and gives you adequate background in the public plans as presenters from various sides of the issues explain what is happening and present their views of relevancy. This seminar is an excellent way to spend a few extra hours after the EA Meeting being brought up-to-date about what is happening in the public arena.

Presenters:
Paul Angelo - The Segal Company
Robert M. May - Rudd & Wisdom Inc.
Stephen T. McElhaney - Consulting Actuary
Robert C. North Jr. - New York City Office of the Actuary
James J. Rizzo - Gabriel Roeder Smith & Company
Douglas L. Rowe - Mercer

Pension Symposium: Monday Morning Quarterback

Wednesday, April 1, 2:00 - 6:00 PM
Thursday, April 2, 8:00 AM - Noon
EA Core 2.1, EA Noncore 6.3 Credits

“If we only knew then what we know now …”

Each year for the past 5 years, we’ve set aside an extra day immediately following the Enrolled Actuaries to dive deeply into some of the key retirement issues of the day. This year’s Pension Symposium promises to be the most provocative in the series as we review the events of the last year – and identify the lessons for the future.

As we go to press with this announcement in the late fall of 2008, we are still in the midst of unprecedented market turmoil, with new issues emerging almost daily. With the new Administration and a new Congress poised to tackle our nation’s financial crisis, this is a time to review the policies of past several decades, take stock of current retirement policies and explore the future of retirement security with our “Monday morning” vantage point.

Expert participants from both the public and private sectors are invited to lead us in considering what went right and what went wrong. In particular, we will explore:

• How are defined benefit plans holding up?

• How do we assess the funding requirements of the PPA?

• How are defined contribution plans holding up?

• How are employees and retirees weathering the storm?

• How are plan sponsors dealing with their retirement plans?

• What policy lessons can we learn and what might we do differently going forward?

As in the past, the Pension Symposium is limited in attendance (first come, first served!) so as to promote dialogue and the sharing of opinions among attendees. In each of four coordinated sessions, our panels of expert participants are invited to limit their prepared remarks so that we can get right to the discussion.