CE for Enrolled Actuaries

CE for Enrolled Actuaries

65th Annual Employee Benefits Conference

October 20-23, 2019 | San Diego, California

The International Foundation is an approved sponsor of continuing education programs for enrolled actuaries under Section 20CFR Par 901.11(g)(2)(iii) of the final Rules and Regulations governing those enrolled to perform actuarial services under ERISA. The final decision as to applicable credit rests with the Joint Board for the Enrollment of Actuaries.

Recommendations for CORE and NONCORE credit are as follows.

CORE

P02Overview of Variable Defined Benefit Plans Monday, 1:15-2:30 p.m. Tuesday, 9:15-10:30 a.m.

P03 Case Studies in Variable Plan Design Monday, 9:15-10:30 a.m. Tuesday, 1:15-2:30 p.m.

P05Advanced Topics in Withdrawal Liability Tuesday, 2:45-4:00 p.m. Wednesday, 7:30-8:45 a.m.

P09Investment Consultant/ Actuary Tango Monday, 2:45-4:00 p.m. Tuesday, 1:15-2:30 p.m.

P10 Correcting Funding Shortfalls Monday, 2:45-4:00 p.m. Tuesday, 10:45 a.m.-12:00 noon

P11Funding Policies for Multiemployer Plans Monday, 2:45-4:00 p.m. Tuesday, 2:45-4:00 p.m.

NONCORE

I01FEATURED SESSION-- An Economic Outlook Monday, 10:45 a.m.-12:00 noon

I02 Managing Risks Monday, 9:15-10:30 a.m. Tuesday, 7:30-8:45 a.m.

I09Cryptoassets: A Viable Asset Class? Monday, 2:45-4:00 p.m. Tuesday, 7:30-8:45 a.m.

I10 Investment Strategy Debates Monday, 2:45-4:00 p.m. Tuesday, 1:15-2:30 p.m.

I11Simple Strategies for Adopting a Passive Investment Consulting Approach Tuesday, 2:45-4:00 p.m. Wednesday, 9:00-10:15 a.m.

I12How Investment Managers Construct Portfolios Monday, 9:15-10:30 a.m. Tuesday, 10:45 a.m.-12:00 noon

I13Investing in a Low-Return World Tuesday, 2:45-4:00 p.m. Wednesday, 7:30-8:45 a.m.

I14 Alternative Investment Markets Monday, 1:15-2:30 p.m. Tuesday, 9:15-10:30 a.m.

I15Real Estate Investing in the Modern World Monday, 1:15-2:30 p.m. Tuesday, 1:15-2:30 p.m.

I16Private Equity Investment Vehicles Monday, 10:45 a.m.-12:00 noon Wednesday, 7:30-8:45 a.m.

P12 Pension Valuation Forecasts Monday, 1:15-2:30 p.m. Tuesday, 10:45 a.m.-12:00 noon

P13 A Pension Funding Refresher Monday, 10:45 a.m.-12:00 noon Tuesday, 9:15-10:30 a.m.

P15It's Not Easy Being Green (Keeping in the Green Zone) Tuesday, 7:30-8:45 a.m. Tuesday, 2:45-4:00 p.m.

P16 Dueling Actuaries Monday, 2:45-4:00 p.m. Tuesday, 2:45-4:00 p.m.

I20Emerging Trends in ParticipantDirected Defined Contribution Investments Tuesday, 9:15-10:30 a.m. Tuesday, 2:45-4:00 p.m.

P01Pension Reform in a Post?Joint Select Committee World Monday, 10:45 a.m.-12:00 noon Tuesday, 9:15-10:30 a.m.

P06Modern Defined Contribution Design Monday, 9:15-10:30 a.m. Tuesday, 7:30-8:45 a.m.

PE1Public Sector Legislative and Regulatory Update Monday, 10:45 a.m.-12:00 noon

PE6 Shared Risk Pension Plan Design Tuesday, 10:45 a.m-12:00 noon

PE8Stress Testing Your Public Pension and Health Plans Tuesday, 1:15-2:30 p.m.

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? CORE

F05Importance of Fund Governance Focued on Investing Monday, 10:45 a.m.-12:00 noon Tuesday, 10:45 a.m.-12:00 noon

G08Bankruptcies of Contributing Employers

Tuesday, 9:15-10:30 a.m. Wednesday, 7:30-8:45 a.m.

G10 Tackling Prohibited Employment Tuesday, 10:45 a.m.-12:00 noon

G11WORKSHOP--Tackling Prohibited Employment Wednesday, 9:00-10:15 a.m.

? NONCORE

F01 Fiduciary Refresher Monday, 9:15-10:30 a.m.

I03Environmental, Social and Governance (ESG): Investment Initiatives Monday, 10:45 a.m.-12:00 noon Tuesday, 10:45 a.m.-12:00 noon

I07 Infrastructure Investing Monday, 9:15-10:30 a.m. Tuesday, 1:15-2:30 p.m.

I19What Your Lawyer Thinks You Need to Know About Investments Monday, 9:15-10:30 a.m. Tuesday, 10:45 a.m.-12:00 noon

PE4Workforce Challenges in the Public Sector Monday, 1:15-2:30 p.m.

PE9 Public Pension Plan Viewpoints Tuesday, 2:45-4:00 p.m.

R01Culture and Gender Issues in Retirement Savings Tuesday, 10:45 a.m.-12:00 noon

R02Giving Participants an Edge: Successful Financial Education Programming Tuesday, 7:30-8:45 a.m.

R03Retirement Readiness: What Your Participants Need to Know

Monday, 10:45 a.m.-12:00 noon

R04 Social Security and Its Future Monday, 1:15-2:30 p.m.

R06 Income Strategies in Retirement Tuesday, 9:15-10:30 a.m.

T02Developing Financial Education as Part of Your Curriculum Tuesday, 7:30-8:45 a.m.

? CORE, ? NONCORE

I04 Modern Asset Allocation 1.0 Monday, 1:15-2:30 p.m. Tuesday, 9:15-10:30 a.m.

I05 Modern Asset Allocation 2.0 Monday, 2:45-4:00 p.m. Tuesday, 10:45 a.m.-12:00 noon

I08Why Invest in Emerging, Developed and International Equities? Monday, 1:15-2:30 p.m. Tuesday, 9:15-10:30 a.m.

I17 Fixed Income Investing Fundamentals Monday, 2:45-4:00 p.m. Tuesday, 2:45-4:00 p.m.

I18 Fixed Income-- Beyond Traditional Bonds Tuesday, 7:30-8:45 a.m. Wednesday, 9:00-10:15 a.m.

P04Introduction to Withdrawal Liability Monday, 1:15-2:30 p.m. Tuesday, 1:15-2:30 p.m.

P14Retirement Programs-- Which Flavor Meets Your and Your Participants' Needs?

Tuesday, 9:15-10:30 a.m. Wednesday, 9:00-10:15 a.m.

Credit is administered based on actuary's attendance. Submit one completed continuing education form per session attended.

Forms are only accepted at the conclusion of the session.

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