Certificate of Achievement in Public Plan Policy (CAPPP®): Pensions Part I
Tuesday, July 30-Wednesday, July 31, 2024
Sessions Include:
8:00 AM - 12:00 PM
- An overview of the governance of public pension and health plans, including a broad-based orientation addressing issues, duties and responsibilities
- Participate in an interactive environment with small group discussion to gain a deeper knowledge of governance issues
8:00 AM - 12:00 PM
- An overview of the governance of public pension and health plans, including a broad-based orientation addressing issues, duties and responsibilities
- Participate in an interactive environment with small-group discussion to gain a deeper knowledge of governance issues.
1:00 PM - 5:00 PM
- An overview of a trustee's or administrator's fiduciary duties
- Examine legal concepts as they apply to hypothetical situations.
- A review of "hot topics" in the public sector legal environment
8:00 AM - 11:30 AM
- Evolution of public plans and regulations
- Current rules and regulations of significance
- Tax deferral plans and their role in retirement income
- Challenges and benefits of public sector plans
- Possible outlook for future legislative and regulatory activity
12:30 PM - 4:00 PM
- The role and function of actuaries
- Applicable pension plan policies
- Cash flow characteristics
- The basic methods and assumptions for evaluating future events
- Asset valuation methods
- Experience investigations
- Actuarial reviews and audits
