DAY ONE
Governance
- Role and purpose of public employee health plans
- Governing documents
- Duties and responsibilities of fiduciaries
- Overview of strategic planning process
- Ethical decision making
- Establishing best practices
Legal Environment
- Fiduciary liability
- ERISA applicability
- Litigation
- Legal representation
DAY TWO
Legislative/Regulatory Developments
- Impact of federal and state legislation
- Overview of applicable state and local laws
- Integrating legislation and regulations into the strategic planning process
Actuarial Principles
- Role and function of actuaries
- Funding policy/methods
- Basic methods and assumptions
- Asset valuation methods
- Accounting for pension plan liabilities and expenses
- Experience investigations
- Actuarial reviews/audits
About the Location
It’s hard to top San Diego as an inviting destination. The nation’s seventh largest city is home to spectacular weather with year-round sunny skies and temperatures in the 70s. The great weather sets the stage for many exciting activities and attractions for the entire family while you are in class.
Special rates are available for the Wyndham San Diego at Emerald Plaza. See the hotel information page for details.