Certificate of Achievement in Public Plan Policy (CAPPP®): Pensions Part I

July 30 - 31, 2024
The Westin Copley Place |
Boston, MA

Sessions Include:

Conference brochure coming soon.

Day 1: 8:00 a.m.-12:00 noon

Governance (Joint session with CAPPP Health)

• 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 discussions to gain a deeper knowledge of governance issues.

Fiduciary Responsibility: 1:00-5:00 p.m.
• An overview of the legal environment in which public plans operate
• Review fiduciary duties and the role of fiduciary decision making.
• Apply legal concepts to hypothesized situations.
• Familiarize policy makers with necessary components of advice.

Day 2: 8:00-11:30 a.m.

Legal, Legislative and Regulatory Developments
• 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

Actuarial Principles: 12:30-4:00 p.m.
• 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