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

Tuesday, July 30 - Wednesday, July 31, 2024

Boston, MA

Sessions Include:

8:00 AM - 12:00 PM

Governance - Pensions

  • 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

Fiduciary Responsibility - Pensions

  • 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

Legal, Legislative and Regulatory Developments - Pensions

  • 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

Actuarial Principles - Pensions

  • 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

Download Brochure

2024 CAPPP Brochure