Barry Kozak will discuss all of the pre-EGTRRA statutory provisions that require the use of "reasonable actuarial assumptions," and their respective parameters. He will then discuss the need for "reasonable actuarial assumptions" in post-EGTRRA Treasury Regulations. He will then go into the difference between (and codes of professional conduct that bind) Enrolled Actuaries versus other credentialed actuaries versus other professionals. Finally, he will provide arguments related to the adoption of each of the pre-EGTRRA parameters for use with the post-EGTRRA requirements.
Speaker: Barry Kozak, JD, LL.M., EA, MSPA, CHFC
Legal Consultant, Chicago Consulting Actuaries &
Associate Director of the graduate Employee Benefits program and Adjunct Professor of Law, The John Marshall Law School
Session 2: A Different View of Retirement in America 
(EA Non-Core Credit: 60 minutes)
Anna Rappaport will present "A Different View of Retirement in America". Her presentation will provide context for a discussion of retirement issues today, research results from important studies from the SOA and American Academy of Actuaries, discuss a consumer education initiative from the Actuarial Foundation and WISER, and conclude with implications for the retirement system.
Speaker: Anna Rappaport, FSA, MAAA, MBA
Principal, Mercer Human Resource Consulting
Please indicate if you will attend one or both of these two meetings. Following the first presentation, refreshments will be provided. Following the second presentation, all attendees are invited to join us for hors d’oeuvres.
Date: Tuesday, November 9, 2004
2:00 Registration opens / 2:45 Session 1 Begins / 3:45 Refreshment Break & Registration
4:00 Session 2 Begins / 5:00 Hors d’oeuvres
Blue Cross & Blue Shield of IL, CAL Level – Room 5
300 E. Randolph St., Chicago, IL 60601
(Northeast corner of Columbus & Randolph, across from the Aon building)