ACOPA Webcast: Retiree Medical Valuations for Pension Actuaries

Available until August 17, 2018

Speakers: Steven L. Diess, EA, MAAA, President, Independents Actuaries, Inc..; and Alan J. Stonewall, FSPA, Principal Consultant and Owner, Northwest Actuarial Consulting, LLC

IRS Program Number: CZTXU-Q-00731-17-O

Webcast Outline


The number of large defined benefit plans in the U.S. has fallen by over 70 percent since their heyday in the early 1980s. What’s a pension actuary to do in a world with a shrinking client base? How about retiree medical valuation work? There are well over 100,000 public sector agencies in the U.S., and most of them have retiree medical benefits to value plenty for all of us! It doesn’t take a complete reinvention of yourself, just an understanding of how to apply the skills you already have in a slightly different way.

Key Takeaways:
1. Discover how to bring your valuation skills to bear on an underserviced marketplace
2. Share experiences with peers who have dipped their toes into retiree medical work
3. Hear about recent developments in the retiree medical world, and the new opportunities they present

Registration Deadlines: 
On-Demand: 8/17/2018

CE Credit: 2 ARA, 2 ERPA, 2 JBEA Noncore

About the Speakers

Steve Diess is president and part owner of Independent Actuaries, Inc., an independently owned actuarial consulting firm in the Pacific Northwest. Throughout his 20+ year career in the pension industry, his client base has been evenly split between pension and retiree medical plans. Steve has been a presenter of various actuarial topics at pension and benefit conferences around the country.

Alan Stonewall is the principal consultant and owner of Northwest Actuarial Consulting, LLC. During his 40+ years as an actuary, he has served as president of ASPPA, chair of the Actuarial Standards Board, and vice-chair of the Actuarial Foundation. Alan has consulted with Fortune 500 companies, large and small governmental organizations, as well as hundreds of small businesses and their advisers.

Individual Viewer Additional Viewers 
ASPPA/ACOPA Member: $115  ASPPA/ACOPA Member: $45 
Non-Member: $190  Non-Member: $70 


Registration for on-demand recorded webcast includes unlimited viewing of the webcast recording to play any time before the one-year expiration date, webcast outline, and any additional presentation materials. Recordings are available one week after the live webcast takes place.

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  • Download a registration form.
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  • Email your scanned registration form(s) and credit card information to
  • Fax your scanned registration form(s) and credit card information to 703-516-9308.
  • Mail: American Retirement Association, PO Box 34725, Alexandria, VA 22334-0725 
    For express/overnight deliveries (FedEx/DHL, etc.), send to: American Retirement Association, 4245 North Fairfax Drive, Suite 750, Arlington, VA 22203

Make checks payable to the American Retirement Association.

General Information

Cancellation Policy:

All webcasts are non-refundable. If you have registered for the live webcast and are unable to attend, please email and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.

Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.


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