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Trustees and Administrators Institute—Session Schedule, Speakers and Handouts

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Session handouts were available to registered attendees from Wednesday, February 15 through Wednesday, June 7. Please contact edprog@ifebp.org if you have questions or need assistance.

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Monday, February 20

7:30 AM – 8:45 AM

TP01  Opening Session: Economic Outlook

Anirban Basu Speaker
Chairman and Chief Executive Officer
Sage Policy Group, Inc.
Baltimore, MD

David Evangelista, CPA Moderator
Principal
MSPC Certified Public Accountants and Advisors, PC
Cranford, NJ

Joint Session with Trustees/Administrators and Public Sector From jobs to interest rates, so much of what happens in the economy impacts the benefits world. This session will give you a snapshot of economic performance so you can understand the environment that your plans are operating in and plan for the future. • Impact of the 2016 elections • Current landscape • Jobs and employment outlook • Short- and long-term expectations • Financing issues • Social Issues (#10—General Topics)

9:00 AM – 10:15 AM

PS08  Pensionomics 2017

David Evangelista, CPA Moderator
Principal
MSPC Certified Public Accountants and Advisors, PC
Cranford, NJ

Diane Oakley Speaker
Executive Director
National Institute on Retirement Security (NIRS)
Washington, DC

• What is pensionomics? • Recent findings • Impact to jobs, economy and industries • Taxpayer benefit (#24—Public Plans)

TP02  The Opioid Crisis

David Lisonbee Co-Speaker
President and CEO
Twin Town Treatment Centers
Los Alamitos, CA

Linda K. Vincent, R.N., P.I., CITRMS Co-Speaker
Principal
Vincent & Associates Affiliated Health Funds
San Pedro, CA

Maurice Hodos, CEBS Moderator
Fund Administrator
UFCW National Health and Welfare Fund
Englewood, NJ

Joint Session with Trustees/Administrators and Public Sector Opioid abuse has reached epidemic proportions. Its impact on society is far-reaching. This session will help you understand the magnitude of the problem and options for how your funds might respond. • Role of plan sponsor • Dealing with mental health and substance abuse • Carve-outs and other design options • Impact on retirement, pension and bargaining • EAP programs (#12—Health and Welfare)

10:30 AM – 11:45 AM

TA01  DC Solutions to Health and Retirement

Aruna Vohra Co-Speaker
Senior Consultant
Horizon Actuarial Services, LLC
Miami, FL

Debra L. Korpolinski Moderator
Funds Administrator
Plumbers and Steamfitters Local 22's Benefit Funds
Orchard Park, NY

Mary Ann T. Dunleavy, ASA, EA, MAAA Co-Speaker
Consulting Actuary
Horizon Actuarial Services
Silver Spring, MD

DC solutions to health and retirement can be an impactful approach that supplements your current benefit offerings. • Health design options and features • Retirement design options and features • Expenses, fees and returns • Communication, administration and service providers • Benefits for participants (#12—Health and Welfare)

TP03  Future of ACA

John E. Mossberg Moderator
Partner
Reinhart Boerner Van Deuren s.c.
Milwaukee, WI

Kathryn L. Bakich Co-Speaker
Senior Vice President, National Health Compliance Practice Leader
Segal Consulting
Washington, DC

William A. Sokol, Esq. Co-Speaker
Partner
Weinberg, Roger & Rosenfeld
Oakland, CA

Joint Session with Trustees/Administrators and Public Sector The election results may be known, but what about the future of ACA? This session will cover an overview of where we are and what might be coming down the road. • What are the areas of concern and uncertainty • Potential adjustments under consideration • Prospects for change • What about the Cadillac tax? • What must be done now • Planning for the future (#12—Health and Welfare)

1:15 PM – 2:30 PM

PS03  Legislative/Regulatory Update for Public Plans

Brian B. Murphy, EA, FSA, MAAA Moderator
Senior Consulting Actuary
Gabriel, Roeder, Smith & Company
Southfield, MI

Jeannine Markoe Raymond Speaker
Director of Federal Relations
National Association of State Retirement Administrators (NASRA)
Washington, DC

Hear some of the latest legislative and regulatory guidance being issued and possibly considered. What are some of the recent and notable lawsuits pertaining to changes to public retirement systems? (#15—Legal/Legislative Update)

TA02  Investment Refresher

Glenn M. Eyrich, CPA Moderator
Partner
Calibre CPA Group, PLLC
Bethesda, MD

John M. Elliot Speaker
Partner
NEPC, LLC
Las Vegas, NV

This session will provide a refresher on investment terminology, vehicles and the financial markets. • Common terms • Asset classes and allocation strategies • Fees and expenses • Assumptions • Manager selection (#13—Investments)

TA03  DOL Reflections

Ian Dingwall, CPA Co-Speaker
Chief Accountant, Retired
Washington, DC

Neal S. Schelberg Moderator
Partner
Proskauer Rose LLP
New York, NY

Phyllis C. Borzi, J.D., M.A. Co-Speaker
Washington, DC

This session will feature experts whose reflections on the Department of Labor will provide insight on the agency's past and future direction. (#10—General Topics)

2:45 PM – 4:00 PM

PS05  Redesigning Retiree Health Care in the Public Sector

Andrew D. Sherman Speaker
Senior Vice President, Benefits Consultant
The Segal Group
Boston, MA

Kathryn L. Bakich Moderator
Senior Vice President, National Health Compliance Practice Leader
Segal Consulting
Washington, DC

• The trends in new retiree health care designs • Drivers of change • Retiree high-deductible plans; the pros and cons • Eliminating retiree health; the movement to exchanges (#12—Health and Welfare)

TA04  Preparing for and Surviving a DOL Audit

Glenn M. Eyrich, CPA Co-Speaker
Partner
Calibre CPA Group, PLLC
Bethesda, MD

Gregory R. Stokes Moderator
Administrator
Alaska Electrical Trust Funds
Anchorage, AK

John E. Mossberg Co-Speaker
Partner
Reinhart Boerner Van Deuren s.c.
Milwaukee, WI

Surviving a DOL audit can be time-consuming and frustrating. This session will help you understand what you need to do to prepare for and manage through a DOL audit. • Preparation, documents and files • Flow and process • Best practices • Differences in DOL regional offices (#2—Administration)

TA05  Investments: Where Do We Go From Here?

Ian W. Jones Speaker
Director and Senior Consultant
AndCo Consulting
Buffalo, NY

Kevin J. Driscoll, CEBS Moderator
Executive Administrator
Steamfitters and Metal Trades Trust Funds
New York, NY

The environment is complex: interest rates, assumptions, performance, fees, oversight. For trustees, staying abreast of latest options and strategies is key. • We aren’t going to meet assumptions; now what? • Can you generate more return without adding risk? • You’re a fiduciary—Do you know what it means to understand and monitor? • Opportunistic investments (#13—Investments)