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Construction Industry Benefits Conference—Session Schedule, Speakers and Handouts

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Session handouts will be available to registered attendees Wednesday, November 8 through Monday, January 15.

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Monday, November 13

8:00 AM – 9:15 AM

CN01  Opening Keynote: The Opioid Crisis

Dr. John S. Gaal, CEA Panel Facilitator
Director, Training and Workforce Development
St. Louis-Kansas City Carpenters Regional Council
St. Louis, MO

Jenny M. Armbruster Panelist
Director of Community Services
National Council on Alcoholism and Drug Abuse (NCADA)
St. Louis, MO

Joseph P. Ricciuti Panelist
Co-Founder, Mental Health International
President and Chief Executive Officer, SEB-Benefits and HR Consulting
Toronto, ON

Paul G. Finch Panelist
Treasurer
British Columbia Government and Service Employees' Union (BCGEU)
Burnaby, BC

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 • EAP programs • Impact on retirement, pension and bargaining (#14—Keynote)

9:30 AM – 10:45 AM

CN02  Legal and Legislative Update

Elizabeth E. Manzo, Esq. Co-Speaker
Shareholder
Lindabury, McCormick, Estabrook & Cooper, P.C.
Westfield, NJ

James K. Estabrook, Esq. Moderator/Co-Speaker
Shareholder
Lindabury, McCormick, Estabrook & Cooper, P.C.
Westfield, NJ

There is a flurry of legal and legislative activity that professionals need to be aware of. This session will provide an overview of key laws, regulations and court cases that may impact your plan. Topics may include: • NLRB • Prevailing wage and right-to-work • Fiduciary responsibilities • Vacation PTO/sick time • EEOC regulations • Drug testing (#15—Legal/Legislative Update)

11:00 AM – 12:15 PM

CN03  Health Care Support for Members, Participants and Dependents

James J. Hynes Co-Speaker
Executive Administrator
Pipe Trades Services MN
White Bear Lake, MN

Kelly G. Kinnan, M.D. Co-Speaker
Family Physician
Pipe Trades Family Health and Wellness Center
Maple Grove, MN

Linda M. Josephson Moderator
Shareholder
McKenzie Rothwell Barlow & Coughran, P.S.
Seattle, WA

Between the medical challenges posed by increased opioid abuse and the necessity to maintain health in a labor-intensive industry, benefit plans are facing new challenges every day. This session discusses various options that your health and welfare plan can implement to help support participants and beneficiaries, including: • Opioid abuse in the construction industry • Wellness programs • Employee assistance programs (EAPs) • Drug testing • Getting help—Resources (#12—Health and Welfare)

CN04  DB Pension Strategies—Part I

Jay K. Egelberg, ASA, EA, FCA, MAAA Panelist
Consulting Actuary
First Actuarial Consulting, Inc. (FACT)
New York, NY

Peter M. Rosene, Esq. Panel Facilitator
Shareholder
Leonard, O'Brien, Spencer, Gale & Sayre, Ltd.
Minneapolis, MN

Thomas C. Nyhan Panelist
Executive Director and General Counsel
Central States Southeast and Southwest Areas Health and Welfare and Pension Funds
Rosemont, IL

The first part of this two-part session will review the past, present and future of defined benefit pension plans including: • Historical—How did we get here? • Composite plans • MPRA status • Assumptions (#16—Pension)

1:45 PM – 3:00 PM

CN05  Health Care Update

Kathryn L. Bakich Speaker
Senior Vice President, National Director, Health Care Compliance
Segal Consulting
Washington, DC

Matthew E. Marquis Moderator
Labor Relations Attorney
Pettersen & Associates
St. Paul, MN

Health care has continued to take center stage in political discussions this year. This session will focus on the current status of health care delivery and how these changes may impact your plans. Topics include: • History • Status—Impact on construction funds • Compliance time line • ACA audits (#12—Health and Welfare)

CN06  DB Pension Strategies—Part II

Jay K. Egelberg, ASA, EA, FCA, MAAA Panel Facilitator
Consulting Actuary
First Actuarial Consulting, Inc. (FACT)
New York, NY

Peter M. Rosene, Esq. Panelist
Shareholder
Leonard, O'Brien, Spencer, Gale & Sayre, Ltd.
Minneapolis, MN

Thomas C. Nyhan Panelist
Executive Director and General Counsel
Central States Southeast and Southwest Areas Health and Welfare and Pension Funds
Rosemont, IL

The second part of this two-part session will dive deeper into pension plans by discussing funding and various strategies that can be used to maintain financial viability. It will cover: • Your zone, your strategy • Tools: voluntary red zone • Withdrawal liability analysis (#16—Pension)

3:15 PM – 4:30 PM

CN07  Health Care Strategies

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

Frank J. Morales Moderator
Shareholder
McKenzie Rothwell Barlow & Coughran, P.S.
Seattle, WA

This session will focus on the strategies and best practices that should be used to ensure cost containment, population health and efficiency in your health and welfare plan. Topics include: • Value-Based designs • Rx programs • Medical clinics • Retiree strategies • Coverage issues—LGBTQ spouses (#12—Health and Welfare)

CN08  Maximizing Your Defined Contribution Plans

John J. Donohue Co-Speaker
Senior Consultant, Taft-Hartley Defined Contribution Practice
Milliman, Inc.
Minneapolis, MN

Michael Wilcher Moderator
Administrator
Plumbers and Pipefitters Local 25 Benefit Funds
Rock Island, IL

Peter M. Murray Co-Speaker
Partner
Schultheis & Panettieri, LLP
Hauppauge, NY

This session covers the most effective methods to manage defined contribution plans and includes discussion on: • Plan design features and options—Self-directed vs. trustee-directed • Fee disclosure and fee structure • Participant education • Payout options—Lump-sum distribution vs. accumulation • Service providers—Contracts, due diligence (#16—Pension)