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Washington Legislative Update—Session Handouts and Speakers

Session handouts were available to registered attendees from Wednesday, May 17 through Friday, July 7. Please contact if you have questions or need assistance.

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Monday, May 22

7:30 AM – 8:45 AM

WU01  Keynote Breakfast Session: 2017 Political Landscape

Amy Walter Speaker
National Editor
The Cook Political Report
Washington, DC

Katherine A. Hesse, CEBS Moderator
Murphy Hesse Toomey & Lehane, LLP
Boston, MA

Amy Walter, National Editor of the Cook Political Report will share reflections and insights on the evolving political environment in DC from the 2016 election to the current agenda. With an eye towards the issues that matter most to our members: the economy, tax reform, health care and retirement, you’ll benefit from her experience and insight on what’s happening and what may lie ahead. (#10—General Topics)

9:00 AM – 10:15 AM

WU02  Tax Policy

Marc Goldwein Speaker
Senior Vice President and Senior Policy Director
Committee for a Responsible Federal Budget
Washington, DC

Patricia M. Houpt Moderator
Executive Director
New England Employee Benefits Council
Waltham, MA

Tax policy is the driver of economic activity and has many consequences for the benefits community. Leading up to the election, dialogue focused on reducing taxes, eliminating loopholes and everyone paying their fair share. This session will delve into the administration’s approach to tax policy including: • Key policy provisions and their potential impact on employer sponsored plans • Process to implement change • Prospects and timelines • Future Tax Policy and Proposals (#10—General Topics)

10:30 AM – 12:00 PM

WU03  PBGC Update

Bruce L. Perlin Speaker
Assistant Chief Counsel, Office of Chief Counsel
Pension Benefit Guaranty Corporation (PBGC)
Washington, DC

Robert Norling Moderator
Norling Trust and Consulting Services
Costa Mesa, CA

The PBGC protects the retirement benefits of millions of plan participants and plays an important role in the future delivery of benefits. This session will cover: • PBGC Financials • Recent PBGC Reports • MPRA Options- Mergers and Partitions • Recent PBGC Filings and Guidance (#16—Pension)

WU04  The Future of ACA

James Gelfand Co-Speaker
Senior Vice President, Health Policy
The ERISA Industry Committee
Washington, DC

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

Ryk Tierney, CEBS Moderator
IAM National Pension Fund; IAM National 401(k) Fund
Washington, DC

The drumbeat for “Repeal and Replace” by the majority party and the administration has been a focal point in recent months. But dismantling the complex legislation is not a quick or easy task. This session will consider what ACA looks like at the moment and what it might look like in the future. Topics include: • Status of Repeal • Plan for Replacement • Current timelines • Market activity with carriers, providers and the Exchanges • Implications and unintended consequences (#12—Health and Welfare)

12:00 PM – 1:30 PM

WU05  Luncheon Session: Entitlement Reform

Denny Delk Moderator
American Federation of Television and Radio Artists Health and Retirement Plans of New York
Pacifica, CA

Earl Pomeroy Panelist
Senior Counsel
Alston + Bird LLP
Washington, DC

Jim Kessler Panelist
Senior Vice President for Policy and Co-Founder
Third Way
Washington, DC

Marc Goldwein Panelist
Senior Vice President and Senior Policy Director
Committee for a Responsible Federal Budget
Washington, DC

Join us for this lunch session which will feature a discussion on entitlement reform including potential changes in Social Security and Medicare, expansion of Medicaid and the use of block grants. (#15—Legal/Legislative Update)

1:45 PM – 3:00 PM

WU06  Retirement Plans Issues

Christopher J.G. Brockmeyer Moderator
Director, Employee Benefit Funds
The Broadway League Inc.
New York, NY

Michael P. Kreps Speaker
Groom Law Group, Chartered
Washington, DC

How will the new administration address retirement security? What does this mean for retirement plans? This session will address a number of key issues relating to Retirement Plans including: • Update on MEPRA • Status of New Flexible Plan design options • Recent and proposed Retirement Legislation and Regulations (#38—Retirement)

WU07  Legislative Update for Apprenticeship Programs

John P. McNerney Co-Speaker
General Counsel; Executive Director of Government and Labor Relations
Mechanical Contractors Association of America, Inc.
Rockville, MD

Louis P. Malone, III Co-Speaker
O'Donoghue & O'Donoghue LLP
Washington, DC

Robert W. Valenty, CEBS Moderator
UA Local No. 7 Benefit Plans
Albany, NY

This session will address issues of importance to those who work with apprenticeship programs including: • Revised 29 CFR 30 EEO Final Regulations • EBSA Audits and Enforcement Activities • Proposed Legislation (#3—Training and Education)