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62nd Annual Employee Benefits Conference

Sunday, November 13 - Wednesday, November 16, 2016
Orange County Convention Center, Orlando, FL
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Conference begins in:

The 62nd Annual Employee Benefits Conference is well under way and we would like to thank everyone who has joined us for this incredible learning and networking experience. 

​If you were not able to attend this year, we encourage you to register for next year's event taking place October 22-25 in Las Vegas, Nevada. With a robust selection of more than 100 sessions, roundtable discussions and open forum workshops, the Annual Conference is your source for the up-to-date, unbiased education you need to know about to move your plans forward. Registration for 2017 is now open.

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Featured Sessions and Speakers

DOL Update
Phyllis C. Borzi, J.D., M.A. 
Assistant Secretary of Labor
Employee Benefits Security Administration
U.S. Department of Labor​

The Economist Who Loved Me
Anirban Basu
Chairman and Chief Executive Officer
Sage Policy Group, Inc.​

Retirement Readiness: What to Say and
 How to Say It

Gerald W. Patterson
Senior Vice President, Retirement Income Solutions
Principal Financial Group

Recruitment and Training in a New Economy
Edward E. Gordon, Ph.D.
Founder and President
​Imperial Consulting Corporation ​

View a complete listing of sessions and speakers and build your personalized conference
agenda by clicking the Schedule Builder button below.

Schedule Builder


Hot Topics and Popular Sessions! ​

​​FIDUCIARY RESPONSIBILITY​​

  • Legal and Regulatory Update
  • Monitoring Your Professionals​​
  • The Nuts and Bolts of Fiduciary Insurance
  • The Two-Hat Dilemma
  • Trustee Expenses - Are You Using Best Practices? 
  • Trustee Responsibility in Defined Contribution (DC) Plans

​GENERAL TOPICS

  • ​​Cybersecurity: Understand, Manage and Reduce Your Risks
  • Engaging Your Members​ Across All Generations
  • ​​​Lessons from DOL Prosecutions/Litigation
  • Prepping for DOL Investigations
  • Overview of Employment Law
  • The Difference Between Knowledge and Fear: Preparing Participants for Bad News
  • Understanding an Employer's Bankruptcy Impact on Trust Funds
  • Using an Audit Committee Effectively
  • Who's Responsible for What With Fund Professionals

HEALTH AND WELFARE

  • ACA - Where Are We Now?
  • Addressing Prescription Drug Fraud
  • ​Best Practices in Controlling Prescription Drug Costs
  • Chronic Pain Management
  • Emerging Trends in Health Plans
  • Fraud in Your Health Plan - You've Got It
  • Navigating the Specialty Drug Cost Challenge
  • New Plan Coverage Challenges for Health Plans
  • Preparing for a HIPAA Audit
  • Retiree Coverage in the Post-ACA World
  • The Role of Telemedicine in Health Care Delivery
  • WORKSHOP: ACA Compliance
  • WORKSHOP: Mitigating Costs in an ACA World

APPRENTICESHIP, TRAINING AND EDUCATION​

  • Fiduciary Issues in a Training Trust 
  • ​​Legislative and Regulatory Update
  • Leveraging Grants for Training Funds 
  • Preparing for Effective Apprenticeship Fund Meetings
  • ROUNDTABLE: Open Form on Apprenticeship Funds

INVESTMENTS

  • A Closer Look at Equities in Your Portfolio (Domestic and International)
  • Asset Allocation in Health and Pension Plans - Your Key Decision​​​​
  • Best Practices in Setting Investment Policies and Choosing Investment Consultants
  • Discretionary or Nondiscretionary Investment Management Approaches
  • ESG - Environmental, Social and Governance Investing
  • Indexed vs. Actively Managed Investing - The Debate Continues
  • ​Key Investment Conversations
  • Real Estate Revisited
  • Strategies for Long-Term Return in a Low-Return Environment
  • Valuing Hard-to-Value Assets 
  • WORKSHOP: Dealing With Assumptions and the Future

PENSIONS

  • ​Addressing Funding Shortfalls
  • Alternative Plan Designs - Lessons Learned From Abroad and U.S. Initiatives
  • ​Alternative Pension Strategies 
    (Parts 1 and 2)​​
  • Managing Your Pension Risk
  • PBGC Solvency and Solutions
  • Pension Valuations and Forecasting
  • The Nitty- Gritty of Pension Plan Mergers 
  • Update on the Multiemployer Pension Reform Act (MPRA)
  • Understanding the Actuary's Math and Role
  • WORKSHOP: A Closer Look Into the MPRA Experience
  • WORKSHOP: Reciprocity Agreements

RETIREMENT SECURITY/FINANCIAL EDUCATION

  • ​​Incorporating Health Care Into Long-Term Financial Planning
  • Participant and Trustee Education in DC Plans
  • Retirement Readiness: What to Say and How to Say It
  • The Retirement Income Problem
  • What Trustees Can Do to Simplify Financial Decisions

​Learn why you should attend the 62nd Annual Employee Benefits Conference

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Invitation from Regina C. Reardon
President and Chair
International Foundation of Employee Benefit Plans

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Hear Why Your Peers Attend the
Annual Employee Benefits Conference 

​Keynote Speakers

Keynote​ speakers have been announced for the 62nd Annual Employee Benefits Conference. They are:​

Amy cuddy.jpg​Amy Cuddy, Ph.D.Associate Professor, Harvard Business School, Author and TED Speaker
David Agus 2.jpg

David Agus, M.D.Professor of Medicine and Engineering
University of Southern California

​Keck School of Medicine and Viterbi School of Engineering
Greg Johnson.jpg Greg JohnsonProfessional Storm Chaser and Severe Weather Expert

Continuing Education

Annual Conference Continuing Education

Educational sessions at this program can qualify for CEBS continuing professional education (CPE) credit.
Visit www.cebscpe.org for more information.

Connect with usfacebook-icon-white-red.pngfacebook-icon-white-red.pngfacebook-icon-white-red.png #IFAnnual​

Benefits of Attending

  • Make the most informed decisions possible on behalf of your benefit plans
  • Ensure your plans are compliant, efficient and sustainable
  • Discover if there is something you could be doing better
  • Prepare for the future by learning about issues and trends on the horizon

Who Should Attend

Bringing together nearly 5,000 peers from across the country, the Annual Conference is the premier learning event for:

  • Taft-Hartley fund trustees, administrators, business managers and association leaders
  • Public sector plan trustees and staff
  • Fund administrators and managers
  • Third-party administrators (TPAs)
  • Benefit consultants
  • Attorneys, accountants and actuaries
  • Investment managers and consultants
  • Coalition leaders
  • Others who are involved in the overall management and administration of benefit trust funds.?

Registration Information

Register early and save!

Registration Information
  Member Nonmember


Through 10/3/2016 US $1,450.00
After 10/3/2016 US $1,700.00 Members Only