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Advanced Trustees and Administrators Institute

February 12 - 14, 2024
Disney's Yacht Club |
Orlando, FL


7:30 AM - 8:45 AM

Economic Update

With a presidential election looming, the severe impacts of climate change, and global political and economic uncertainty, navigating the next 12-18 months will require careful analysis and a steady hand. Understanding the economic environment both at home in the United States and abroad will help you manage your benefit plan investment assets. This session will review key economic indicators, market conditions and policy implications to give you the information you need to make prudent investment decisions.

9:00 AM - 10:15 AM

Legislative and Regulatory Update

This session will provide a legal and regulatory update for retirement and health plans, covering the topics of greatest importance at the time of the conference. You can also expect the session to cover:

  • Legislative activity
  • Status of recently enacted and proposed regulations
  • Issues to watch heading into the 2024 election season
  • Consolidated Appropriations Act compliance.

10:30 AM - 11:45 AM

Emerging Benefit Trends

The benefits world is in a constant state of change, and it reflects what is happening in the workforce, in families and in our society. A panel of experts will share insights on the current and emerging benefits trends with a focus on:

  • What survey data tells us
  • Legislation driving trends
  • Hot coverages: Student loan debt relief, LGBTQ, weight-loss drugs, telemedicine
  • Implications for the future and your plans
  • Coalitions.

10:30 AM - 11:45 AM

Roundtable Discussion for Small Plans

This session is designed for those who work with small plans. The session will feature a facilitated discussion about the unique challenges that small plans face and identify ideas and opportunities that can be considered given limited resources. Come to this session prepared to contribute to the dialogue and take away solutions to implement.

1:15 PM - 2:30 PM

Fiduciary Responsibility—Advanced Issues

Being a fiduciary sounds simple—Run the plan solely in the interest of participants and for the exclusive purpose of providing benefits and paying plan expenses. But we all know it goes much deeper. Dive into the more complex aspects of fiduciary responsibility as you consider:

  • How the fiduciary role is expanding
  • Unique legal cases with fiduciary implications
  • Diversity in governance and among your professionals and service providers
  • Complex issues including conflict of interest; service provider fees; two-hat dilemma; environmental, social and governance (ESG); functional fiduciaries; and delegation.

1:15 PM - 2:30 PM

The Changing Service Provider Landscape

Your service providers and A-team are operating in a changing and dynamic marketplace that is impacted by venture capital, mergers and acquisitions, technology and changing consumer demand. This session will provide an overview of changes and consider the best practices. Topics include:

  • Service provider fails—How to find them and what to do
  • Movement in ownership of TPAs to hedge funds and what that means
  • Health and retirement service provider changes
  • Investment company mergers
  • Best practices.

2:45 PM - 4:00 PM

Addressing Mental Health and Well-Being for Your Workforce and Participants

One of the key ways to combat burnout is investing in well-being. Yet, implementing well-being initiatives faces several barriers such as cost, time, a lack of actionable data, and challenges faced by your dispersed worker and participant population. This session will help trustees and administrators design effective programs that combat escalating costs, improve well-being and even combat burnout. This session will address:

  • Benefits of well-being initiatives and making the business case
  • Well-being program design
  • Broadening the scope of well-being
  • Improving member engagement through communication initiatives.

7:30 AM - 8:45 AM

Managing Risk in Your Pension Fund

Join in a conversation with an actuary and an investment consultant as they discuss managing risk in your pension fund. Consider how to evaluate your portfolio in today’s high-interest, high-inflation environment. Take away a deeper understanding of the range of asset classes that may or may not be suitable for your situation. Revisit your investment policy statement for guidance today and in the future.

7:30 AM - 8:45 AM

Administrators Roundtable

This is an opportunity for administrators to come together to discuss issues of importance. Come prepared to contribute and learn as you discuss issues, ideas and best practices. Potential topics may include operational efficiency, cybersecurity, compliance, staffing, internal controls and policies.

9:00 AM - 10:15 AM

Refresher on Collecting Employer Contributions

A robust collections program is key to the financial health of your fund. This session will refresh your knowledge of best practices in collections. Topics include:

  • Understanding the players
  • Policies and procedures
  • Payroll auditing
  • Collection committees
  • Unique collection cases.

9:00 AM - 10:15 AM

Addressing the Obesity Epidemic and Guideline-Based Benefit Design

According to the CDC, more than one in three adults struggle with obesity, leading to higher risks of heart disease, type 2 diabetes and cancer. Health plans need a comprehensive approach to manage obesity to reduce costs and improve worker well-being. This session will cover:

  • The impact of stigma/bias in management
  • Addressing barriers to comprehensive care
  • The organizational impacts on health, well-being and economic outcomes
  • Evidenced-based approaches for medical management of obesity, including pharmacotherapy
  • Potential health outcomes associated with weight reduction.

10:30 AM - 11:45 AM

Hybrid Pension Plans

In recent years, much attention has been given to hybrid plans as a possible shared risk approach to a secure retirement. This session will help you understand how these plans work and some of the unique issues associated with implementation, including:

  • What is a variable annuity plan?
  • How do they work and what are the design and feature variations?
  • Political and communication issues
  • What happens in the bad years?
  • Case studies.

10:30 AM - 11:45 AM

Emerging Trends in Rx Cost Management

This session will explore the potential future of prescription drugs and highlight the issues and strategies to address positive outcomes while keeping costs in check. Topics include:

  • Diabetes drug management and obesity drugs
  • Impact of Rx legislation
  • How artificial intelligence is being used in Rx
  • Misaligned incentives and the pharmaceutical supply chain
  • Specialty drug cost management
  • Biosimilar and gene therapy update
  • Medical specialty pharmacy
  • Strategies to reign in pharmacy cost.

1:15 PM - 2:30 PM

SECURE 2.0 Act

The SECURE 2.0 Act was passed in 2022 to incent and promote retirement savings. Trustees and administrators need to understand the key provisions of the legislation to be sure they are in compliance. This session will focus on:

  • Overview of the SECURE Act from 2019 and SECURE 2.0 Act
  • Age requirements
  • Annuities and RMDs
  • Penalties
  • Participant notices and plan reporting
  • Overpayments.

1:15 PM - 2:30 PM

Reaching Employees With Suicide Prevention and Support Resources

The rate of suicide is now at its highest level since 1941, and suicide is a leading cause of death for those between ages 10 and 34. However, with risk identification and the right resources and support, many suicides can be prevented. In this session, we will explore how—across industries and roles—we have the ability to spot warning signs of someone in distress, and we have an opportunity to provide education about suicide prevention, connect individuals to appropriate interventions and improve our overall mental well-being. Topics include:

  • The latest suicide trends and their impact on our communities
  • Risk factors including health factors such as depression and substance use disorder, and environmental factors such as grief and other stressful events
  • How employers can play an active role in supporting employees' mental and emotional health to prevent suicide
  • Resources and interventions to reduce suicide.

2:45 PM - 4:00 PM

Advanced Withdrawal Liability

This session will help you understand the complex issues associated with withdrawal liability. It presumes a basic understanding of the topic as the session will feature a discussion on:

  • Using separate assumptions for funding and withdrawal liability calculations
  • Complete/partial withdrawal liability
  • Trustee options
  • Accounting and auditing issues (receivables)
  • New PBGC regulations
  • Court cases
  • Legal issues.

2:45 PM - 4:00 PM

Crisis Management

Are you prepared for the next crisis? How would you protect your employees, your data, your physical assets, your clients and your reputation? A crisis management plan is a must-have in the world we live in. This session will address:

  • Components of a crisis management plan
  • Policies you should have
  • Checklist of issues to consider
  • Communications plan
  • Training your leaders and team to execute.

7:30 AM - 8:45 AM


This session will focus on helping you understand what you should be doing with respect to cybersecurity, including:

  • DOL guidance
  • Assessment and penetration testing
  • Dealing with a breach
  • Insurance coverage and claims
  • Third-party vendors to assess risk.

9:00 AM - 10:15 AM

Next-Generation Tools to Enhance Your Communications

This session will consider how technology is impacting benefits and the tools available to plan sponsors and participants, including:

  • Artificial intelligence
  • Social media
  • Devices, apps and interactive tools
  • Self-service platforms
  • Data analytics.

10:30 AM - 11:45 AM

Artificial Intelligence—It’s Here!

Close out your conference experience immersed in a discussion around artificial intelligence (AI). This session will consider how AI is impacting the economy, consumers and the job market. With a focus on the opportunities and challenges AI presents in the benefits world and in our daily lives, this session presents ideas to explore and consequences to look out for as this technology continues to expand.

Benefits of Attending
  • Learn from industry experts about the current state of affairs and latest reform initiatives—Be prepared for what lies ahead.
  • Network with peers who face similar challenges—Learn from their mistakes, benchmark your performance and gather workable ideas and solutions to implement.
  • Bring home helpful resource materials to share with colleagues, from sample documents to checklists and case studies—The value of your attendance will continue long after you've left the program.
Who Should Attend
This Institute is designed for experienced multiemployer trustees, those who have attended the New Trustees Institute and those who have served as a trustee for more than two years as well as salaried and contract administrators of all experience levels.


Mark E. Belland, Esq.


O’Brien, Belland & Bushinsky, LLC

Daniel R. Brice, Esq.

Partner and Co-Chair

Blitman & King LLP

Lee Centrone

Senior Vice President


Tim Connor, FSA, EA, MAAA

Principal & Consulting Actuary


Dorsey, David P.

David P. Dorsey, CPA


WithumSmith+Brown, PC

Mary Ann T. Dunleavy, ASA, EA, MAAA

Senior Consulting Actuary

Horizon Actuarial Services, LLC

James K Estabrook, Esq.


Lindabury, McCormick, Estabrook & Cooper, P.C.

Christine (Tina) Fletcher


Ullico Casualty Group, LLC

Andrea Gibbs, CEBS, ITIL

Plan Director

SPFPA™ and Participating Employer’s Benefit Trust Funds

Sharon M. Goodman, Esq.


Slevin & Hart, P.C.

Justin M. Held, CEBS, CEBS Compliant

Associate Director, Research & Education

International Foundation of Employee Benefit Plans

Travis J. Ketterman, GBA


McGann, Ketterman & Rioux

Ronald W. Laudel

Benefit Plans Administrator

Mid-America Carpenters Regional Benefit Services, Inc.

Manzo, Elizabeth E.

Elizabeth Engert Manzo, Esq.


Lindabury, McCormick, Estabrook & Cooper, P.C.

Scott D. Newsom


Shumaker, Loop & Kendrick, LLP

Philip R. O'Brien

Philip R. O’Brien, Esq.

Attorney-Shareholder, Employee Benefits

Reinhart Boerner Van Deuren s.c.

Stephen J. O’Sick, CEBS

Executive Director

New York Labor Health Care Alliance

Patrick, Stephanie

Stephanie Patrick, FSA, MAAA

Senior Consulting Actuary

Horizon Actuarial Services, LLC

Joanna M. Pineda

Chief Executive Officer and Chief Troublemaker

Matrix Group International, Inc.

Christopher J. Rosetti, CFE, CFF, CPA

Chief Operating Officer

New York State Nurses Association Pension Plan and Benefits Fund

Jason L. Russell, EA, FSA, MAAA

Senior Vice President and Actuary


Gabriela D. Santos

Executive Director, Global Market Strategist

J.P. Morgan Chase

Michael Stoyanovich

Vice President, Administration and Technology


Annie Taylor, CFA

Managing Director, Senior Consultant, Sector Lead


Aruna Vohra

Senior Consultant

Horizon Actuarial Services, LLC

User Photo Unavailable | IFEBP

Justin S. Alex


Proskauer Rose LLP

User Photo Unavailable | IFEBP

Craig Schmidt, Pharm.D.

Medical Accounts Associate Director, Medical Affairs

Novo Nordisk Inc.


Until January 3, 2024


US Member


US Non-member

After January 3, 2024


US Member


US Non-member

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Educational sessions at this program can qualify for self-reported CEBS® Compliance credit. Visit for additional information.

Note: Requests made for CE credit do not guarantee administration of credit. For further information on CE credit, please call (262) 786-6710, option 2.

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