Agenda
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4:00 AM - 5:00 AM
Session ID: F03-2
Understanding the Fiduciary Duty of Appointing a Multiemployer TrusteeThis session is repeated on November 10, 2025
Category: Fiduciary Responsibility
Difficulty Level: All
Location: Room 301
Session Type: In-Person
- How are trustees appointed, and who has the authority to appoint?
- Understanding your fiduciary responsibility and duty to monitor as a trustee
- Strategies for recruiting trustees
- Institutional knowledge and continuity
- Succession planning
- Professional trustees
7:30 AM - 8:30 AM
Session ID: H20-2
Addressing Chronic Conditions in Your Plan PopulationThis session is repeated on November 11, 2025
Category: Health and Welfare
Difficulty Level: All
Location: Room 312
Session Type: In-Person
- Targeting your plan's most common conditions: Diabetes, hypertension, obesity, depression and more
- The impact of preventive care
- New strategies for success
- Case study examples
7:30 AM - 8:30 AM
Session ID: A06
Administrator-Only Roundtables: Building CommunityCategory: Administration
Difficulty Level: All
Location: Room 315
Session Type: In-Person
This session is for administrators to have open discussions on hot topics and trends in benefits administration. These will include best practices, solutions and innovations, roadblocks and solutions as discussed by each table. Please arrive early to secure your spot in the session.
7:30 AM - 8:30 AM
Session ID: F06-2
Best Practices in Selecting Fund ProfessionalsThis session is repeated on November 11, 2025
Category: Fiduciary Responsibility
Difficulty Level: All
Location: Kalākaua Ballroom B
Session Type: Virtual / In-Person
- Performance metrics and standards (including performance penalties)
- Fees and reporting, including §408(b)2(B)
- RFPs and RFIs
- Vendor cybersecurity best practices and questionnaire responses
- Reviewing service provider succession plans
- Understanding the trustee's fiduciary responsibility of selecting the fund professionals
7:30 AM - 8:30 AM
Session ID: G19-2
Better Communication Makes for a Better AuditThis session is repeated on November 11, 2025
Category: General Topics
Difficulty Level: All
Location: Room 319
Session Type: In-Person
Communication is key, and this session will highlight the best practices for:
- Communication between the auditor and fund office
- Why timing and completeness are important for auditor requests
- Maintaining an open dialogue
- Developing a timeline.
7:30 AM - 8:30 AM
Session ID: P09-2
Defined Contribution Plan Risk—Options to Minimize and MitigateThis session is repeated on November 11, 2025
Category: Pension
Difficulty Level: All
Location: Room 303
Session Type: In-Person
- Annual expense review
- Target-date fund review
- Overall expenses compared to a peer universe.
7:30 AM - 8:30 AM
Session ID: H15-2
Health Plan Cybersecurity UpdateThis session is repeated on November 10, 2025
Category: Health and Welfare
Difficulty Level: All
Location: Room 313A
Session Type: In-Person
- New trends to be aware of
- Identifying common threats
- Steps for prevention
- Post-breach action steps
7:30 AM - 8:30 AM
Session ID: H17-2
Health Plan Mergers OverviewThis session is repeated on November 11, 2025
Category: Health and Welfare
Difficulty Level: Advanced
Location: Room 304
Session Type: In-Person
- Administrative, implementation and compliance issues
- What is a "soft merger"?
- Governance issues
- What's working in this space?
Downloads
7:30 AM - 8:30 AM
Session ID: G14-2
Improving Workplace AwarenessThis session is repeated on November 11, 2025
Category: General Topics
Difficulty Level: All
Location: Room 313BC
Session Type: Virtual / In-Person
- Preventing workplace violence
- First aid, CPR, AED, naloxone/Narcan, mental health first aid and more
- Importance of active shooter training
- Crisis intervention strategies
7:30 AM - 8:30 AM
Session ID: I15-2
Investment Consultant PanelThis session is repeated on November 11, 2025
Category: Investments
Difficulty Level: All
Location: Room 317
Session Type: In-Person
This facilitated panel discussion will offer an opportunity for investment consultants to discuss hot topics in the investment landscape.
Downloads
7:30 AM - 8:30 AM
Session ID: H14-2
Practical Uses for Artificial Intelligence in Health PlansThis session is repeated on November 11, 2025
Category: Health and Welfare
Difficulty Level: All
Location: Room 311
Session Type: In-Person
- Current and future capabilities
- Impact on the member experience
- Review of the Department of Health & Human Services (HHS) artificial intelligence (AI) strategic plan
7:30 AM - 8:30 AM
Session ID: PE9
Public Employee–Only Roundtables: Building CommunityCategory: Public Plans
Difficulty Level: All
Location: Room 306
Session Type: In-Person
This session is for public employee fiduciaries and staff to have open discussions on hot topics and trends in the public sector.
7:30 AM - 8:30 AM
Session ID: I10-2
Real Estate in Your Investment PortfolioThis session is repeated on November 11, 2025
Category: Investments
Difficulty Level: All
Location: Room 314
Session Type: In-Person
- State of the asset class
- What is the role in the portfolio?
- When do you reconsider real estate?
- Is REIT foretelling the future of real estate?
- Where are the opportunities?
- Sector funds are emerging
7:30 AM - 8:30 AM
Session ID: I07-2
Total Plan and Investment Manager BenchmarkingThis session is repeated on November 11, 2025
Category: Investments
Difficulty Level: All
Location: Room 301
Session Type: In-Person
- DOL audit perspective
- Proper benchmarking used by investment managers
- Total plan benchmarks
- Defined benefit plans
- Defined contribution plans
- Health and welfare
7:30 AM - 8:30 AM
Session ID: F05-2
Trustee ExpensesThis session is repeated on November 11, 2025
Category: Fiduciary Responsibility
Difficulty Level: All
Location: Room 316ABC
Session Type: In-Person
- Plan-related expenses vs. other expenses
- Areas of potential concern
- Documentation and policies
- How good people can make poor choices
- Training your new trustees
- Areas drawing DOL attention
Downloads
7:30 AM - 8:30 AM
Session ID: P12-2
Understanding Alternative Plan DesignsThis session is repeated on November 11, 2025
Category: Pension
Difficulty Level: Introductory
Location: Kalākaua Ballroom A
Session Type: Virtual / In-Person
- New trends in plan design
- Risk and return
- Options that are attractive to employers and participants
- Pros and cons of variable benefit plans
9:00 AM - 10:00 AM
Session ID: I18-2
Applying Asset Liability Matching Strategies to Your InvestmentsThis session is repeated on November 11, 2025
Category: Investments
Difficulty Level: Advanced
Location: Room 305
Session Type: In-Person
- Understanding liability-aware investing
- Special Financial Assistance (SFA) roots
- Applying SFA strategies to any fund
- Asset liability matching investing strategies and negative cash flow strategies
- Implementation
- Short- vs. long-term strategies
- Public and private market investments
Downloads
9:00 AM - 10:00 AM
Session ID: G16-2
Beyond the Payroll Audit—Impact on Financial StatementsThis session is repeated on November 11, 2025
Category: General Topics
Difficulty Level: All
Location: Room 303
Session Type: In-Person
Explore payroll auditing's impact on financial statements and the importance of all the players.
- Understanding the fund office's perspective
- Understanding audit perspective
- Evaluating the quality of the payroll auditor and audit process
- Examples of sufficient documentation
- Workpaper and report examples
9:00 AM - 10:00 AM
Session ID: H19-2
Cancer in the Workforce: Best Approaches to CareThis session is repeated on November 10, 2025
Category: Health and Welfare
Difficulty Level: All
Location: Room 317
Session Type: In-Person
- Evaluating the workforce impact
- Reviewing overall trend data
- Best approaches for comprehensive care
9:00 AM - 10:00 AM
Session ID: P07-2
Department of Labor (DOL) Retirement Plan Audit TrendsThis session is repeated on November 10, 2025
Category: Pension
Difficulty Level: All
Location: Kalākaua Ballroom A
Session Type: Virtual / In-Person
Attend this session to learn about the Department of Labor's trends in retirement plan audits and investigations. Everything from current trends to future initiatives will be covered, as well as details on how to navigate an investigation successfully.
9:00 AM - 10:00 AM
Session ID: P17-2
Entering the Green Zone and Staying ThereThis session is repeated on November 10, 2025
Category: Pension
Difficulty Level: All
Location: Room 314
Session Type: In-Person
- What happens to your rehabilitation plan?
- Effective management
- Communication and managing expectations
- Reconsidering actuarial assumptions
9:00 AM - 10:00 AM
Session ID: G15-2
Fund Office Issues—Small Staff, Large ObstaclesThis session is repeated on November 10, 2025
Category: General Topics
Difficulty Level: All
Location: Room 319
Session Type: In-Person
- Finding efficiencies with limited resources
- Navigating insourcing and outsourcing decisions
- Best practices in payroll, regulatory compliance, information technology and more
9:00 AM - 10:00 AM
Session ID: F07-2
Important Tools for Monitoring ComplianceThis session is repeated on November 11, 2025
Category: Fiduciary Responsibility
Difficulty Level: All
Location: Kalākaua Ballroom B
Session Type: Virtual / In-Person
- Big data and data analytics
- What your vendors bring to the table
- Audits—Dependents, death, cyber and compliance
- Policies and procedures
- Contract language
9:00 AM - 10:00 AM
Session ID: F09-2
Insurance for Plans and TrusteesThis session is repeated on November 10, 2025
Category: Fiduciary Responsibility
Difficulty Level: All
Location: Room 321
Session Type: In-Person
- Overview of fiduciary liability and other insurance, including cyber
- Do you have enough coverage?
- Understanding the timing for claims
- Benefit overpayment protection
- What other benefits does your policy offer?
9:00 AM - 10:00 AM
Session ID: I03-2
Investing for Health and Welfare and Apprenticeship PlansThis session is repeated on November 10, 2025
Category: Investments
Difficulty Level: All
Location: Room 313BC
Session Type: Virtual / In-Person
- Investing through the lens of a plan type
- Investment horizon
- Risk tolerance
- Reserves and cash flows
Downloads
9:00 AM - 10:00 AM
Session ID: P06-2
Investment Consultant and Actuary TangoThis session is repeated on November 11, 2025
Category: Pension
Difficulty Level: All
Location: Room 313A
Session Type: In-Person
- Which comes first: The actuarial assumption or the investment allocation?
- What are your plan risks?
- Measuring your risks—Current and future
- Implications for assumptions and investment allocation
9:00 AM - 10:00 AM
Session ID: H08-2
Navigating Your Pharmacy Benefit Manager Contract LanguageThis session is repeated on November 10, 2025
Category: Health and Welfare
Difficulty Level: All
Location: Room 302
Session Type: In-Person
- Dissecting the contract elements
- Ensuring proper transparency
- Fulfilling your fiduciary obligations
- Fiduciary liability cases
- Future-proofing for legislation
9:00 AM - 10:00 AM
Session ID: A03-2
Policies and Plan DocumentsThis session is repeated on November 11, 2025
Category: Administration
Difficulty Level: All
Location: Room 311
Session Type: In-Person
Attend this session for a quick review of the many policies and documents to consider for plan administration, such as:
- Education policies
- Delinquent and collection policies
- AI policies (staff, trustees, etc.)
- Fiduciary, cyber, business and other insurance policies
- Trustee expense and reimbursement policies
- Plan document, summary plan description, SMM, SBC.
Downloads
9:00 AM - 10:00 AM
Session ID: H16-2
Telehealth Engagement in a Postpandemic WorldThis session is repeated on November 11, 2025
Category: Health and Welfare
Difficulty Level: All
Location: Room 304
Session Type: In-Person
- Industry update—Where are we now?
- Potential benefits and pitfalls: Cost, access, satisfaction and more
- Best practices for continual engagement
- Understand what is being covered by providers
9:00 AM - 10:00 AM
Session ID: I19-2
The Future of Fixed IncomeThis session is repeated on November 10, 2025
Category: Investments
Difficulty Level: All
Location: Room 312
Session Type: In-Person
- Interest rate environment
- Role of fixed income in a portfolio
- Exploring different avenues of fixed income
- Investment grade
- Treasury Inflation-Protected Securities (TIPS)
- High-yield bonds
- Core and core plus
9:00 AM - 10:00 AM
Session ID: G21
You Attended the U.S. Annual Conference—Now What?Category: General Topics
Difficulty Level: All
Location: Room 316ABC
Session Type: In-Person
- Communicating key takeaways and actions at your next meeting
- Tips for implementing new initiatives
- Making the case for ongoing education
10:30 AM - 11:30 AM
Session ID: D
FINALE SESSION—Red Shoes Living, Igniting Human PotentialCategory: Keynote
Difficulty Level: All
Location: Exhibit Hall III
Session Type: Virtual / In-Person
Red Shoes Living—standing out for embracing the positive at work and in your life—is the most relevant and life-changing business message for our time. As an internationally recognized speaker, Lonnie Mayne shares the simple framework of Red Shoes Living with audiences around the world. The foundation of his success is the Red Shoes Living concept that centers on getting the best version out of employees by focusing on five key Red Shoes pillars. These pillars encourage employees to stand out in the work they do and in the life they live. Whether it’s business or personal Red Shoes Living is a way of life. In a world that is increasingly noisy and negative, the Red Shoes philosophy has become a symbol for making a positive impact in the world of business.
