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Advanced Trustees and Administrators Institute

Monday, June 24 - Wednesday, June 26, 2024
The Mirage, Las Vegas, NV
AdvancedTrustees and Administrators Institute

For nearly five decades, this program has served as the cornerstone of education for multiemployer trustees and administrators. Sessions are designed to meet the needs of both trustees and administrators, whether
they are fairly new to serving on a fund or have decades of experience. Attended by hundreds, this conference is large enough to offer choices of sessions yet small enough that you won’t get lost in the crowd.


Developed by active trustees, administrators and professional advisors, each session is designed to address current issues, providing the relevant context and information for you to make sound decisions for your fund. Keep informed of the latest industry trends, legal and regulatory changes, and best practices. Take away
new ideas and a deeper understanding of how to run your pension and health and welfare funds.

Don't miss this time-honored educational event.

Topics/Agenda

  • Available in person
  • Available virtually
  • Health
  • Retirement
  • Canadian
  • General
You must be a logged in registrant to access session handouts.
Monday June 24, 2024
7:30-8:45 a.m. PT
Economic Update
7:30-8:45 a.m. PT
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.
Category: Investments
9:00-10:15 a.m. PT
Legislative and Regulatory Update
9:00-10:15 a.m. PT

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.
Category: Fiduciary Responsibility
Sharon M. Goodman, Esq.
Speaker
Sharon M. Goodman, Esq.
Principal
Slevin & Hart, P.C.
10:30-11:45 a.m. PT
Emerging Benefit Trends
10:30-11:45 a.m. PT

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.
Category: General Topics
Aruna Vohra
Panelist
Aruna Vohra
Senior Consultant
Horizon Actuarial Services, LLC
Justin M. Held, CEBS, CEBS Compliant
Panelist
Justin M. Held, CEBS, CEBS Compliant
Associate Director, Research & Education
International Foundation of Employee Benefit Plans
Stephen J. O
Panel Facilitator
Stephen J. O'Sick, CEBS, CEBS Compliant
Executive Director
New York Labor Health Care Alliance, Inc.
10:30-11:45 a.m. PT
Roundtable Discussion for Small Plans
10:30-11:45 a.m. PT
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.
Category: Open Forum
Daniela Janceski, CEBS
Roundtable Leader
Daniela Janceski, CEBS
Plan Administrator
Ohio Conference of Teamsters and Industry Health and Welfare Fund
Karin A. Peters
Roundtable Leader
Karin A. Peters
President and Chief Executive Officer
National Employee Benefits Administrators, Inc. (NEBA)
1:15-2:30 p.m. PT
Fiduciary Responsibility—Advanced Issues
1:15-2:30 p.m. PT

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.
Category: Fiduciary Responsibility
Daniel R. Brice, Esq.
Speaker
Daniel R. Brice, Esq.
Partner and Co-Chair
Blitman & King LLP
1:15-2:30 p.m. PT
The Changing Service Provider Landscape
1:15-2:30 p.m. PT

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.
Category: General Topics
David P. Dorsey, CPA
Panelist
David P. Dorsey, CPA
Partner
WithumSmith+Brown, PC
Lee M. Centrone
Panelist
Lee M. Centrone
Senior Vice President
BeneSys
Mary Ann T. Dunleavy, ASA, EA, MAAA
Panelist
Mary Ann T. Dunleavy, ASA, EA, MAAA
Senior Consulting Actuary
Horizon Actuarial Services, LLC
Stephanie Patrick, FSA, MAAA
Panelist
Stephanie Patrick, FSA, MAAA
Senior Consulting Actuary
Horizon Actuarial Services, LLC
Travis J. Ketterman, GBA
Panel Facilitator
Travis J. Ketterman, GBA
Partner
McGann, Ketterman & Rioux
2:45-4:00 p.m. PT
Addressing Mental Health and Well-Being for Your Workforce and Participants
2:45-4:00 p.m. PT

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.
Category: Health and Welfare
Chase Sterling, MA, CWP
Speaker
Chase Sterling, MA, CWP
Founder and Lead Consultant
Wellbeing Think Tank/ HHP Cultures
Tuesday June 25, 2024
7:30-8:45 a.m. PT
Administrators Roundtable
7:30-8:45 a.m. PT
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.
Category: Open Forum
Andrea L. Gibbs, CEBS, ITIL
Roundtable Leader
Andrea L. Gibbs, CEBS, ITIL
Assistant Vice President
National Employee Benefits Administrators, Inc. (NEBA)
Ronald W. Laudel
Roundtable Leader
Ronald W. Laudel
Benefit Plans Administrator
Mid-America Carpenters Regional Benefit Services, Inc.
7:30-8:45 a.m. PT
Managing Risk in Your Pension Fund
7:30-8:45 a.m. PT
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.
Category: Pension
Annie Taylor, CFA
Panelist
Annie Taylor, CFA
Managing Director, Senior Consultant, Sector Lead
Verus
Jason L. Russell, EA, FSA, MAAA
Panelist
Jason L. Russell, EA, FSA, MAAA
Senior Vice President and Actuary
Segal
Robert M. Projansky
Panel Facilitator
Robert M. Projansky
Partner
Proskauer Rose LLP
9:00-10:15 a.m. PT
Addressing the Obesity Epidemic and Guideline-Based Benefit Design
9:00-10:15 a.m. PT

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.
Category: Health & Wellness
Craig Schmidt, Pharm.D
Speaker
Craig Schmidt, Pharm.D
Medical Accounts Associate Director, Medical Affairs
Novo Nordisk Inc.
9:00-10:15 a.m. PT
Refresher on Collecting Employer Contributions
9:00-10:15 a.m. PT

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.
Category: Collections
Philip R. O
Co-Speaker
Philip R. O'Brien, Esq.
Attorney-Shareholder, Employee Benefits
Reinhart Boerner Van Deuren s.c.
10:30-11:45 a.m. PT
Emerging Trends in Rx Cost Management
10:30-11:45 a.m. PT

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.
Category: Health and Welfare
Louis Zollo, RPh
Co-Speaker
Louis Zollo, RPh
Vice President and National Pharmacy Practice Leader
Segal
Randy G. DeFrehn
Co-Speaker
Randy G. DeFrehn
Chief Executive Officer
DeFrehn and Associates, LLC
10:30-11:45 a.m. PT
Hybrid Pension Plans
10:30-11:45 a.m. PT

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.
Category: Pension
Victor P. Harte, EA, MAAA
Speaker
Victor P. Harte, EA, MAAA
Principal and Consulting Actuary
Milliman Inc.
1:15-2:30 p.m. PT
Reaching Employees With Suicide Prevention and Support Resources
1:15-2:30 p.m. PT

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.
Category: Health and Welfare
1:15-2:30 p.m. PT
SECURE 2.0 Act
1:15-2:30 p.m. PT

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.
Category: Legal/Legislative Update
Scott D. Newsom
Speaker
Scott D. Newsom
Partner
Shumaker, Loop & Kendrick, LLP
2:45-4:00 p.m. PT
Advanced Withdrawal Liability
2:45-4:00 p.m. PT

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.
Category: Pension
James K. Estabrook, Esq.
Co-Speaker
James K. Estabrook, Esq.
Shareholder
Lindabury, McCormick, Estabrook & Cooper, P.C.
Richard J. Hudson, FSA, FCA, MAAA, EA
Co-Speaker
Richard J. Hudson, FSA, FCA, MAAA, EA
Consulting Actuary
First Actuarial Consulting, Inc. (FACT)
2:45-4:00 p.m. PT
Crisis Management
2:45-4:00 p.m. PT

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.
Category: General Topics
Christopher J. Rosetti, CFE, CFF, CPA
Co-Speaker
Christopher J. Rosetti, CFE, CFF, CPA
Chief Operating Officer
New York State Nurses Association, Pension Plan and Benefits Fund
Elizabeth E. Manzo, Esq.
Co-Speaker
Elizabeth E. Manzo, Esq.
Shareholder
Lindabury, McCormick, Estabrook & Cooper, P.C.
Wednesday June 26, 2024
7:30-8:45 a.m. PT
Cybersecurity
7:30-8:45 a.m. PT

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.
Category: Technology
Christine Fletcher
Co-Speaker
Christine Fletcher
President
Ullico Casualty Group, LLC
Mark E. Belland, Esq.
Co-Speaker
Mark E. Belland, Esq.
Shareholder
O’Brien, Belland & Bushinsky, LLC
9:00-10:15 a.m. PT
Next-Generation Tools to Enhance Your Communications
9:00-10:15 a.m. PT

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.
Category: Communication
Joanna M. Pineda
Speaker
Joanna M. Pineda
Chief Executive Officer and Chief Troublemaker
Matrix Group International, Inc.
10:30-11:45 a.m. PT
Artificial Intelligence—It’s Here!
10:30-11:45 a.m. PT
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.
Category: Technology
Michael Stoyanovich
Speaker
Michael Stoyanovich
Vice President, Administration and Technology
Segal

​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.

Speakers

Speakers

Speakers for 2020 will be announced soon. Please check back.

Preconference Information

Make the most of your trip to San Diego by registering for one of the two options offered. Learn more about preconference offerings and make your plan to attend.

Continuing Education

Educational sessions at this program can qualify for CEBS Compliance credit. Visit www.cebs.org/compliance for additional information.


Continuing Education credit for additional professions and designations MAY be available for attendance at live sessions. You must register for the program and request CE credit at least 60 days prior to the beginning of the program so that the Foundation can seek preapproval from the governing agency.

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


Policies
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Registration Information

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Registration Information
  Member Nonmember


Through 5/13/2024 US $1,695.00 US $2,025.00
After 5/13/2024 US $1,995.00 US $2,325.00
 

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