Advanced Trustees and Administrators Institute—Session Schedule, Speakers and Handouts

Session handouts were available to registered attendees from Wednesday, February 13 through Sunday, April 21. Please contact if you have questions or need assistance.

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Monday, February 18

7:30 AM – 8:45 AM

TA01  Economic Update

Gene H. Price Moderator
Carpenter Funds Administrative Office
Oakland, CA

Sandy Lincoln Speaker
Chief Executive Officer
Lincoln Investment Perspectives, LLC
Lake Forest, Illinois

You rely on investment returns and a strong labor market to help create a foundation for your benefit plans. This opening session will offer a snapshot of the current and future economic state to help you plan for the future. • Current market conditions • How our political environment is impacting economic performance • Key economic indicators • Workforce shortage—Demographics of the future (#10—General Topics)

9:00 AM – 10:15 AM

TA02  Legislative Update—Retirement Funds

Kristina M. Guastaferri, CPA Moderator
Chicago Regional Council of Carpenters Benefit Funds
Chicago, IL

Neal S. Schelberg Speaker
Proskauer LLP
New York, NY

With the midterm elections behind us, there are a lot of questions about what lies ahead from our new Congress. Join us for this session to look at what the legislative agenda might be for retirement plans in 2019, including: • Legislation and political proposals • Effects of future pensions • Future of the PBGC • MPRA—Summary of the applications • Janus vs. AFSCME. (#15—Legal/Legislative Update)

TA03  Understanding Your Insurance Options

Daniel Aronowitz Speaker
Managing Director
Euclid Specialty Managers
Vienna, VA

Steven Ostrander Moderator
Fund Administrator
United Association of Plumbers, Pipefitters and Service Techs Local 13
Rochester, NY

Even the most advanced trustee can get confused by insurance terminology. This session covers advanced insurance concepts that will provide you with a strong foundation for other issues addressed at this conference. Topics include: • What’s covered under your insurance • Insured vs. self-funded benefits • Stop-loss • Fiduciary • Cybersecurity • General liability. (#12—Health and Welfare)

10:30 AM – 11:45 AM

TA04  Legislative Update—Health Funds

Allison A. Madan Speaker
Slevin & Hart, P.C.
Washington, D.C.

Peter F. Castellarin Moderator
Chief Executive Officer
M&O Insulation Company
Homewood, IL

The last couple of years have been filled with uncertainty regarding the health care environment. Now that a new Congress has been elected, what does the next year hold for the Affordable Care Act and health care across the country? This session will discuss the possibilities, including: • Status of ACA • State laws that respond to this trend • What do the next two years look like? • State legislators—PBMs protecting their power • Janus vs. AFSCME. (#15—Legal/Legislative Update)

TA05  Properly Communicating Retirement Options

Marshall Tupper Hillard Co-Speaker
Vice President
Segal Consulting
Tempe, AZ

Stephen L. Lamb, CAE Moderator
SLL, Inc.
Worthington, OH

William A. Cumming, Esq. Co-Speaker
Hessian & McKasy, P.A.
Minneapolis, MN

We strive to provide our plan participants with the tools they need so that they can retire comfortably. But what information do you have to help them in this process? This session will cover the retirement needs for different generations, retirement vehicles available for utilization, as well as how to best communicate this information to your participants. Topics include: • How defined benefit pension plans compare to 401(k)s • Increased exposure to investment volatility • How personal savings and Social Security affect future retirement • Hybrid plans—Alternative plans • Phased retirement. (#38—Retirement)

1:15 PM – 2:30 PM

TA06  The Changing Health Care Environment

Danny Donohue Moderator
President, Civil Service Employees Association (CSEA)
Local 1000, American Federation of State, County and Municipal Employees (AFSCME), AFL-CIO
Albany, NY

Stephanie Patrick, FSA, MAAA Co-Speaker
Consulting Actuary
Horizon Actuarial Services, LLC
Atlanta, GA

William F. Feyling Co-Speaker
Executive Director
Carpenters 46 Northern California Counties Conference Board
Oakland, CA

Managing health care plans is complicated, and one way to make it easier is by keeping up to date on current health care trends and strategies. This session will feature a spectrum of topics including: • Health care inflation—Is it coming back? • Effects of federal legislation on ACA • Plan mergers—Benefits of increased participation • Multistate and multiregion issues • Provider mergers • Types of eligibility standards and practices. (#12—Health and Welfare)

TA07  Tackling Prohibited Employment

Joseph F. Ohm Panel Facilitator
Fund Administrator
Plumbers' and Technical Engineers' Local 130 Benefit Funds
Chicago, IL

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

Todd G. Helfrich Panelist
President and Chief Executive Officer
Eastern Contractors Association, Inc.
Albany, NY

What happens when retirement doesn’t stick? This session will discuss the challenges of prohibited employment for those who elected to retire but continue to work in the industry. This session will cover: • The problem of taking a pension and still working • Typical fund policies • Who makes a decision on what to do • Suspension of benefits • Fiduciary responsibility (#38—Retirement)

2:45 PM – 4:00 PM

TA08  What to Do About Cybersecurity

Christopher J. Rosetti, CFE, CFF, CPA Moderator
Chief Operating Officer
New York State Nurses Association, Pension Plan and Benefits Fund
Albany, NY

Frank E. Tanz Co-Speaker
Vice President and Senior Consultant, Administration & Technology Consulting
Segal Consulting
New York, NY

Matthew Jackson Co-Speaker
Senior Vice President and Consultant
Segal Select Insurance
New York, NY

With the amount of personal data kept on file, benefit plans are as susceptible to data breaches as any major corporation. This session will help you understand the things you need to do to prevent a breach from occurring. A range of topics will be addressed, including: • Identity issues • What are your vulnerabilities? • Stress-testing your system through an independent verification • Auditing your system • Cyberliability insurance—Challenges of selection and renewals • Cost of cybersecurity • Training your employees. (#18—Technology)