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

Session handouts were available to registered attendees from Wednesday, February 5 through Sunday, April 12. Please contact if you have questions or need assistance.

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Monday, February 10

7:30 AM – 8:45 AM

TA01  Economic Update

Anthony Crescenzi Speaker
Portfolio Manager, Market Strategist
Pacific Investment Management Company (PIMCO)
New York, NY

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

Favorable investment returns are key to providing stability to your benefit funds, but there is often some insecurity in economic conditions during a presidential election. With the economy dominating the national conversation this year, this opening session will offer a snapshot of the current economic forecast that considers: • Current market conditions • Key economic indicators • How presidential elections affect investments. (#13—Investments)

9:00 AM – 10:15 AM

TA02  Political and Legislative Changes in Health Care

Lisa M. Gomez Speaker
Cohen, Weiss and Simon LLP
New York, NY

William F. Howard Moderator
Civil Service Employees Association (CSEA) Employee Benefit Fund
Latham, NY

Health care dominated the news during the 2018 midterm elections and continues to be a controversial political topic. This session will discuss health care changes made over the last year at both the state and national levels, the potential future for the Affordable Care Act (ACA) and other topics such as: • Trends in inflation • Effects of federal legislative changes on ACA – Repeal of certain ACA requirements – Court cases on ACA • Evolution of health care in states that fully enacted ACA vs. those that didn’t • Current state of ACA exchanges • HRA and HSA regulations. (#15—Legal/Legislative Update)

TA03  Reading and Understanding the Actuarial Report

Carole Hassall Moderator
Manager of Marketing and Business Development
A&S Financial Services, LLC
Fort Lauderdale, FL

Charles T. Carr Speaker
Consulting Actuary
Southern Actuarial Services Company, Inc.
Atlanta, GA

Actuarial reports may seem easy to understand but, in reality, they are a complicated matter. In this session, we will discuss the most important aspects of actuarial reports to ensure that you fully understand the process and terminology, including: • What is typically included in an actuarial report • Trends in actuarial science • Present value of benefits • Credit balance and standard cost. (#10—General Topics)

10:30 AM – 11:45 AM

TA04  Pension Reform and Retirement Benefits Update

Neal S. Schelberg Speaker
Proskauer LLP
New York, NY

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

Presidential politics permeate almost all areas of national discussion during an election year. And although Congress has yet to pass significant pension reform, the looming retirement crisis has caused new proposals and recommendations to be made by politicians of all stripes. Topics for this session include: • Legislation and political proposals • The persistent problem of pension underfunding • PBGC funding problems • Fiduciary rule. (#16—Pension)

TA05  Wellness Programs—Are They Working for Your Fund?

Brett R. Powell, B.A., CWPC Speaker
Vice President, Wellness Consultant
American Institute for Preventive Medicine
Farmington Hills, MI

Daniel Aronowitz Moderator
Managing Principal
Euclid Specialty Managers
Vienna, VA

Wellness programs have been touted as a way to engage high-risk plan participants to help improve their health, productivity and morale while saving your plan money in the process. But now that some groups have had these programs in place for a few years, have they been successful in meeting their goals? This session will focus on how wellness programs obtain the best results, as well as discuss: • Typical wellness operations and programs • Assessing the value of wellness programs • Is it money well spent? – Are only the healthy people using these programs? • What it takes to make your program successful. (#32—Health & Wellness)

1:15 PM – 2:30 PM

TA06  Retirement Insecurity—Diagnosis of the Retirement Landscape

Gregory R. Stokes Moderator
Alaska Electrical Trust Funds
Anchorage, AK

Rick Garnitz Speaker
LifeSpan Services, Inc.
Atlanta, GA

What people need for retirement changes as different generations enter the workforce. This session will discuss the various avenues of savings people rely upon for their retirement and how that affects the management of your retirement plans. Topics include: • Common fear for the future of Social Security – How Social Security works within the three-legged stool – How to communicate the best retirement options to your participants • How to measure our current retirement funds • Taxation of retirement benefits. (#38—Retirement)

TA07  End-of-Life Care

Gene H. Price Co-Speaker
Chief Executive Officer
Carpenter Funds Administrative Office
Oakland, CA

Lawrence R. Beebe, CPA Moderator
WithumSmith+Brown, PC
Bethesda, MD

Lynne Nowak, MD Co-Speaker
Vice President & General Manager Clinical, Data & Provider Solutions
Express Scripts
Saint Louis, MO

Life is complicated, and many people are often at a loss about how to handle next steps for their loved ones who are terminally ill. Our plans can help provide tools, guidance and benefits to assist these people in their time of need. In this session, we will discuss end-of-life care and other topics such as: • Conversation Project and other tools • Providing information to retirees and other members • Palliative care and hospice care • How to communicate options to your participants • Advanced directives and medical directives. (#32—Health & Wellness)

2:45 PM – 4:00 PM

TA08  Funding Challenges

Paul E. Flasch Moderator
Iron Workers Mid-America Pension Plan and SMA Fund
Lansing, IL

Victor P. Harte, EA, MAAA Co-Speaker
Principal and Consulting Actuary
Milliman Inc.
Little Falls, NJ

William M. Kinney Co-Speaker
Attorney at Law
Dowd, Bloch, Bennett, Cervone, Auerbach & Yokich
Chicago, IL

Many different factors help determine whether your benefit plans are financially solvent. This session will discuss typical funding challenges, including: • Actuarial assumption rates and demographics • Aging participant challenges • Plan maturity challenges • Industry evolutions and technology advancements • Mortality tables • Lawsuits related to smoothing methods. (#16—Pension)

TA09  Medicare for All and the Public Option

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

Nick Kingsley Panelist
Consulting Actuary
Horizon Actuarial Services LLC
Atlanta, GA

Noel H. MacKay, CEBS Panelist
Principal Consultant, National Benefits Consulting
Cowan Insurance Group
Brantford, ON

If you’ve paid attention to the news over the last few months, you likely have heard various health care proposals related to Medicare for All. But what are the specifics of these plans, and how would they affect our current health care structure? In this session, a panel of health care experts will discuss: • Proposed health care plans • What implementation of this legislation may look like • Pros and cons of these proposals • Experiences of Canadian health care. (#12—Health and Welfare)