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Advanced Trustees and Administrators Institute Session Schedule, Speakers and Handouts

Session handouts were available to registered attendees from Wednesday, June 22 through Monday, August 15. Please contact edprog@ifebp.org if you have questions or need assistance.

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Monday, June 27

7:30 AM – 8:45 AM

TAA01  Opening Session: Economic Outlook

David Evangelista, CPA, CPA Moderator
Principal
MSPC Certified Public Accountants and Advisors, PC
Cranford, NJ

Edward J. Sullivan Speaker
Chief Economist and Group Vice President
Portland Cement Association
Skokie, IL

As trustees of pension and health and welfare funds, many of your decisions are driven by the economy. This session will give you an overview of investment markets, labor statistics and other key economic indicators so you can effectively manage your funds and plan for the future. This is especially important in a presidential election year when economic measures are sure to be in the press with regularity. (#10—General Topics)

9:00 AM – 10:15 AM

TAA02  Pension Legislative Update

Larry Magarik, Esq. Co-Speaker
Independent Fiduciary and Benefits Attorney
New York, NY

Mary Ann T. Dunleavy, ASA, EA, MAAA Moderator
Consulting Actuary
Horizon Actuarial Services
Silver Spring, MD

Melissa M. Conklin Kolle, EA, FCA, MAAA Co-Speaker
Associate Director of Member Relations and Compliance
The Cultural Institutions Retirement System (CIRS)
New York, NY

The Pension Protection Act and, more recently, the Multiemployer Pension Reform Act have altered the defined benefit landscape. Strategies for “Green Zone” plans are far different than those for deeply troubled plans. This session will look at the pension legislative and regulatory environment to help you understand your options and obligations. Topics include: • Recent laws and regulations • Your zone status and your options • Communication. (#16—Pension)

TAA03  ACA Compliance

Daniel R. Brice, Esq. Co-Speaker
Partner
Blitman & King LLP
Syracuse, NY

Lawrence R. Beebe, CPA Moderator
Partner
Bond Beebe, Accountants and Advisors
Bethesda, MD

William A. Sokol, Esq. Co-Speaker
Partner
Weinberg, Roger & Rosenfeld
Oakland, CA

Trustees, administrators and contributing employers must all deal with the complexity of the Affordable Care Act. This session will focus on: • Dealing with part-time, seasonal and freelance employees • Active and retiree options • Creative ancillary and supplemental benefits • Flexible plan designs • Cadillac tax • Penalties—When and how to absorb • Administrative burden and calculations. (#12—Health and Welfare)

10:30 AM – 11:45 AM

TA01  Roundtable Discussion: ACA Issues

Daniel R. Brice, Esq. Co-Roundtable Leader
Partner
Blitman & King LLP
Syracuse, NY

William A. Sokol, Esq. Co-Roundtable Leader
Partner
Weinberg, Roger & Rosenfeld
Oakland, CA

This session will help you understand your options for dealing with ACA issues and give you the opportunity to hear how other funds are strategizing and dealing with. (#12—Health and Welfare)

TA02  Reporting Requirements for Administrators

James E. Schreiber, ASM Moderator
President
TIC International Corporation
Lansing, MI

Melissa L. Wetzel, CEBS Co-Speaker
Fund Administrator
Toledo Electrical Welfare Fund, Local 8 IBEW/NECA Benefits Office
Toledo, OH

Paula D. Allphin Co-Speaker
Administrator
Stoner & Associates
Cincinnati, OH

With a myriad of reporting requirements from SSA to 1094 and 1095, administrators are working diligently to stay compliant and meet deadlines. This session will focus on best practices, timing, electronic submissions, and what to do if you didn’t meet the requirements. Join your peers for an interactive discussion and take away actionable plans to stay ahead of the curve. (#2—Administration)

TA20  Key Pension Decisions Part 1: Making Realistic Plan Assumptions

Bill O'Donnell, CHP, MBA Panelist
Managing Senior Consultant
Alan Biller and Associates
Boston, MA

Michael A. Ledbetter, J.D., CEBS Panel Facilitator
Attorney/Partner
Ledbetter Parisi LLC
Miamisburg, OH

Victor P. Harte Panelist
Principal and Consulting Actuary
Milliman Inc.
Woodland Park, NJ

Assumptions really do matter and have implications for your fund. This session will focus on the key considerations when setting your assumptions and how assumption rates impact your unfunded liabilities. Topics include: • Why do assumptions matter? • What assumptions should be made? • Who is responsible for making assumptions? • Questions the DOL may ask • How to make your assumptions realistic. (#16—Pension)

1:15 PM – 2:30 PM

TA03  Key Pension Decisions Part 2: Advanced Investment Strategies

Bill O'Donnell, CHP, MBA Panelist
Managing Senior Consultant
Alan Biller and Associates
Boston, MA

Michael A. Ledbetter, J.D., CEBS Panel Facilitator
Attorney/Partner
Ledbetter Parisi LLC
Miamisburg, OH

Victor P. Harte Panelist
Principal and Consulting Actuary
Milliman Inc.
Woodland Park, NJ

In the postrecession era, asset allocation continues to be a key factor in maximizing return and mitigating risk. This session will look at asset allocation models and consider risk/reward, time frame, performance and funding policy. (#16—Pension)

TA04  Alternatives to Traditional Medical Insurance and Plan Designs

Aruna Vohra Co-Speaker
Senior Consultant
Horizon Actuarial Services, LLC
Miami, FL

Daniel R. Brice, Esq. Moderator
Partner
Blitman & King LLP
Syracuse, NY

Peter J. Kaehler, CLU, REBC, RHU Co-Speaker
President
Labor Health Consulting
Woodbury, MN

Whether you are in a rural area with limited provider access or a large metropolitan area with many options, plan sponsors are continuing to explore alternatives for access and cost. This session will focus on innovative approaches including: • Clinics • Closed networks • Self-insured indexed fee-based plans • Patient-centered medical homes/accountable care organizations • Coalitions, co-ops and private exchanges. (#12—Health and Welfare)

TA05  Staffing Issues and Training

Alan R. Parham Co-Speaker
Joint Benefit Funds Coordinator
Laborers' District Council of the Metropolitan Area of Philadelphia and Vicinity
Philadelphia, PA

Lisa L. Kaiser, CEBS Moderator
Director Central Market & Programs
Health Action Council Ohio
Dublin, OH

Moira J. Kelly Co-Speaker
President
Kelly Consulting LLC
New Berlin, WI

Recruiting, training and retaining quality employees are essential components in the administration of benefit plans. This session will deal with the host of issues related to both your front-line and back-of-house employees including: • Finding the right employees • Turnover • Succession planning • Dealing with staff cuts • Training and development. (#3—Training and Education)

2:45 PM – 4:00 PM

TA06  Changing Longevity and Its Impact on Benefits

Andrew Peterson, EA, FCA, FSA, MAAA Co-Speaker
Senior Staff Fellow for Retirement
Society of Actuaries (SOA)
Schaumburg, IL

David P. Dorsey, CPA Moderator
Managing Partner
Bond Beebe, Accountants and Advisors
Bethesda, MD

Mary Ann T. Dunleavy, ASA, EA, MAAA Co-Speaker
Consulting Actuary
Horizon Actuarial Services
Silver Spring, MD

Increasing longevity has many implications for society. This session will discuss the risk that comes with increased longevity, new mortality tables, implications for benefits and what can be done to mitigate the challenges. (#10—General Topics)

TA07  Administrators Open Forum

James E. Schreiber, ASM Co-Speaker
President
TIC International Corporation
Lansing, MI

Melissa L. Wetzel, CEBS Moderator/Co-Speaker
Fund Administrator
Toledo Electrical Welfare Fund, Local 8 IBEW/NECA Benefits Office
Toledo, OH

This session will be devoted to addressing administrative challenges and opportunities. Join your peers to share ideas, discuss problems and develop solutions. Topics may include staffing challenges, reporting, communication, strategic planning, excepted benefits and other current issues. (#26—Open Forum)