Annual Employee Benefits Conference

67th Annual Employee Benefits Conference

Sunday, October 17 - Wednesday, October 20, 2021
The Colorado Convention Center, Denver, CO

​Mark your calendars and plan on attending the 67th Annual Employee Benefits conference, October 17-20, 2021. Your fund participants are relying on you even more these days to make sound decisions that will help guide the health and pension plans they depend on.  

We look forward to reuniting to hear from experts in the industry, network with benefit professionals and share strategies on managing the funds your serve in this ever changing world.

The International Foundation is committed to helping you meet the upcoming challenges, providing a source for unbiased, impartial information on the key issues you face while supporting your benefit funds. Join us for three and a half invigorating days at the 67th Annual Employee Benefits Conference to gain the latest tools, ideas and strategies for making effective decisions on behalf of your plan members.

 Hot Topics

​Build your own conference experience by choosing from more than 90 sessions ranging in complexity from beginning to advanced. To get a taste of what the conference will cover, below is a sampling of topics to be addressed in 2021.

  • Are Your QDRO Practices Costing Your Fund Money?
  • The Fund Office of the Future
  • The Fiduciary Dilemmas for Today
  • Virtual Trust Meetings
  • Plan Governance—New Fiduciary Rules
  • Does It Take a Diamond to Get Members Engaged?
  • Benefits Scorecard: How the New Administration and Congress Are Doing in Year One
  • Are You Spending Too Little on Preventive Care?
  • Vaccines and the Cost of Care for Unvaccinated Participants
  • New Needs, New Obligations: Keeping Up With Mental Health Parity in a Pandemic Era
  • Evolution of Telehealth: How a Pandemic Changed the Course of Telemedicine Forever
  • Economic Outlook and What to Expect From the New Administration
  • What Could Possibly Happen Next? Asset Allocation and Uncertainty
  • Why Invest in Emerging, Developed and International Equities?
  • Environmental, Social and Governance (ESG) Investing in DB/DC Retirement Plans
  • American Rescue Plan Act (ARPA) and the Financial Aid Packet
  • Variable Annuity Pension Plans and Other Alternate Plan Designs
  • A Reasonable Plan: An Approach to the Red Zone
  • Phased Retirement and Your Pension Plan
  • Advocating Effectively With Your Elected Officials
  • The Future of Health and Pension Benefits in the Public Sector
  • Mental Health in the Trades
  • Operating Your Apprenticeship Program in the COVID-19 World
  • Overview of the New Chapter on Multiemployer Plans in the Audit Guide
  • How SAS 136 Impacts Auditing of Employee Benefit Plans
  • Butch Lewis Act and the Nuts and Bolts on Helping Your Clients
  • COVID-19 Liability Challenges

​Attending the Annual Employee Benefits Conference is a must for an individual in any area of employee benefits.

Kevin Cope, CEBS
Fund Administrator
NECA-IBEW Welfare Trust Fund​

​Join us at the premier learning event bringing together nearly 5,000 employee benefits peers from across the country.

 Benefits of Attending

  • Choose how you attend: in person or virtual.
  • Change how you attend up to a week prior with no additional registration or processing fees.
  • ​Real answers on the topics you need to know about today
  • Critical insights from 150 expert practitioners handpicked to guide you
  • Real-world, application-based learning opportunities
  • A strengthened network of over 5,000 colleagues to learn from and engage with
  • Proven solutions you can take back and apply
  • Access to numerous exhibitors with innovative products and services

 Who Should Attend

  • ​Taft-Hartley fund trustees, administrators, business managers and association leaders
  • Public sector plan trustees and staff
  • Fund administrators and managers
  • Third-party administrators (TPAs)
  • Benefit consultants
  • Attorneys, accountants and actuaries
  • Investment managers and consultants
  • Coalition leaders
  • Others who are involved in the overall management and administration of benefit trust funds.​

Keynote Speakers

​Opening Session

Sunday, October 17

Radical Acceptance: The Power of Being Real

Risha Grant

Risha will share her own life experiences and provide a path for each of us to recognize our own biases toward others.

​Finale Session

Wednesday, October 20

1MT1MT: One More Thing, One More Time

Josh Sundquist

A comedian, American Paralympian and author, Josh Sundquist lost his left leg to Ewing’s sarcoma at age nine and later became a Paralympic ski racer.

All Speakers

  • Benjamin P. Ablin, ASA, EA, MAAA Consulting Actuary Horizon Actuarial Services, LLC
  • John R. Adler President ELMC Rx Solutions
  • Paula D. Allphin Plan Manager BeneSys Inc.
  • Daniel Aronowitz Managing Principal Euclid Specialty Managers
  • Kathryn L. Bakich Senior Vice President, National Health Compliance Practice Leader Segal
  • Diana M. Bardes Partner Mooney, Green, Saindon, Murphy & Welch, P.C.
  • John L. Barlament Partner Quarles & Brady LLP
  • James S. Beall, Esq. Partner Willig, Williams & Davidson
  • Mark E. Belland Shareholder O’Brien, Belland & Bushinsky, LLC
  • Christian Benjaminson, EA, FCA, FSA, MAAA Principal Consulting Actuary Cheiron, Inc.
  • Eileen E. Brassil, CFE, CPA Partner Legacy Professionals LLP
  • Anthony S. Cacace Partner Proskauer LLP
  • Charles T. Carr Consulting Actuary Southern Actuarial Services Company, Inc.
  • Eric S. Carroll Partner RSM US LLP
  • Paul O. Catenacci, Esq. Senior Partner Novara, Tesija, Catenacci, McDonald & Baas PLLC
  • Lee M. Centrone Senior Vice President BeneSys Inc.
  • Kelly S. Coffing, EA, FSA, MAAA Principal and Consulting Actuary Milliman Inc.
  • Sally B. Corbin, J.D. Chief Executive Officer and Founder Union Services Agency, USA Digital Media Services
  • Jeffrey M. Covell, CFA Area Senior Vice President Gallagher Fiduciary Advisors, LLC
  • Jacquelyn K. Coyle, CFE, CPA Partner Novak Francella, LLC
  • Denny Delk Trustee American Federation of Television and Radio Artists Retirement Fund
  • Michele Domash, FCA, FSA, MAAA Principal Consulting Actuary Cheiron
  • David P. Dorsey, CPA Partner WithumSmith+Brown, PC
  • Marcy J. Dunlap Of Counsel Cohen, Weiss and Simon LLP
  • Mary Ann T. Dunleavy, ASA, EA, MAAA Consulting Actuary Horizon Actuarial Services, LLC
  • Jay K. Egelberg, ASA, EA, FCA, MAAA Consulting Actuary First Actuarial Consulting, Inc. (FACT)
  • Jeffrey S. Endick Principal Slevin & Hart P.C.
  • James K. Estabrook, Esq. Shareholder Lindabury, McCormick, Estabrook & Cooper, P.C.
  • William F. Feyling Administrator Carpenter Funds Administrative Office
  • Gabrielle D. Fox Attorney at Law Proskauer
  • Seth A. Friedman, M.B.A. National Pharmacy Practice Leader Solid Benefit Guidance
  • Jason S. Fuiman Partner O'Dwyer & Bernstien, LLP
  • Geoffrey Gerber, Ph.D. President and Chief Investment Officer TWIN Capital Management, Inc.
  • Stanley I. Goldfarb, EA, FSA, MAAA Actuary and Managing Consultant Horizon Actuarial Services, LLC
  • Sharon M. Goodman, Esq. Principal Slevin & Hart, P.C.
  • Paul L. Graf, ASA, EA, MAAA Consulting Actuary Rael & Letson
  • Risha Grant Founder and CEO Risha Grant LLC
  • Donald E. Greenwell, III President, The Builders' Association Executive Director, Associated General Contractors of America, Kansas City Chapter
  • Kristina M. Guastaferri, CPA Administrator Chicago Regional Council of Carpenters Benefit Funds
  • Brian J. Harper, EA, FCA, FSA, MAAA Consulting Actuary Rael & Letson
  • Victor P. Harte, EA, MAAA Principal and Consulting Actuary Milliman Inc.
  • Susan A. Hayes, D.Crim.J., AHFI, CPhT, LPD Chief Executive Officer Pharmacy Investigators and Consultants
  • James M. Heinzman, CFE, CPA Partner Schultheis & Panettieri, LLP
  • Martha M. Henrickson, CEBS Attorney Management Guidance LLP
  • Samuel A. Henson, J.D., CEBS, CEBS Compliant, ISCEBS-Fellow, ASPPA-APM Senior Vice President—Director of Legislative and Regulatory Affairs Lockton Companies
  • Katherine A. Hesse, CEBS Compliant, ISCEBS-Fellow Partner Murphy, Hesse, Toomey & Lehane LLP
  • Joseph F. Hicks, Jr., EA, FCA, MAAA Senior Vice President CBIZ Retirement Plan Services
  • Thomas T. Holsman Consultant
  • Kathleen M. Jackson, CPA Partner Novak Francella, LLC
  • Daniela Janceski, GBA Plan Administrator Ohio Conference of Teamsters and Industry Health and Welfare Fund
  • Michael T. Joliat Shareholder Reinhart Boerner Van Deuren s.c.
  • Ian W. Jones Senior Consultant AndCo Consulting
  • Linda M. Josephson Shareholder McKenzie Rothwell Barlow & Coughran, P.S.
  • Lisa L. Kaiser, CEBS Compliant, ISCEBS-Fellow Fund Administrator Plumbers & Pipefitters Local 189, Fund Administration Office
  • Gene M. Kalwarski, EA, FSA, MAAA President and CEO Cheiron, Inc.
  • Michele L. Kessler Secretary-Treasurer United Food and Commercial Workers (UFCW) Local 1776 Keystone State
  • Travis J. Ketterman, GBA, GBA Partner McGann, Ketterman & Rioux
  • James A. Klein President American Benefits Council
  • Erik L. Knutzen Chief Investment Officer, Multi-Asset Class Portfolios Neuberger Berman
  • Michael P. Kreps Principal Groom Law Group, Chartered
  • Marilee P. Lau, CPA Consultant, Retired Partner KPMG LLP
  • Michael A. Ledbetter, CEBS Partner Ledbetter Parisi LLC
  • Margaret Lemkin, Ph.D. President Med-Care Management Inc.
  • AJ Loiacono Chief Executive Officer Capital Rx
  • Allison A. Madan Principal Slevin & Hart, P.C.
  • Sean P. Madix Executive Director/Administrator National Electrical Contractors Association (NECA) Local 134 International Brotherhood of Electrical Workers (IBEW) Employee Benefit Plans
  • Elizabeth E. Manzo, Esq. Shareholder Lindabury, McCormick, Estabrook & Cooper, P.C.
  • Bonnie L. Maraia President BeneSys Administrators
  • Ruth S. Marcott Of Counsel Kutak Rock LLP
  • Richard Masur Labor Trustee SAG Pension Plan & SAG-AFTRA Health Plan
  • Kevin J. McCaffrey, CEBS President Teamsters Local 707
  • Diane R. McNally Senior Vice President, Senior Consultant and Principal Segal Select Insurance
  • Larry P. McNutt, CPA Senior Vice President, Corporate and Pension Administration Northwest Administrators, Inc.
  • Jennifer Mink Senior Partner | Senior Consultant Investment Performance Services, LLC
  • Rachel Mora Plan Manager BeneSys, Inc.
  • Pamela H. Nissen Shareholder Reinhart Boerner Van Deuren s.c.
  • Amanda J. Notaristefano President The McKeogh Company
  • Philip R. O'Brien, Esq. Attorney-Shareholder, Employee Benefits Reinhart Boerner Van Deuren s.c.
  • Joseph F. Ohm Fund Administrator Plumbers' and Technical Engineers' Local 130 Benefit Funds
  • Leonard P. O'Neill International Trustee UNITE HERE Local 483
  • Stephen J. O'Sick, CEBS Fund Administrator Bricklayers and Allied Craftworkers Local #2, New York Joint Benefits Funds
  • Jillian R. Otten Director USA Digital Media LLC
  • Stephanie Patrick, FSA, MAAA Senior Consulting Actuary Horizon Actuarial Services, LLC
  • Eileen O. Pincay Vice President and Pharmacy Benefits Consultant Segal
  • Scott M. Price, CPA Managing Partner-D.C. Office WithumSmith+Brown, PC
  • Robert M. Projansky Partner Proskauer Rose LLP
  • Jani K. Rachelson Partner Cohen, Weiss and Simon LLP
  • Peter M. Rosene, Esq. Shareholder Reinhart Boerner Van Deuren s.c.
  • Jason L. Russell, EA, FSA, MAAA Senior Vice President and Actuary Segal
  • Gabriela D. Santos Executive Director, Global Market Strategist J.P. Morgan Chase
  • Richard J. Sawhill Executive Vice President and Chief Executive Officer Airconditioning, Refrigeration and Mechanical Contractors Association of Southern California
  • Neal S. Schelberg Partner Proskauer LLP
  • Evelyn Shapiro Executive Secretary Treasurer Pacific Northwest Regional Council of Carpenters
  • John E. Slatery, CEBS Director, Benefits Department International Brotherhood of Teamsters
  • Barry S. Slevin President Slevin & Hart, P.C.
  • David S. Sobel, M.D., M.P.H. Adjunct Lecturer, Department of Medicine Stanford University School of Medicine
  • James Solloway, CFA Chief Market Strategist and Senior Portfolio Manager, Investment Management Unit, Portfolio Strategies Group SEI Investments
  • Nancy Spangler, OTR/L, Ph.D., OTR/L President Spangler Associates, Inc.
  • Andrew E. Staab Vice President and Senior Corporate Counsel U.S. Bank Law Division, Trust Legal Services, U.S. Bank National Association
  • Marianne Steger, M.S., CEBS Director of Public Sector and Labor Strategy Willis Towers Watson
  • Josh Sundquist Motivational Speaker/ Paralympian/ Comedian The Sundquist Company LLC
  • Annie Taylor, CFA, CFA Managing Director, Senior Consultant Verus
  • Heidi E. tenBroek Principal, Consultant, Employee Communication Milliman, Inc.
  • Ian Toner, CFA Chief Investment Officer Verus Investments
  • Linda K. Vincent, R.N., CITRMS, PI Principal Vincent & Associates/Affiliated Health Funds
  • Charles R. Virginia, III, Esq. Co-Founder Virginia & Ambinder, LLP
  • Philip R. Vivirito Principal WithumSmith+Brown, PC
  • Aruna Vohra Senior Consultant Horizon Actuarial Services, LLC
  • Justin P. Webb, CIPP/US Co-Chair, Data Privacy and Cybersecurity Practice Group and Chief Information Security Officer Godfrey & Kahn s.c.
  • Elizabeth Wiley, EA, FCA, FSA, MAAA Consulting Actuary Cheiron, Inc.
  • Kevin Woodrich, EA, FCA, FSA, MAAA Principal Consulting Actuary Cheiron, Inc.
  • Thomas R. Young, M.D. CEO and Co-Founder Nview Health Inc.

 Continuing Education

The International Foundation's Annual Conference works hard to provide continuing Education credit. Information will be online as it becomes available regarding the 2021 conference. View Annual Conference continuing education full details.

CEBS Compliance Approved

Educational sessions at this program can qualify for CEBS Compliance credit. Visit for more information.

Young Professionals Scholarship Available

The International Foundation of Employee Benefit Plans and the International Society of Certified Employee Benefit Specialists (ISCEBS) have teamed up to create a scholarship opportunity for young employee benefits professionals to encourage participation in the benefits industry. [Learn More]

Register With Confidence

We can't wait to see you. Our mission is to create the best learning environment for you, and that includes ensuring a safe learning environment following the latest health guidelines. This event is also available virtually so those learning remotely can share in the educational experience. The virtual format includes all key content, and you can still qualify for a Certificate of Attendance (assuming you attend the minimum number of sessions required).

All conferences have a no-penalty transfer policy, allowing you to transfer to any other 2021 or 2022 program. Hotel cancellation policies apply. See

Here's How It Works

You choose your format: in-person or virtual. You have the flexibility to change your format should your plans change—Just give us a week's notice so we can best prepare for your participation. With an in-person format, you'll receive access to the recorded sessions after the program concludes. To qualify for a Certificate of Attendance (if applicable), you must complete all the required sessions in your chosen format. For example, if you choose the in-person option, you must complete all the required sessions in person.

COVID-19 Preparations

The International Foundation is closely monitoring local, state and federal agencies regarding the latest safety precautions. We are also working closely with the event property to implement the current safety guidelines. As the event draws closer, watch for safety guidelines that will be in place.

Registration Information

Registration Information
  Member Nonmember

Through 9/7/2021 US $1,625.00
After 9/7/2021 US $1,925.00 Members Only