Annual Employee Benefits Conference

67th Annual Employee Benefits Conference

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

Choose your experience:

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 and your peers 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.


Access the virtual conference until November 20, 2021.

All regisistrants regardless if they attended in-person or virtual have access to all of the virtual sessions until November 20, 2021.

Access Virtual Conference


​Program at a Glance

Sessions that were presented at the 67th Annual Employee Benefits Conference.

  • Available in person
  • Available virtually
  • Health
  • Retirement
  • Canadian
  • General
You must be a logged in registrant to access session handouts.
Sunday October 17, 2021
4:30-6:00 p.m. MT
Opening Session—Radical Acceptance: The Power of Being Real
4:30-6:00 p.m. MT

As organizations move from social responsibility to social equity, Risha Grant brings it all into perspective.

First, get rid of the BS.

It all starts with addressing unconscious biases. These create barriers and prevent connected cultures at work. The power of being the real you, the authentic you, brings forward a competitive advantage. When people feel empowered to radically accept themselves, they stop hiding their innovation, creativity and unique abilities, which allows them to build authentic relationships.

Bias and belonging are in opposition to one another. Recognizing her own BS taught Risha that unconscious bias is a barrier to inclusion, both personally and professionally. By extending that knowledge to business, she teaches audiences to identify, own and confront their personal biases while also instructing companies on the importance of building a connected culture through self awareness, dialogue, allyship and radical acceptance. These actions lead to the number one goal of creating an equitable workplace.

Audience key takeaways:

  • Radical Acceptance—The power of authenticity and how that provides a competitive advantage while also providing attendees with the permission to live authentically
  • Unconscious Bias—Learning to identify, own and confront biases so those actions and feelings don’t show up in behavior toward colleagues
  • Working Through Adversity—Learning to love yourself while navigating difficult situations professionally
  • Intersectionality—How intersectionality is a strength instead of a weakness

This session will not be recorded.

Category: Keynote
Risha Grant
Speaker
Risha Grant
Founder and CEO
Risha Grant LLC
Monday October 18, 2021
7:30-8:45 a.m. MT
Does It Take a Diamond to Get Members Engaged?
7:30-8:45 a.m. MT
  • Different ways to present information to increase engagement
  • Potential benefits of utilizing virtual tools
  • Challenge of overcoming usage barriers
  • Challenge of changing member behavior
  • Setting the right message in moments of need
Category: General Topics
Heidi E. tenBroek
Co-Speaker
Heidi E. tenBroek
Principal and Communication Consultant
Milliman, Inc.
Rachel Mora
Co-Speaker
Rachel Mora
Plan Manager
BeneSys, Inc.
7:30-8:45 a.m. MT
FEATURED SESSION—Rethinking Behavior Change: The Health Benefits of Success and Confidence
7:30-8:45 a.m. MT

Behavior change is critical to effective and efficient health care as well as to the health and productivity of employees. What are the pathways and methods to support successful change? Is behavior always difficult to change? Are people really unmotivated? Does health improvement always involve arduous self-discipline and denial? Is everything that feels good really bad for you? What are the relationships between happiness and confidence and improved health outcomes? How can we make it easier for patients to do what they are already motivated to do? How can we align treatment plans and behavior change with intrinsic motivation to create successful experiences?

In this featured session, we will explore practical, evidence-based strategies that can enhance happiness, increase productivity, improve health outcomes and even reduce health care costs.

Category: Health and Welfare
David S. Sobel, M.D., M.P.H.
Speaker
David S. Sobel, M.D., M.P.H.
Adjunct Lecturer, Department of Medicine
Stanford University School of Medicine
7:30-8:45 a.m. MT
How Come My Target Date Fund Is Beating My Investment Professionals?
7:30-8:45 a.m. MT
  • How to best evaluate your investment managers
  • Policing fees and overseeing your investment consultants
  • Key reports and information to ask each reporting period
  • When to hire and when to fire
Category: Investments
Jim V. Bracchitta, CEBS
Panelist
Jim V. Bracchitta, CEBS
Labor Trustee
Screen Actors Guild (SAG) Pension Plan, SAG-AFTRA Health Plan
Matthew L. McMenamy
Panel Facilitator
Matthew L. McMenamy
Director, Institutional Client Group
Vontobel Asset Management Inc.
William C. Ligetti, Jr.
Panelist
William C. Ligetti, Jr.
Management Trustee
Plasterers and Cement Masons Pension Fund
7:30-8:45 a.m. MT
Life With COVID—Health Care Benefit Trends
7:30-8:45 a.m. MT
  • Current cost trends
  • Health plan coverage and COVID-19—Where do we stand?
  • Plan restructuring and design
  • Recovery and disparities
  • How to deal with renewal rates/negotiating with providers
  • Telemedicine
  • Recent types of health care fraud
Category: Health and Welfare
Linda K. Vincent, R.N., CITRMS, PI
Co-Speaker
Linda K. Vincent, R.N., CITRMS, PI
Principal
Vincent & Associates/Affiliated Health Funds
Margaret C. Lemkin, Ph.D.
Co-Speaker
Margaret C. Lemkin, Ph.D.
Executive Vice President, Client Services
Valenz Health
7:30-8:45 a.m. MT
Virtual Trust Meetings
7:30-8:45 a.m. MT
  • Resources of various virtual platforms (Zoom, WebEx, Go-To-Meeting, etc.)
    • Utilizing tools such as screen sharing, hand raising, chat, etc.
  • How to manage the toll of virtual meetings
  • Cost savings
  • Best practices for:
    • Etiquette
    • Executive sessions
    • HIPAA compliance

If you are watching the recording of this session online, please note that you will need to open the Presentation Handout to follow along with the speakers. You will not be able to see the slides in the recording. A link to the video shown at the beginning of the session is also available in the resources below.

Category: Fiduciary Responsibility
Christopher J.G. Brockmeyer
Panelist
Christopher J.G. Brockmeyer
Director of Employee Benefit Funds
The Broadway League Inc.
Mark E. Belland, Esq.
Panelist
Mark E. Belland, Esq.
Shareholder
O’Brien, Belland & Bushinsky, LLC
Stephen J. O
Panel Facilitator
Stephen J. O'Sick, CEBS
Executive Director
New York Labor Health Care Alliance, Inc.
7:30-8:45 a.m. MT
Withdrawal Liability Approaches
7:30-8:45 a.m. MT

An overview of the various approaches that plans can use to effectively manage potential withdrawal liability, including:

  • Methods
  • Free look
  • Retail food rule
  • Repeating partial withdrawals
  • Sending estimates as soon as possible
  • Settlement discussions
  • Impact of PBGC support.
Category: Pension
Bruce C. Cable, ASA, EA, MAAA
Co-Speaker
Bruce C. Cable, ASA, EA, MAAA
Consulting Actuary
Rael & Letson
Charles R. Virginia, III, Esq.
Co-Speaker
Charles R. Virginia, III, Esq.
Co-Founder
Virginia & Ambinder, LLP
9:15-10:30 a.m. MT
Advocating Effectively With Your Elected Officials
9:15-10:30 a.m. MT
  • How to effectively communicate with elected officials and policymakers to be better advocates
  • How to identify opportunities to get more involved in policymaking both individually and through coalition-building
  • Discussion of how to best message retirement security pensions
Category: Public Plans
Kelly L. Fox
Co-Speaker
Kelly L. Fox
Division Chief, Stakeholder Relations
California Public Employees Retirement System (CalPERS)
Steve Bergquist
Co-Speaker
Steve Bergquist
State Representative
Washington State House of Representatives
9:15-10:30 a.m. MT
Benefits Scorecard: How the New Administration and Congress Are Doing in Year One
9:15-10:30 a.m. MT
  • Policies and priorities
  • Congressional direction
  • Impact on employee benefits
  • Impact on entitlement programs
  • The effect of the election and new appointments to the agencies
  • Tension between progressives, moderates and conservatives
Category: General Topics
James A. Klein
Speaker
James A. Klein
President
American Benefits Council
9:15-10:30 a.m. MT
Considering Alternative Investments as a Solution to Today’s Environment
9:15-10:30 a.m. MT
  • How has real estate been impacted by COVID-19?
  • Infrastructure opportunities under the new administration
  • Private equity
  • Private debt
  • Risks associated with alternative investments
  • Low interest rates
  • Fee compression and fee changes
Category: Investments
Jared B. Gross
Panelist
Jared B. Gross
Managing Director, Head of Institutional Portfolio Strategy
J.P. Morgan Asset Management
Jeffrey M. Covell, CFA
Panel Facilitator
Jeffrey M. Covell, CFA
Area Senior Vice President
Gallagher Fiduciary Advisors, LLC
Jens Ernberg
Panelist
Jens Ernberg
Managing Director, Co-Head of Private Credit
Capital Dynamics
9:15-10:30 a.m. MT
General Fiduciary Training
9:15-10:30 a.m. MT
  • Who is considered a fiduciary?
  • The difference between settlor and fiduciary decisions
  • Potential pitfalls
  • Best practices
    • Changing tools of board meetings
    • How trustees should prepare for meetings
Category: Fiduciary Responsibility
James S. Beall, Esq.
Speaker
James S. Beall, Esq.
Partner
Willig, Williams & Davidson
9:15-10:30 a.m. MT
Getting a Handle on Rx Drug Costs
9:15-10:30 a.m. MT
  • Overseeing your PBM
  • Using Rx cost control solutions
  • Understanding pricing and rebates
  • How everything can work together
Category: Health and Welfare
Linda J. Cahn, Esq.
Co-Speaker
Linda J. Cahn, Esq.
President, Chief Executive Officer
Pharmacy Benefit Consultants, National Prescription Coverage Coalition
Susan A. Hayes, D.Crim.J., AHFI, CPhT, LPD
Co-Speaker
Susan A. Hayes, D.Crim.J., AHFI, CPhT, LPD
Chief Executive Officer
Pharmacy Investigators and Consultants
9:15-10:30 a.m. MT
Health Care Legal and Legislative Update
9:15-10:30 a.m. MT
  • American Rescue Plan Act, CARES Act and other legislative changes
  • New health care developments with the Biden administration
  • ACA
  • COBRA
  • Transparency and surprise billing regulations
  • Pre-65 exchanges for all employees (retirees and active)
    • Trend toward defined contribution plan
Category: Health and Welfare
Kathryn L. Bakich
Speaker
Kathryn L. Bakich
Senior Vice President, National Health Compliance Practice Leader
Segal
9:15-10:30 a.m. MT
Index vs. Actively Managed Funds
9:15-10:30 a.m. MT
  • Difference between index funds and actively managed funds
    • Which is right for you?
    • What are your goals?
  • Considerations when selecting investment vehicles and managers
  • Fees and expenses
  • Systemic impacts of indexing
Category: Investments
Geoffrey Gerber, Ph.D.
Speaker
Geoffrey Gerber, Ph.D.
President and Chief Investment Officer
TWIN Capital Management, Inc.
9:15-10:30 a.m. MT
Knowing What We Don’t Know: Lessons From Behavioral Finance
9:15-10:30 a.m. MT
  • In what ways is human behavior biased?
  • What implications does this have for markets?
  • How can you improve your decision making?
Category: Investments
Rick Garnitz
Speaker
Rick Garnitz
President
LifeSpan Services, Inc.
9:15-10:30 a.m. MT
Legislative and Legal Regulatory Update for Apprenticeship Funds
9:15-10:30 a.m. MT
  • New administration and skill developments, etc.
  • Funding opportunities (federal and states)
  • Legislative and regulatory initiatives of the Biden administration
  • State initiatives
Category: Training and Education
Rena G. Sauer, Esq.
Speaker
Rena G. Sauer, Esq.
Partner
Ledbetter Parisi LLC
9:15-10:30 a.m. MT
Managing Retiree Health Care Costs: Is There Value in Transitioning Retirees to Medicare Advantage/Medicare Exchange?
9:15-10:30 a.m. MT
  • Health care options to consider for your retirees
  • Stress testing your retiree health plan
  • Education pertaining to end-of-life issues
  • Medicare exchange
Category: Health and Welfare
John P. Dulczak
Co-Speaker
John P. Dulczak
Co-Founder and CEO
Labor First
Marianne Steger, M.S., CEBS
Co-Speaker
Marianne Steger, M.S., CEBS
Director of Public Sector and Labor Strategy
Via Benefits of Willis Towers Watson
9:15-10:30 a.m. MT
Payroll Audit Issues
9:15-10:30 a.m. MT
  • How did the pandemic affect payroll audits?
  • Payroll audits in a virtual environment
  • Communication with employer
    • How can you improve this moving forward?
  • Increasing collections through payroll audits
Category: General Topics
Jacquelyn K. Coyle, CFE, CPA
Co-Speaker
Jacquelyn K. Coyle, CFE, CPA
Partner
Novak Francella, LLC
Philip R. Vivirito
Co-Speaker
Philip R. Vivirito
Principal
WithumSmith+Brown, PC
9:15-10:30 a.m. MT
PBGC Update
9:15-10:30 a.m. MT

With a new administration firmly in place, hear from the PBGC about its biggest concerns, recent initiatives and outlook for the future.

Category: Pension
Daniel S. Liebman
Panelist
Daniel S. Liebman
Deputy General Counsel, Program Law and Policy Department
Pension Benefit Guaranty Corporation (PBGC)
Karen L. Morris
Panelist
Karen L. Morris
Chief of Negotiations and Restructuring
Pension Benefit Guaranty Corporation (PBGC)
Theodore A. Goldman, EA, FCA, FSA, MAAA
Panelist
Theodore A. Goldman, EA, FCA, FSA, MAAA
Director of Policy, Research, and Analysis
Pension Benefit Guaranty Corporation (PBGC)
9:15-10:30 a.m. MT
Pension and Retirement Trends Workshop
9:15-10:30 a.m. MT
  • Challenges of a low interest rate environment
  • Emerging trends coming out of the pandemic
  • Who will get the pension aid and who won’t?
    • Could this affect dynamics in the environment?
  • Litigation update for defined benefit plans
Category: Pension
Andrew E. Staab
Co-Speaker
Andrew E. Staab
Vice President and Senior Corporate Counsel
U.S. Bank Law Division, Trust Legal Services, U.S. Bank National Association
Jason L. Russell, EA, FSA, MAAA
Co-Speaker
Jason L. Russell, EA, FSA, MAAA
Senior Vice President and Actuary
Segal
9:15-10:30 a.m. MT
Succession Planning for Smooth Transitions
9:15-10:30 a.m. MT

One of the lessons we have learned during this pandemic and other natural disasters that have occurred in recent years is that planning for the future is a necessity. This session will help you determine when to start the process and what it will look like. Topics include:

  • Identifying the next generation of trustees
  • Succession planning
  • Messages that work
  • Training plans.

Category: General Topics
Donald E. Greenwell, III
Panelist
Donald E. Greenwell, III
President, The Builders' Association
Executive Director, Associated General Contractors of America, Kansas City Chapter
Kristina M. Guastaferri, CPA
Panel Facilitator
Kristina M. Guastaferri, CPA
Administrator
Mid-America Carpenters Regional Council Benefit Funds
Michele L. Kessler
Panelist
Michele L. Kessler
Secretary-Treasurer
United Food and Commercial Workers (UFCW) Local 1776
Richard J. Sawhill
Panelist
Richard J. Sawhill
Professional Trustee
9:15-10:30 a.m. MT
Vaccines and the Cost of Care for Unvaccinated Participants
9:15-10:30 a.m. MT
  • New guidance on vaccinations
    • Current exemptions and efforts to require people to take the vaccine
    • Collective bargaining and vaccines
  • Coverage issues and paying for care that would have been prevented by vaccination
  • Vaccination fast track
    • Will the COVID vaccination process result in future medications and vaccinations getting faster approval by the government?
    • Potential COVID boosters due to variants
  • DEI and the challenges of equitable distribution of vaccines
Category: Health and Welfare
Diana M. Bardes
Co-Speaker
Diana M. Bardes
Partner
Mooney, Green, Saindon, Murphy & Welch, P.C.
Michele Domash, FCA, FSA, MAAA
Co-Speaker
Michele Domash, FCA, FSA, MAAA
Principal Consulting Actuary
Cheiron
9:15-10:30 a.m. MT
Variable Annuity Pension Plans (VAPPs) and Other Alternate Plan Designs—Part I: An Introduction
9:15-10:30 a.m. MT
  • What are VAPPs?
  • What is driving this change in plan structure?
  • Key factors to consider when choosing to stay in your existing plan or switch to a VAPP
    • Can a solution be found in changing your formula?
  • Risks involved in these plan designs
Category: Pension
Benjamin P. Ablin, ASA, EA, MAAA
Panelist
Benjamin P. Ablin, ASA, EA, MAAA
Consulting Actuary
Horizon Actuarial Services, LLC
Brian J. Harper, EA, MAAA
Panelist
Brian J. Harper, EA, MAAA
Consulting Actuary
Rael & Letson
Victor P. Harte, EA, MAAA
Moderator/Panelist
Victor P. Harte, EA, MAAA
Principal and Consulting Actuary
Milliman Inc.
10:45 a.m.-12:00 p.m. MT
Accounting and Auditing Update
10:45 a.m.-12:00 p.m. MT

This session will review the latest accounting and auditing technical guidance, including:

  • Employee benefit plans (EBP) reporting standard
  • Lease standard
  • Payroll audits
  • SAS 134 and SAS 135
  • Quality management standard exposure draft
Category: Fund Professionals - Accountants
Eric J. Wallin, CPA
Speaker
Eric J. Wallin, CPA
Partner
Legacy Professionals LLP
10:45 a.m.-12:00 p.m. MT
Dynamics of Equity Investing
10:45 a.m.-12:00 p.m. MT
  • Growth vs. value styles
  • Sector influences—What is really driving returns?
  • Domestic vs. non-U.S. (developed and emerging markets)
  • Cap-weighted vs. equal-weighted approaches
  • Fundamental research vs. quant-driven strategies
Category: Investments
Jennifer Mink
Speaker
Jennifer Mink
Senior Partner | Senior Consultant
Investment Performance Services, LLC
10:45 a.m.-12:00 p.m. MT
FEATURED SESSION—AIDS, Ebola, COVID: What’s Next?
10:45 a.m.-12:00 p.m. MT
  • A look back at the lessons learned from COVID and other epidemics
  • Ongoing challenges
    • Is the U.S. really spending more for worse outcomes?
  • Suggestions for funds, unions, employers
  • Racial disparities in outcomes and health care access
  • What’s next?
Category: Health and Welfare
Linda K. Vincent, R.N., CITRMS, PI
Co-Speaker
Linda K. Vincent, R.N., CITRMS, PI
Principal
Vincent & Associates/Affiliated Health Funds
Margaret C. Lemkin, Ph.D.
Co-Speaker
Margaret C. Lemkin, Ph.D.
Executive Vice President, Client Services
Valenz Health
10:45 a.m.-12:00 p.m. MT
Fiduciary Dilemmas Workshop
10:45 a.m.-12:00 p.m. MT

It’s one thing to be told the basic rules of fiduciary responsibility. It’s another to put them into action. This session offers the opportunity to put these concepts into practice through reviews of real-world situations. Explore the situation, determine what you would do in that position and discover what best practice could be implemented to avoid it happening to your fund.

Category: Fiduciary Responsibility
Anthony S. Cacace
Panel Facilitator
Anthony S. Cacace
Partner
Proskauer LLP
Denny Delk
Panelist
Denny Delk
Trustee
American Federation of Television and Radio Artists Retirement Fund
William F. Feyling
Panelist
William F. Feyling
Administrator
Carpenter Funds Administrative Office
10:45 a.m.-12:00 p.m. MT
Legal and Legislative Update for Retirement Plans
10:45 a.m.-12:00 p.m. MT
  • New developments in legislation and regulations
  • Pandemic-specific legislation including ARPA and more
  • State initiatives
  • Other developments

If you are watching the recording of this session online, please note that you will need to open the Presentation Handout to follow along with the speaker. You will not be able to see the slides in the recording.

Category: Pension
Jani K. Rachelson
Co-Speaker
Jani K. Rachelson
Partner
Cohen, Weiss and Simon LLP
Michael P. Kreps
Co-Speaker
Michael P. Kreps
Principal
Groom Law Group, Chartered
10:45 a.m.-12:00 p.m. MT
Mental Health for Attorneys
10:45 a.m.-12:00 p.m. MT
  • Mental health issues stemming from the pandemic
  • Addiction issues
  • Warning signs
  • How to provide resources to those in need
  • Mental exercises and services that help provide stress relief
Category: Fund Advisors - Attorneys
Amy Kingery Phillips, MBA, LCSW, LAC
Speaker
Amy Kingery Phillips, MBA, LCSW, LAC
Assistant Director
Colorado Lawyer Assistance Program
10:45 a.m.-12:00 p.m. MT
Mental Health in the Trades
10:45 a.m.-12:00 p.m. MT
  • Status of mental health in the trades
    • Hazing
    • Harassment
  • Impact of COVID-19
  • Leveraging tech to assess mental health and connect to resources
  • Building resilience and breaking the cycle of hazing and harassment
  • What’s being done?
    Category: Training and Education
    Dr. John S. Gaal, CHW, CPS, CWP
    Co-Speaker
    Dr. John S. Gaal, CHW, CPS, CWP
    Director, Worker Wellness Program
    Missouri AFL-CIO
    Jamie F. Becker, LCSW-C
    Co-Speaker
    Jamie F. Becker, LCSW-C
    Director, Health Promotion
    Laborers' Health and Safety Fund of North America
    10:45 a.m.-12:00 p.m. MT
    Multiemployer Collective Bargaining Issues
    10:45 a.m.-12:00 p.m. MT

    This session will discuss how to handle collective bargaining issues related to:

    • COVID-19
    • ACA
    • Pensions
    • Potential pitfalls and other CBA issues to discuss with your professionals
    • Other topics.
    Category: Fiduciary Responsibility
    Pamela H. Nissen
    Co-Speaker
    Pamela H. Nissen
    Shareholder
    Reinhart Boerner Van Deuren s.c.
    Travis J. Ketterman, GBA
    Co-Speaker
    Travis J. Ketterman, GBA
    Partner
    McGann, Ketterman & Rioux
    10:45 a.m.-12:00 p.m. MT
    New Needs, New Obligations: Keeping Up With Mental Health Parity in a Pandemic Era
    10:45 a.m.-12:00 p.m. MT
    • New 2021 Consolidated Appropriations Act
    • Governmental efforts and techniques to audit plans for compliance
    • Plan experiences in providing mental health services during the pandemic
    • “Red flag” violations of the Mental Health Parity and Addiction Equity Act (MHPAEA)
    • How to prepare a compliance plan that will meet the new requirements
    Category: Health and Welfare
    John L. Barlament
    Co-Speaker
    John L. Barlament
    Shareholder
    Reinhart Boerner Van Deuren s.c.
    Stephanie Patrick, FSA, MAAA
    Co-Speaker
    Stephanie Patrick, FSA, MAAA
    Senior Consulting Actuary
    Horizon Actuarial Services, LLC
    10:45 a.m.-12:00 p.m. MT
    Pros and Cons to Stop-Loss
    10:45 a.m.-12:00 p.m. MT
    • When do you need stop-loss insurance?
    • How much do you need?
    • Choosing coverage (threshold, agg/spec, additional types of coverage)
    • Balancing premium and value
    • How to utilize stop-loss effectively
    • Adverse selection
    • How to ensure that your stop-loss contract is tight
    Category: Health and Welfare
    Ruth Gillan
    Co-Speaker
    Ruth Gillan
    Director of Employee Benefits & Taft Hartley
    Hilb Group of New England
    Stephanie B. Whalen
    Co-Speaker
    Stephanie B. Whalen
    President
    The Union Labor Life Insurance Company
    10:45 a.m.-12:00 p.m. MT
    Providing Employee Benefits to Gig Workers
    10:45 a.m.-12:00 p.m. MT
    • Review of the status of gig workers (employee vs. independent contractor)
    • Impact of coverage for gig workers under multiemployer plans
    • Availability of benefits to independent contractors
    • Impact on coverage if gig workers organize
    • Status of legislation and possible regulatory action to provide coverage
    Category: General Topics
    Jeffrey S. Endick
    Speaker
    Jeffrey S. Endick
    Principal
    Slevin & Hart P.C.
    10:45 a.m.-12:00 p.m. MT
    Real Estate Investments: Before and After the Pandemic
    10:45 a.m.-12:00 p.m. MT
    • Status of real estate investing: commercial, retail, industrial, multifamily
    • Allocation options and the portfolio benefits real estate can have in recession and recovery periods
    • Urban vs. suburban real estate opportunities
    • What will real estate look like when people return to the office?
      • Will they work remotely?
      • Will office spaces be expanded due to social distance requirements?
    Category: Investments
    Cory A. Carlson
    Panelist
    Cory A. Carlson
    President, Chief Executive Officer and Chief Investment Officer, Real Estate
    Washington Capital Management, Inc.
    John M. Elliot
    Panel Facilitator
    John M. Elliot
    Partner
    NEPC, LLC
    Kevin S. Price
    Panelist
    Kevin S. Price
    Managing Director and Head of Asset Management
    Mesirow
    Paul J. Nasser
    Panelist
    Paul J. Nasser
    Chief Financial Officer & Chief Operating Officer
    Intercontinental Real Estate Corporation
    10:45 a.m.-12:00 p.m. MT
    The Fund Office of the Future
    10:45 a.m.-12:00 p.m. MT
  • What does your fund office look like now?
    • Managing through a public health crisis
  • New modes of communication with participants
  • Virtual board meetings
  • Mental health issues with staff: handling stress mitigation and increasing focus, attention and productivity
  • Payroll audits
  • Security concerns
  • Please refer to the resources for this session to view the video that the speakers reference midway through the session.

    Category: Administration
    Daniela Janceski, CEBS
    Co-Speaker
    Daniela Janceski, CEBS
    Plan Administrator
    Ohio Conference of Teamsters and Industry Health and Welfare Fund
    Paula D. Allphin
    Co-Speaker
    Paula D. Allphin
    Plan Manager
    BeneSys Administrators
    10:45 a.m.-12:00 p.m. MT
    VAPPs and Other Alternative Plan Designs—Part II: An Advanced Discussion
    10:45 a.m.-12:00 p.m. MT
    • Key considerations once you have decided to make a change
    • Communication and how you get buy-in from the members
    • Do you put it in the collective bargaining agreement first, or do you get buy-in from the members first?
    • Avoiding an “us vs. them” situation with participants
    Category: Pension
    Barry S. Slevin
    Panelist
    Barry S. Slevin
    President
    Slevin & Hart, P.C.
    Gene M. Kalwarski, EA, FCA, FSA, MAAA
    Moderator/Panelist
    Gene M. Kalwarski, EA, FCA, FSA, MAAA
    President and CEO
    Cheiron, Inc.
    Paul L. Graf, ASA, EA, MAAA
    Panelist
    Paul L. Graf, ASA, EA, MAAA
    Consulting Actuary
    Rael & Letson
    10:45 a.m.-12:00 p.m. MT
    What Could Possibly Happen Next? Asset Allocation and Uncertainty
    10:45 a.m.-12:00 p.m. MT

    In this session, we will discuss an approach to asset allocation that incorporates all the uncertainties that come with trying to predict the future. The presentation will cover:

    • How to approach asset allocation
    • Understanding how risk impacts the uncertainty of future returns
    • How to reconcile actuarial assumptions with investment return projections
    • Alternative asset allocation solutions
    • Tradeoffs made in the risk/return profile.
    Category: Investments
    Ian Toner, CFA
    Speaker
    Ian Toner, CFA
    Chief Investment Officer
    Verus Investments
    10:45 a.m.-12:00 p.m. MT
    Working With Your A-Team
    10:45 a.m.-12:00 p.m. MT
    • Who is part of the A-Team?
    • Dealing with conflicts of interest
    • Contemplating a change in health benefits
    • Investigating a pension design change
    • Exploring a withdrawal
    • Making technological improvements
    • Audit reporting changes and new standards
    Category: General Topics
    Amanda J. Notaristefano
    Panelist
    Amanda J. Notaristefano
    President
    The McKeogh Company
    Bonnie L. Maraia
    Panelist
    Bonnie L. Maraia
    President
    BeneSys, Inc.
    Kathleen M. Jackson, CPA
    Panelist
    Kathleen M. Jackson, CPA
    Partner
    Novak Francella, LLC
    Philip R. O
    Panelist
    Philip R. O'Brien, Esq.
    Attorney-Shareholder, Employee Benefits
    Reinhart Boerner Van Deuren s.c.
    Robert M. Projansky
    Panel Facilitator
    Robert M. Projansky
    Partner
    Proskauer Rose LLP
    1:15-2:30 p.m. MT
    Are You Spending Too Little on Preventive Care?
    1:15-2:30 p.m. MT
    • Can you bring costs down by spending more upfront?
    • Mental health issues
    • Tools to use to determine where you are underspending or overspending
      • Milliman health waste calculator
    • Virtual preventive care
    • Wellness program
    Category: Health and Welfare
    Anikia Nelson, M.D.
    Panelist
    Anikia Nelson, M.D.
    Physician Consultant and Clinical Product Manager
    Milliman, Inc.
    Larry P. McNutt, CPA
    Panel Facilitator
    Larry P. McNutt, CPA
    Senior Vice President, Corporate and Pension Administration
    Northwest Administrators, Inc.
    Nancy A. Giunto
    Panelist
    Nancy A. Giunto
    Executive Director
    Washington Health Alliance
    William J. Fox, FSA, MAAA
    Panelist
    William J. Fox, FSA, MAAA
    Principal, Consulting Actuary
    Milliman, Inc.
    1:15-2:30 p.m. MT
    Butch Lewis Act and the Nuts and Bolts on Helping Your Clients
    1:15-2:30 p.m. MT
    • Overview of the new legislative and regulatory changes
    • Application process
      • Who can apply?
    • How to get the most for your funds
    • Will the public sector come into play?
    Category: Fund Advisors - Attorneys
    Emily M. Morrison
    Co-Speaker
    Emily M. Morrison
    Attorney
    Shumaker, Loop & Kendrick, LLP
    Scott D. Newsom
    Co-Speaker
    Scott D. Newsom
    Partner
    Shumaker, Loop & Kendrick, LLP
    1:15-2:30 p.m. MT
    Communication With Participants and Beneficiaries
    1:15-2:30 p.m. MT
    • How the pandemic changed the way we communicate with plan participants and beneficiaries
    • New challenges of reaching participants in ways they understand
    • Inclusive communications
    • Social media issues
      • How to best approach
      • When to hire a consultant
    • Compliance issues
    Category: Administration
    Jillian R. Otten
    Panelist
    Jillian R. Otten
    Director
    USA Digital Media LLC
    Lee M. Centrone
    Panelist
    Lee M. Centrone
    Senior Vice President
    BeneSys Administrators
    Sally B. Corbin, J.D.
    Panelist
    Sally B. Corbin, J.D.
    Senior Vice President, Director of Insurance Relations
    Segal
    1:15-2:30 p.m. MT
    Copay Assistance Programs for Pharmacy Benefits
    1:15-2:30 p.m. MT
    • Managing high-cost claims
    • What should your copay assistance program include?
    • What do your participants have to do to get access to this program?
      • Will those requirements reduce participant involvement?
    • Nonmanufacturing sources of payment—finding other sources of funding for specialty medication
    Category: Health and Welfare
    AJ Loiacono
    Co-Speaker
    AJ Loiacono
    Chief Executive Officer
    Capital Rx
    John R. Adler
    Co-Speaker
    John R. Adler
    President
    ELMC Rx Solutions
    1:15-2:30 p.m. MT
    Diversity, Equity and Inclusion—Benefits
    1:15-2:30 p.m. MT
    • How to determine whether your benefit plans are biased
    • Utilization of technology and other resources
    • Tools needed to create a successful DEI program
    • Communication and language barriers
    Category: General Topics
    Uche Enemchukwu, Esq.
    Speaker
    Uche Enemchukwu, Esq.
    Chief Executive Officer
    Nelu Diversified Consulting Solutions
    1:15-2:30 p.m. MT
    Dueling Actuaries
    1:15-2:30 p.m. MT

    In a series of short debates, learn about varying considerations and perspectives on the following topics:

    • Redesigning pension plans
    • Moving the discount rate
    • Discount rates for funding vs. withdrawal liability
    • Mortality rates
    • Liability matching.
    Category: Pension
    Christian Benjaminson, EA, FSA, MAAA
    Panelist
    Christian Benjaminson, EA, FSA, MAAA
    Principal Consulting Actuary
    Cheiron, Inc.
    Joseph F. Hicks, Jr., EA, FCA, MAAA, MSPA, QPA
    Panelist
    Joseph F. Hicks, Jr., EA, FCA, MAAA, MSPA, QPA
    Senior Vice President
    CBIZ Retirement and Investment Solutions
    Mary Ann T. Dunleavy, ASA, EA, MAAA
    Panel Facilitator
    Mary Ann T. Dunleavy, ASA, EA, MAAA
    Consulting Actuary
    Horizon Actuarial Services, LLC
    Todd Tauzer, CERA, FCA, FSA, MAAA
    Panelist
    Todd Tauzer, CERA, FCA, FSA, MAAA
    National Public Sector Retirement Practice Leader
    Segal
    1:15-2:30 p.m. MT
    FEATURED SESSION—Economic Outlook and What to Expect From the New Administration
    1:15-2:30 p.m. MT
    • Current state of the economy
    • Projected deficits
    • Infrastructure needs and projections on economic growth, employment, markets
    • Inflation
    • Rising interest rates
    • ARPA and other legislation
    • How will regulations allow the money to be spent?
    Category: Investments
    Gabriela D. Santos
    Speaker
    Gabriela D. Santos
    Executive Director, Global Market Strategist
    J.P. Morgan Chase
    1:15-2:30 p.m. MT
    Health and Welfare Fund Trends Workshop
    1:15-2:30 p.m. MT
    • Current cost trends
    • Health plan coverage and COVID-19—Where do we stand?
    • Plan restructuring and design
    • Recovery and disparities
    • How to deal with renewal rates/negotiating with providers
    • Telemedicine
    Category: Health and Welfare
    Linda K. Vincent, R.N., CITRMS, PI
    Co-Speaker
    Linda K. Vincent, R.N., CITRMS, PI
    Principal
    Vincent & Associates/Affiliated Health Funds
    Margaret C. Lemkin, Ph.D.
    Co-Speaker
    Margaret C. Lemkin, Ph.D.
    Executive Vice President, Client Services
    Valenz Health
    1:15-2:30 p.m. MT
    How to Address Mental Health Issues—Part II: Serious Mental Health Issues
    1:15-2:30 p.m. MT
    • Echo of the pandemic on mental health
    • Financial problems that lead to mental health issues
    • How do mental health issues affect the construction industry?
    • Mental health issues after a suicide—Continuing the conversation
      • PTSD and mental health issues for the family and friends who are left behind
      • How suicide affects relationships and marriage
    Category: Health and Welfare
    Thomas R. Young, M.D.
    Speaker
    Thomas R. Young, M.D.
    CEO and Co-Founder
    Nview Health Inc.
    1:15-2:30 p.m. MT
    Legal and Fiduciary Issues in Investments
    1:15-2:30 p.m. MT
    • Review of the basics
    • Setting the IPS
    • Procurement and contracting process
    • Monitoring process
    • Alternative investments
      • Areas that commonly lead to litigation
      • UBTIs
    Category: Fiduciary Responsibility
    Ian W. Jones
    Panelist
    Ian W. Jones
    Senior Consultant
    AndCo Consulting
    Leonard P. O
    Panel Facilitator
    Leonard P. O'Neill
    International Trustee
    UNITE HERE Local 483
    Sharon M. Goodman, Esq.
    Panelist
    Sharon M. Goodman, Esq.
    Principal
    Slevin & Hart, P.C.
    1:15-2:30 p.m. MT
    Overview of the New Chapter on Multiemployer Plans in the Audit Guide
    1:15-2:30 p.m. MT

    As the new chapter for multiemployer plans in the AICPA’s Employee Benefit Plans: Audit and Accounting Guide is being rolled out, attend this session for an overview of what is included in the chapter. This session will cover peer review findings in these plans, audit and accounting best practices, and examples.

    Category: Fund Professionals - Accountants
    Eric S. Carroll
    Co-Speaker
    Eric S. Carroll
    Partner
    RSM US LLP
    Marilee P. Lau, CPA
    Co-Speaker
    Marilee P. Lau, CPA
    Consultant, Retired Partner
    KPMG LLP
    1:15-2:30 p.m. MT
    Paid Leave
    1:15-2:30 p.m. MT

    This session will provide an overview of federal and state laws related to paid leave and how they interact. It will also consider what is being done to address the issue, including:

    • State scorecard and pending activity
    • Legislation and regulations
      • Possible ERISA preemption
    • Possible federal solutions
    • Disability and collective bargaining.

    Category: General Topics
    Daniel D. Skwire, FSA, MAAA
    Co-Speaker
    Daniel D. Skwire, FSA, MAAA
    Principal and Consulting Actuary
    Milliman, Inc.
    Nan O
    Co-Speaker
    Nan O'Neill
    Partner
    Murphy, Hesse, Toomey & Lehane LLP
    1:15-2:30 p.m. MT
    Retention Strategies to Keep Your Apprentices on Track
    1:15-2:30 p.m. MT
    • Strategies for supporting your apprentices and keeping them committed to the program from start to finish
    • Academic support
    • Financial support
    • Mentoring
    • Building soft skills
      Category: Training and Education
      Randall L. Fox
      Co-Speaker
      Randall L. Fox
      Executive Director
      Associated General Contractors (AGC), West Central Ohio Division
      Tina M. Williams
      Co-Speaker
      Tina M. Williams
      Executive Director
      Charlotte Electrical JATC
      1:15-2:30 p.m. MT
      Risk Sharing in the Public DB Plan
      1:15-2:30 p.m. MT
      • End results of the continued increase in unfunded liabilities
      • Costs of the pandemic
      • How risk sharing has evolved
      • Ideas to share
      • Potential benefits of risk sharing for your public sector benefit plan
      Category: Public Plans
      Elizabeth Wiley, EA, FCA, FSA, MAAA
      Co-Speaker
      Elizabeth Wiley, EA, FCA, FSA, MAAA
      Public Pension Coordinator and Consulting Actuary
      Cheiron, Inc.
      Kevin Woodrich, EA, FSA, MAAA
      Co-Speaker
      Kevin Woodrich, EA, FSA, MAAA
      Principal Consulting Actuary
      Cheiron, Inc.
      1:15-2:30 p.m. MT
      ROUNDTABLE—Hot Topics in Pensions
      1:15-2:30 p.m. MT
      • Challenges of a low interest rate environment
      • Emerging trends coming out of the pandemic
      • Who will get the pension aid and who won’t?
        • Could this affect dynamics in the environment?
      • Litigation update for defined benefit plans
      Category: Pension
      Andrew E. Staab
      Co-Speaker
      Andrew E. Staab
      Vice President and Senior Corporate Counsel
      U.S. Bank Law Division, Trust Legal Services, U.S. Bank National Association
      Jason L. Russell, EA, FSA, MAAA
      Co-Speaker
      Jason L. Russell, EA, FSA, MAAA
      Senior Vice President and Actuary
      Segal
      1:15-2:30 p.m. MT
      The Fiduciary Dilemmas for Today
      1:15-2:30 p.m. MT

      It’s one thing to be told the basic rules of fiduciary responsibility. It’s another to put them into action. This session offers the opportunity to put these concepts into practice through reviews of real-world situations. Explore the situation, determine what you would do in that position and discover what best practice could be implemented to avoid it happening to your fund.

      Category: Fiduciary Responsibility
      Anthony S. Cacace
      Panel Facilitator
      Anthony S. Cacace
      Partner
      Proskauer LLP
      Denny Delk
      Panelist
      Denny Delk
      Trustee
      American Federation of Television and Radio Artists Retirement Fund
      James M. Heinzman, CFE, CPA
      Panelist
      James M. Heinzman, CFE, CPA
      Partner
      Schultheis & Panettieri, LLP
      Thomas T. Holsman
      Panelist
      Thomas T. Holsman
      Consultant
      William F. Feyling
      Panelist
      William F. Feyling
      Administrator
      Carpenter Funds Administrative Office
      1:15-2:30 p.m. MT
      The Math of Asset Allocation
      1:15-2:30 p.m. MT
      • How correlations, return estimates and volatility estimates play into recommended mixes
      • Understanding the limitations to the statistical math used to develop these mixes
      • When is it prudent to limit asset class exposures?
      • Differences between short- and long-term probability
      • What do we give up in the short term in order to target a long-term result with lower volatility?
      Category: Investments
      Erik L.  Knutzen, CFA, CAIA
      Speaker
      Erik L. Knutzen, CFA, CAIA
      Chief Investment Officer, Multi-Asset Class Portfolios; Co-Head, Quantitative and Multi-Asset Class Investment Team
      Neuberger Berman
      2:45-4:00 p.m. MT
      American Rescue Plan Act (ARPA) and the Financial Aid Packet
      2:45-4:00 p.m. MT
      • Financial support
      • Zone status
      • Eligibility and the amount of money funds may be eligible for
      • Process
      • Timing
      • What happens in 2052?
      • Investment changes and restrictions
      Category: Pension
      Kevin J. McCaffrey, CEBS
      Panelist
      Kevin J. McCaffrey, CEBS
      President
      Teamsters Local 707
      Peter M. Rosene, Esq.
      Moderator/Panelist
      Peter M. Rosene, Esq.
      Shareholder
      Reinhart Boerner Van Deuren s.c.
      Stanley I. Goldfarb, EA, FSA, MAAA
      Panelist
      Stanley I. Goldfarb, EA, FSA, MAAA
      Actuary and Managing Consultant
      Horizon Actuarial Services, LLC
      2:45-4:00 p.m. MT
      Benefit Megatrends
      2:45-4:00 p.m. MT
      • State activity as a byproduct of gridlock in D.C.
      • Evolving perspectives about benefit mandates
      • The role of government in health care
      • How the deficit will affect benefits over time
      • How to realize financial security for an independent workforce
      Category: General Topics
      Katherine A. Hesse, CEBS Compliant, ISCEBS-Fellow
      Co-Speaker
      Katherine A. Hesse, CEBS Compliant, ISCEBS-Fellow
      Partner
      Murphy, Hesse, Toomey & Lehane LLP
      Paul O. Catenacci, Esq.
      Co-Speaker
      Paul O. Catenacci, Esq.
      Senior Partner
      Novara, Tesija, Catenacci, McDonald & Baas PLLC
      2:45-4:00 p.m. MT
      COVID-19 Liability Challenges
      2:45-4:00 p.m. MT
      • Litigation that has arisen related to COVID-19
        • Coverage and treatments lawsuits
      • Possible future challenges of liability for coverage
      • How to protect our funds from lawsuits from a third-party perspective
      Category: Fund Advisors - Attorneys
      Dennis R. Johnson
      Co-Speaker
      Dennis R. Johnson
      Managing Member
      Johnson + Krol, LLC
      William P. Callinan
      Co-Speaker
      William P. Callinan
      Member Attorney
      Johnson + Krol, LLC
      2:45-4:00 p.m. MT
      Discretionary and Other Outsourced Chief Investment Officer (OCIO) Arrangements
      2:45-4:00 p.m. MT
      • What is the role of OCIO?
      • Why consider an OCIO model?
      • What options are available?
      • How to monitor this arrangement
      Category: Investments
      Brian A. Schroeder
      Co-Speaker
      Brian A. Schroeder
      Founder
      OCIOmonitor.com
      Valentina M. Glaviano, CIMA
      Co-Speaker
      Valentina M. Glaviano, CIMA
      Managing Director and Partner
      Strategic Investment Group
      2:45-4:00 p.m. MT
      Diversity, Equity and Inclusion—Recruitment and Retention
      2:45-4:00 p.m. MT
      • Intentionality of recruiting and retaining diverse members, participants and trustees
      • What are our funds doing to create an inclusive, welcoming environment?
        • Steps to take to fight discrimination
        • How to be more accepting and intentional
      • Utilizing community-based organizations for recruitment
      • Training needed to help create and maintain an inclusive environment
        • Harassment training
        • Mentoring programs
      Category: General Topics
      Jared K. Mumm
      Co-Speaker
      Jared K. Mumm
      Membership Development Representative
      IBEW Local 551
      Leah Rambo
      Co-Speaker
      Leah Rambo
      Training Fund Administrator and Director of Training
      Sheet Metal, Air Rail and Transportation Workers, Local 28 Training Center
      2:45-4:00 p.m. MT
      Effective Fund Office Processes
      2:45-4:00 p.m. MT
    • Dos and don’ts for your employee handbook
    • Determining the right staffing needs
    • Steps to take in building an inclusive culture
    • Recruiting, writing job descriptions and getting salary/benefit benchmark data
      • Succession planning
    • How to address replacements and turnover
    • Strategic planning
    • Disaster planning—being prepared
    • Category: Administration
      Ryan T. Stephens
      Co-Speaker
      Ryan T. Stephens
      President
      William C. Earhart Company, Inc.
      Steven L. Smith, CPA
      Co-Speaker
      Steven L. Smith, CPA
      Administrator
      West Virginia Laborers Trust Funds
      2:45-4:00 p.m. MT
      Effective Opioid Programs
      2:45-4:00 p.m. MT
      • Scope of the program to date
      • Recent steps taken by the government to address the opioid epidemic
      • Considerations on avoiding addiction
      • Effective steps to take to help your plan participants and beneficiaries
      • Addiction and bad rehab facilities
      Category: Health and Welfare
      Andrew Johnson
      Panel Facilitator
      Andrew Johnson
      Administrator
      Teamster Center Services Fund
      Jenny M. Armbruster
      Panelist
      Jenny M. Armbruster
      Deputy Executive Director
      PreventEd
      William J. Mahon
      Panelist
      William J. Mahon
      President
      Mahon Consulting Group LLC
      2:45-4:00 p.m. MT
      Employee Benefit Fund Fee Litigation
      2:45-4:00 p.m. MT
      • Past precedent on employee benefit fund fee litigation
        • Reasons for the increase in this litigation over the years
      • Summary of cases filed in 2020
      • Analysis of the potential effects of these cases on benefit plans
      • Tips on what you can and should be doing to ensure reasonable fees for your plans
      Category: Fiduciary Responsibility
      Ruth S. Marcott
      Co-Speaker
      Ruth S. Marcott
      Of Counsel
      Kutak Rock LLP
      William A. Cumming, Esq.
      Co-Speaker
      William A. Cumming, Esq.
      Shareholder
      Hessian & McKasy, P.A.
      2:45-4:00 p.m. MT
      Environmental, Social and Governance (ESG) Investing in DB/DC Retirement Plans
      2:45-4:00 p.m. MT

      This session provides trustees, administrators and consultants the information needed to make informed decisions regarding ESG investments.

      • New guidance from Biden administration vs. Trump administration
      • How are institutional investors implementing ESG initiatives?
      • Is ESG already included in your investment portfolio?
      • The changing ESG landscape
      • Is ESG a justifiable investment objective in DB and DC retirement plans?
        • Fiduciarily responsibilities of ESG
        • Is it possible for ESG investments to generate better returns?
      Category: Investments
      Blake S. Pontius
      Panelist
      Blake S. Pontius
      CFA, Director of Sustainable Investing, Global Portfolio Specialist
      William Blair & Company
      Bryn Gostin
      Panelist
      Bryn Gostin
      Managing Director, Head of Product & Strategy, Chair Responsible Investment
      Capital Dynamics
      Sudhir Roc-Sennett
      Panelist
      Sudhir Roc-Sennett
      Executive Director, Head of Thought Leadership & ESG
      Vontobel Asset Management Inc.
      2:45-4:00 p.m. MT
      How SAS 136 Impacts Auditing of Employee Benefit Plans
      2:45-4:00 p.m. MT

      SAS 136 addresses auditing and performance standards for auditing ERISA plans. This session will cover:

      • Engagement
      • Risk assessment
      • Communication
      • Auditor responsibilities
      • Auditor’s report
      Category: Fund Professionals - Accountants
      Lonnie Maxwell-Cook, CPA, CCIFP
      Speaker
      Lonnie Maxwell-Cook, CPA, CCIFP
      Partner, Benefit Plan Audits
      Plante & Moran, PLLC
      2:45-4:00 p.m. MT
      Knowing What We Don’t Know: Lessons From Behavioral Finance
      2:45-4:00 p.m. MT
      • In what ways is human behavior biased?
      • What implications does this have for markets?
      • How can you improve your decision making?
      Category: Investments
      Rick Garnitz
      Speaker
      Rick Garnitz
      President
      LifeSpan Services, Inc.
      2:45-4:00 p.m. MT
      Medicare and Pre-65 Exchanges
      2:45-4:00 p.m. MT
      • How do moves to pre-65 exchanges and Medicare impact retirees?
      • Funding and whether the exchanges save money for plan sponsors
      • What impact do they have on OPEB liability?
      • What do retirees have to say about them?
      • Additional subsidies
      Category: Public Plans
      Marianne Steger, M.S., CEBS
      Speaker
      Marianne Steger, M.S., CEBS
      Director of Public Sector and Labor Strategy
      Via Benefits of Willis Towers Watson
      2:45-4:00 p.m. MT
      Multiemployer Fiduciary Compliance
      2:45-4:00 p.m. MT
      • Ethics
      • ERISA compliance
      • Withdrawal liability and employer contributions
      • Basic disclosure requirements
      • Form 5500 Schedule C
      • Multiemployer plan leasing arrangements
      • SAS136 changes to financial reports
      Category: Fiduciary Responsibility
      David P. Dorsey, CPA
      Panelist
      David P. Dorsey, CPA
      Partner
      WithumSmith+Brown, PC
      Neal S. Schelberg, Esq.
      Panel Facilitator
      Neal S. Schelberg, Esq.
      Partner
      Proskauer LLP
      Sean P. Madix
      Panelist
      Sean P. Madix
      Executive Director/Administrator
      Electrical Contractors Association (ECA) & Local 134 International Brotherhood of Electrical Workers (IBEW) Employee Benefit Plans
      2:45-4:00 p.m. MT
      Specialty Medications
      2:45-4:00 p.m. MT
      • Understanding the development pipeline
      • Trends in the specialty market
      • Medical-side perspective
      • PBM-side perspective
      Category: Health and Welfare
      Eileen O. Pincay, RPh
      Co-Speaker
      Eileen O. Pincay, RPh
      Vice President, National Pharmacy Practice Leader, Consulting Services
      Segal
      Seth A. Friedman, M.B.A.
      Co-Speaker
      Seth A. Friedman, M.B.A.
      National Pharmacy Practice and Health Plan Services Leader
      Gallagher Benefit Services
      2:45-4:00 p.m. MT
      Understanding Surprise Billing and Transparency Rules
      2:45-4:00 p.m. MT
      • New rules and requirements
        • How are vendors responding to these new rules?
      • How to develop a compliance program
      • Implications for health plan costs
      • Provider contracting and vendor relations
      • How a compliant website will look
      Category: Health and Welfare
      Aruna Vohra
      Co-Speaker
      Aruna Vohra
      Senior Consultant
      Horizon Actuarial Services, LLC
      Marcy J. Dunlap
      Co-Speaker
      Marcy J. Dunlap
      Partner
      Cohen, Weiss and Simon LLP
      2:45-4:00 p.m. MT
      VAPPs and Other Alternative Plan Designs—A Case Study
      2:45-4:00 p.m. MT
      • Details of the VAPP design
      • What motivated the deal?
      • Impact on plan participants
      • Impact on employers
      • Lessons learned
      Category: Pension
      Dan Hutchins
      Panelist
      Dan Hutchins
      Director of Contract Administration
      Pacific Northwest Regional Council of Carpenters
      Kelly S. Coffing, EA, FSA, MAAA
      Panel Facilitator
      Kelly S. Coffing, EA, FSA, MAAA
      Principal and Consulting Actuary
      Milliman Inc.
      Linda M. Josephson
      Panelist
      Linda M. Josephson
      Shareholder
      Barlow Coughran Morales & Josephson, P.S.
      2:45-4:00 p.m. MT
      Virtualizing Mental Health Treatment
      2:45-4:00 p.m. MT
      • Making virtual mental health treatment affordable when your EAP is too expensive
      • What is the capacity?
      • What is currently available? What can plans can take advantage of?
      • Using new technology as a tool
      Category: Health and Welfare
      Mark Bukowski
      Speaker
      Mark Bukowski
      Senior Consultant, Central Division Health Management Leader
      Willis Towers Watson
      Tuesday October 19, 2021
      7:30-8:45 a.m. MT
      Are Your QDRO Practices Costing Your Fund Money?
      7:30-8:45 a.m. MT
      • Administrative processes for qualified domestic relation orders (QDROs)
      • Medical support orders and the Consolidated Omnibus Budget Reconciliation Act (COBRA)
      • Financial disruption
        • Legal plans
        • Beneficiaries and beneficiary forms—processes and procedures to implement for your fund
      Category: Administration
      Gabrielle D. Fox
      Co-Speaker
      Gabrielle D. Fox
      Attorney at Law
      Proskauer
      Joseph F. Ohm
      Co-Speaker
      Joseph F. Ohm
      Fund Administrator
      Plumbers' and Technical Engineers' Local 130 Benefit Funds
      7:30-8:45 a.m. MT
      Considering Alternative Investments as a Solution to Today’s Environment
      7:30-8:45 a.m. MT
      • How has real estate been impacted by COVID-19?
      • Infrastructure opportunities under the new administration
      • Private equity
      • Private debt
      • Risks associated with alternative investments
      • Low interest rates
      • Fee compression and fee changes
      Category: Investments
      Jared B. Gross
      Panelist
      Jared B. Gross
      Managing Director, Head of Institutional Portfolio Strategy
      J.P. Morgan Asset Management
      Jeffrey M. Covell, CFA
      Panel Facilitator
      Jeffrey M. Covell, CFA
      Area Senior Vice President
      Gallagher Fiduciary Advisors, LLC
      Jens Ernberg
      Panelist
      Jens Ernberg
      Managing Director, Co-Head of Private Credit
      Capital Dynamics
      7:30-8:45 a.m. MT
      Discretionary and Other Outsourced Chief Investment Officer (OCIO) Arrangements
      7:30-8:45 a.m. MT
      • What is the role of OCIO?
      • Why consider an OCIO model?
      • What options are available?
      • How to monitor this arrangement
      Category: Investments
      Brian A. Schroeder
      Co-Speaker
      Brian A. Schroeder
      Founder
      OCIOmonitor.com
      Valentina M. Glaviano, CIMA
      Co-Speaker
      Valentina M. Glaviano, CIMA
      Managing Director and Partner
      Strategic Investment Group
      7:30-8:45 a.m. MT
      Evolution of Telehealth: How a Pandemic Changed the Course of Telemedicine Forever
      7:30-8:45 a.m. MT
      • Legislative changes on telehealth
      • Consumer and provider usage of telehealth since the pandemic
      • Comparison of utilization by service category between telehealth services from existing providers and telehealth specific providers (Teladoc, LHO, MDLive, Amwell)
        • How to get meaningful price information into the hands of participants and dependents
      • Cost of doctors that were not previously telehealth—Is it saving your fund money?
      Category: Health and Welfare
      Kyle Zebley
      Speaker
      Kyle Zebley
      Vice President, Public Policy
      American Telemedicine Association
      7:30-8:45 a.m. MT
      FEATURED SESSION—Healthy Pleasures: Applying the Science of Happiness for Health
      7:30-8:45 a.m. MT

      Imagine a medical treatment that lowers blood pressure, decreases heart disease and cancer risk, boosts immune function and blocks pain—a treatment that's safe, inexpensive and readily available and whose main side effect is that it makes you feel good. It's not a new miracle drug. These and other benefits appear to come from pleasure itself. And this pleasure prescription is filled in the internal pharmacy of the brain.

      Many people think that to promote health, they must undertake strict weight-loss diets, adopt punishing exercise programs, avoid salt, shun cholesterol and follow all sorts of arduous, pleasure-denying regimens. Fortunately, scientific evidence now suggests that for most people, doing what is pleasurable—from sensual delights to selfless pleasures, from optimism to laughter—actually pays off twice: in immediate enjoyment and better health.

      So, taking a siesta, playing with a pet, looking at nature, smelling a sweet scent, laughing at a funny movie, getting a massage, soaking up the heat of a sauna, taking a vacation, passionately pursuing a hobby, sipping a glass of wine, listening to your favorite music, helping someone in need, thinking optimistically, practicing gratitude and scores of other healthy pleasures may measurably improve the health of employees and their families.

      In designing behavioral interventions, we can align with intrinsic motivation and leverage human capacities for health that favor us and program us to seek and benefit from pleasurable experiences.

      Category: Health and Welfare
      David S. Sobel, M.D., M.P.H.
      Speaker
      David S. Sobel, M.D., M.P.H.
      Adjunct Lecturer, Department of Medicine
      Stanford University School of Medicine
      7:30-8:45 a.m. MT
      Fixed Income and How to Address Extraordinarily Low Interest Rates
      7:30-8:45 a.m. MT
      • Effects of ARPA and other legislation on your fund
      • How to address the prospect of ongoing extraordinarily low interest rates
      • Should you reduce your fixed income securities?
      • What alternatives can you invest in during this time?
      • Various risks associated with bonds
      • Bond asset classes
      Category: Investments
      Aneish S. Arora, CAIA
      Co-Speaker
      Aneish S. Arora, CAIA
      Principal/Consultant
      Meketa Investment Group, Inc.
      Susan Kasser, CFA
      Co-Speaker
      Susan Kasser, CFA
      Co-Head of Private Credit, Managing Director
      Neuberger Berman
      7:30-8:45 a.m. MT
      Legal and Legislative Update for Retirement Plans
      7:30-8:45 a.m. MT
      • New developments in legislation and regulations
      • Pandemic-specific legislation including ARPA and more
      • State initiatives
      • Other developments

      If you are watching the recording of this session online, please note that you will need to open the Presentation Handout to follow along with the speaker. You will not be able to see the slides in the recording.

      Category: Pension
      Jani K. Rachelson
      Co-Speaker
      Jani K. Rachelson
      Partner
      Cohen, Weiss and Simon LLP
      Michael P. Kreps
      Co-Speaker
      Michael P. Kreps
      Principal
      Groom Law Group, Chartered
      7:30-8:45 a.m. MT
      Managing Service Providers
      7:30-8:45 a.m. MT
      • What are reasonable expectations that you should have for your service providers?
      • What are the limits for what a service provider does?
      • How do you handle a plan professional if you’re unsure they’re doing everything they ought to?
      • When or why should you do an RFP?
        • How to implement an RFP process
        • How to conduct this process
      Category: General Topics
      Lisa L. Kaiser, CEBS, CEBS Compliant, ISCEBS-Fellow
      Panel Facilitator
      Lisa L. Kaiser, CEBS, CEBS Compliant, ISCEBS-Fellow
      Fund Administrator
      Plumbers & Pipefitters Local 189, Fund Administration Office
      Martha M. Henrickson, CEBS
      Panelist
      Martha M. Henrickson, CEBS
      Attorney
      Management Guidance, LLP
      Richard Masur
      Panelist
      Richard Masur
      Labor Trustee
      SAG Pension Plan & SAG-AFTRA Health Plan
      7:30-8:45 a.m. MT
      New Needs, New Obligations: Keeping Up With Mental Health Parity in a Pandemic Era
      7:30-8:45 a.m. MT
      • New 2021 Consolidated Appropriations Act
      • Governmental efforts and techniques to audit plans for compliance
      • Plan experiences in providing mental health services during the pandemic
      • “Red flag” violations of the Mental Health Parity and Addiction Equity Act (MHPAEA)
      • How to prepare a compliance plan that will meet the new requirements
      Category: Health and Welfare
      John L. Barlament
      Co-Speaker
      John L. Barlament
      Shareholder
      Reinhart Boerner Van Deuren s.c.
      Stephanie Patrick, FSA, MAAA
      Co-Speaker
      Stephanie Patrick, FSA, MAAA
      Senior Consulting Actuary
      Horizon Actuarial Services, LLC
      7:30-8:45 a.m. MT
      Operating Your Apprenticeship Program in the COVID-19 World
      7:30-8:45 a.m. MT

      This session will consider how COVID-19 has affected all those associated with apprenticeship programs. Topics include:

      • Changes to training methods
      • Work from home
      • Returning to the jobsite and/or classroom
      • PPE in the classroom and the field
      • Mental health.
      Category: Training and Education
      Alejandro G. Beltran
      Panelist
      Alejandro G. Beltran
      Director of Training
      District Council 16 Training Trust Fund
      Gary K. Thaden
      Panel Facilitator
      Gary K. Thaden
      Government Affairs Director
      Minnesota Mechanical Contractors Association
      John L. Martin
      Panelist
      John L. Martin
      Training Director
      South Texas Electrical Joint Apprenticeship and Training Committee
      7:30-8:45 a.m. MT
      Payroll Audit Issues
      7:30-8:45 a.m. MT
      • How did the pandemic affect payroll audits?
      • Payroll audits in a virtual environment
      • Communication with employer
        • How can you improve this moving forward?
      • Increasing collections through payroll audits
      Category: General Topics
      Jacquelyn K. Coyle, CFE, CPA
      Co-Speaker
      Jacquelyn K. Coyle, CFE, CPA
      Partner
      Novak Francella, LLC
      Philip R. Vivirito
      Co-Speaker
      Philip R. Vivirito
      Principal
      WithumSmith+Brown, PC
      7:30-8:45 a.m. MT
      Plan Governance—Current and Future Landscapes of ERISA Fiduciary Obligations
      7:30-8:45 a.m. MT

      Trustees have faced confusion as the DOL has issued and then withdrawn several pieces of fiduciary guidance since 2020. This session will cover topics including fiduciary investment advice, ESG, proxy voting and cybersecurity. Join us to discuss where these issues stand, what the future of fiduciary duties holds and how trustees can effectively oversee their plans to meet these requirements.

      Category: Fiduciary Responsibility
      Robin L. Donovick, CEBS, M.S.M., SCP
      Co-Speaker
      Robin L. Donovick, CEBS, M.S.M., SCP
      Executive Director
      Senior Benefits Director
      Samuel A. Henson, J.D., CEBS, CEBS Compliant, ISCEBS-Fellow, ASPPA-APM
      Co-Speaker
      Samuel A. Henson, J.D., CEBS, CEBS Compliant, ISCEBS-Fellow, ASPPA-APM
      Chief Legal Officer
      Creative Legal Planning