66th Annual Employee Benefits Conference—General Session Schedule and Handouts

All times listed are in Eastern Time.

In order to download session handouts you must be logged in and registered for the program.

Session handouts will be available to registered attendees Tuesday, October 27, 2020 through Thursday, December 31, 2020.

Show Date:  

Thursday, November 5

8:00 AM – 5:00 PM

VG00  Test Your System

Access this session before attending the virtual conference to familiarize yourself with all of the features in the environment.

(#10—General Topics)

10:00 AM – 11:15 AM

VG01  Fiduciary Refresher

John E. Schembari, Esq. Speaker
Partner and Chair, Employee Benefits Group
Kutak Rock LLP
Omaha, NE

  • Who is and can be a fiduciary?
  • The difference between settlor and fiduciary decisions
  • Potential pitfalls
  • Recent case law and pending cases
  • Lessons to be learned from recent legal actions
  • Best practices used by funds
(#10—General Topics)

11:30 AM – 12:45 PM

VG02  Grasping Benefits Language and Jargon

Andrew E. Staab Panel Facilitator
Vice President and Senior Corporate Counsel
U.S. Bank Law Division, Trust Legal Services, U.S. Bank National Association
St. Paul, MN

Denny Delk Panelist
American Federation of Television and Radio Artists Retirement Fund
Pacifica, TX

Sean P. Madix Panelist
Executive Director/Administrator
National Electrical Contractors Association (NECA) Local 134 International Brotherhood of Electrical Workers (IBEW) Employee Benefit Plans
Chicago, IL

William Einhorn Panelist
Trustee
Pennsylvania Employees Benefit Trust Fund; Teamsters Health and Welfare and Pension Trust Funds of Philadelphia and Vicinity
Wayne, PA

In this session, become familiar with the unique and quirky language of health and welfare, pension plans and investments.

(#10—General Topics)

1:45 PM – 3:00 PM

VG03  DOL Update (for Trustees)

Richard Masur Panelist
Labor Trustee
SAG Pension Plan & SAG-AFTRA Health Plan
Burbank, CA

Samuel A. Henson, J.D., CEBS, ISCEBS-Fellow, ASPPA-APM Panel Facilitator
Senior Vice President—Director of Legislative and Regulatory Affairs
Lockton Retirement Services
Kansas City, MO

William C. Ligetti, Jr. Panelist
Management Trustee
Plasterers and Cement Masons Pension Fund
Jefferson Hills, PA

In an interview-like setting, hear about the activities in:

  • Enforcement priorities
  • The regulatory agenda
  • Recent findings.
(#10—General Topics)

3:15 PM – 4:30 PM

VG04  Alternative Communication Methods

Alyssa Hodder Co-Speaker
Director, Education and Outreach - Canada
International Foundation of Employee Benefit Plans
Oakville, ON

Joshua Meyer Co-Speaker
Senior Consultant
Segal Benz
New York, NY

This session will consider alternative methods for communicating with your participants in a post-COVID-19 world, including:

  • The value of print in a digital world
  • The effective use of video
  • Simplifying corporate jargon
  • Trends.
(#10—General Topics)

6:00 PM – 7:15 PM

VG05  Implementation Questions Related to New Legislation

Kristina M. Guastaferri, CPA Panel Facilitator
Administrator
Chicago Regional Council of Carpenters Benefit Funds
Chicago, IL

Melissa L. Wetzel, CEBS Panelist
Executive Director
Teamsters Joint Council No. 83 of Virginia Health and Welfare and Pension Funds
Richmond, VA

Stacie M. Kalmer Panelist
Shareholder
Reinhart Boerner Van Deuren s.c.
Milwaukee, WI

This session will discuss the administrative activities required under the CARES Act, the Families First Coronavirus Response Act, the SECURE Act and others.

  • Handling required minimum distributions
  • Reporting requirements
  • Plan amendments
  • Emerging issues and questions
(#10—General Topics)