66th Annual Employee Benefits Conference—Pension 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:  

Wednesday, November 4

8:00 AM – 5:00 PM

VP00  Test Your System

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


10:00 AM – 11:15 AM

VP01  FEATURED SESSION—Market Predictions

Nanette Abuhoff Jacobson Speaker
Managing Director, Global Investment Strategist, and Multi-Asset Strategist
Wellington Management Company LLP
Boston, MA

  • The current state of the U.S. economy and the markets
  • What have been the historical implications when an administration has changed or stayed the same?
  • Impact of COVID-19 in the recent past and in the near future
  • A perspective on the global economy and markets

11:30 AM – 12:45 PM

VP02  Creating an Actuarial Funding Policy

Jason L. Russell, EA, FSA, MAAA Speaker
Senior Vice President and Actuary
Segal Consulting
Washington, DC

  • Why does a plan want a funding policy?
  • What are the key elements and objectives of the policy?
  • What decisions do trustees need to make?
  • What is included and not included?
  • Review a sample policy and its components

1:45 PM – 3:00 PM

VP03  You Can't Get There From Here: Investments for Your Defined Benefit Plan

John D. Skjervem, CFA Co-Speaker
Chief Executive Officer
Alan Biller and Associates, Inc.
Menlo Park, CA

Richelle A. Sugiyama Co-Speaker
Investment Officer
Public Employee Retirement System of Idaho (PERSI)
Boise, ID

  • How did we get here?
  • What are the implications for DB plans?
  • How might your asset mix change?
  • What options can trustees consider?
  • What are the trade-offs?

3:15 PM – 4:30 PM

VP04  Model Defined Benefit and Defined Contribution Plans

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

Paul O. Catenacci, Esq. Co-Speaker
Novara Tesija & Catenacci, PLLC
Troy, MI

  • Survey of plan designs from around the country
  • Examine what is working in healthy plans
  • Identify what is not working in failing plans
  • What lessons and strategies can be discovered from these examples?
  • Fiduciary issues to watch out for following the pandemic

6:00 PM – 7:15 PM

VP05  ROUNDTABLE—Hot Topics in Pensions

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

Peter M. Rosene, Esq. Co-Speaker
Attorney at Law, Shareholder
Reinhart Boerner Van Deuren sc.
Minneapolis, MN

A facilitated discussion with you about some aspects and questions you may have about pension plans and where they are headed. Hear from your peers about how they are handling topics such as (to name a few):

  • Changing assumption rates
  • New mortality tables
  • SECURE Act and other legislative follow-up questions
  • Pension legislative and regulatory outlook.