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Calendar
2014NAFE Schedule of Events
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Click here to view the full session description or download the advance program for event details.
 

Sunday, April 27

9:00 a.m. – 6:30 p.m.

Registration Open

12:30 p.m. – 1:00 p.m.

New Attendee Orientation 

1:00 p.m. – 2:30 p.m.

General Session:  Tell Me More
Gary DeMoss, Managing Director, Invesco Consulting

2:30 p.m. – 3:00 p.m. Afternoon Break
 
3:00 p.m. – 4:15 p.m.

Educational Sessions:

Got Mail? Participant Notices in Retirement Plans
Virginia K. Sutton, QKA, Consultant/Account Executive, VKS Consulting, Johnson & Dugan Insurance Services Corp.

 Tax-Exempt and Governmental Plans
Aimee Nash, JD, APM, Senior Writer/Analyst, Wolters Kluwer - ftwilliam.com

The Two Year Cycle to Restate Your Pre- Approved DC Plans is About to Begin…
Charles D. Lockwood JD, LLM, Principal, ASCI; Donald Kieffer, Esq., Tax Law Specialist, IRS

4:15 p.m. – 4:30 p.m.
Afternoon Break
 
4:30 p.m. – 5:45 p.m.

Educational Sessions:

3(16): The Next Number to Decode
Joshua Waldbeser, Attorney, Drinker Biddle & Reath, LLP

Correcting Administrative Errors in DC Plans
Jane Armstrong, Esq., Partner, Phelps Dunbar, LLP

Insurance in Defined Benefit Plans
Nicholas Paleveda, MBA, JD, LLM, CEO, National Pension Partners, Adjunct Professor, Graduate Tax Program, Northeastern University

5:45 p.m. – 7:15 p.m.

Welcome Reception in Expo Hall

 

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Monday, April 28

7:30 a.m. – 6:15 p.m.
Registration Open
 
7:30 a.m. – 8:30 a.m. Continental Breakfast in Expo Hall
 
8:00 a.m. - 8:30 a.m. Annual Business Meeting
 
8:30 a.m. – 10:00 a.m.
General Session: You are a Brand - Stand Out from the Crowd!
Brandon Shea, AIF, Managing Director, DCIO National Sales Manager, RidgeWorth Investments
 
10:00 a.m. – 10:30 a.m. Morning Break in Expo Hall
 
10:30 a.m. – 11:45 a.m.

Educational Sessions:

410(b) Disaggregation - Tips and Pitfalls
Kim Martin, APA, CPC, QPA, Director of Education, NIPA, Case Manager, Pension Plan Professionals, Inc.
 
Employee Benefit Plans in Mergers and Acquisitions
Charles D. Lockwood, JD, LLM, Principal, ASCI
 
Advanced Roundtable Discussions:

  • Best Practices When Buying or Selling a TPA Firm
    Christine Stroud, MSPA, MAAA, EA, Consultant/ Actuary, Simoneaux & Stroud Consulting Services
  • Creating Success in Succession Planning
    Kristine Creighton, APA, QKA, QPA, ERPA, President/Owner, JOIE Consulting, Inc.
  • Employee Development and Training - How to Recognize, Develop and Promote Your Future Leaders
    Charan Singh, APA, Associate Vice President, Operations Manager, United Retirement Plan Consultants
  • Presentation and Marketing Skills for Plan Administrators
    Scott Maney, Retirement Plan Consultant, Invesco Consulting
11:45 a.m. – 12:45 p.m. Box Lunch in Expo Hall
 
12:45 p.m. – 2:00 p.m.

Educational Sessions:

Advanced Distribution/Loan Issues
Robert M. Kaplan, APA, CFP, CPC, QPA, Vice President, National Training Consultant, ING

Floor Offset Plans - Is Anyone Doing Them Right?
Norman Levinrad, EA, CPC, FSPA, MAAA, President and Chief Actuary, Summit Benefit & Actuarial Services, Inc.

Making a DOL Audit Less Painful
David Kahn, Esq., Senior Consultant, ERISA Compliance Services

2:00 p.m. – 2:30 p.m. Afternoon Break in Expo Hall
 
2:30 p.m. – 3:00 p.m. Vendor Solution Presentations:
  • American Funds - Better Together
  • ASC: ASC Systems - Your Success is Our Focus
  • Castle Rock Innovations, Inc. - AXIS Retirement Platform 
  • Millennium Trust Company - Automatic Rollovers, Uncashed Checks and More...
3:00 p.m. – 3:15 p.m. Afternoon Break in Expo Hall
 
3:15 p.m. – 4:05 p.m.

Educational Sessions:

Defined Benefit Plan Update and Hot Topics
Kevin Donovan, CPA, MSPA, Managing Member, Pinnacle Plan Design, LLC

TPA Audits - Section 504 Investigations of TPA Firms
Joshua Waldbeser, Attorney, Drinker Biddle & Reath, LLP

Using Electronic Signatures on Plan Documents and Determination Letter Applications
Timothy McCutcheon, JD, CPA, APM, General Manager, Wolters Kluwer - ftwilliam.com; Donald Kieffer, Esq.,  Tax Law Specialist, IRS

4:05 p.m. – 4:30 p.m. Afternoon Break in Expo Hall
 
4:30 p.m. – 5:45 p.m.

Educational Sessions:

Best Practices on Handling Beneficiary Designations
Robert Richter, JD, LLM, APM, Vice President, SunGard

Carryover and Prefunding Balances Post-PPA
Steve Parks, EA, MSPA, Chief Actuary, Retirement Systems of California, Inc.
 
Forever Form 5500
Janice M. Wegesin, CPC, EA, President, form5500help.com; Scott Albert, Chief of the Division of Reporting Compliance, DOL

5:45 p.m. – 7:15 p.m.
Networking Reception in Expo Hall
 

 

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Tuesday, April 29

7:30 a.m. – 5:00 p.m. Registration Open
 
7:30 a.m. – 8:30 a.m. Continental Breakfast in Expo Hall
 
8:30 a.m. – 10:00 a.m.

General Session: What’s What in Washington
Robert M. Kaplan, APA, CFP, CPC, QPA, Vice President, National Training Consultant, ING

10:00 a.m. – 10:30 a.m.
Morning Break in Expo Hall
 
10:30 a.m. – 11:45 a.m.

Educational Sessions:

Comprehending Compensation
John Griffin, JD, LLM, Principal, ASC Institute
 
Sole Props and Partnerships - Issues for DB Plans
Kevin Donovan, CPA, MSPA, Managing Member, Pinnacle Plan Design, LLC
 
Advanced Roundtable Discussions:

  • Best Practices When Buying or Selling a TPA Firm
    Christine Stroud, MSPA, MAAA, EA, Consultant/ Actuary, Simoneaux & Stroud Consulting Services
  • Creating Success in Succession Planning
    Kristine Creighton, APA, QKA, QPA, ERPA, President/Owner, JOIE Consulting, Inc.
  • Employee Development and Training - How to Recognize, Develop and Promote Your Future Leaders
    Charan Singh, APA, Associate Vice President, Operations Manager, United Retirement Plan Consultants
  • Presentation and Marketing Skills for Plan Administrators
    Scott Maney, Retirement Plan Consultant, Invesco Consulting

11:45 a.m. – 1:15 p.m.

Awards Luncheon
(Open to all attendees and registered guests)
 
1:15 p.m. – 2:05 p.m.

Educational Sessions:

Ethics - Part 1 - Why Ethics Should Not Be Taught to Grown-Ups
Michael Coyne, JD, President, Waldheger-Coyne Co., LPA

Navigating the Rollover Rules
William Grossman, APA, APR, QPA, ERPA, GFS, MBA, Director Education and Communications, McKay Hochman Co., Inc.; Donald Kieffer, Esq., Tax Law Specialist, IRS

New Determination Letter Program for 403(b) Plans
Aimee Nash, JD, APM, Senior Writer/Analyst, Wolters Kluwer - ftwilliam.com

2:05 p.m. – 2:35 p.m. Afternoon Break in Expo Hall
 
2:35 p.m. – 3:05 p.m. Vendor Solution Presentations:
  • Optimal Office Solutions - Client Management Systems - Pension Pal 
  • PensionPro Software, LLC - PensionPro Software Suite of Products - Total Management for the TPA Firm 
  • Retirement Revolution - Large Plan Solutions for the Small Plan Market 
  • TPA Resources, LLC - TPAresources.com...A NIPA Business Owner Member Benefit, at No Extra Cost!  
3:05 p.m. – 3:20 p.m. Afternoon Break in Expo Hall
 
3:20 p.m. – 4:10 p.m.

Educational Sessions:

Ethics - Part 2 - Ethical Breaches in Plan Design: Why My Client Doesn't Know About Auto-Enrollment
Michael Coyne, JD, President, Waldheger-Coyne Co., LPA
 
The Trouble With Forfeitures
Janice M. Wegesin, CPC, EA, President, form5500help.com
 
Working with SE Income
John Griffin, JD, LLM, Principal, ASC Institute

4:10 p.m. – 4:30 p.m.  Afternoon Break
 
4:30 p.m. – 5:45 p.m.

Educational Sessions:

• Bridging the Generation Gaps in the Workplace
Christine Stroud, MSPA, MAAA, EA, Consultant/Actuary, Simoneaux & Stroud Consulting Services
 
Controlled Group Case Studies
Ilene Ferenczy, Esq., APA, CPC, Managing Partner, Ferenczy & Paul, LLP
 
The In’s and Out’s of Plan Amendments and Current Document Issues
Robert Richter, JD, LLM, APM, Vice President, SunGard; Donald Kieffer, Esq., Tax Law Specialist, IRS

5:45 p.m. "Night on the Town" Event
Showtime is at 7:00 p.m. 
Michael Jackson ONE, Mandalay Bay Resort and Casino
Sponsored by: John Hancock Financial 
 

 

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Wednesday, April 30

8:00 a.m.– 11:15 a.m. Registration Open
 
8:00 a.m. – 8:30 a.m. Continental Breakfast 
 
8:30 a.m. – 9:45 a.m.

Educational Sessions:

Affiliated Service Groups
Ilene Ferenczy, Esq., APA, CPC, Managing Partner, Ferenczy & Paul, LLP

Is the Retirement Crisis for Real? What You Need to Know
Rosemarie Panico-Marino, QPA, ERPA, AIF, c(K)p, Managing Director, The PrivateBank

The Wacky World of Plan Examinations
Richard Hochman, Esq., President, McKay Hochman Co., Inc.; 
Thomas Petit, Acting Director, Employee Plans Examinations Tax Exempt and Government Entities, IRS

9:45 a.m.– 10:00 a.m.
Morning Break
 

10:00 a.m.–11:15a.m.

Educational Sessions:

Complexities in ESOP Administration
Barbara Clough, QPA, QKA, Director, Plan Administration, Blue Ridge ESOP Associates

Electronic Participant Communications
William Grossman, APA, APR, QPA, ERPA, GFS, MBA, Director Education & Communications, McKay Hochman Co., Inc.; 
Thomas Petit, Acting Director, Employee Plans Examinations Tax Exempt and Government Entities, IRS

Pension Plan Audits - How to Prepare and What to Expect
John Russon, CPA, Audit Partner, CNM LLP

*Schedule subject to change.

 

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View the advance program for full session descriptions.

National Institute of Pension Administrators
330 N Wabash Ave, Suite 2000
Chicago, IL 60611-7621
Phone: 800.999.NIPA (6472) • Fax: 312.673.6609
E-mail: nipa@nipa.org