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Calendar
2015NAFE Schedule of Events
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Virtual Conference | Registration | Schedule of Events | Sessions | Speakers | Accommodations | Expo Hall | Sponsors

  

 Download the Advance Program for more information.

Sunday, May 3

9:00 a.m. – 6:30 p.m.

Registration Open

12:15 p.m. – 12:45 p.m.

New Attendee Orientation 

1:00 p.m. – 2:30 p.m.

General Session:  Rumblings From the Hill
Robert M. Kaplan, APA, CFP, CPC, QPA, Vice President, National Training Consultant, Voya Financial

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

Educational Sessions:

EACAs, QACAs, ACAs - Oh My!
Robert Richter, J.D., LL.M., Vice President, SunGard; IRS Speaker Pending Approval

 New Comparability - The Basics and Beyond
Karen Smith, FSA, EA, J.D., President, Nova 401(k) Associates

 The New Metrics: How Do Clients Determine if Their 401(k) is a Success?
Virginia K. Sutton, QKA, Account Executive; Consultant, Johnson & Dugan; VKS Consulting

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

Educational Sessions:

3(16) Forum
Russell Hooker, QKA, President, Administrative Fiduciary Services, Inc.; Jake Linney, QPA, QPFC, ERPA, Regional Director, Pentegra Services, Inc.; Fred Reish, Esq., APM, Partner, Drinker Biddle & Reath, LLP

Compensation Competency
Charles D. Lockwood, J.D., LL.M., Principal, ASCI

Information Security and Recovery
Timothy McCutcheon, J.D., CPA, MBA, President, ERISApedia.com

5:45 p.m. – 7:15 p.m.

Welcome Reception in Expo Hall

 

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Monday, May 4

7:45 a.m. – 6:00 p.m.
Registration Open
 
7:45 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: Practical Behavioral Finance - Solution to Improve 401(k) Plans
Svetlana Gherzi, PhD, Behavioral Economist, Allianz Global Investors Distributors, LLC
 
10:00 a.m. – 10:30 a.m. Morning Break in Expo Hall
 
10:30 a.m. – 11:20 a.m.

Educational Sessions:

Cash Balance for Beginners
Kevin Donovan, CPA, EA, MSPA, ACA, Managing Member, Pinnacle Plan Design, LLC

 How to Craft a TPA Service & Fee Agreement
Thomas E. Clark Jr., J.D., LL.M., Partner, The Lowenbaum Partnership; DOL Speaker Pending Approval

 How TPAs Can Help Clients "Self-Audit" Their 401(k) Plans
Andrew Douglass, J.D., Chair, Employee Benefits and Executive Compensation Practice Group, Polsinelli PC

 Options for Correction of Late Deposits; DOL Speaker Pending Approval
Janice M. Wegesin, CPC, EA, President, JMW Consulting, Inc. 

11:20 a.m. – 11:40 a.m. Morning Break in Expo Hall
 
11:40 a.m. – 12:30 p.m.

Educational Sessions:

 A Look at "Open MEPs" After the "TAG" Opinion
Timothy McCutcheon, J.D., CPA, MBA, President, ERISApedia.com

• A Review of DB/DC Combo Testing
Lauren Okum, ASA, EA, MAAA, MSPA, Owner and Actuary, Premier Actuarial Solutions

Business Development Best Practices
Laura Moskwa, CPC, QPA, Principal, Laura S. Moskwa Consulting

 Pushing the Eligibility Envelope
Robert Richter, J.D., LL.M. Vice President, SunGard

12:30 p.m. – 1:30 p.m. Box Lunch in Expo Hall
 
1:30 p.m. – 2:30 p.m.

Educational Sessions:

 Could YOU Be The Next Successor?
Kristine Joy Creighton, APA, QPA, QKA, ERPA, Owner, JOIE Consulting, Inc.

 The New Cash Balance Prototype and Other Document Concerns
Charles D. Lockwood, J.D., LL.M., Prinicpal, ASCI; IRS Speaker Pending Approval

 Outsourcing Fiduciary Responsibilities
Robert M. Kaplan, APA, CFP,CPC, QPA, Vice President, National Training Consultant, Voya Financial; DOL Speaker Pending Approval

 Tweaking 401(a)(4) to Get Clients What They Want
Karen Smith, FSA, EA, J.D., President, Nova 401(k) Associates

2:30 p.m. – 2:40 p.m. Afternoon Break in Expo Hall
 
2:40 p.m. – 3:10 p.m.

Vendor Solution Presentations

3:10 p.m. – 3:30 p.m.

Afternoon Break in Expo Hall

3:30 p.m. – 4:20 p.m.

Educational Sessions:

DB Outsourcing-From the Actuary's and TPA's Perspective
Kevin Donovan, CPA, EA, MSPA, ACA, Managing Member, Pinnacle Plan Design, LLC; Darren Holsey, APA, ERPA, QPA, QKA, Senior Plan Consultant, Premier Retirement Services, Inc. 

• Don't Leave it to Chance! Recognize, Develop and Promote Your Future Leaders
Charan Singh, APA, Vice President, National DB Operations, United Retirement Plan Consultants

Eligibility for the "Somewhat" Employed
Robert Richter, J.D., LL.M., Vice President, SunGard

 What's Up with the Form 5500-SUP?
Janice M. Wegesin, CPC, EA, President, JMW Consulting, Inc. 

4:20 p.m. – 4:40 p.m. Afternoon Break in Expo Hall
 
4:40 p.m. – 5:30 p.m.

Educational Sessions:

Benchmarking Services
David J. Witz, AIF, GFS, CEO/Managing Director, FRA PlanTools

Best Practices to Prepare for an Annual Plan Audit
Jen Aras, CPA, Senior Manager, Crowe Horwath, LLP
 
DB/DC Combo Design Studies
Lauren Okum, ASA, EA, MAAA, MSPA, Owner and Actuary, Premier Actuarial Solutions

 Establishing a New Retirement Plan from A to Z
Virginia K. Sutton, QKA, Account Executive; Consultant, Johnson & Dugan; VKS Consulting

5:30 p.m. – 7:00 p.m.
Networking Reception in Expo Hall
Sponsored by: American Funds

 

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Tuesday, May 5

7:45 a.m. – 5:00 p.m. Registration Open
 
7:45 a.m. – 8:30 a.m. Continental Breakfast in Expo Hall
 
8:30 a.m. – 10:00 a.m.

General Session: Nonverbal Communication: "The Hidden Message"
Bill Acheson, Faculty Member, University of Pittsburgh

10:00 a.m. – 10:30 a.m.
Morning Break in Expo Hall
 
10:30 a.m. – 11:20 a.m.

Educational Sessions:

A Review of DB Distribution Basics
Mary Ann Rocco, EA, MSPA, Owner, Mary Ann Rocco, EA Consulting Actuary
 
Everything You Needed to Know About Roth Conversion But Were Afraid to Ask
William Grossman, APA, APR, ERPA, QPA, GFS, Education Consultant, McKay Hochman Consulting, A Division of DST; IRS Speaker Pending Approval
 
 The Ideal TPA - What A New TPA Firm Would Look Like Today
Renee Conner, EA, QKA, QPA, President & CEO, PensionPro Software

 Practical Implications of Recent Supreme Court Decisions/ERISA Litigation
Thomas E. Clark Jr., J.D., LL.M., Partner, The Lowenbaum Partnership

11:20 a.m. – 11:40 a.m.

Morning Break in Expo Hall
 
11:40 a.m. – 12:30 p.m.

Educational Sessions:

• DB Funding 101
Joseph Carolan, APA, EA, MSPA, CPC, Enrolled Actuary, Evergreen Retirement Plan Consulting, LLC

Stop Playing Small
Alan Gross, President, GSM Marketing

• Plan Design Tips for Effective Administration
Darren Holsey, APA, ERPA, QPA, QKA, Senior Plan Consultant, Premier Retirement Services, Inc.

 Understanding SEPs, SIMPLEs and Solo(k)'s and How They Can Benefit Your Clients
Jane Armstrong, Esq., Partner, Phelps Dunbar, LLP

12:30 p.m. – 2:00 p.m.

Awards Luncheon
(Open to all attendees and registered guests)

2:00 p.m. – 2:50 p.m.

Educational Sessions:

• Ethics Part 1
Kizzy M. Gaul, J.D., CPC, QPA, QKA, TGPC, Lead Analyst, Prudential Retirement

 Hybrid Plan (Cash Balance) Update
Kevin Donovan, CPA, EA, MSPA, ACA, Managing Member, Pinnacle Plan Design, LLC; IRS Speaker Pending Approval

 The Loan Jungle
Janice M. Wegesin, CPC, EA, President, JMW Consulting, Inc.  

• Performance Evaluation Measures for Pension Administrators and TPA Organizations
Charan Singh, APA, Vice President, National DB Operations, United Retirement Plan Consultant

2:50 p.m. – 3:10 p.m. Afternoon Break in Expo Hall
 
3:10 p.m. – 4:00 p.m.

Educational Sessions:

Advanced Top Heavy Testing and Plan Design Issues
William Grossman, APA, APR, ERPA, QPA, GFS, Education Consultant, McKay Hochman Consulting, A Division of DST

 Best Practices to Avoid Litigation as a TPA
Thomas E. Clark Jr., J.D., LL. M., Partner, The Lowenbaum Partnership

Ethics Part 2
Kizzy M. Gaul, J.D., CPC, QPA, QKA, TGPC, Lead Analyst, Prudential Retirement

• The PBGC Process
Mary Ann Rocco, EA, MSPA, Owner, Mary Ann Rocco, EA Consulting Actuary

4:00 p.m. – 4:20 p.m.  Afternoon Break
 
4:20 p.m. – 5:10 p.m.

Educational Sessions:

• A Survey of Current Issues for 403(b) Plans
Rodney Stortenbecker, CPC, QPA, FLMI, Senior Consultant, Lincoln Financial Group; IRS Speaker Pending Approval
 
DB Funding 201
Joseph Carolan, APA, EA, MSPA, CPC, Enrolled Actuary, Evergreen Retirement Plan Consulting, LLC
 

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