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2016NAFE Schedule of Events
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2016NAFE Schedule

Want to learn more? Check out the 2016NAFE Advance Program, now available!

Sunday, May 1

 

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:  Washington Update
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:


Form 5500 for the 21st Century
Janice M. Wegesin, CPC, EA, President, JMW Consulting, Inc.

Maximum Deductions and Compensation Issues for DB Plans
Kevin Donovan, CPA, MSPA, Managing Member, Pinnacle Plan Design, LLC

The Benefits of Advising the Advisor
Ary Rosenbaum, Esq., The Rosenbaum Law Firm P.C.

The New Frontier in Benchmarking
David Witz, AIF, GFS, CEO/Managing Director, FRA PlanTools


4:15 p.m. – 4:30 p.m.

Afternoon Break

4:30 p.m. – 5:45 p.m.

Educational Sessions:


403(b) Plans
William Grossman, APA, ERPA, QPA, GFS, Education Consultant, DSTRS/McKay Hochman Consulting

Plan Document Update - Post PPA & 403(b)
Rich Hochman, Esq., GFS, Managing Director, DSTRS/McKay Hochman Consulting

Takeovers, the Necessary Evil
Virginia K. Sutton, QKA, Consultant; Account Executive, VKS Consulting; Johnson & Dugan Insurance Services Corp.

Turning Strangers into VIP Clients
Tonya Hofmann, CEO & Founder, Public Speakers Association

5:45 p.m. – 7:15 p.m.

Expo Hall Open



5:45 p.m. – 7:15 p.m.

Welcome Reception in Expo Hall

Sponsored by


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Monday, May 2

7:45 a.m. – 5:00 p.m.

Registration Open

7:45 a.m. – 6:00 p.m.

Expo Hall Open

7:45 a.m. – 8:15 a.m.

Continental Breakfast in Expo Hall

8:15 a.m. – 9:45 a.m.

General Session: Keys to Delivering Superior Customer Service
Karen Gridley, Business Owner, Professional Speaker, Coach, Consultant, KMG Enterprises, LLC

9:45 a.m. – 10:15 a.m.

Morning Break in Expo Hall

10:15 a.m. – 11:05 a.m.

Educational Sessions:


Cash Balance Interest Crediting Rates Explained
Kevin Donovan, CPA, MSPA, Managing Member, Pinnacle Plan Design, LLC

Eligibility Exclusions
Jane Armstrong, Esq., Partner, Phelps Dunbar, LLP

Marketing 408(b)(2) Compliance Assessments
David Witz, AIF, GFS, CEO/Managing Director, FRA PlanTools

Strategies for Handling a DOL Investigation
Thomas Clark, J.D., LL.M., Of Counsel, The Wagner Law Group

11:05 a.m. – 11:25 a.m.

Morning Break in Expo Hall

11:25 a.m. – 12:15 p.m.

Educational Sessions:

Changes in Plan Year
Robert M. Kaplan, APA, CFP, CPC, QPA, Vice President, National Training Consultant, Voya Financial

DB Distributions - Addressing the Common Questions
Daniel Liss, EA, CEO, Economic Growth Pension Services, Inc.

Human Resource Management for TPAs - 101
Charan Singh, APA, Vice President, National DB Operations, United Retirement Plan Consultants

The Complex World of Church Plans
Wayne McClain III, Senior Counsel/AVP, Lincoln Financial Group

12:15 p.m. – 1:00 p.m.

Box Lunch in Expo Hall

1:00 p.m. – 1:50 p.m.

Educational Sessions:


Mining Your Data to Manage Business
Darren Conner, EA, QKA, QPA, CTO, PensionPro Software

Selecting a Retirement Plan
Janice M. Wegesin, CPC, EA, President, JMW Consulting, Inc.

The Art of Cash Balance Succession Planning
Michael Fortune, J.D., President/CEO, Fortune Benefits, Inc.

The Scary State of Plan Compliance
Rich Hochman, Esq., GFS, Managing Director, DSTRS/McKay Hochman Consulting

1:50 p.m. – 2:10 p.m.

Afternoon Break

2:10 p.m. – 2:40 p.m.

Vendor Solution Presentations

2:40 p.m. – 3:00 p.m.

Afternoon Break in Expo Hall



3:00 p.m. – 3:50 p.m.

Educational Sessions:


Classifying Workers and the Effects on Your Plans
Jane Armstrong, Esq., Partner, Phelps Dunbar, LLP

ERISA Litigation Updates
Thomas Clark, J.D., LL.M., Of Counsel, The Wagner Law Group

PBGC - Coverage and Termination
Mary Ann Rocco, EA, MSPA, Owner, Mary Ann Rocco, EA Consulting Actuary

What the Tea Leaves Say About the Future of TPAs Technology Platform
David Witz, AIF, GFS, CEO/Managing Director, FRA PlanTools

3:50 p.m. – 4:10 p.m.

Afternoon Break in Expo Hall

4:10 p.m. – 5:00 p.m.

Educational Sessions:

 

415 and 436 Benefit Restriction Basics

Daniel Liss, EA, CEO, Economic Growth Pension Services, Inc.

Governmental Plans and the Impact of State Laws
Wayne McClain III, Senior Counsel/AVP, Lincoln Financial Group
Human Resources Management for TPAs - Advanced Topics
Charan Singh, APA, Vice President, National DB Operations, United Retirement Plan Consultants

RMDs - Why, When and to Whom
Kim Martin, APA, CPC, QPA, Director of Education; Account Executive, NIPA; Bates & Company, Inc.

5:00 p.m. – 6:00 p.m.

Networking Reception in the Expo Hall

Sponsored by 

6:30 p.m.

Showtime is at 7:00

Night on the Town Event

The Beatles LOVE, The Mirage

Sponsored by


 

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Tuesday, May 3

7:45 a.m. – 5:00 p.m.

Registration Open

7:45 a.m. – 3:10 p.m.

Expo Hall Open

7:45 a.m. – 8:30 a.m.

Continental Breakfast in Expo Hall

8:00 a.m. – 8:30 a.m.

NIPA Annual Business Meeting

8:30 a.m. – 10:00 a.m.

General Session: Success...You Already Have it in You!
Tonya Hofmann, CEO and Founder, Public Speakers Association

10:00 a.m. – 10:30 a.m.

Morning Break in Expo Hall

10:30 a.m. – 11:20 a.m.

Educational Sessions:

Actuarial 101 - Understanding DB
Mary Ann Rocco, EA, MSPA, Owner, Mary Ann Rocco, EA Consulting Actuary
An Ethical Person in Today's Business Environment
Ilene Ferenczy, Esq., APA, CPC, Managing Partner, Ferenczy Benefits Law Center LLP
How to Breakthrough to Your Brilliance and Produce Better Results
Adam White, CEO, Business Motivational Speaker, Owner, AdamWhiteSpeaks

The Life of a Plan Case Study - Setup
Darren Holsey, APA, ERPA, QKA, QPA, Owner/Senior Plan Consultant, Premier RPS

11:20 a.m. – 11:40 a.m.

Morning Break in Expo Hall

11:40 a.m. – 12:30 p.m.

Educational Sessions:


401(a)(26), Top-Heavy and Coverage Basics for DB Plans
Lauren Okum, ASA, EA, MAAA, MSPA, Owner and Actuary, Premier Actuarial Solutions

Ethics - All Names Have Been Changed
Ilene Ferenczy, Esq., APA, CPC, Managing Partner, Ferenczy Benefits Law Center LLP

The Life of a Plan Case Study - Testing
Darren Holsey, APA, ERPA, QKA, QPA, Owner/Senior Plan Consultant, Premier RPS

Three Real Ways to Enhance Your Marketing Communication
Alan Gross, President, GSM Marketing

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:


Good Grief! How to Communicate with Difficult People
Karen Gridley, Business Owner, Professional Speaker, Coach, Consultant, KMG Enterprises, LLC

Recent Regulations and Their Impact on DB and Cash Balance Plans
John Griffin, J.D., LL.M., Principal, ASC Institute

 The Life of a Plan Case Study - Acquisition
Charles Lockwood, J.D., LL.M., Principal, ASC Institute

Understand the Actions That Can Enhance or Undermine 401(k)s
Tom Warren, Vice President of American Funds, The Capital Group Companies

2:50 p.m. – 3:10 p.m.

Afternoon Break in Expo Hall

3:10 p.m. – 4:00 p.m.

Educational Sessions:

Actuarial 102 - Understanding DB
Mary Ann Rocco, EA, MSPA, Owner, Mary Ann Rocco, EA Consulting Actuary

Avoiding Penalties and Deadline Pitfalls in Distribution Reporting
Kristina Kananen, APA, QKA, QPA, Customer Support, DATAIR Employee Benefit System, Inc.

How to Become a Leader of Influence
Adam White, CEO, Business Motivational Speaker, Owner, AdamWhiteSpeaks

The Life of a Plan Case Study - Corrections
Charles Lockwood, J.D., LL.M., Principal, ASC Institute

4:00 p.m. – 4:20 p.m. 

Afternoon Break

4:20 p.m. – 5:10 p.m.

Educational Sessions:

MEPs: Managing the Complexity to Maintain their Benefit
Robert Richter, J.D., LL.M., Vice President, FIS
The Life of a Plan Case Study - Cash Balance
Charlie Steingas, EA, MAAA, MSPA, Owner/Chief Actuary, Chief Balance Actuaries, LLC
Transform Your Website into an Active Marketing Machine
Alan Gross, President GSM Marketing

What Practitioners Need to Know About Beneficiary Designations
John Griffin, J.D., LL.M., Principal, ASC Institute

 

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Wednesday, May 4

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:

 

Am I a Fiduciary?
Virginia K. Sutton, QKA, Consultant; Account Executive, VKS Consulting; Johnson & Dugan Insurance Services Corp.; Jamidi Daiess, Senior Investigator, Department of Labor

Correcting 401(k) Testing and Errors - The New EPCRS
Charles Lockwood, J.D., LL.M., Principal, ASC Institute; Avaneesh Bhagat, Group Manager, Internal Revenut Service

Cultivating Durable Loyalty
Tom Warren, Vice President of American Funds, The Capital Group Companies

The Life of a Plan Case Study - Termination
Charlie Steingas, EA, MAAA, MSPA, Owner/Chief Actuary, Cash Balance Actuaries, LLC

9:45 a.m. – 10:00 a.m.

Morning Break

10:00 a.m. – 11:15 a.m.

Educational Sessions:

 

Compensation Quandary
Robert Richter, J.D., LL.M., Vice President, FIS; Avaneesh Bhagat, Group Manager, Internal Revenue Service

Dealing with DB and Combo Plan Testing Failure
Lauren Okum, ASA, EA, MAAA, MSPA, Owner and Actuary, Premier Actuarial Solutions

Did Someone Say ESOP?!?!
Jane Armstrong, Esq., Partner, Phelps Dunbar, LLP

Millennials: Who Are They and Why You Should Care
Sara Simoneaux, CPC, President, Simoneaux & Stroud Consulting Services

*Schedule subject to change.

 

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