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2017NAFE Schedule of Events
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2017NAFE Schedule

Click here to download the Advance Program.

 

=Business Topics   =Defined Benefit   =Defined Contribution =Specialty Topics   =Virtual Conference

Sunday, May 21

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:


Transitioning to a Remote Workforce: How One Company is Doing It
Nathan Carlson, AIF, MBA, KPA, QKA, President, Retirement Planning Services, Inc.

Defined Benefit Terminations
Lauren Okum, ASA, EA, MAAA, MSPA, Owner and Actuary, Premier Actuarial Solutions

TMI? Proposed Changes to Form 5500
Janice M. Wegesin, CPC, EA, President, JMW Consulting, Inc.

 Effectively Navigating DOL Investigations of Plans and Service Providers
Heather Bader-Abrigo, Esq., Attorney, Drinker Biddle & Reath, DOL Speaker Invited

4:15 p.m. – 4:30 p.m.

Afternoon Break

4:30 p.m. – 5:45 p.m.

Educational Sessions:


Technology and Automation: Friend or Foe?
Christopher Tipper, CEO, Hunter Benefits Consulting Group, Inc.
Jennifer Wiczynski, CPC, ERPA, Product Support Consultant, ft william, Wolters Kluwer

My Flash Drive is Nearly Full — Disclosures and Notices 2017
William Grossman, APA, ERPA, GFS, QPA

Prevailing Wage Gold Mine
Darren Holsey, APA, ERPA, QKA, QPA, Owner and Senior Consultant, Premier RPS

Name Fiduciary 3(16) Services — How to Survive in the New Fiduciary World
Russ Hooker, QKA, President, Administrative Fiduciary Services, Inc.

Heather Bader-Abrigo, Esq., Attorney, Drinker Biddle & Reath, DOL Speaker Invited

5:45 p.m. – 7:15 p.m.

Welcome Reception in Expo Hall

Sponsored by


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Monday, May 22

7:30 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: The Memory Switch
Matthew Goerke, American Memory Master, Creator of the Memory Switch Program

10:00 a.m. – 10:30 a.m.

Morning Break in Expo Hall

10:30 a.m. – 11:20 a.m.

Educational Sessions:

 

Operations Management 101 – Introduction
Charan Singh, APA, Vice President, Operations, United Retirement Plan Consultants

DB Plans Part I – So What am I Getting?
Kevin Donovan, CPA, MSPA, Managing Member, Pinnacle Plan Design, LLC

  Covering "Your" Assets & Liabilities
Janice M. Wegesin, CPC, EA, President, JMW Consulting, Inc.

Is Your Client's Plan "Out of Control"
Jane Armstrong, J.D., Partner, Phelps Dunbar, LLP

11:20 a.m. – 11:40 a.m.

Morning Break in Expo Hall

11:40 a.m. – 12:30 p.m.

Educational Sessions:

 

Legal and Technical Research for Dummies
Timothy McCutcheon, CPA, J.D., MBA, President, Burmont Compliance Labs, LLC dba ERISApedia.com

DB Funding 101
Lynn M. Young, EA, MAAA, MSPA, Consulting Actuary, Pinnacle Plan Design, LLC

The Basic Rules of Crosstesting
Karen Smith, EA, FSA, J.D., President, Nova 401(k) Associates

Locating Missing Participants in a Digital World
Peter Preovolos, APA, AIFA, RIA, President/CEO, PenChecks Trust

12:30 p.m. – 1:30 p.m.

Box Lunch in Expo Hall

1:30 p.m. – 2:20 p.m.

Educational Sessions:

 

Yes, You Can Do Video – And You Should
Alan Gross, President, GSM Marketing

Defined Benefit Plan Proposals & Takeovers
Norman Levinrad, EA, CPC, FSPA, MAAA, President and Chief Actuary, Summit Benefit & Actuarial Services, Inc.

Compensation Part I – Allowable Definitions and When to Use Them
Ilene Ferenczy, Esq., APA, CPC, Managing Partner, Ferenczy Benefits Law Center LLP

Keys to Successful ESOP Administration
Barbara Clough, QKA, QPA, Director – ESOP, Newport Group

2:20 p.m. – 2:40 p.m.

Afternoon Break in Expo Hall

2:40 p.m. – 3:10 p.m.

Vendor/DCIO Breakout Sessions

3:10 p.m. – 3:30 p.m.

Afternoon Break in Expo Hall



3:30 p.m. – 4:20 p.m.

Educational Sessions:


The Wide World of TPA Fees
Ann Slotwinski, APR, Vice President, TPA Services, John Hancock Financial Services

 DB Distributions – Forms & Benefits
Joseph Carolan, APA, CPC, EA, MSPA, Pension Actuary, Evergreen Retirement Plan Consulting, LLC

EPCRS Part I – Directly Resolving Plan Problems
Robert Richter, J.D., LL.M., Vice President, FIS

Don't Be "That Guy" – Avoid Party Fouls – (Understanding Parties-in-Interest)
J.K. Nowiejski, J.D., QKA, ERISA Counsel, Nova 401(k) Associates

4:20 p.m. – 4:40 p.m.

Afternoon Break in Expo Hall

4:40 p.m. – 5:30 p.m.

Educational Sessions:

 

Succession Planning

Sarah Simoneaux, CPC, President, Simoneaux & Stroud Consulting Services

 DB/DC – When You're "Back in the Black"
Lauren Okum, ASA, EA, MAAA, MSPA, Owner and Actuary, Premier Actuarial Solutions
401(k) Plan Testing 101
Kim Martin, APA, CPC, QPA, Director of Education; Account Executive, NIPA; Bates & Company, Inc.

 ERISA 403(b) Compliance
Wayne McClain III, J.D., Senior Counsel / AVP, Lincoln Financial Group

5:30 p.m. – 7:00 p.m.

Networking Reception and Exhibitor Raffle Drawings in Expo Hall


 

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Tuesday, May 23

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: The State of the Economy
Dr. David Kelly, CFA, B.A., M.A., Ph.D, Chief Global Strategist & Head of the Global Market Insights Strategy Team, J.P. Morgan

10:00 a.m. – 10:30 a.m.

Morning Break in Expo Hall

10:30 a.m. – 11:20 a.m.

Educational Sessions:

How Secure Is Your Data? Importance of IT General Controls for an Organization
Paul Perry, CITP, CPA, FHFMA, Senior Manager, Director of Security Services, Warren Averett, LLC and Warren Averett Technology Group, LLC
DB Plans Part II – Show Me the Cash!
Keith Donovan, CPA, MSPA, Managing Member, Pinnacle Plan Design, LLC

The Nuts and Bolts of 5500 Series Preparation
Kristina Kananen, APA, QKA, QPA, Customer Support, DATAIR Employee Benefit Systems, Inc.

Ethics – A Review of IRS Circular 230
Alison Cohen, Esq., Senior Associate, Ferenczy Benefits Law Center LLP

11:20 a.m. – 11:40 a.m.

Morning Break in Expo Hall

11:40 a.m. – 12:30 p.m.

Educational Sessions:


Operations Management 201 – Focus on Management
Charan Singh, APA, Vice President, Operations, United Retirement Plan Consultants

 DB Funding 201
Lynn M. Young, EA, MAAA, MSPA, Consulting Actuary, Pinnacle Plan Design, LLC

 Cross-testing Beyond the Basics
Karen Smith, EA, FSA, J.D., President, Nova 401(k) Associates

Case Studies in Ethics
Alison Cohen, Esq., Senior Associate, Ferenczy Benefits Law Center 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:


Going Electronic and Getting It Right
Barb Van Zomeren, APM, CISP, J.D., Vice President, Ascensus

 An Actuary's Year
Charlie Steingas, EA, MAAA, MSPA, Owner and Chief, Cash Balance Actuaries, LLC

  Compensation Part II – SE Income and Combined W2
Ilene Ferenczy, Esq., APA, CPC, Managing Partner, Ferenczy Benefits Law Center LLP

 Impacts of Affiliation in a Complex Business World
Jane Armstrong, J.D., Partner, Phelps Dunbar, LLP

2:50 p.m. – 3:10 p.m.

Afternoon Break in Expo Hall

3:10 p.m. – 4:00 p.m.

Educational Sessions:

How the DOL Rule Applies to Service Providers
Wayne McClain III, J.D., Senior Counsel / AVP, Lincoln Financial Group, DOL Speaker Invited

  Outsourcing Actuarial Services
Norman Levinrad, CPC, EA, FSPA, MAAA, President and Chief Actuary, Summit Benefit & Actuarial Services, Inc.

Darren Holsey, APA, ERPA, QKA, QPA, Owner and Senior Consultant, Premier RPS

 EPCRS Part II – Calling in the Big Guns
Robert Richter, J.D., LL.M., Vice President, FIS

Navigating Through the "Black Holes" of the Tax Law and ERISA

Nicholas Paleveda, J.D., LL.M., MBA, Adjunct Professor, Graduate Tax Program, Northeastern University

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

Educational Sessions:

 

How the DOL Rule Applies to TPAs

Thomas E. Clark, Jr., J.D., LL.M., Of Counsel, The Wagner Law Group, DOL Speaker Invited

Functionality of a DB Plan

Joseph Carolan, APA, CPC, EA, MSPA, Pension Actuary, Evergreen Retirement Plan Consulting, LLC

401(k) Plan Testing 201

Kim Martin, APA, CPA, QPA, Director of Education; Account Executive, NIPA; Bates & Company, Inc.

Exit Strategies for MEPs

Terrance Power, AIFA, ChFC, CFP, CLU, CPFA, CRPS, ERPA, The Platinum 401k, Inc.

 7:00 p.m.

"Night on the Town" Event

Sponsored by

 

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Wednesday, May 24

 8:30 a.m. 11:15 a.m. Registration Open
 8:00 a.m. 8:30 a.m.

Continental Breakfast in Expo Hall

 8:30 a.m. 9:45 a.m.

Educational Sessions:

 

If You Can Dream It, You Can Do It: The Art of Getting Things Done

Deborah Rubin, AIF, CFP, Senior Vice President, Transamerica

Case Studies in Mergers and Acquisitions

Virginia Sutton, QKA, Consultant; Account Executive, VKS Consulting; Johnson & Dugan Insurance Services Corp.

Back-to-the-Future: Rehires and Plan Rules

William Grossman, APA, ERPA, GFS, QPA

Growing Role of the 401(k) Specialist Advisor: Is This the End for Two Plan Tony?

Shayna Osborne, APA, APR, ERPA, QPA, President, Osborne & Associates, Inc.

Brian Mahoric, APA, Financial Advisor, Senior Vice President, Vinoble Group

Andy Strandquist, AIF, CIMA, Regional Vice President and Retirement Plan Counselor, American Funds Distributors, Inc. / Capital Group

 9:45 a.m. 10:00 a.m. Morning Break
 10:00 a.m. 11:15 a.m.

Educational Sessions:

 

The Power of Networking

Randy Fuss, CFP, Registered Corporate Coach, Practice Management Consultant, CUNA Mutual Retirement Solutions

ERISA Litigation

Thomas E. Clark, Jr., J.D., LL.M., Of Counsel, The Wagner Law Group

Multiple Employer Plans in 2017

Terrance Power, AIFA, CFP, ChFC, CLU, CRPS, CPFA, ERPA, QPA, The Platinum 401k, Inc.

State Based Retirement Plans

Barb Van Zomeren, APM, CISP, J.D., Vice President, Ascensus, DOL Speaker Invited

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