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2016NAFE Attendee Resources
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2016NAFE Attendee Resources

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

 

 


 

Sunday, May 1

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

Level: Advanced; Credit Status: Non-core

3:00 p.m. – 4:15 p.m.

Form 5500 for the 21st Century

Janice M. Wegesin, CPC, EA, President, JMW Consulting, Inc.
Level: Advanced; Credit Status: Non-Core

Maximum Deductions and Compensation Issues for DB Plans

Kevin Donovan, CPA, MSPA, Managing Member, Pinnacle Plan Design, LLC
Level: Advanced; Credit Status: Core

The Benefits of Advising the Advisor

Ary Rosenbaum, Esq., The Rosenbaum Law Firm P.C.

Level: Intermediate; Credit Status: Non-core

The New Frontier in Benchmarking

David Witz, AIF, GFS, CEO/Managing Director, FRA PlanTools

Level: Intermediate; Credit Status: Non-core

4:30 p.m. - 5:45 p.m.

403(b) Plans

William Grossman, APA, ERPA, QPA, GFS, Education Consultant, DSTRS/McKay Hochman Consulting

Level: Advanced; Credit Status: Non-core

    Plan Document Update - Post PPA & 403(b)

    Rich Hochman, Esq., GFS, Managing Director, DSTRS/McKay Hochman Consulting

    Level: Intermediate; Credit Status: Non-core

    Takeovers, the Necessary Evil

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

    Level: Advanced; Credit Status: Non-core

    Turning Strangers into VIP Clients

    Tonya Hofmann, CEO & Founder, Public Speakers Association

    Level: Intermediate; Credit Status: Non-core

    Return to Full Schedule of Events


    Monday, May 2

    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

    Level: Intermediate; Credit Status: Non-core

    10:15 a.m. – 11:05 a.m.

    Cash Balance Interest Crediting Rates Explained

    Kevin Donovan, CPA, MSPA, Managing Member, Pinnacle Plan Design, LLC

    Level: Advanced; Credit Status: Core

    Eligibility Exclusions

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

    Level: Intermediate, Credit Status: Non-core

    Marketing 408(b)(2) Compliance Assessment

    David Witz, AIF, GFS, CEO/Managing Director, FRA PlanTools

    Level: Advanced; Credit Status: Non-core

    Strategies for Handling a DOL Investigation

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

    Level: Intermediate; Credit Status: Non-core

    11:25 a.m. – 12:15 p.m.

    Changes in Plan Year

    Robert Kaplan, APA, CFP, CPC, QPA, Vice President, National Training Consultant, Voya Financial

    Level: Advanced; Credit Status: Non-core

    DB Distributions - Addressing the Common Questions

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

    Level: Intermediate; Credit Status: Core

    Human Resource Management for TPAs - 101

    Charan Singh, APA, Vice President, National DB Operations, United Retirement Plan Consultants

    Level: Intermediate; Credit Status: Non-core

    The Complex World of Church Plans

    Wayne McClain III, Senior Counsel/AVP, Lincoln Financial Group

    Level: Intermediate; Credit Status: Non-core

    1:00 p.m. – 1:50 p.m.

    Mining Your Data to Manage Business

    Darren Conner, EA, QKA, QPA, CTO, PensionPro Software

    Level: Intermediate; Credit Status: Non-core

    Selecting a Retirement Plan

    Janice M. Wegesin, CPC, EA, President, JMW Consulting, Inc.

    Level: Intermediate; Credit Status: Non-core

    The Art of Cash Balance Succession Planning

    Michael Fortune, J.D., President/CEO, Fortune Benefits, Inc.

    Level: Advanced; Credit Status: Core

    The Scary State of Plan Compliance

    Rich Hochman, Esq., GFS, Managing Director, DSTRS/McKay Hochman Consulting

    Level: Advanced; Credit Status; Non-core

    3:00 p.m. – 3:50 p.m.

    Classifying Workers and the Effects on Your Plans

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

    Level: Advanced; Credit Status: Non-core

    ERISA Litigation Update

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

    Level: Intermediate; Credit Status: Non-Core

    PBGC - Coverage and Termination

    Mary Ann Rocco, EA, MSPA, Owner, Mary Ann Rocco, EA Consulting Actuary

    Level: Intermediate; Credit Status: Core

    What the Tea Leaves Say About the Future of TPAs Technology Platform

    David Witz, AIF, GFS, CEO/Managing Director, FRA PlanTools

    Level: Intermediate; Credit Status: Non-core

    4:10 p.m. – 5:00 p.m.

    415 and 436 Benefit Restriction Basics

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

    Level: Intermediate; Credit Status: Core

    Governmental Plans and the Impact of State Law

    Wayne McClain III, Senior Counsel/AVP, Lincoln Financial Group

    Level: Intermediate; Credit Status: Non-core

    Human Resource Management for TPAs - Advanced Topics

    Charan Singh, APA, Vice President, National DB Operations, United Retirement Plan Consultants

    Level: Advanced; Credit Status: Non-core

    RMDs - Why, When and to Whom

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

    Level: Intermediate; Credit Status: Non-core

    Return to Full Schedule of Events


    Tuesday, May 3

    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

    Level: Intermediate; Credit Status: Non-core

    10:30 a.m. – 11:20 a.m.

    Actuarial 101 - Understanding DB

    Mary Ann Rocco, EA, MSPA, Owner, Mary Ann Rocco, EA Consulting Actuary

    Level: Intermediate; Credit Status: Core

    An Ethical Person in Today's Business Environment

    Ilene Ferenczy, Esq., APA, CPC, Managing Partner, Ferenczy Benefits Law Center, LLP

    Level: Intermediate; Credit Status: Non-core

    How to Breakthrough to Your Brilliance and Produce Better Results

    Adam White, CEO, Business Motivational Speaker, Owner, AdamWhiteSpeaks

    Level: Intermediate; Credit Status: Non-core

    The Life of a Plan Case Study - Setup

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

    Level: Intermediate; Credit Status: Non-core

    11:40 a.m. – 12:30 p.m.

    401(a)(26), Top-Heavy and Coverage Basics for DB Plans

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

    Level: Intermediate; Credit Status: Core

    Ethics - All Names Have Been Changed

    Ilene Ferenczy, Esq., APA, CPC, Managing Partner, Ferenczy Benefits Law Center LLP

    Level: Intermediate; Credit Status: Non-core

    The Life of a Plan Case Study - Testing

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

    Level: Advanced; Credit Status: Non-core

    Three Real Ways to Enhance Your Marketing Communication

    Alan Gross, President, GSM Marketing

    Level: Intermediate; Credit Status: Non-core

    2:00 p.m. – 2:50 p.m.

    Good Grief! How to Communicate with Difficult People

    Karen Gridley, Business Owner, Professional Speaker, Coach, Consultant, KMG Enterprises, LLC

    Level: Intermediate; Credit Status: Non-core

    Recent Regulations and Their Impact on DB and Cash Balance Plans

    John Griffin, J.D., LL.M., Principal, ASC Institute

    Level: Advanced; Credit Status: Core

    The  Life of a Plan Case Study - Acquisition

    Charles Lockwood, J.D., LL.M., Principal, ASC Institute

    Level: Advanced; Credit Status: Non-core

    Understand the Actions That Can Enhance or Undermine 401(k)s

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

    Level: Intermediate; Credit Status: Non-core

    3:10 p.m. – 4:00 p.m.

    Actuarial 102 - Understanding DB

    Mary Ann Rocco, EA, MSPA, Owner, Mary Ann Rocco, EA Consulting Actuary

    Level: Intermediate; Credit Status: Core

    Avoiding Penalties and Deadline Pitfalls in Distribution Reporting

    Kristina Kananen, APA, QKA, QPA, Customer Support, DATAIR Employee Benefit Systems, Inc.

    Level: Intermediate; Credit Status: Non-core

    How to Become a Leader of Influence

    Adam White, CEO, Business Motivational Speaker, Owner, AdamWhiteSpeaks

    Level: Intermediate; Credit Status: Non-core

    The Life of a Plan Case Study - Corrections

    Charles Lockwood, J.D., LL.M., Principal, ASC Institute

    Level: Intermediate; Credit Status: Non-core

    4:20 p.m. – 5:10 p.m.

    MEPs: Managing the Complexity to Maintain their Benefit

    Robert Richter, J.D., LL.M., Vice President, FIS

    Level: Advanced; Credit Status: Non-core

    The Life of a Plan Case Study - Cash Balance

    Charlie Steingas, EA, MAAA, MSPA, Owner/Chief Actuary, Cash Balance Actuaries, LLC

    Level: Advanced; Credit Status: Core

    Transform Your Website into an Active Marketing Machine

    Alan Gross, President, GSM Marketing

    Level: Intermediate; Credit Status: Non-core

    What Practitioners Need to Know About Beneficiary Designations

    John Griffin, J.D., LL.M., Principal, ASC Institute

    Level: Intermediate; Credit Status: Non-core

    Return to Full Schedule of Events


    Wednesday, May 4

    8:30 a.m. – 9:45 a.m.

    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

    Level: Intermediate; Credit Status: Non-core

    Correcting 401(k) Testing and Errors - The New EPCRs

    Charles Lockwood, J.D., LL.M., Principal, ASC Institute; Avaneesh Bhagat, Group Manager, Internal Revenue Service

    Level: Intermediate; Credit Status: Non-core

    Cultivating Durable Loyalty

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

    Level: Intermediate; Credit Status: Non-core

    The Life of a Plan Case Study - Termination

    Charlie Steingas, EA, MAAA, MSPA, Owner/Chief Actuary, Cash Balance Actuaries, LLC

    Level: Advanced; Credit Status: Core

     10:00 a.m. – 11:15 a.m.

    Compensation Quandary

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

    Level: Advanced; Credit Status: Non-core

    Dealing with DB and Combo Plan Testing Failures

    Lauren Okum, ASA, EA, MAAA, MSPA, Owner and Actuary, Premier Actuarial Solutions
    Level: Advanced; Credit Status: Core

    Did Someone Say ESOP?!?!

    Jane Armstrong, Esq., Partner, Phelps Dunbar, LLP
    Level: Intermediate; Credit Status: Non-core

    Millennials: Who Are They and Why You Should Care

    Sarah Simoneaux, CPC, President, Simoneaux & Stroud Consulting Services; Nicole Simoneaux, QPFC, Marketing Director, EGPS
    Level: Intermediate; Credit Status: Non-core

    Return to Full Schedule of Events

     


     

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