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2018NAFE Schedule of Events
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2018NAFE Schedule

 

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

Sunday, May 20

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: What's New In Washington
Ilene Ferenczy, Esq., APA, CPC, Managing Partner, Ferenczy Benefits Law Center

2:30 p.m. – 3:00 p.m.

Afternoon Refreshment Break

3:00 p.m. – 4:15 p.m.

Educational Sessions:


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

Cash Balance What is it and Why is it so Important?
Kevin Donovan, CPA, MSPA, Managing Member, Pinnacle Plan Design, LLC

Mergers and Acquisitions A Case Study Approach
David Schultz, J.D., APM, Educator and Product Manager, FIS Relius

 Adaptive Selling to Plan Sponsors
Randy Fuss, CFP, Registered Corporate Coach, Practice Management Consultant, CUNA Mutual Retirement Solutions

4:15 p.m. – 4:30 p.m.

Afternoon Break

4:30 p.m. – 5:45 p.m.

Educational Sessions:


Government Forms "What's New, What's Surprising, What's Coming"
Kristina Kananen, APA, QKA, QPA, Customer Support, DATAIR Employee Benefit Systems, Inc.

Understanding Defined Benefit and Cash Balance
Lorraine Dorsa, FCA, MAAA, MSPA, EA, CEBS, Actuary, Aegis Pension Services, Inc.

403(b) Issues and Compliance
Nathan Glassey, TGPC, QKA, Vice President, Non-ERISA Retirement Services, National Benefit Services

Tips and Tricks for Hiring Top Administrators
Claudia St. John, SPHR, SHRM-SCP, President, Affinity HR Group, Inc.

5:45 p.m. – 7:15 p.m.

Welcome Reception in Expo Hall


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Monday, May 21

7:30 a.m. – 6:00 p.m.

Registration Open

7:30 a.m. – 8:15 a.m.

Continental Breakfast in Expo Hall

7:45 a.m. – 8:15 a.m.  NIPA Annual Business Meeting
8:15 a.m. – 9:45 a.m.

A Conversation with the Former U.S. Ambassador to Germany
John Emerson, Vice Chairman, Capital Group International, Inc., The Capital Group

9:45 a.m. – 10:15 a.m.

Morning Break in Expo Hall

10:15 a.m. – 11:05 a.m.

Educational Sessions:

 

Compensation The Backbone of Retirement Plan Testing
Robert Richter, JD, LL.M., Vice President, FIS

Overfunded Plans at Termination
Thomas Finnegan, Executive Vice President, CBIZ

Data Gathering: Friend or Foe?
Virginia Sutton, QKA, Consultant; Account Executive, VKS Consulting; Johnson & Dugan Insurance Services Corp.

Navigating Critical Conversations
Claudia St. John, SPHR, SHRM-SCP, President, Affinity HR Group, Inc.

11:05 a.m. – 11:25 a.m.

Morning Break in Expo Hall

11:25 a.m. – 12:15 p.m.

Educational Sessions:

 

New Comparability 1 Nuts and Bolts
Norman Levinrad, EA, CPC, FSPA, MAAA., President and Chief Actuary, Summit Benefit and Actuarial Services, Inc.

Defined Benefit Plan Document
John P. Griffin, J.D., LLM, Principal, ASC Institute

Red Flags Revealed: Are you Overlooking These 10 Holes in Your Retirement Plan Processes?
Kimberly Veal, CPA, AICPA, Supervisor, Rea & Associates, Inc.

The Use of Administrative Policies and Document Retention
Raechel Parolisi, J.D., LLM, Attorney and Pension Consultant, Law Office of Raechel Parolisi

12:15 p.m. – 1:15 p.m.

Box Lunch in Expo Hall

1:15 p.m. – 2:30 p.m.

Educational Sessions:

 

The Interplay of Eligibility and Coverage
Jane Armstrong, J.D., Partner, Phelps Dunbar, LLP

Advanced Deduction Issues
Charlie Steingas, EA, MAAA, MSPA, Owner and Chief, Cash Balance Actuaries, LLC

Fiduciary Types and Responsibilities
Brian Furgala, Esq., CPC, QPA, Shareholder, GrayRobinson

Panel Discussion TPA Trends and Best Practices
Sarah Simoneaux, CPC, President, Simoneaux & Stroud Consulting Services; Darren Holsey, APA, APR, ERPA, QPA, QKA, Owner and Senior Consultant, Premier RPS; Christopher Tipper, CEO, Hunter Benefits Consulting Group, Inc.

2:30 p.m. – 2:50 p.m.

Afternoon Break in Expo Hall

2:50 p.m. – 3:20 p.m.

Vendor/DCIO Breakout Sessions

3:20 p.m. – 3:40 p.m.

Afternoon Break in Expo Hall



3:40 p.m. – 4:40 p.m.

Educational Sessions:


EPCRS Part 1
Alison J. Cohen, Esq., J.D., CPC, Partner, Ferenczy Benefits Law Center LLP

 AFTAPs and Restricted Benefits
Thomas Finnegan, Executive Vice President, CBIZ

Qualified Domestic Relations Orders
Raechel Parolisi, J.D., LLM, Attorney and Pension Consultant, Law Office of Raechel Parolisi

The Ins and Outs of Financial Management and Reporting
Kimberly Veal, CPA, AICPA, Supervisor, Rea & Associates, Inc.

4:40 p.m. – 4:50 p.m.

Afternoon Break in Expo Hall

4:50 p.m. – 5:40 p.m.

Educational Sessions:

 

EPCRS Part 2

Alison J. Cohen, Esq., J.D., CPC, Partner, Ferenczy Benefits Law Center LLP

  Is it Time to Add a Defined Benefit Plan?
Lorraine Dorsa, FCA, MAAA, MSPA, EA, CEBS, Actuary, Aegis Pension Services, Inc.
Understanding An Accountant's Role In Retirement Plans
Charlie Steingas, EA, MAAA, MSPA, Owner and Chief, Cash Balance Actuaries, LLC

 Filtering the Marketing Noise
Andy Hudson, President, Step Strategic

5:40 p.m. – 7:10 p.m.

Networking Reception and Exhibitor Raffle Drawings in Expo Hall


 

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Tuesday, May 22

7:45 a.m. – 5:20 p.m.

Registration Open

7:45 a.m. – 8:15 a.m.

Continental Breakfast in Expo Hall

8:15 a.m. – 9:45 a.m.

Personal Power Story: How to Communicate So People Listen
Sarah Simoneaux, CPC, President, Simoneaux & Stroud Consulting Services

9:45 a.m. – 10:15 a.m.

Morning Break in Expo Hall

10:15 a.m. – 11:05 a.m.

Educational Sessions:

Complex World of ADP/ACP Testing
Kim Martin, APA, CPC, QPA, APA, CPC, QPA, Director of Education; Account Executive, NIPA; Bates and Company, Inc.
"Solo" Plan Design

Richard Kutikoff, FSA, EA, MSPA, MAAA, CFA, President, Pacific Benefit Services

Let's Get Ethical
Alison J. Cohen, Esq., J.D., CPC, Partner, Ferenczy Benefits Law Center LLP

Applying Military Principles to Your Firm
Derren Burrell, AIF, CDFM, DFMCP LVL 3, Chief Operating Officer, TAG Resources, LLC

11:05 a.m. – 11:25 a.m.

Morning Break in Expo Hall

11:25 a.m. – 12:15 p.m.

Educational Sessions:


Top Heavy Testing in the "World of Small Plans"
Virginia Sutton, QKA, Consultant; Account Executive, VKS Consulting; Johnson & Dugan Insurance Services Corp.

 Required Minimum Distributions — Defined Benefit Plans
William Grossman, APA, ERPA, QPA, Managing Member, WCG ERISA CONSULTING, LLC

  Ethics Life in the Real World
Alison J. Cohen, Esq., J.D., CPC, Partner, Ferenczy Benefits Law Center LLP

The Target Date Fund Revolution
Jason Brady, QPA, QKA, Business Development Manager, American Funds

12:15 p.m. – 1:45 p.m.

Awards Luncheon
(Open to all attendees and registered guests)

1:45 p.m. – 3:00 p.m.

Educational Sessions:


Defined Contribution Plan Document Update
John P. Griffin, J.D., LLM, Principal, ASC Institute

 When Good Defined Benefit Plans Go Bad
Kevin Donovan, CPA, MSPA, Managing Member, Pinnacle Plan Design, LLC

 Panel Discussion Working with the Plan's Auditor
Kristina Kananen, APA, QKA, QPA, Customer Support, DATAIR Employee Benefit Systems, Inc.; Christopher Tipper, CEO, Hunter Benefits Consulting Group, Inc.

 Demographic Evolution Challenges and Opportunities
Michael J. DiCenso, President, DiCenso Consulting

 3:00 p.m. – 3:20 p.m.

Afternoon Break in Expo Hall

3:20 p.m. – 4:10 p.m.

Educational Sessions:

New Comparability 2 Advanced Design and Testing
Norman Levinrad, EA, CPC, FSPA, MAAA., President and Chief Actuary, Summit Benefit and Actuarial Services, Inc.

ASC 715 Disclosure
Richard Kutikoff, FSA, EA, MSPA, MAAA, CFA, President, Pacific Benefit Services

 457(b) Governmental and Top Hat Plans
Margaret A. Younis, APA, APR, ERPA, CPC, QPA, QKA, TGPC, Senior Consultant, Retirement Plan Design and Consulting Group, Lincoln Financial Group

Increase TPA Value

Marc M. Roberts, APR, ERPA, President, Associated Pension Consultants; Christopher Tipper, CEO, Hunter Benefits Consulting Group, Inc.

4:10 p.m. 4:30 p.m. Afternoon Refreshment Break
4:30 p.m. 5:20 p.m.

Educational Sessions:

 

Processing Hardships Has it Become a Hardship Itself?

David Schultz, J.D., APM, Educator and Product Manager, FIS Relius

New Comparability 3 Combo DB/DC

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

The Future of Health Savings Accounts

Andy Lovell, APA, APR, ERPA, QKA, National Benefit Services, LLC

Migrating to the Cloud & Data Security

Darren Conner, Chief Technology Officer, PensionPro

6:30 p.m.

"Night on the Town" Event

 

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Wednesday, May 23

8:00 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:

 

Automatic Enrollment Are You In or Are You Out?

Robert Richter, JD, LL.M., Vice President, FIS

State Administered Retirement Plans

Michael J. DiCenso, President, DiCenso Consulting

Internal Controls and Fraud Detection

Paul Perry, FHFMA, CISM, CITP, CPA, Member, Risk and Controls Practice Leader,
Warren Averett, LLC

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

Educational Sessions:

 

Required Minimum Distributions Defined Contribution Plans

William Grossman, APA, ERPA, QPA, Managing Member, WCG ERISA CONSULTING, LLC

Multiple Employer Plans MEP-to-PEP

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

Evaluating Your Processes to Maximize Client Value and Eliminate Waste

Andy Lovell, APA, APR, ERPA, QKA, National Benefit Services, LLC

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