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2013NAFE Resources

Post-Conference Attendee List

Educational Session Presentations

Sunday, April 28, 2013

 General Session: Washington Update
Robert M. Kaplan, APA, CFP, CPC, QPA, Vice President, National Training Consultant, ING Looking at Controlled Groups - The Finer Points
Janice M. Wegesin, CPC, EA, form5500help.com; Christian Hofstadter, JD, LLM, Employee Benefits Counsel, Sutter Health
403(b) Update
William Grossman, APR, QPA, ERPA, Director of Education & Communications, Newkirk Products/McKay Hochman; Donald Kieffer, Esq., IRS; Avaneesh Bhagat, IRS
The Double Edged Sword of Participant Loans
Kim Martin, APA, CPC, QPA, Director of Education, NIPA, Pension Plan Professionals
404a-5 Disclosures: What now? What Next?
Bruce Ashton, Esq., Drinker Biddle & Reath LLP
Preventing Disastrous DB Distributions
David Farber, ASA, COPA, EA, MSPA 
What to Do with Those Uncashed Checks and Lost Participants
Peter Preovolos, APA, RIA, AIFA, President, PenChecks, Inc.; Jean Ackerman, DOL

Monday, April 29, 2013

 General Session: Effective Use of Social Media
Barbara Lewis, MBA, President, Centurion Consulting Group What Can Go Wrong, But More Importantly, How to Correct It!
Barbara Clough, QPA, QKA, Director of Plan Administration, Blue Ridge ESOP Associates; Avaneesh Bhagat, IRS
Section 436 Rules for DB Plans
David Farber, ASA, COPA, EA, MSPA
Advanced Topic Roundtable Discussions: Best Practices for the TPA 
Laura Moskwa, CPC, QPA, Principal, Laura S. Moskwa Consulting 
Advanced Topic Roundtable Discussions: Business Development Through Social Media
Barbara Lewis, MBA, President, Centurion Consulting Group
Advanced Topic Roundtable Discussions: Employee Development and Performance: Building a Learning TPA Organization 
Charan Singh, APA, Associate Vice President and Operations Manager, United Retirement Plan Consultants
Advanced Topic Roundtable Discussions: The State of My Service Agreement 
Darren Holsey, ERPA, APA, QPA, QKA, Senior Plan Consultant, Premier Retirement Services, Inc.
Advanced Topic Roundtable Discussions: Participant Fee Disclosure and Your Experience 
Robert M. Kaplan, APA, CFP, CPC, QPA, Vice President, National Training Consultant, ING
Multiple Employer Plans - Their Nuances and Working with Them
S. Derrin Watson, JD, APM, SunGard Relius; Jean Ackerman, DOL
PPA DC Restatements - What to Expect
Timothy McCutcheon, JD, CPA, MBA, General Manager, Wolters Kluwer/ftwilliam.com; Donald Kieffer, Esq., IRS
Communications with Plan Sponsor
Joe Nichols, ASA, EA, MAAA, MSPA, Actuarial Consultant, PensionPro Software
Compensation Concerns
Kevin Donovan, CPA, MSPA, Pinnacle Plan Design, LLC
Coordinating Schedule C with the Final 408(b)(2) Regulations
Janice M. Wegesin, CPC, EA, form5500help.com; Scott Albert, DOL 
Estate Planning for Retirement Benefits
John Martin, Esq., Law Offices of John C. Martin

Tuesday, April 30, 2013

General Session: Creative Communication Tips for a Commoditized World
Chris Stroud, MSPA, MAAA, EA, Principal, Simoneaux & Stroud Consulting Services Solving Cross-Testing Conundrums
Norman Levinrad, FPSA, CPC, Summit Benefits & Actuarial Services, Inc.
Rehired Employees - Are They In or Are They Out?
Robert Richter, JD, LLM, Vice President, SunGard Relius
Advanced Topic Roundtable Discussions: Best Practices for the TPA 
Laura Moskwa, CPC, QPA, Principal, Laura S. Moskwa Consulting 
Advanced Topic Roundtable Discussions: Business Development Through Social Media
Barbara Lewis, MBA, President, Centurion Consulting Group
Advanced Topic Roundtable Discussions: Employee Development and Performance: Building a Learning TPA Organization 
Charan Singh, APA, Associate Vice President and Operations Manager, United Retirement Plan Consultants
Advanced Topic Roundtable Discussions: The State of My Service Agreement 
Darren Holsey, ERPA, APA, QPA, QKA, Senior Plan Consultant, Premier Retirement Services, Inc.
Advanced Topic Roundtable Discussions: Participant Fee Disclosure and Your Experience 
Robert M. Kaplan, APA, CFP, CPC, QPA, Vice President, National Training Consultant, ING
Ethics Part 1 - Ethics and Ethical Organizations
Michael Coyne, JD, Waldheger-Coyne Co., LPA
Form 5330
Janice M. Wegesin, CPC, EA, form5500help.com
401(k) Questionnaire - The Final Chapter
Richard Hochman, Esq., McKay Hochman Co., Inc; Donald Keiffer, Esq., IRS
403(b) vs. 401(k) – Plan Design Considerations for Tax-Exempt Organizations
Rod Stortenbecker, CPC, QPA, FLMI, Senior Consultant, Lincoln Financial Group
Retirement Assets: Are They Protected?
Richard Naegele, JD, MA, Attorney/Shareholder, Wickens, Herzer, Panza, Cook & Batista Co.
Ethics Part 2  - The Importance of Professionalism
Michael Coyne, JD, Waldheger-Coyne Co., LPA
Corporate Mergers, Acquisitions and Spin-Offs
Ilene Ferenczy, Esq., APA, CPC, Ferenczy & Paul, LLP; Donald Kieffer, Esq, IRS
Triggers for DOL Audits
David Kahn, Senior Consultant, ERISA Compliance Services
404 Deduction Rules for DB/DC Plans
Kevin Donovan, CPA, MSPA, Pinnacle Plan Design, LLC

Wednesday, May 1, 2013

Designated Roth Accounts - From Deferral to Distribution
William Grossman, QPA, ERPA, APR, Director of Education & Communications, Newkirk Products/McKay Hochman
Cash Balance Plans - Design and Testing
Norman Levinrad, FPSA, CPC, Summit Benefits & Actuarial Services, Inc.
Changes to Vesting Schedules or Service Crediting Methods
Robert Richter, JD, LLM, Vice President, SunGard Relius
DC Plan Design - Advanced Techniques
Randy Cook, Esq., Saalfeld Griggs PC; Christine Moehl, Esq., Saalfeld Griggs PC
Less Than Perfect Filings
Kristina Kananen, APA, QPA, QKA, DATAIR Employee Benefits Systems, Inc.; Scott Albert, DOL
Audit Pitfalls
Ilene Ferenczy, Esq., APA, CPC, Ferenczy & Paul, LLP; Donald Kieffer, Esq., IRS

Speaker Biographies

Awards

Committee

Darren Holsey, APA, ERPA, QKA, QPA
2013NAFE Committee Chair
Premier Retirement Services, Inc.
Wilsonville, OR

Christian Hofstadter
Wolters Kluwer Law & Business
Milwaukee, WI

Maria Hopkinson
John Hancock Retirement Plan Services
Toronto, Ontario, Canada 

Jonathan Jones, APA, QKA
Acuff & Associates 
Brentwood, TN

Michelle Marsh, QKA
Retirement Plan Concepts & Services, Inc.
Fort Wayne, IN

Holly Scott, APR, CPC, CFP, ERPA, QKA
Liden, Nestle, Soled & Associates
Westlake Village, CA

Chip Ward, APA
Executive Pension Services, Ltd.
Columbia, SC

Maggie Younis, APA, QKA, QPA, TGPC
Lincoln Financial Group
Kendallville, IN

New APA/APA

APA

Thomas Scott Allan, APA
San Diego Pension Consultants
San Diego, CA

Vivek Arora, APA
Milliman India Pvt. Ltd.
Gurgaon, Haryana

Arnab Baksi, APA
Milliman India Pvt. Ltd.
Gurgaon, Haryana

Paul G. Baresel, APA
Creative Plan Designs, Ltd.
East Meadow, NY

Todd A. Barker, APA
Retirement Strategies Group, L.L.C.
New Orleans, LA

David W. Barrer, APA
Advanced Pension Solutions, Inc.
Blacklick, OH

Ashwani Bhatia, APA
Milliman India Pvt. Ltd.
Gurgaon, Haryana

Lisa Hall Brown, APA
Pension Professionals, Inc.
Aliso Viejo, CA

Ashley L. Burrow, APA
Acuff & Associates, Inc.
Brentwood, TN

Dilbir Kaur Chanana, APA
Milliman India Pvt. Ltd.
Gurgaon, Haryana

Lindsay A. Davis, APA
Sheffler & Martin, Inc.
San Diego, CA

Shannon M. Edwards, APA
TriStar Pension Consulting
Oklahoma City, OK

Kelly Elsbernd, APA
Midwest Group Benefits
Decorah, IA

Brigette C. Entwisle, APA
Standard Insurance Co. 
Portland, OR

Cassandra J. Ford, APA
Life Associates, Inc. 
Sugar Grove, IL

Lindsay Hendrickson, APA
United Retirement Plan Consultants
Seattle, WA

Dana J. Markee, APA
Frontier-Kemper Constructors, Inc.
Evansville, IN

Pam Mendenhall, APA
BBM Financial Services
Yakima, WA

Christina Mugleston, APA
Great-West Financial
Greenwood Village, CO

Sandra Parent, APA
Strategic Benefits LLC
Bakersfield, CA

L. Britto Prabahar, APA
M/S, AKT Business Services PVT LTD
CBD Belapur, Navimumbai

Mrityunjay Prasad, APA
Milliman India Pvt. Ltd.
Gurgaon, Haryana

Jeanette K. Rhodes, APA, ERPA
Crandall, Swenson, Gleason & Wadsworth, Chtd.
Boise, ID

Megan J. Richardson, APA
Milliman, Inc.
Minneapolis, MN

Ranjit  Singh, APA
Milliman India Pvt. Ltd.
Gurgaon, Haryana

Michael E. Wesson, APA
Acuff & Associates, Inc.
Brentwood, TN

Phillip Alan Zimmermann, Jr., APA
San Diego Pension Consultants
San Diego, CA

APR

Peter Avalos, APR, ARPS
John Hancock
Corona, CA

Cory Bender, APR
Retirement Strategies Group
New Orleans, LA

Kelly M. Burnett, APR, APA, ERPA
Matthews Benefit Group, Inc.
St. Petersburg, FL

Jeremy Callegan, ERPA, APA, APR
Retirement Strategies Group
New Orleans, LA

John Cotterman, APR, ERPA, QPA, QKA
KB Pension Services, Inc.
Sarasota, FL

Jan Davis, APR, ERPA, CPC, QPA, QKA
Noble-Davis Consulting, Inc.
Solon, OH

Marsha L. Evans, QKA, QPA, ERPA, APR
American Pensions
Charleston, SC

Lynette A. Golly, APA, APR, CEBS, ERPA, QPA
Clear Lake, MN

William C. Grossman, APR, QPA, ERPA
McKay Hochman Company, Inc.
Butler, NJ

Steven K. Jones, ERPA, APR
Acuff & Associates, Inc.
Brentwood, TN

Aaron H.J. Knecht, APR, QKA, QPA, ERPA
Pension Services Corporation
Honolulu, HI

Bruce P. Lee, ERPA, APR
Pension Services Corporation
Honolulu, HI

Jennifer J. Massey, APA, APR, ERPA, QPA, QKA
Retirement Strategies, LLC
Little Chute, WI

Barbara J. Nakata, QKA, QPA, ERPA, APR
Pension Professionals, LLC
Honolulu, HI

Mark A. Owens, APR
American Pensions
Charleston, SC

Marc M. Roberts, ERPA, APR
Associated Pension Consultants
Sacramento, CA

Christine Scott-Riffkind, APA, ERPA, APR
Riffkind Scott & Associates, Inc.
Palm Desert, CA

Christopher Switaj, QKA, QPA, ERPA, APR
Planned Retirement Consultants and Administrators, Inc.
Ridgewood, NJ

Karen Wood, APA, APR, ERPA, QPA
Benefits Administrators, LLC
Lexington, KY

 

 

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