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2018NAFE Schedule of Events
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2018NAFE Schedule

 

=Business Track  =Defined Benefit  =Defined Contribution  =Specialty Topics  = WP&BC 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:

 

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

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

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

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

4:15 p.m. – 4:30 p.m.

Afternoon Break

4:30 p.m. – 5:45 p.m.

Educational Sessions:

 

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

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

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

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

5:45 p.m. – 7:15 p.m.

Welcome Reception in Expo Hall

Sponsored by   
7:00 p.m. 8:00 p.m. Beers with Peers*
*Under 40 Networking Event

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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.

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

9:45 a.m. – 10:15 a.m.

Morning Refreshment Break in Expo Hall

10:15 a.m. – 11:05 a.m.

Educational Sessions:

 

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

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

Compensation The Backbone of Retirement Plan Testing
Robert Richter, J.D., LLM, Vice President, FIS

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

Current H&W Legislative and Regulatory Environment

Melanie Curtice, Lawyer, Perkins Coie LLC

11:05 a.m. – 11:25 a.m.

Morning Break in Expo Hall

11:25 a.m. – 12:15 p.m.

Educational Sessions:

 

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

Defined Benefit Plan Documents
John P. Griffin, J.D., LLM, Principal, ASC Institute; Avaneesh Bhagat, Group Manager, Internal Revenue Service

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

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

Comprehensive Wellness Program

Katherine Sauer, Ph.D., Vice President, Innovest Portfolio Solutions
12:15 p.m. – 1:15 p.m.

Box Lunch in Expo Hall

1:15 p.m. – 2:30 p.m.

Educational Sessions:

 

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

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

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

Fiduciary Types and Responsibilities
Brian Furgala, Esq., CPC, QPA, Shareholder, GrayRobinson; Robyn Dela Cruz, Associate Regional Director, U.S. Department of Labor - Employee Benefits Security Administration

Trends in Employee Benefits The Plan Sponsor Perspective

Lynn Leach, VP - Benefits Planning Manager, BOK Financial; Jim Lowe, Manager, Compensation & Benefits, The Cosmopolitan of Las Vegas

2:30 p.m. – 2:50 p.m.

Afternoon Refreshment Break in Expo Hall

2:50 p.m. – 3:20 p.m.

Vendor Solution Presentations


Millennium Trust – Solutions for Small Balances

Michael Kelly, Business Development, Millennium Trust Company

Gracia 1

 

Enterprise Iron Financial Industry Solutions, Inc.Helping TPAs Become More Efficient, Scalable and Profitable

Jeff Evers, Principal Consultant, Enterprise Iron Financial Industry Solutions, Inc., Partner, Tim Scott, Enterprise Iron Financial Industry Solutions, Inc.

Gracia 5

 

CUNA Mutual Retirement Solutions Recordkeeping OnlyChanging the Retirement Landscape

Bill Riccio, Director, TPA Relationship Management, CUNA Mutual Retirement Solutions

Gracia 8

3:20 p.m. – 3:40 p.m.

Afternoon Break in Expo Hall



3:40 p.m. – 4:30 p.m.

Educational Sessions:

 

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

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

EPCRS Part 1
Alison J. Cohen, Esq., CPC, J.D., Partner, Ferenczy Benefits Law Center LLP; Stephanie Bennett, Program Coordinator, Internal Revenue Service - Employee Plans Voluntary Correction Program

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

H&W: Hot Topics

Alison Fay, Attorney at Law, Partner, Boutwell Fay LLP; Ruel Pile, Attorney at Law, Senior Associate, Boutwell Fay LLP

4:30 p.m. – 4:50 p.m.

Afternoon Refreshment Break in Expo Hall

4:50 p.m. – 5:40 p.m.

Educational Sessions:

 

 Filtering the Marketing Noise

Andy Hudson, President, Step Strategic

  Is It Time to Add a Defined Benefit Plan?
Lorraine Dorsa, CEBS, EA, FCA, MAAA, MSPA, Actuary, Aegis Pension Services, Inc.

EPCRS Part 2

Alison J. Cohen, Esq., CPC, J.D., Partner, Ferenczy Benefits Law Center LLP; Stephanie Bennett, Program Coordinator, Internal Revenue Service - Employee Plans Voluntary Correction Program

Understanding An Accountant's Role In Retirement Plans

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

H&W: Ask the Experts

Melanie Curtice, Lawyer, Perkins Coie LLP; Alison Fay, Attorney at Law, Partner, Boutwell Fay LLP; Ruel Pile, Attorney at Law, Senior Associate, Boutwell Fay LLP

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.

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

9:45 a.m. – 10:15 a.m.

Morning Refreshment Break in Expo Hall

10:15 a.m. – 11:05 a.m.

Educational Sessions:

 

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

"Solo" Plan Design
Richard Kutikoff, CFA, EA, FSA, MSPA, MAAA, President, Pacific Benefit Services

Complex World of ADP/ACP Testing
Kim Martin, APA, CPC, QPA, Director of Education, NIPA; Account Executive, Bates and Company, Inc.
Let's Get Ethical
Alison J. Cohen, Esq., CPC, J.D., Partner, Ferenczy Benefits Law Center LLP

Retirement: Ask the Experts

Kevin Donovan, CPA, MSPA, Managing Member, Pinnacle Plan Design, LLC; Brad Huss, Director, Trucker Huss APC; Rick Rodgers, AIF, AIFA, Director, Consultant, Strategies Capital Management; Sherry Boutwell

11:05 a.m. – 11:25 a.m.

Morning Break in Expo Hall

11:25 a.m. – 12:15 p.m.

Educational Sessions:

 

The Target Date Fund Revolution
Karyn Dzurisin, QPA, QKA, TPA Business Development Manager, American Funds

 Overfunded Plans at Termination
Thomas Finnegan, FCA, FSPA, MAAA, Executive Vice President, CBIZ Retirement Plan Services

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

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

How Will Tax Reform Impact My Executive Compensation Programs?
Scott Galbreath, J.D., LL.M. (Tax), Employee Benefits and Executive Compensation Practice Team Leader, Murphy Austin Adams Schoenfeld LLP

12:15 p.m. – 1:45 p.m.

Networking and Recognition Lunch
(Open to all attendees and registered guests)

1:45 p.m. – 3:00 p.m.

Educational Sessions:

 

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

 AFTAPs and Restricted Benefits
Thomas Finnegan, FCA, FSPA, MAAA, Executive Vice President, CBIZ Retirement Plan Services

Defined Contribution Plan Document Update
John P. Griffin, J.D., LLM, Principal, ASC Institute; Avaneesh Bhagat, Group Manager, Internal Revenue Service

 Panel Discussion Working with the Plan's Auditor
Kristina Kananen, APA, QKA, QPA, Customer Support, DATAIR Employee Benefit Systems, Inc.; Michael F. Smith, QKA, QPA, Vice President, Qualified Plan Consulting, Voya Financial; Christopher Tipper, Chief Executive Officer, Hunter Benefits Consulting Group, Inc.

Benefit Litigation: A Plaintiff's Perspective vs. a Defendant's Perspective

Brad Huss, Director, Trucker Huss APC; Margo Greenough, Partner, Renaker Hasselman Scott LLP

 3:00 p.m. – 3:20 p.m.

Afternoon Refreshment Break in Expo Hall

3:20 p.m. – 4:10 p.m.

Educational Sessions:

 

Increasing Your TPA Value

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

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

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

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

The Crazy Quilt of Governmental Leave Laws and How It Impacts Your Benefit Programs

Malcolm Slee, Principal, Groom Law Group

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

Educational Sessions:

 

Migrating to the Cloud & Data Security

Darren Conner, Chief Technology Officer, PensionPro

 New Comparability 3 Combo DB/DC

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

Processing Hardships Has It Become a Hardship Itself?

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

The Future of Health Savings Accounts

Andy Lovell, APA, APR, ERPA, MBA, QKA, Vice President, ERISA Retirement Services, National Benefit Services, LLC

DC Plan Investments
Rick Rodgers, AIF, AIFA, Director, Consultant, Strategies Capital Management

6:30 p.m.

"Night on the Town" Event

Michael Jackson ONE

Sponsored by  

 

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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

8:30 a.m. 9:45 a.m.

Educational Sessions:

 

Internal Controls and Fraud Detection

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

Automatic Enrollment Are You In or Are You Out?

Robert Richter, JD, LLM, Vice President, FIS

State Administered Retirement Plans

Michael J. DiCenso, President, DiCenso Consulting

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

Educational Sessions:

 

Evaluating Your Processes to Maximize Client Value and Eliminate Waste

Andy Lovell, APA, APR, ERPA, MBA, QKA, Vice President, ERISA Retirement Services, National Benefit Services, LLC

Required Minimum Distributions Defined Contribution Plans

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

Multiple Employer Plans MEP-to-PEP

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

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