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NAFE Amplified Schedule of Events
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NOTE: Due to the health and safety concerns that large gatherings and travel continue to pose, the NIPA Board of Directors has decided to cancel the in-person gathering this August. The 2020NAFE will transform into NAFE Amplified, an expanded version of the NAFE Virtual Conference experience, taking place August 10-12 and 17-18. Web pages will be updated on a rolling basis.

 

Be advised that all session times are listed in Central Standard Time

 

Schedule

  =Business Operations Track     =Defined Benefit   =Defined Contribution     =Specialty Topics   =Session Recording Eligible for CE Credits Post Conference**

 

Monday, August 10
10:00 a.m. – 11:30 a.m
General Session / Opening Remarks

General Session: 2020 Washington Update

Reagan Anderson, Senior Vice President, Government Relations, Capital Group

11:30 a.m. – 11:45 a.m.

Break

11:45 a.m. – 1:00 p.m.

Education Sessions

  Critical Conversations and Mentorship

Amanda Iverson CPA, MBA, PHR, SHRM-CP, APM, Chief Operating Officer, Pinnacle Plan Design

 The Interplay Between DB Funding and Deductions

Kevin Donovan, CPA, EA, FCA, FSPA, Managing Member, Pinnacle Plan Design, LLC 

 Plan Design - Beyond the Basics

Stephen Forbes, J.D., LL.M., President, Forbes Retirement Plan Consulting

 Gen Z - What to Expect

Sarah Simoneaux, CPC, Founding Partner, SCS

1:00 p.m. – 1:15 p.m. Break
1:15 p.m. – 2:30 p.m.

Education Sessions

 An Internal Approach to Projects - Planning and Getting Buy in From Staff 

Sarah Simoneaux, CPC, Founding Partner, SCS

 Designing Owner-Only Defined Benefit Plans

Kevin Donovan, CPA, EA, FCA, FSPA, Managing Member, Pinnacle Plan Design, LLC 

 ADP / ACP Testing - Planning for a Positive Outcome - Tips and Tricks to Help You Get There! 

Stephen Forbes, J.D., LL.M., President, Forbes Retirement Plan Consulting

 When and Why to Use Nonqualified Plans 

Kelsey Mayo, J.D., Lead Partner, Employee Benefits, Poyner Spruill LLP

4:30 p.m. Virtual Vendor Happy Hour


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Tuesday, August 11

10:00 a.m. – 11:30 a.m.

General Session / Opening Remarks

General Session: Surviving the Overwired World 

Sheri Fitts, Founder, ShoeFitts

11:30 a.m. – 11:45 a.m. 

Break 

11:45 a.m. – 1:00 p.m. 

Education Sessions

 Mastering New Media 

Sheri Fitts, Founder, ShoeFitts

 Deep Dive Into 415

Phil Allen, ASA, EA, FCA, MSPA, Actuary, NOVA 401(l) Associates, & Matthias Helduser, QPA, QKA, DB Specialist II, NOVA 401(k) Associates

  401(k) Hot Topics 

Craig Hoffman, Attorney at Law

 EP Voluntary Closing Agreements - The Other Correction Program

Alison J. Cohen, J.D., APA, APR, Partner, Ferenczy Benefits Law Center

1:00 p.m. – 1:15 p.m. Break
1:15 p.m. – 2:05 p.m.

Education Sessions

  How to Remain on Top in the Continuing Fee Race to the Bottom 

Jason Roberts, J.D., AIFA, Managing Partner, Retirement Law Group

 DB Plan Compliance Calendar... What to Do and When? 

Norman Levinrad, EA, CPC, FSPA, President, Summit Benefit & Actuarial Services, Inc.

   Examining 401(a)(4), a TPA's Most Important Tool (Part 1 of 2)

Angela Vadnais, EA, MSPA, Enrolled Actuary, Pension Benefits Unlimited

 New MEP Rules: How Will They Impact the Industry?

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

2:05 p.m. – 2:20 p.m. Break
2:20 a.m. – 3:10 p.m.

Education Sessions

 Tackling the Tough Topics with Humor 

Tristan Smith, A.P.R., CPFA, TPA, RMD, John Hancock & Alison J. Cohen, J.D., APA, APR, Partner, Ferenczy Benefits Law Center

 Examining 401(a)(4), a TPA's Most Important Tool (Part 2 of 2)

Angela Vadnais, EA, MSPA, Enrolled Actuary, Pension Benefits Unlimited

 The "How To's" of an IRS Voluntary Correction Program (VCP) Submission

Brian Furgala, Director of ERISA Services, Wolters Kluwer

  The Making of a Regulation - the Federal Rulemaking Process

Craig Hoffman, Attorney at Law


 

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Wednesday, August 12

10:00 a.m. – 11:15 a.m.

Education Sessions

 Behaviors at Work and Why They Matter

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

 Ask the DB Experts

Kevin Donovan, CPA, EA, FCA, FSPA, Managing Member, Pinnacle Plan Design, LLCMary Ann Rocco, EA, MSPA, Owner, EA Consulting ActuaryNorman Levinrad, EA, CPC, FSPA, President, Summit Benefit & Actuarial Services, Inc.

 Compensation - Beyond the Basics

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

 What Does 199A Mean to You? 

Bill Karbon,  MAAA, MSPA, CPC, QPA, Executive Vice President, CBIZ Retirement Plan Services

11:15 a.m. – 11:30 a.m.
Break
11:30 a.m. – 12:45 p.m.

Education Sessions

 The "Ideal" Path: From Sales to Implementation 

Darren Holsey, APA, APR, ERPA, QKA, QPA, Owner/Executive Plan Consultant, Premier Retirement Plan Services (Premier RPS) & Andy Lovell, MBA, ERPA, QKA, APR, APA, Vice President, Strategic Partnerships, NBS

 Navigating DB/CB Required Minimum Distributions

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

 Mergers & Acquisitions - Plan Design & Administration

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

 The New World of 403(b) Plan Documents: Getting Your 403(b) Plan Into Compliance and Keeping It There

Evan Giller, Of Counsel, BoutwellFay

12:45 p.m. – 1:00 p.m. 

Break

1:00 p.m. – 1:30 p.m.

Vendor Solution Presentation

CUNA Mutual Retirement Solutions Presents "Next Generation Recordkeeper TPA Solution"

Bill Riccio, TPA Business Development Consultant, CUNA Mutual

1:30 p.m. – 1:45 p.m. Break
1:45 p.m. – 2:35 p.m.

Education Sessions

 Professional Motivators & Employee Engagement

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

 Coming Down the Pike: What's Hot in the Large Plan Market That May Impact Small Plans

Bill Karbon, MAAA, MSPA, CPC, QPA, Executive Vice President, CBIZ Retirement Plan Services

 Practitioner Ethics 

Norman Levinrad, EA, CPC, FSPA, President, Summit Benefit & Actuarial Services, Inc.

 Handling of Government Audits of Retirement Plans

Kelsey Mayo, J.D., Lead Partner, Employee Benefits, Poyner Spruill LLP

 

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Monday, August 17

10:00 a.m.  11:30 a.m.

General Session / Opening Remarks

General Session: Ethics- Making the Right Choice in Tough Situations

Alison J. Cohen, J.D., APA, APR, Partner, Ferenczy Benefits Law Center

11:30 a.m.  11:45 a.m. 

Break

11:45 a.m. – 12:35 p.m.

Education Sessions

 Driving Success Using Business Financials and Metrics 

Amanda Iverson CPA, MBA, PHR, SHRM-CP, APM, Chief Operating Officer, Pinnacle Plan Design

 Eligibility & Coverage

Dolores Lawrence, CPA, QKA, Managing Director, Blue Ridge ESOP

 Amendements - Everything You Want or Need to Know

Robert West, Attorney at Law, Director, Haynes Benefits

 Roth Roth Roth! 

Maggie Younis, APR, APA, ERPA, CPC, TGPC, National Director, Consultant Relations, Lincoln Financial Group

12:35 p.m. – 12:50 p.m. Break
12:50 p.m. – 2:05 p.m..

Education Sessions

 Are You Suffering From Engagement Scope Creep?

Ilene Ferenczy, Esq., APA, CPC, Managing Partner, Ferenczy Benefits Law CenterAndy Lovell, APA, APR, ERPA, MBA, QKA, Vice President, ERISA Retirement Services, National Benefit Services, LLC

 The Latest from the PBGC

Speaker: To Be Announced

 Errors! Oh No! EPCRS Case Studies 

Alison J. Cohen, J.D., APA, APR, Partner, Ferenczy Benefits Law Center

 Cybersecurity & Your Firm

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

2:05 p.m. – 2:20 p.m. Break
2:20 p.m. – 3:10 p.m.

Education Sessions

 The Art of Smalltalk 

Lara Hise, Vice President, TPA Services, Transamerica

 Olaf's Guide to Frozen Plan Considerations

Lorraine Dorsa, CEBS, EA, FCA, MAAA, MSPA, Actuary, Aegis Pension Services, Inc.

 DOL Voluntary Fiduciary Correction Program (VFCP)

Brian Furgala, Director of ERISA Services, Wolters Kluwer

 ERISA Litigation Update and Lessons Learned 

Robert West, Attorney at Law, Director, Haynes Benefits

4:30 p.m. Virtual Networking Event

 

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Tuesday, August 18

10:00 a.m.  10:50 a.m.

Education Sessions

 Tax-Exempt Market Opportunities 

Kevin Kidwell, Vice President, National Tax-Exempt Sales, OneAmerica

 Restrictions... Restrictions... Restrictions...

Phil Allen, ASA, EA, FCA, MSPA, Actuary, Nova 401(k)

 Don't Be a Loaner

Cecilee Young, QKA, QPA, Vice President, Atlantic Pensions

 The "New" Employee Benefit Plans Reporting Standard and What It Means for Your Clients 

Mark Blackburn, CPA, Shareholder, LBMC, PC & Lynne McMennamin, CPA, Auditor/Senior Reporting Compliance Specialist, U.S. Department of Labor

10:50 a.m.  11:05 a.m. 

Break

11:05 a.m. – 11:55 a.m.

Education Sessions

  Considerations When Sponsoring an ESOP and a 401(k) Plan

Dolores Lawrence, CPA, QKA, Managing Director, Blue Ridge ESOP

 Recruiting, Interviewing and Hiring Strategies

Cecilee Young, QKA, QPA, Vice President, Atlantic Pensions & Amanda Iverson CPA, MBA, PHR, SHRM-CP, APM, Chief Operating Officer, Pinnacle Plan Design

 Even Retirement Plans Retire - Best Practices

Lorraine Dorsa, CEBS, EA, FCA, MAAA, MSPA, Actuary, Aegis Pension Services, Inc.

 Interactions Between DC and Cash Balance Plans: Is Now the Time to Add a CB Plan? 

Angela Vadnais, EA, MSPA, Enrolled Actuary, Pension Benefits Unlimited

11:55 p.m. – 12:10 p.m. Break
12:10 p.m. – 1:00 p.m.

Education Sessions

 Privacy Issues in the ERISA Plan Space 

Phil Troyer, J.D., Chief Compliance Officer, Resources Investment Advisors 

 Communicating a New DB Plan to a DC Plan Sponsor

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

 QDROs in Retirement Plans - Not Just for Divorce

Robert West, Attorney at Law, Director, Haynes Benefits

   SEPs & SIMPLEs: A Primer for TPAs 

Evan Giller, Of Counsel, BoutwellFayAndy Lovell, APA, APR, ERPA, MBA, QKA, Vice President, ERISA Retirement Services, National Benefit Services, LLC

 

**To allow attendees the opportunity to earn up to 37 CE Credits after the conference concludes, all sessions marked with the   symbol will be eligible for CE Credits post conference for a period of 3 months. To earn those CE Credits, attendees will need to view the entire session recording, then complete and pass a 10 question True/False quiz. Recordings will be made available for all sessions within 2 weeks following the conference, but just those marked with the   symbol will be eligible for CE Credits.   

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