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2019NAFE Schedule of Events
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Schedule of Events

 

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

Sunday, April 28

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 Happening in Washington?
Reagan Anderson, Senior Vice President, Government Relations, Capitol Group; Craig Hoffman, Of Counsel, Trucker Huss

2:30 p.m. – 3:00 p.m.

Afternoon Break

3:00 p.m. – 4:15 p.m.

Educational Sessions:

 High Performance TPAs: A Record-keeper’s Perspective
John Maury, CPA, TPA Regional Marketing Director, John Hancock Retirement Plan Services; Beth Robinson, CRPS, Regional Marketing Director, Central – TPA Services, John Hancock

Navigating PBGC from A to T
Mary Ann Rocco, EA, MSPA, Owner, EA Consulting Actuary

  Quirky Situations that Arise and How You Deal with Them!
Virginia Sutton, QKA, QPFC, Founder; VP Retirement Plan Practice, VKS Consulting; Johnson & Dugan

Keeping Your Plan Documents Current
John Griffin, J.D., LL.M., Principal, ASC Institute, LLC

4:15 p.m. – 4:30 p.m.

Afternoon Break

4:30 p.m. – 5:45 p.m.

Educational Sessions:

 

Am I Doing This Right? TPA Best Practices Panel Discussion
Joe Burt, APA, APR, ERPA, QKA, QPA, President, Pension Plan Specialists P.C., APA, APR, ERPA, QKA, QPA, President, Pension Plan Specialists P.C.; Theresa Conti, APR, ERPA, QKA, President, Sunwest Pensions; Arasely Valdez, APA, ERPA, QKA, QPA, Shareholder and Practice Manager, Nova 401(k)

 Clarifying the Muddy Waters of the Qualified Business Income Deduction: One Year In
Kevin Donovan, CPA, EA, FCA, FSPA, Managing Member, Pinnacle Plan Design, LLC

Handling Missing Participants
Spiro Preovolos, President, PenChecks Trust

 ERISA Litigation: What You Need to Know
R. Bradford Huss, Director, Trucker Huss, APC

5:45 p.m. – 7:15 p.m.

Welcome Reception in Expo Hall

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

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Monday, April 29

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: Doing Good in A Complicated World – Leadership Ethics
Sarah Simoneaux, CPC, Founding Partner, SCS

9:45 a.m. – 10:15 a.m.

Morning Break in Expo Hall

10:15 a.m. – 11:05 a.m.

Educational Sessions:

 

How to Create a Customer Experience in Today's Immediate Gratification World
Lara Hise, Vice President, TPA Services, Transamerica

 Nightmare on DB Takeover Street
Mary Ann Rocco, EA, MSPA, Owner, EA Consulting Actuary

Automatic Contribution Arrangements: Perhaps Not So Automatic
Kim Martin, APA, CPC, QPA, Director of Education, NIPA; Account Executive, Bates & Company, Inc.

Helping Plan Sponsors Prepare for the Annual Audit
John Russon, CPA, Partner, Pension Assurance

11:05 a.m. – 11:25 a.m.

Morning Break in Expo Hall

11:25 a.m. – 12:15 p.m.

Educational Sessions:

 

Leading in a Virtual World
Claudia St. John, SPHR, SHRM-SCP, President, Affinity HR Group, Inc.

Defined Benefit – Ask the Experts
Phil Allen, ASA, EA, FCA, Actuary, Nova 401(k); Kevin Donovan, CPA, EA, FCA, FSPA, Managing Member, Pinnacle Plan Design, LLC; Lorraine Dorsa, CEBS, EA, FCA, MAAA, MSPA, Actuary, Aegis Pension Services, Inc.

Foundations of Controlled and Affiliated Service Groups
Kelsey Mayo, J.D., Lead Partner, Employee Benefits, Poyner Spruill LLP

  Ethics – NIPA's Code of Conduct
Alison J. Cohen, Esq., CPC, Partner, Ferenczy Benefits Law Center

12:15 p.m. – 1:15 p.m.

Box Lunch in Expo Hall

1:15 p.m. – 2:30 p.m.

Educational Sessions:

 

Creating an Employee Experience That Attracts, Retains and Develops Great Talent
Sarah Simoneaux, CPC, Founding Partner, SCS

Combined Plan Issues: Testing and Deductions
Kevin Donovan, CPA, EA, FCA, FSPA, Managing Member, Pinnacle Plan Design, LLC

Application of Controlled and Affiliated Service Group Rules
Kelsey Mayo, J.D., Lead Partner, Employee Benefits, Poyner Spruill LLP

DOL Investigations – What's New?

R. Bradford Huss, Director, Trucker Huss, APC

2:30 p.m. – 2:45 p.m.

Afternoon Break in Expo Hall

2:45 p.m. – 3:15 p.m.

Vendor Solution Presentations

3:15 p.m. – 3:30 p.m.

Afternoon Break in Expo Hall

3:30 p.m. – 4:20 p.m.

Educational Sessions:

 

Managing Emotions at Work
Claudia St. John, SPHR, SHRM-SCP, President, Affinity HR Group, Inc.

Valuation Dates for Defined Benefit Plans
Phil Allen, ASA, EA, FCA, Actuary, Nova 401(k) ; Mary Ann Rocco, EA, MSPA, Owner, EA Consulting Actuary

 Compensation Calculation for the Self-Employed
Stephanie Terry, APA, CPA, QKA, QPA, Partner, Pinnacle Plan Design, LLC

 Taking the Mystery out of Governmental Plans
Rod Stortenbecker, CPC, QPA, Assistant Vice President Compliance, Lincoln Financial Group

4:20 p.m. – 4:40 p.m.

Afternoon Break in Expo Hall

4:40 p.m. – 5:30 p.m.

Educational Sessions:

 

Marketing and Selling Strategies for TPAs

Renee Conner, EA, QKA, QPA, President & CEO, PensionPro Software

  Defined Benefit Plan Communications…Explaining DB Specific Issues and Required Notices to Plan Sponsors
Brenda Berg, Esq., Partner, Holland & Hart LLP; Ellen E. Moll, APA, CPC, QKA, QPA, Executive Plan Consultant, Premier Retirement Plan Services (Premier RPS)

Prevailing Wage – How to Take It from Burden to Blessing

Darren Holsey, APA, APR, ERPA, QKA, QPA, Owner/Executive Plan Consultant, Premier Retirement Plan Services (Premier RPS)

Voluntary Fiduciary Correction Program (VFCP) – What and When to File?
Robert West, Attorney at Law, Director, Haynes Benefits

5:30 p.m. – 7:00 p.m.

Networking Reception and Exhibitor Raffle Drawings in Expo Hall

Sponsored by


 

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Tuesday, April 30

7:45 a.m. – 5:25 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: Cyber Security – Are You at Risk?
Doug Peterson, CBCP, CISSP, GISP, CISO, Empower Retirement

9:45 a.m. – 10:15 a.m.

Morning Break in Expo Hall

10:15 a.m. – 11:05 a.m.

Educational Sessions:

 

Rethinking A Plan's Profitability
Randy Fuss, CFP™, Registered Corporate Coach®, Practice Management Consultant, CUNA Mutual Retirement Solutions

What to Do When You Don't Have an In-House Actuary
Lorraine Dorsa; Andy Lovell, APA, APR, ERPA, MBA, QKA, Vice President, ERISA Retirement Services, National Benefit Services, LLC

DC Cross-testing and the Things That Make You Go, Hmm?
Darren Holsey, APA, APR, ERPA, QKA, QPA, Owner/Executive Plan Consultant, Premier Retirement Plan Services (Premier RPS)
 QSLOBS – A Cause for Separation
Sherrie Boutwell, Attorney, Partner, Boutwell Fay LLP

11:05 a.m. – 11:25 a.m.

Morning Break in Expo Hall

11:25 a.m. – 12:15 p.m.

Educational Sessions:

 

How Secure is Your Plan?
Kelsey Mayo, J.D., Lead Partner, Employee Benefits, Poyner Spruill LLP

Derisking Your Pension Plan: Are There Any Options Left?
Michael Clark, EA, FCA, FSA, Director & Consulting Actuary, River and Mercantile

Beneficiary Designations – It’s Just Another Piece of Paper…Until Somebody Dies!
William Grossman, APA, APR, ERPA, QPA, Managing Member, WCG ERISA Consulting, LLC

 Association Health Plans – Opportunity or Not?
Melinda Maher, J.D., Partner, Dorsey & Whitney LLP

12:15 p.m. – 1:45 p.m.

Awards Luncheon
(Open to all attendees and registered guests)

2:00 p.m. – 3:15 p.m.

Educational Sessions:

 

 Building Trust and Transforming Teams
Claudia St. John, SPHR, SHRM-SCP, President, Affinity HR Group, Inc.

 Understanding Actuarial–Speak if You're a DC Expert
Lorraine Dorsa, CEBS, EA, FCA, MAAA, MSPA, Actuary, Aegis Pension Services, Inc.

Plan Corrections in Real Life – Beyond EPCRS
Alison J. Cohen, Esq., CPC, Partner, Ferenczy Benefits Law Center

 Defined Contribution Ask the Experts
Ilene Ferenczy, Esq., APA, CPC, Managing Partner, Ferenczy Benefits Law Center; Craig Hoffman, Of Counsel, Trucker Huss; Darren Holsey, APA, APR, ERPA, QKA, QPA, Owner/Executive Plan Consultant, Premier Retirement Plan Services (Premier RPS)

3:15 p.m. – 3:30 p.m.

Afternoon Break in Expo Hall

3:30 p.m. – 4:20 p.m.

Educational Sessions:

 

Disaster Recovery – Are You Ready?

Darren Conner, CSP, COO, PensionPro Software

Funding Your DB Plan with Insurance: Is It Worth It?
Joseph Carolan, APA, CPC, EA, MSPA, Pension Actuary, Evergreen Retirement Plan Consulting, LLC

Has Your Plan Become an ATM for Participant Loans?
William Grossman, APA, APR, ERPA, QPA, Managing Member, WCG ERISA Consulting, LLC

Proposed Multiple Employer Plan Regulations – Opportunity or Not?
Craig Hoffman, Of Counsel, Trucker Huss

4:20 p.m. 4:35 p.m. Afternoon Refreshment Break
4:35 p.m. 5:25 p.m.

Educational Sessions:

 

HSAs: Save or Spend

Kevin Spaeth, Empower Retirement

 Them Interest Rates Are Rising!

Michael Clark, EA, FCA, FSA, Director & Consulting Actuary, River and Mercantile

What “Transactions” in a Plan Are “Prohibited” and What Does That Mean?

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

Health and Welfare Ask the Experts

Sherrie Boutwell, Attorney, Partner, Boutwell Fay LLP; Melinda Maher, J.D., Partner, Dorsey & Whitney LLP

6:30 p.m.

"Night on the Bay" Event

Sponsored by

 

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Wednesday, May 1
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:

 

A 3(16) Conversation

Theresa Conti, APR, ERPA, QKA, President, Sunwest Pensions; Ilene Fereczy

Strategies for Dealing with Common Complications in DB Plans

Joseph Carolan, APA, CPC, EA, MSPA, Pension Actuary, Evergreen Retirement Plan Consulting, LLC

Comprehending Compensation

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

Take A Walk Through VCP Filings

Robert West, Attorney at Law, Director, Haynes Benefits

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

Educational Sessions:

 

Remaining Relevant in a Changing Landscape

Randy Fuss, CFP™, Registered Corporate Coach®, Practice Management Consultant, CUNA Mutual Retirement Solutions

Excluded or Not Excluded? That's the Question...

Virginia Sutton, QKA, QPFC, Founder; VP Retirement Plan Practice, VKS Consulting; Johnson & Dugan

What Pension Professionals Wish They Knew About Health and Welfare Plans

Sherrie Boutwell, Attorney, Partner, Boutwell Fay LLP

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