Agenda
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- Day 2
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Day 1 - Tuesday, November 17, 2015
7:15 |
Registration and Continental Breakfast |
8:00 |
Co-Chairs’ Welcoming Remarks |
8:05 |
In-House Best Practices for Fiduciary Compliance, Avoiding Faulty Plan Documents and Aligning Plan Documents With Plan Administration |
10:00 |
Morning Networking Break |
10:05 |
Special Address |
10:50 |
Regulatory Enforcement Priorities: IRS/Treasury, DOL, EEOC and PBGC Developments |
11:40 |
Best Practices to Prepare and Protect Your Plan During a DOL Audit |
12:30 |
Networking Lunch for Delegates and Speakers |
1:30 |
Pension De-Risking and the PBGC |
2:20 |
Employee Benefits Implications of Supreme Court Decision on Same-Sex Marriage |
3:35 |
Afternoon Break |
3:45 |
The Affordable Care Act: Managing Employee Benefit Compliance and Minimizing Risk |
4:30 |
Correcting Plan Errors: Compliance Resolution Programs and How to Mitigate Exposure |
5:30 |
Health and Welfare Benefit Plan Preparation and Compliance |
6:15 |
Conference Adjourns to Day Two |
Day 2 - Wednesday, November 18, 2015
7:30 |
Continental Breakfast |
8:00 |
Fiduciary Liability v. Employee Benefits Liability |
9:05 |
Overpayments and Underpayments of Benefits |
10:10 |
Morning Coffee Break |
10:20 |
Fiduciary Liability Insurance: Assessing Current Coverage and Future Needs |
11:20 |
Independent Fiduciaries: Working with Them to Reduce Risk |
12:05 |
Excessive Fees: Claims Against Fiduciaries |
1:10 |
Employee Benefits for Contingent Workers |
1:55 |
Conference Ends |
Day 1 - Tuesday, November 17, 2015
7:15 |
Registration and Continental Breakfast |
8:00 |
Co-Chairs’ Welcoming RemarksWendy Katherine Von Wald Maureen J. Gorman |
8:05 |
In-House Best Practices for Fiduciary Compliance, Avoiding Faulty Plan Documents and Aligning Plan Documents With Plan AdministrationLori A. Meaders Daniel Gallagher Bradley Schlichting Eric Powers Renata Pompa Zack Osborne Ron Peppe Brian P. Madrazo Panel Moderator TBA.
|
10:00 |
Morning Networking Break |
10:05 |
Special AddressDon Kieffer |
10:50 |
Regulatory Enforcement Priorities: IRS/Treasury, DOL, EEOC and PBGC DevelopmentsWilliam D. Jewett Caroline J. Berdzik Allison R. Klausner IRS
DOL
EEOC
PBGC
|
11:40 |
Best Practices to Prepare and Protect Your Plan During a DOL AuditR. Bradford Huss David Levine Stefan P. Smith
|
12:30 |
Networking Lunch for Delegates and Speakers |
1:30 |
Pension De-Risking and the PBGCJulia Ann Love Elliot Raff
|
2:20 |
Employee Benefits Implications of Supreme Court Decision on Same-Sex MarriageTodd A. Solomon Mary Jo Anderson Yolanda Montgomery Keith L. Thornton
|
3:35 |
Afternoon Break |
3:45 |
The Affordable Care Act: Managing Employee Benefit Compliance and Minimizing RiskMichael J. Nader Joy M. Napier-Joyce
|
4:30 |
Correcting Plan Errors: Compliance Resolution Programs and How to Mitigate ExposureNancy Furney David A. Guadagnoli Alicyn Gilbert
|
5:30 |
Health and Welfare Benefit Plan Preparation and ComplianceDavid Kritz Mark L. Stember
|
6:15 |
Conference Adjourns to Day Two |
Day 2 - Wednesday, November 18, 2015
7:30 |
Continental Breakfast |
8:00 |
Fiduciary Liability v. Employee Benefits LiabilityEd Berrios Peter M. Kelly Stephen D. Rosenberg Al Otto Fiduciary Liability
EBL
|
9:05 |
Overpayments and Underpayments of BenefitsMaureen J. Gorman R. Joseph Barton Susan Katz Hoffman Rafael J. Droz
|
10:10 |
Morning Coffee Break |
10:20 |
Fiduciary Liability Insurance: Assessing Current Coverage and Future NeedsJames E. Scheuermann Wendy Katherine Von Wald Cathy Cummins Rhonda Prussack
|
11:20 |
Independent Fiduciaries: Working with Them to Reduce RiskMyron D. Rumeld Margo Hasselman
|
12:05 |
Excessive Fees: Claims Against FiduciariesRobert M. Carmen Richard N. Bien Nicole A. Diller Bret F. Busacker
|
1:10 |
Employee Benefits for Contingent WorkersSharon Goldzweig Brandon P. Long
|
1:55 |
Conference Ends |