Horizon Actuarial Services, LLC is pleased to announce that five of our consultants will be presenting at the 62nd Annual Conference of the International Foundation of Employee Benefits Plans (IFEBP). The Annual Conference will be held from Sunday, November 13 through Wednesday, November 16, 2016 in Orlando, Florida. Prior to the Annual Conference is the Trustees Masters Program, which will be held on Saturday, November 12 and Sunday, November 13.
Trustees Masters Program
The Trustees Masters Program (TMP) is the pinnacle event for advanced-level trustee networking and education. Designed by trustees and practitioners in the field for trustees who have five or more years of experience, TMP is for serious-minded trustees who want to think and act more boldly, systematically and proactively. The curriculum builds on trustees’ existing knowledge base and experience through peer exchange and group exercises over an intensive two days. Cary Franklin and Aruna Vohra are leading sessions during the Trustees and Masters Program.
Aruna Vohra
TMP05: Future Challenges
Potential Topics: • Discussion of issues and solutions raised in breakout sessions
Sunday, 11/13 | 8:00 am - 8:30 am
TMP06: Case Studies
Potential Topics: • Understand how others are dealing with similar problems • Develop a list of new approaches and ideas for consideration
Sunday, 11/13 | 8:30 am – 11:30 am
TMP08: Open Forum/Wrap-Up Questions
Sunday, 11/13 | 3:30 pm – 4:00 pm
Cary Franklin
TMP02: Using Fund Professionals Wisely
Potential Topics: • Formulate solid expectations of providers and professionals that serve funds • Create key data elements trustees should receive • Assemble key questions that should be posed to providers
Saturday, 11/12 | 10:15 am – 12:30 pm
TMP05: Future Challenges
Potential Topics: • Discussion of issues and solutions raised in breakout sessions
Sunday, 11/13 | 8:00 am - 8:30 am
TMP06: Case Studies
Potential Topics: • Understand how others are dealing with similar problems • Develop a list of new approaches and ideas for consideration
Sunday, 11/13 | 8:30 am – 11:30 am
TMP08: Open Forum/Wrap-Up Questions
Sunday, 11/13 | 3:30 pm – 4:00 pm
Annual Conference Sessions
Aruna Vohra
H04: New Plan Coverage Challenges for Health Plans
With rapid changes in what medical treatment is provided, trustees have an opportunity to look at how to address claims.
2 Tuesday, 11/15 | 8:00 am – 9:15 am
Cary Franklin
P13: Addressing Funding Shortfalls
• How do shortfalls develop? • What are the Yellow and Red Zone requirements for correcting shortfalls? • What tools are available? • Which approaches are most effective? • How can funding policies help address funding shortfalls?
1 Monday, 11/14 | 1:30 pm – 2:45 pm
2 Tuesday, 11/15 | 1:30 pm – 2:45 pm
Jason Russell
P17: The Value of a Funding Policy
• What is it and what is required? • Goals of a funding policy • How are policies used and applied in practice? • Components of a solid funding policy • Examples
1 Monday, 11/14 | 11:15 am – 12:30 pm
2 Tuesday, 11/15 | 9:30 am – 10:45 am
Stan Goldfarb
P09: Meeting the Challenges in a Low-Interest-Rate Environment
• Review the current viability of your funding improvement or rehab plan and benchmarks for success. • How to go about reviewing your asset allocation • Are your plan’s actuarial assumptions still valid? • How long can you miss your rate of return before something needs to change?
1 Tuesday, 11/15 | 8:00 am – 9:15 am
2 Wednesday,11/16 | 9:30 am – 10:45 am
Stephanie Patrick
H10 Workshop: Mitigating Costs in an ACA World
This discussion goes into greater detail exploring how to use measurement periods, number of FTEs and plan options to control ACA-related costs. Touch upon affordability testing and any special issues under Davis-Bacon.
1 Monday, 11/15 | 1:30 pm – 2:45 pm
2 Tuesday, 11/15 | 1:30 pm – 2:45 pm
H21: The Health Plan Landscape – A Survey of 5500 Data
Receive a summary of the International Foundation research efforts with Horizon Actuarial, looking at key components and trends in welfare plans. Hear potential ideas on what it means.
1 Wednesday,11/16 | 9:30 am – 10:45 am
Trustees Masters Program
The Trustees Masters Program (TMP) is the pinnacle event for advanced-level trustee networking and education. Designed by trustees and practitioners in the field for trustees who have five or more years of experience, TMP is for serious-minded trustees who want to think and act more boldly, systematically and proactively. The curriculum builds on trustees’ existing knowledge base and experience through peer exchange and group exercises over an intensive two days. Cary Franklin and Aruna Vohra are leading sessions during the Trustees and Masters Program.
Aruna Vohra
TMP05: Future Challenges
Potential Topics: • Discussion of issues and solutions raised in breakout sessions
Sunday, 11/13 | 8:00 am - 8:30 am
TMP06: Case Studies
Potential Topics: • Understand how others are dealing with similar problems • Develop a list of new approaches and ideas for consideration
Sunday, 11/13 | 8:30 am – 11:30 am
TMP08: Open Forum/Wrap-Up Questions
Sunday, 11/13 | 3:30 pm – 4:00 pm
Cary Franklin
TMP02: Using Fund Professionals Wisely
Potential Topics: • Formulate solid expectations of providers and professionals that serve funds • Create key data elements trustees should receive • Assemble key questions that should be posed to providers
Saturday, 11/12 | 10:15 am – 12:30 pm
TMP05: Future Challenges
Potential Topics: • Discussion of issues and solutions raised in breakout sessions
Sunday, 11/13 | 8:00 am - 8:30 am
TMP06: Case Studies
Potential Topics: • Understand how others are dealing with similar problems • Develop a list of new approaches and ideas for consideration
Sunday, 11/13 | 8:30 am – 11:30 am
TMP08: Open Forum/Wrap-Up Questions
Sunday, 11/13 | 3:30 pm – 4:00 pm
Annual Conference Sessions
Aruna Vohra
H04: New Plan Coverage Challenges for Health Plans
With rapid changes in what medical treatment is provided, trustees have an opportunity to look at how to address claims.
- What are the new claim issues confronting plans? • Transgender benefits • Coverage for adult children • Infertility coverage/fertility preservation • Genetic testing –Medical marijuana • Prosthetics (3-D printing) • Genetically designed drugs
- Complying with no sex discrimination in health plans (Section 1557 in ACA) or other regulations
- What can trustees do to prepare to address the claims of the future?
2 Tuesday, 11/15 | 8:00 am – 9:15 am
Cary Franklin
P13: Addressing Funding Shortfalls
• How do shortfalls develop? • What are the Yellow and Red Zone requirements for correcting shortfalls? • What tools are available? • Which approaches are most effective? • How can funding policies help address funding shortfalls?
1 Monday, 11/14 | 1:30 pm – 2:45 pm
2 Tuesday, 11/15 | 1:30 pm – 2:45 pm
Jason Russell
P17: The Value of a Funding Policy
• What is it and what is required? • Goals of a funding policy • How are policies used and applied in practice? • Components of a solid funding policy • Examples
1 Monday, 11/14 | 11:15 am – 12:30 pm
2 Tuesday, 11/15 | 9:30 am – 10:45 am
Stan Goldfarb
P09: Meeting the Challenges in a Low-Interest-Rate Environment
• Review the current viability of your funding improvement or rehab plan and benchmarks for success. • How to go about reviewing your asset allocation • Are your plan’s actuarial assumptions still valid? • How long can you miss your rate of return before something needs to change?
1 Tuesday, 11/15 | 8:00 am – 9:15 am
2 Wednesday,11/16 | 9:30 am – 10:45 am
Stephanie Patrick
H10 Workshop: Mitigating Costs in an ACA World
This discussion goes into greater detail exploring how to use measurement periods, number of FTEs and plan options to control ACA-related costs. Touch upon affordability testing and any special issues under Davis-Bacon.
1 Monday, 11/15 | 1:30 pm – 2:45 pm
2 Tuesday, 11/15 | 1:30 pm – 2:45 pm
H21: The Health Plan Landscape – A Survey of 5500 Data
Receive a summary of the International Foundation research efforts with Horizon Actuarial, looking at key components and trends in welfare plans. Hear potential ideas on what it means.
1 Wednesday,11/16 | 9:30 am – 10:45 am
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