We are pleased to announce that four consultants from Horizon Actuarial will be presenting at the 58th Annual Conference of the International Foundation of Employee Benefits Plans (IFEBP). The Annual Conference will be held from Sunday, November 11 through Wednesday, November 14, 2012 in San Diego.
Cary Franklin
Trustees Masters Program
“The Trustees Masters Program is the pinnacle event for advanced level trustee networking and education. It is designed to build on trustees’ existing knowledge base and experience through peer exchange and group exercises over an intensive two days.” Cary will be leading multiple sessions during the Program.
Annual Conference
Session P01: The Sunset of the Pension Protection Act: What Has PPA Achieved? (Co-Speaker)
The content for this session is designed to meet intermediate level audience needs. This session addresses specifically what sun-setting is and what else is needed. • Which sections are subject to the 2014 sunset? • Ideas for modifying the PPA and alternative structures • Are there any legislative or administrative initiatives emerging? • Likely scenarios if nothing changes
1 Monday, 2:30 p.m. – 3:45 p.m.
2 Tuesday, 10:00 a.m. – 11:15 a.m.
Session P10: Getting Green and Staying Green (Co-Speaker)
The content for this session is designed to meet advanced level audience needs. • Projecting your fund’s future trends • Assessing the benefits and liabilities • Exploring various scenarios • Aligning alternatives and options with possible scenarios • Does your asset allocation need to change? • Examples of some prudent approaches & policies • When to improve benefits; when to opt out
1 Monday, 10:15 a.m. – 11:30 a.m.
2 Tuesday, 8:30 a.m. – 9:45 a.m.
Stan Goldfarb
Session F05: Monitoring Your Professionals (Panelist)
The content of this session is designed to meet intermediate level audience needs. • Delineating expectations for all professional services: i.e., administrative, investment, accounting, actuarial and legal • ERISA requirement(s) • DOL guidance and rules regarding fee disclosures to and by plan fiduciaries • Types of reporting and documentation • Frequency of review and evaluation • How to address service or contextual issues
1 Monday, 2:30 p.m. – 3:45 p.m.
2 Tuesday, 8:30 a.m. – 9:45 a.m.
Session OF1: Ask the Actuaries / Consultants (Panelist)
1 Tuesday, 7:00 a.m. – 8:15 a.m.
Session TMPG2: Developing an Action Plan for PPA (Speaker)
1 Tuesday, 10:00 a.m. – 11:15 a.m.
Jason Russell
Session P09: “Actuary Speak” for Trustees (Speaker)
The content for this session is designed to meet basic level audience needs. • Key actuarial components and what they mean • What are the most important parts of a valuation report? • Actuarial rules of thumb – sensitivity to changing assumptions • What does solvency mean? • How did pension funding relief impact my fund? • Handling credit/negative balances • What is stochastic modeling and how is it used? • Questions to ask your actuary; your board
1 Monday, 8:15 a.m. – 10:00 a.m.
2 Monday, 2:30 a.m. – 3:45 p.m.
Aruna Vohra
Trustees Masters Program
“Health and Welfare Case Studies: Future Challenges”
Sunday, 1:30 p.m. – 2:30 p.m.
Session TMPG3: “Developing an Action Plan for the Affordable Care Act”
Tuesday, 10:00 a.m. – 11:15 a.m.
Cary Franklin
Trustees Masters Program
“The Trustees Masters Program is the pinnacle event for advanced level trustee networking and education. It is designed to build on trustees’ existing knowledge base and experience through peer exchange and group exercises over an intensive two days.” Cary will be leading multiple sessions during the Program.
Annual Conference
Session P01: The Sunset of the Pension Protection Act: What Has PPA Achieved? (Co-Speaker)
The content for this session is designed to meet intermediate level audience needs. This session addresses specifically what sun-setting is and what else is needed. • Which sections are subject to the 2014 sunset? • Ideas for modifying the PPA and alternative structures • Are there any legislative or administrative initiatives emerging? • Likely scenarios if nothing changes
1 Monday, 2:30 p.m. – 3:45 p.m.
2 Tuesday, 10:00 a.m. – 11:15 a.m.
Session P10: Getting Green and Staying Green (Co-Speaker)
The content for this session is designed to meet advanced level audience needs. • Projecting your fund’s future trends • Assessing the benefits and liabilities • Exploring various scenarios • Aligning alternatives and options with possible scenarios • Does your asset allocation need to change? • Examples of some prudent approaches & policies • When to improve benefits; when to opt out
1 Monday, 10:15 a.m. – 11:30 a.m.
2 Tuesday, 8:30 a.m. – 9:45 a.m.
Stan Goldfarb
Session F05: Monitoring Your Professionals (Panelist)
The content of this session is designed to meet intermediate level audience needs. • Delineating expectations for all professional services: i.e., administrative, investment, accounting, actuarial and legal • ERISA requirement(s) • DOL guidance and rules regarding fee disclosures to and by plan fiduciaries • Types of reporting and documentation • Frequency of review and evaluation • How to address service or contextual issues
1 Monday, 2:30 p.m. – 3:45 p.m.
2 Tuesday, 8:30 a.m. – 9:45 a.m.
Session OF1: Ask the Actuaries / Consultants (Panelist)
1 Tuesday, 7:00 a.m. – 8:15 a.m.
Session TMPG2: Developing an Action Plan for PPA (Speaker)
1 Tuesday, 10:00 a.m. – 11:15 a.m.
Jason Russell
Session P09: “Actuary Speak” for Trustees (Speaker)
The content for this session is designed to meet basic level audience needs. • Key actuarial components and what they mean • What are the most important parts of a valuation report? • Actuarial rules of thumb – sensitivity to changing assumptions • What does solvency mean? • How did pension funding relief impact my fund? • Handling credit/negative balances • What is stochastic modeling and how is it used? • Questions to ask your actuary; your board
1 Monday, 8:15 a.m. – 10:00 a.m.
2 Monday, 2:30 a.m. – 3:45 p.m.
Aruna Vohra
Trustees Masters Program
“Health and Welfare Case Studies: Future Challenges”
Sunday, 1:30 p.m. – 2:30 p.m.
Session TMPG3: “Developing an Action Plan for the Affordable Care Act”
Tuesday, 10:00 a.m. – 11:15 a.m.
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