Horizon Actuarial Services, LLC is pleased to announce that five of our consultants will be presenting at the 59th Annual Conference of the International Foundation of Employee Benefits Plans (IFEBP). The Annual Conference will be held from Sunday, October 20 through Wednesday, October 23, 2013 in Las Vegas, Nevada. Prior to the Annual Conference is the Trustees Masters Program, which will be held on Saturday, October 19 and Sunday, October 20.
Trustees Masters Program
The Trustees Masters Program (TMP) 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 Franklin and Aruna Vohra are leading sessions during the Trustees and Masters Program.
Cary Franklin
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, 10/19 | 9:45 am – 12:00 pm
Pension Case Study
Potential Topics: • Funding status and future projections • Why your demographics are important • Alternative arrangements • Strategies for critical plans • Importance of projections
Sunday, 10/20 | 10:15 am – 12:00 pm
Open Issues/Future Challenges
Discussion of issues and solutions raised in breakout sessions
Sunday, 10/20 | 1:30 pm – 3:30 pm
Aruna Vohra
Health & Welfare Case Studies
Potential Topics: • Affordable Care Act Impact • Cost curbing strategies • Understanding your demographics • What do you get from wellness strategies? • Do incentives work and how do you measure their effectiveness? • Lessons learned
Sunday, 10/20 | 10:15 am – 12:00 pm
Open Issues/Future Challenges
Discussion of issues and solutions raised in breakout sessions
Sunday, 10/20 | 1:30 pm – 3:30 pm
Annual Conference Sessions
Cary Franklin
P04: Looking Ahead – Pension Funding Forecasts
This session will share what pension valuation forecasts are, what they can and can’t do, and how funds can use them for strategic planning. • What are pension valuation forecasts? • What can be learned from forecasts? Topics: • How are they performed? • What is and is not required by the Pension Protection Act (PPA)? • How reliable are forecasts?
1 Monday, 10/21 | 10:45 am – 12:00 noon
2 Tuesday, 10/22 | 1:15 pm – 2:30 pm
Mary Ann Dunleavy
P14: Retirement Planning for Workers of All Ages (Moderator)
Topics: • What should younger workers be thinking and doing now? • Whose responsibility is it to teach and share such information? • How much should workers save? • How to manage Lump Sums in Retirement • Can you count on Social Security? • Investment strategies for individuals • Effective communication methods • What can plan Sponsors do to educate members?
1 Tuesday, 10/22 | 10:30 am – 11:45 am
2 Wednesday, 10/23 | 9:00 am – 10:15 am
Stan Goldfarb
P15: What Happens to Pension Plans if Interest Rates Rise?
This session address considerations for trustees in a scenario that will occur sooner or later.Topics: • How does the interest rate environment affect pension plans? • How would an environment with rising interest rates affect asset allocation? • Setting pension obligations • How does the impact vary for multiemployer, governmental and single-employer plans?
1 Monday, 10/21 | 3:00 pm – 4:15 pm
2 Tuesday, 10/22 | 1:15 pm – 2:30 pm
OF-1: Ask the Actuaries/Consultants
This open forum session provides the opportunity to ask questions and discuss hot topics with a panel of actuaries and consultants from around the country.
1 Tuesday, 10/22 | 7:30 am – 8:45 am
Jason Russell
P18: A Survey of Multiemployer Retirement Plans
This session covers findings from the 2012 International Foundation/Horizon Multiemployer Retirement Plan study, providing a ten-year overview of trends among topics on, but not limited to: • Funding status • Investment returns and assumptions • Contributions and benefit costs • Benefit payments • Unfunded liabilities.
1 Tuesday, 10/22 | 7:30 am – 8:45 am
2 Tuesday, 10/22 | 2:45 pm – 4:00 pm
Aruna Vohra
H06: Focused Workshops on the Affordable Care Act and Collective Bargaining
These workshops will provide 30 minutes of formal remarks followed by 30-45 minutes of facilitated discussion around the topic. The objective of these workshops is to lay the groundwork to enable a discussion with your peers. Topics: • Data needs • unanswered questions and issues; • Eligibility • Grandfathering
1 Monday, 10/21 | 3:00 pm – 4:15 pm
2 Tuesday, 10/22 | 1:15 pm – 2:30 pm
H05: Evolving Plan Design(s)
Topics: • What’s driving change? • Cafeteria approach to health care in the multiemployer environment • smaller networks: are they viable? • Individual account plans (hours based or dollars based?)
1 Tuesday, 10/22 | 7:30 am – 8:45 am
2 Tuesday, 10/22 | 10:30 am – 11:45 am
Trustees Masters Program
The Trustees Masters Program (TMP) 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 Franklin and Aruna Vohra are leading sessions during the Trustees and Masters Program.
Cary Franklin
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, 10/19 | 9:45 am – 12:00 pm
Pension Case Study
Potential Topics: • Funding status and future projections • Why your demographics are important • Alternative arrangements • Strategies for critical plans • Importance of projections
Sunday, 10/20 | 10:15 am – 12:00 pm
Open Issues/Future Challenges
Discussion of issues and solutions raised in breakout sessions
Sunday, 10/20 | 1:30 pm – 3:30 pm
Aruna Vohra
Health & Welfare Case Studies
Potential Topics: • Affordable Care Act Impact • Cost curbing strategies • Understanding your demographics • What do you get from wellness strategies? • Do incentives work and how do you measure their effectiveness? • Lessons learned
Sunday, 10/20 | 10:15 am – 12:00 pm
Open Issues/Future Challenges
Discussion of issues and solutions raised in breakout sessions
Sunday, 10/20 | 1:30 pm – 3:30 pm
Annual Conference Sessions
Cary Franklin
P04: Looking Ahead – Pension Funding Forecasts
This session will share what pension valuation forecasts are, what they can and can’t do, and how funds can use them for strategic planning. • What are pension valuation forecasts? • What can be learned from forecasts? Topics: • How are they performed? • What is and is not required by the Pension Protection Act (PPA)? • How reliable are forecasts?
1 Monday, 10/21 | 10:45 am – 12:00 noon
2 Tuesday, 10/22 | 1:15 pm – 2:30 pm
Mary Ann Dunleavy
P14: Retirement Planning for Workers of All Ages (Moderator)
Topics: • What should younger workers be thinking and doing now? • Whose responsibility is it to teach and share such information? • How much should workers save? • How to manage Lump Sums in Retirement • Can you count on Social Security? • Investment strategies for individuals • Effective communication methods • What can plan Sponsors do to educate members?
1 Tuesday, 10/22 | 10:30 am – 11:45 am
2 Wednesday, 10/23 | 9:00 am – 10:15 am
Stan Goldfarb
P15: What Happens to Pension Plans if Interest Rates Rise?
This session address considerations for trustees in a scenario that will occur sooner or later.Topics: • How does the interest rate environment affect pension plans? • How would an environment with rising interest rates affect asset allocation? • Setting pension obligations • How does the impact vary for multiemployer, governmental and single-employer plans?
1 Monday, 10/21 | 3:00 pm – 4:15 pm
2 Tuesday, 10/22 | 1:15 pm – 2:30 pm
OF-1: Ask the Actuaries/Consultants
This open forum session provides the opportunity to ask questions and discuss hot topics with a panel of actuaries and consultants from around the country.
1 Tuesday, 10/22 | 7:30 am – 8:45 am
Jason Russell
P18: A Survey of Multiemployer Retirement Plans
This session covers findings from the 2012 International Foundation/Horizon Multiemployer Retirement Plan study, providing a ten-year overview of trends among topics on, but not limited to: • Funding status • Investment returns and assumptions • Contributions and benefit costs • Benefit payments • Unfunded liabilities.
1 Tuesday, 10/22 | 7:30 am – 8:45 am
2 Tuesday, 10/22 | 2:45 pm – 4:00 pm
Aruna Vohra
H06: Focused Workshops on the Affordable Care Act and Collective Bargaining
These workshops will provide 30 minutes of formal remarks followed by 30-45 minutes of facilitated discussion around the topic. The objective of these workshops is to lay the groundwork to enable a discussion with your peers. Topics: • Data needs • unanswered questions and issues; • Eligibility • Grandfathering
1 Monday, 10/21 | 3:00 pm – 4:15 pm
2 Tuesday, 10/22 | 1:15 pm – 2:30 pm
H05: Evolving Plan Design(s)
Topics: • What’s driving change? • Cafeteria approach to health care in the multiemployer environment • smaller networks: are they viable? • Individual account plans (hours based or dollars based?)
1 Tuesday, 10/22 | 7:30 am – 8:45 am
2 Tuesday, 10/22 | 10:30 am – 11:45 am
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