Horizon Actuarial Services, LLC is pleased to announce that eight of our consultants will be presenting at the 63rd Annual Conference of the International Foundation of Employee Benefits Plans (IFEBP). The Annual Conference will be held from Sunday, October 22 through Wednesday, October 25, 2013 in Las Vegas, Nevada. Prior to the Annual Conference is the Trustees Masters Program (TMP), which will be held on Saturday, October 21 and Sunday, October 22 and the New Trustees Institute, which will be held from Saturday, October 21 through Monday, October 23.
Trustees Masters Program (TMP)
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 Masters Program.
Cary Franklin
Using Fund Professionals Wisely
Saturday | 10:15 a.m.-12:30 p.m.
Future Challenges
Sunday | 8:00-8:30 a.m.
Case Studies
Sunday | 8:30-11:30 a.m.
Open Forum/Wrap-Up Questions
Sunday | 3:30-4:00 p.m.
Aruna Vohra
Future Challenges
Sunday | 8:00-8:30 a.m.
Case Studies
Sunday | 8:30-11:30 a.m.
Open Forum/Wrap-Up Questions
Sunday | 3:30-4:00 p.m.
New Trustees Institute - Level I and II
Developed by trustees for trustees, New Trustees Institute - Level 1: Core Concepts lays the groundwork for those new to health, pension or other Taft-Hartley multiemployer benefit funds. Trustees will hear from several different multiemployer practitioners, including accountants, actuaries, attorneys, administrators and other trustees, who will explain the need-to-know basics of fiduciary responsibility and trust fund management.
Level II: Concepts in Practice explores how the concepts introduced in Level I apply to trust fund management. Developed by experienced multiemployer fund trustees, administrators and advisors, this institute provides the practical information a trustee needs to know. Mary Ann Dunleavy, Kevin Culp, and Stephanie Patrick are leading sessions during the New Trustees Institute -Level II.
Mary Ann Dunleavy | Kevin Culp
Governance/Administration
Saturday | 8:00-10:00 a.m.
Investments
Saturday | 1:00-5:00 p.m.
Retirement
Sunday | 8:00-11:30 a.m.
Stephanie Patrick
Health Plans
Sunday | 12:15-4:00 p.m.
Annual Conference Sessions
Ben Ablin
I10 | Concepts in Advanced Asset Allocation
Topics: Overview of return assumptions | Why review them now? | Explore how return assumptions are selected | What are the factors to consider? | Asset allocation strategies | Trends and landscape of return assumptions | Review different samples of risk and return scenarios
1: Monday | 10:45 a.m.-12:00 noon
2: Tuesday | 7:30-8:45 a.m.
Tom Cliffel
P10 | Alternative Plan Designs in the Multiemployer Community – The Risk Spectrum
Topics: Explore various alternative plan design features, and discover: Where do they fall on the risk spectrum? | What goals/objectives do they meet? | How is funding impacted? | How are benefits affected? | What is the communication messaging?
1: Monday | 10:45 a.m.-12:00 noon
2: Tuesday | 7:30-8:45 a.m.
Mary Ann Dunleavy
G12 | Working Effectively With Your A-Team (Attorney/Accountant/Administrator/Actuary)
Participate in this interactive, fast-moving panel, and take home a tip or two for your fund. Topics: What are some effective methods/practices in using your A-team? | How do you ensure cross communication, and why? | What can happen when communication is siloed?
1: Monday | 10:45 a.m.-12:00 noon
2: Tuesday | 1:15-2:30 p.m.
Cary Franklin
P1 | Managing Pension Risk and Plan Maturity
Topics: How is pension risk measured? | Managing risk through: Plan design: Do alternative designs help? | Funding policy: How much cushion is appropriate? | Investment policy: When is derisking appropriate? | Risk associated with mature plans: managing plan maturity
1: Monday | 9:15-10:30 a.m.
2: Tuesday | 9:00-10:15 a.m.
G15 | The Multiemployer Plan Landscape – A Survey of 5500 Data
This session will highlight research from the International Foundation and Horizon Actuarial Services, looking at the universe of multiemployer health, pension and retirement plans. Highlights will include a multiyear look at: Plan funding | Plan investments | Demographics | Health benefit costs | Plan cash flows
Tuesday | 2:45-4:00 p.m.
Stan Goldfarb
P02 | PBGC Solvency and Solutions
Topics: Where are premiums headed? | Are there other options that can be considered? | What tools are needed to make the PBGC viable? | Old pool and new pool withdrawal liability | Shrinking union workforce and contribution base
1: Monday | 1:30-2:45 p.m.
2: Tuesday | 2:45-4:00 p.m.
Stephanie Patrick
H17 | How to Assess the Financial Status of Your Health Fund
Topics: What can multiyear projections tell you? | Considerations/sensitivities | Use of a dashboard and key statistics | Asset levels and funding goals | Regular monitoring
Monday | 10:45 a.m.-12:00 noon
G15 | The Multiemployer Plan Landscape – A Survey of 5500 Data
This session will highlight research from the International Foundation and Horizon Actuarial Services, looking at the universe of multiemployer health, pension and retirement plans. Highlights will include a multiyear look at: Plan funding | Plan investments | Demographics | Health benefit costs | Plan cash flows
Tuesday | 2:45-4:00 p.m.
Aruna Vohra
H25 | Emerging Trends in Health Care
Topics: Pharmacogenetic testing: What is it? How is it used? Limitations and coverage | On-site or near-site clinics; patient-centered medical homes: Prevalence, Cost savings, Does it really manage disease? | Infusion centers | Mentoring programs | Functional medicine: a new wave of practice? What does that mean for coverage?
1: Monday | 3:00-4:15 p.m.
2: Tuesday | 1:15-2:30 p.m.
Trustees Masters Program (TMP)
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 Masters Program.
Cary Franklin
Using Fund Professionals Wisely
Saturday | 10:15 a.m.-12:30 p.m.
Future Challenges
Sunday | 8:00-8:30 a.m.
Case Studies
Sunday | 8:30-11:30 a.m.
Open Forum/Wrap-Up Questions
Sunday | 3:30-4:00 p.m.
Aruna Vohra
Future Challenges
Sunday | 8:00-8:30 a.m.
Case Studies
Sunday | 8:30-11:30 a.m.
Open Forum/Wrap-Up Questions
Sunday | 3:30-4:00 p.m.
New Trustees Institute - Level I and II
Developed by trustees for trustees, New Trustees Institute - Level 1: Core Concepts lays the groundwork for those new to health, pension or other Taft-Hartley multiemployer benefit funds. Trustees will hear from several different multiemployer practitioners, including accountants, actuaries, attorneys, administrators and other trustees, who will explain the need-to-know basics of fiduciary responsibility and trust fund management.
Level II: Concepts in Practice explores how the concepts introduced in Level I apply to trust fund management. Developed by experienced multiemployer fund trustees, administrators and advisors, this institute provides the practical information a trustee needs to know. Mary Ann Dunleavy, Kevin Culp, and Stephanie Patrick are leading sessions during the New Trustees Institute -Level II.
Mary Ann Dunleavy | Kevin Culp
Governance/Administration
Saturday | 8:00-10:00 a.m.
Investments
Saturday | 1:00-5:00 p.m.
Retirement
Sunday | 8:00-11:30 a.m.
Stephanie Patrick
Health Plans
Sunday | 12:15-4:00 p.m.
Annual Conference Sessions
Ben Ablin
I10 | Concepts in Advanced Asset Allocation
Topics: Overview of return assumptions | Why review them now? | Explore how return assumptions are selected | What are the factors to consider? | Asset allocation strategies | Trends and landscape of return assumptions | Review different samples of risk and return scenarios
1: Monday | 10:45 a.m.-12:00 noon
2: Tuesday | 7:30-8:45 a.m.
Tom Cliffel
P10 | Alternative Plan Designs in the Multiemployer Community – The Risk Spectrum
Topics: Explore various alternative plan design features, and discover: Where do they fall on the risk spectrum? | What goals/objectives do they meet? | How is funding impacted? | How are benefits affected? | What is the communication messaging?
1: Monday | 10:45 a.m.-12:00 noon
2: Tuesday | 7:30-8:45 a.m.
Mary Ann Dunleavy
G12 | Working Effectively With Your A-Team (Attorney/Accountant/Administrator/Actuary)
Participate in this interactive, fast-moving panel, and take home a tip or two for your fund. Topics: What are some effective methods/practices in using your A-team? | How do you ensure cross communication, and why? | What can happen when communication is siloed?
1: Monday | 10:45 a.m.-12:00 noon
2: Tuesday | 1:15-2:30 p.m.
Cary Franklin
P1 | Managing Pension Risk and Plan Maturity
Topics: How is pension risk measured? | Managing risk through: Plan design: Do alternative designs help? | Funding policy: How much cushion is appropriate? | Investment policy: When is derisking appropriate? | Risk associated with mature plans: managing plan maturity
1: Monday | 9:15-10:30 a.m.
2: Tuesday | 9:00-10:15 a.m.
G15 | The Multiemployer Plan Landscape – A Survey of 5500 Data
This session will highlight research from the International Foundation and Horizon Actuarial Services, looking at the universe of multiemployer health, pension and retirement plans. Highlights will include a multiyear look at: Plan funding | Plan investments | Demographics | Health benefit costs | Plan cash flows
Tuesday | 2:45-4:00 p.m.
Stan Goldfarb
P02 | PBGC Solvency and Solutions
Topics: Where are premiums headed? | Are there other options that can be considered? | What tools are needed to make the PBGC viable? | Old pool and new pool withdrawal liability | Shrinking union workforce and contribution base
1: Monday | 1:30-2:45 p.m.
2: Tuesday | 2:45-4:00 p.m.
Stephanie Patrick
H17 | How to Assess the Financial Status of Your Health Fund
Topics: What can multiyear projections tell you? | Considerations/sensitivities | Use of a dashboard and key statistics | Asset levels and funding goals | Regular monitoring
Monday | 10:45 a.m.-12:00 noon
G15 | The Multiemployer Plan Landscape – A Survey of 5500 Data
This session will highlight research from the International Foundation and Horizon Actuarial Services, looking at the universe of multiemployer health, pension and retirement plans. Highlights will include a multiyear look at: Plan funding | Plan investments | Demographics | Health benefit costs | Plan cash flows
Tuesday | 2:45-4:00 p.m.
Aruna Vohra
H25 | Emerging Trends in Health Care
Topics: Pharmacogenetic testing: What is it? How is it used? Limitations and coverage | On-site or near-site clinics; patient-centered medical homes: Prevalence, Cost savings, Does it really manage disease? | Infusion centers | Mentoring programs | Functional medicine: a new wave of practice? What does that mean for coverage?
1: Monday | 3:00-4:15 p.m.
2: Tuesday | 1:15-2:30 p.m.
RSS Feed