We are pleased to announce that five consultants from Horizon Actuarial will be presenting at the56th Annual Conference of the International Foundation of Employee Benefits Plans (IFEBP). The 56th Annual Conference will be held from Sunday, November 14 through Wednesday, November 17, 2010 in Honolulu, Hawaii.
Cary Franklin
Session 311: Funding Plans in a Declining Industry (SPEAKER)
Analyzing the demographics and statistics of the plan • Managing negative cash flow • Partitioning: What is it, and how is it done? • Identifying and exploring various options • A look at a case study
1 Tuesday, 7:00 – 8:15 a.m.
2 Tuesday, 2:30 – 3:45 p.m.
Stan Goldfarb
Session 351: Round Table – FASB Disclosure Requirements (PANELIST)
This round table discussion will cover new FASB disclosure requirements for employers participating in multiemployer plans. The discussion will include perspectives from employer trustees, accountants, and actuaries.
1 Monday, 10:00 – 11:15 a.m.
2 Tuesday, 2:30 – 3:45 p.m.
Session OF1: Open Forum – Ask the Actuary (PANELIST)
1 Tuesday, 10:00 – 11:15 a.m.
Jason Russell
Session 508: Is Your Investment Assumption Return Still Reasonable? (CO-SPEAKER)
This panel discussion will cover varying perspectives and address • An overview of the challenges in the economy and capital markets • Review of how assumptions impact pension funding • What is the reasoning for assuming returns above 6%, per year? Is it irresponsible? • What needs to be considered when setting an assumption rate? • How often can it or should it be changed? • Time periods and obstacles • Recent trends
1 Monday, 6:45 – 8:00 a.m.
2 Wednesday, 8:30 – 9:45 a.m.
Aruna Vohra
Session 207: Ten Steps to Healing a “Sick” Health Plan (PANELIST)
• Developing a data dashboard for trustees • What the data does and doesn’t tell you • Addressing quality and outcomes • Curbing costs before they start • Managing diseases • Determining effective networks and pricing • Changing behaviors • Plan provisions • Great ideas you can implement
1 Monday, 10:00 – 11:15 a.m.
2 Tuesday, 8:30 – 9:45 a.m.
Larry Weitzner
Session 706: Selecting and Transitioning to a New Administrator (PANELIST)
• Selecting a new administrator • Time frame for making a transition • Communication to stakeholders • Transition of data and paper records • Data conversion and verification • Use of an administrative committee or the trust co-chairs
1 Tuesday, 2:30 – 3:45 p.m.
Session P-ACCT2: Pension Plans – New Challenges and Issues (PANELIST)
• Cash vs. accrual basis of accounting • Calculation of the liability • Handling withdrawal liability • What should be recorded? What should be reserved? • Auditor responsibilities • Communication issues with clients and the impact of drastically changing standards – Footnote disclosures – Audit opinions
1 Monday, 2:30 – 3:45 p.m.
[originally posted September 22, 2010; updated October 15, 2010]
Cary Franklin
Session 311: Funding Plans in a Declining Industry (SPEAKER)
Analyzing the demographics and statistics of the plan • Managing negative cash flow • Partitioning: What is it, and how is it done? • Identifying and exploring various options • A look at a case study
1 Tuesday, 7:00 – 8:15 a.m.
2 Tuesday, 2:30 – 3:45 p.m.
Stan Goldfarb
Session 351: Round Table – FASB Disclosure Requirements (PANELIST)
This round table discussion will cover new FASB disclosure requirements for employers participating in multiemployer plans. The discussion will include perspectives from employer trustees, accountants, and actuaries.
1 Monday, 10:00 – 11:15 a.m.
2 Tuesday, 2:30 – 3:45 p.m.
Session OF1: Open Forum – Ask the Actuary (PANELIST)
1 Tuesday, 10:00 – 11:15 a.m.
Jason Russell
Session 508: Is Your Investment Assumption Return Still Reasonable? (CO-SPEAKER)
This panel discussion will cover varying perspectives and address • An overview of the challenges in the economy and capital markets • Review of how assumptions impact pension funding • What is the reasoning for assuming returns above 6%, per year? Is it irresponsible? • What needs to be considered when setting an assumption rate? • How often can it or should it be changed? • Time periods and obstacles • Recent trends
1 Monday, 6:45 – 8:00 a.m.
2 Wednesday, 8:30 – 9:45 a.m.
Aruna Vohra
Session 207: Ten Steps to Healing a “Sick” Health Plan (PANELIST)
• Developing a data dashboard for trustees • What the data does and doesn’t tell you • Addressing quality and outcomes • Curbing costs before they start • Managing diseases • Determining effective networks and pricing • Changing behaviors • Plan provisions • Great ideas you can implement
1 Monday, 10:00 – 11:15 a.m.
2 Tuesday, 8:30 – 9:45 a.m.
Larry Weitzner
Session 706: Selecting and Transitioning to a New Administrator (PANELIST)
• Selecting a new administrator • Time frame for making a transition • Communication to stakeholders • Transition of data and paper records • Data conversion and verification • Use of an administrative committee or the trust co-chairs
1 Tuesday, 2:30 – 3:45 p.m.
Session P-ACCT2: Pension Plans – New Challenges and Issues (PANELIST)
• Cash vs. accrual basis of accounting • Calculation of the liability • Handling withdrawal liability • What should be recorded? What should be reserved? • Auditor responsibilities • Communication issues with clients and the impact of drastically changing standards – Footnote disclosures – Audit opinions
1 Monday, 2:30 – 3:45 p.m.
[originally posted September 22, 2010; updated October 15, 2010]
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