PSCA 68th Annual National Conference October 14-16, 2015 Agenda-at-a-Glance

Transcription

1 Tuesday, October 13th PSCA 68th Annual National Conference October 14-16, 2015 Agenda-at-a-Glance 1:00 p.m. 4:00 p.m. Pre-Conference Workshop: Refresher Course: Profit Sharing and 401(k) Plans Annette Grabow, CEBS, Retirement Program Manager, Sonepar USA 3:00 p.m. 7:00 p.m. Registration Beth Yount Grimes, Senior Counsel, Moore & Van Allen PLLC 5:30 p.m. 7:00 p.m. Welcome Reception with Exhibitors, 1-3 Wednesday, October 14 th ALL MORNING GENERAL SESSIONS AND LUNCH WILL BE HELD IN THE GRAND BALLROOM 7:00 a.m. 8:00 a.m. Conference Registration 7:30 a.m. 8:00 a.m. Continental Breakfast with Exhibitors 8:00 a.m. 8:10 a.m. Opening and Welcome 8:10 a.m. 9:00 a.m. Hierarchy of Retirement Needs Plan Sponsor Panel Discussion Moderator: Mary Kay Leyden, VP, Head of Business to Business Marketing, Lincoln Financial Tom Gordon, Sr. HR Director, Total Rewards, Aon Corporation Carol Sung, 401(k) Product Manager, International Paper Company Hunter Richardson, Franciscan Ministries of Our Lady Health System 9:00 a.m. 10:00 a.m. Are You Talking to Me? Ways to Communicate to Each Generation Jillian Verspyck, Marketing Communications Director, Voya 10:00 a.m. 10:30 a.m. Networking Break: Sponsored by BKD 10:30a.m. 11:30 a.m. Gallup Well-Being: Creating a Culture of Thriving Financial Well-Being Ann Ziebarth, Global Retirement Director, Gallup Jason Smith, Managing Director, SageView Advisory Group 11:30 a.m. 1:00 p.m. Signature Awards Luncheon 1:00 p.m. 1:50 p.m. Breakout Workshops Provider Search Track: Session 1, Assessing Your Needs and Creating Your Plan

2 The Top Ten Most Common Section 409A Pitfalls Ken Raskin, Partner, King & Spalding River Investment oversight by committees: How Committees Can Structure the Investment Lineup for Maximum Participant Engagement Kweku Obed, Sr. Vice President, Marquette Associates 2:00 p.m. 2:50 p.m. Breakout Workshops Provider Search Track: Session 2, Pros/Cons of Doing it Yourself or Using an Advisor, Managing the Committee and Onboarding the New Provider River Your Plan Audit: Don t Be Deficient David M. Kot, CPA,CFE, Partner, BDK, LLP Ira Finn, PHR, Manager, Global Benefits, Heidrick & Struggles Talking About Roth - How to Remove the Fear and Confusion of Roth for Your Paricipants Tim Thurston, AIF, Manager Retirement Services, IPS Advisors, Inc. 2:50 p.m. 3:20 p.m. Networking Break 3:20 p.m 4:10 p.m. Breakout Workshops Provider Search Track: Session 3, Deploying the Tools and Evaluating Responses Gaile Omori, Vice President Human Resources, Athletico Physical Therapy River Best Practices for Handling Missing & Non-Responsive Participants, Uncashed Checks and the High Costs of Accounts Left Behind Terry Dunne, Managing Dir Rollover Solutions Gp, Millenium Trust Your 401(k) Investment Line-Up - Where Do You Begin? Best Practices for Establishing Investment Options Deb Rosenberg CEBS, AIF, Stiles Financial Susan Stiles, Founder, Stiles Financial 4:20 p.m. 5:10 p.m. Breakout Workshops River How Do You Define "Success" for Your Retirement Plan? Rick Reed, AIF, CEBS, Sibson Consulting Pirie McIndoe, Sibson Consulting 2

3 The Convergence of HSAs and 401(k)s: How HSAs Impact Retirement Plans Karin Rettger, President, Principal Resource Group Kristin H. Bajorat, Benefits Manager, Zurich North America 5:30 p.m. 7:00 p.m. Signature Awards Reception with Exhibitors 1-3 Thursday, October 15 th ALL MORNING GENERAL SESSIONS AND LUNCH WILL BE HELD IN THE GRAND BALLROOM 7:30 a.m. 8:00 a.m. Continental Breakfast with Exhibitors 8:00 a.m. 8:10 a.m. Welcome and Announcements 8:10 a.m. 9:00 a.m. Washington Update 9:00 a.m. 10:00 a.m. [Key Note Title TBD] Rich McHugh, Vice President Washington Affairs, PSCA; Of Counsel, Porter Wright Morris & Arthur, LLP Rich Linton, President, Retail Wealth Management and Large Corporate Markets, Voya Financial 10:00 a.m. 10:30 a.m. Networking Break: Sponsored by Dimensional Funds 10:30 a.m. 11:30 a.m. [Key Note Title TBD] Kenje Mallot Financial Solutions Product Manager, Aon Hewitt 11:30 a.m. 1:00 p.m. Networking Lunch and PSCA Business Meeting 1:00 p.m. 1:50 p.m. Breakout Workshops Salon 8 Cracking the Code on Financial Education - How to Use New Technology to Improve Participant Outcomes Mark Singer, Financial Literacy Toolbox Salon 9 Managing Risks Relevant to Retirement Income Ed Moslander, Senior Managing Director, Head of Institutional Client Services, TIAA- CREF Kim Ginsburg, VP, Dimensional Fund Advisors Retiree Medical Plans: Exploring Innovative Ways to Reduce Risk for Plan Sponsors While Keeping the Retiree Promise D. Michael Jones, ASA, MAAA, Towers Watson 2:00 p.m. 2:50 p.m. Breakout Workshops Salon 8 Do You Want an Elite 401(k) or 403(b) Plan? Samuel S. Choy, Partner, King & Spalding Ryan Gorman, Associate, King & Spalding Frederick Stewart, SVP, DC Practice Leader, LCG Associates Salon 9 ERISA Advisory Council Member Panel 3

4 Moderator: Karen Barnes, Managing Counsel, McDonald's Corporation Josh Cohen, Head of Institutional Defined Contribution, Russell Investments Michael Sasso, Partner, Co-Founder, Portfolio Evaluations, Inc. Cindy Hounsell, President, Women's Institute for a Secure Retirement Understanding 401k Plan Fee Structures and Investment Trends - Trends in Investing and How Your Lineup Can Meet the Needs of Your Employees: Fees, Vehicles, and Marketplace Realities Ty Parrish, CIMA, C(k)P, Managing Partner & Senior ERISA Consultant, Blue Prairie Group Robert E. Pike, CFA, AIF, President & CIO, Stratford Advisors Holly Verdeyen, Director, Defined Contribution Investments, Russell Investments 2:50 p.m. 3:20 p.m. Networking Break: Sponsored by Blue Prairie Group 3:20 p.m. 4:50 p.m. ROUNDTABLES Salon 8 Small Company Roundtable (1-999 Employees) Mid-Size Company Roundtable (1,000-9,999 Employees) Salon 9 Global and Large Company Roundtable (10,000+ Employees) 5:30 p.m. 7:00 p.m. Networking Reception with Exhibitors Friday, October 16th 8:00 a.m. 8:30 a.m. Continental Breakfast with Exhibitors 8:30 a.m. 8:35 a.m. Welcome and Announcements 8:35 a.m. noon Breakout Workshops NOTE: FIDUCIARY TRAINING PROGRAM IS SCHEDULED FOR THE WHOLE MORNING 8:35-noon 8:35 a.m. 9:35 a.m. The Psychology of Saving Warren Cormier, CEO, Boston Liz Davidson, CEO, Financial Finesse 8:35 a.m. 10:35 a.m. Fiduciary Training Tracks Salons 8-10 Fiduciary Training Certification Tracks Module 1 ERISA s Vision of the Fiduciary Role Module 2 Selecting and Monitoring Service Providers Joan Neri, Counsel, Drinker Biddle & Reath 4

5 9:35 a.m. 10:35 a.m. Ask the Experts ERISA Attorney Panel Moderator: Marjorie Mann, Senior Attorney, NextEra Energy, Inc. Nancy Gerrie, Partner, McDermott, Will & Emery Sally Doubet King, Partner, McGuire Woods Marla Kreindler, Partner, Morgan Lewis & Bockius 10:35 a.m. 10:50 a.m. Networking Break 10:50 a.m. 11:50 a.m. Fiduciary Training Tracks and Ask the Experts (continued) Salons :50 a.m. 12:00 p.m. Ask the Experts ERISA Attorney Panel (continued) Moderator: Marjorie Mann, Senior Attorney, NextEra Energy, Inc. Nancy Gerrie, Partner, McDermott, Will & Emery Sally Doubet King, Partner, McGuire Woods Marla Kreindler, Partner, Morgan Lewis & Bockius Fiduciary Training Certification Tracks Module 3 Fiduciary Communications with Participants Joan Neri, Counsel, Drinker Biddle & Reath Closing Remarks 12:00 p.m. Conference Adjourns 5