2019 TE/GE COUNCIL EMPLOYEE PLANS ANNUAL MEETING

Transcription

1 2019 TE/GE COUNCIL EMPLOYEE PLANS ANNUAL MEETING Making a difference with conversations since Register at: 2019 Registration The National Press Club th Street, NW, 13th Floor Washington, D.C February 21-22, 2019 GREAT LAKES AREA TE/GE COUNCIL - GULF COAST AREA TE/GE COUNCIL - PACIFIC COAST AREA TE/GE COUNCIL - NORTHEAST PENSION LIAISON GROUP - MID-ATLANTIC PENSION LIAISON GROUP

2 EMPLOYEE PLANS (EP) AGENDA February 21-22, 2019 Thursday, February 21, :15am-8:00am 8:00am-9:00am Registration and Continental Breakfast Dealing with PBGC Issues: A Practical Guide Karen Morris, Chief of Negotiations and Restructuring, PBGC; Judith Starr, General Counsel, PBGC Moderators: Harold J. Ashner, Partner, Keightley & Ashner LLP, and a member of the Mid-Atlantic Pension Liaison Group Linda E. Rosenzweig, Senior Counsel Benefits and Employment, Keightley & Ashner LLP, and a member of the Mid-Atlantic Pension Liaison Group 9:00am-10:00am 10:00am-10:15am 10:15am-11:15am 11:15am-12:15pm Ask The Regulators About Reporting and Prohibited Transactions Scott Albert, Chief of the Division of Reporting Compliance, Office of Chief Accountant, Employee Benefits Security Administration, DOL; Lyssa E. Hall, Director, Office of Exemption Determinations, Employee Benefits Security Administration, DOL Kristy Buckley, Partner, Crowley Fleck, Bozeman, MT, and a member of the Pacific Coast Area TE/GE Council BREAK But Do Not Loiter Without Intent Ethics Speaker: John Utz, Utz & Lattan, Overland Park, KS, and a member of the Great Lakes Area TE/GE Council Murder, Mayhem & Plan Assets Pamela D. Perdue, Attorney at Law, St. Louis, MO; Mark D. DeBofsky, Founding Member, DeBofsky, Sherman & Casciari, P.C.

3 12:15pm-1:00pm LUNCH and Meet Your Other Council Members Separate Meetings for Northeast Pension Liaison Group, Gulf Coast Area TE/GE Council, Mid-Atlantic Pension Liaison Group, Great Lakes Area TE/GE Council, and Pacific Coast Area TE/GE Council 1:00pm-2:00pm 2:00pm-2:45pm 2:45pm-3:00pm 3:00pm-4:00pm News from IRS Chief Counsel (TE/GE and EEE) Kyle N. Brown, Tax Exempt and Government Entities Division Counsel, Office of Chief Counsel, IRS Victoria A. Judson, Associate Chief Counsel, Employee Benefits, Exempt Organizations, and Employment Taxes (EEE), Office of Chief Counsel, IRS Edward F. Feibel, Eaton Peabody, Portland, ME, and a member of the Northeast Pension Liaison Group DOL Practitioner Panel Representatives of each regional TE/GE Council discuss relevant issues in the TE/GE area Robert J. Toth, Jr., Law Offices of Robert J. Toth, Jr., LLC, Fort Wayne, IN (Great Lakes) Maria J. Christiaens, Eide Bailly LLP, Billings, MT (Pacific) Stuart A. Sirkin, The Segal Group, Washington, D.C. (Mid-Atlantic) Louis F. LiBrandi, PKF O Connor Davies, LLP, New York, NY (Northeast) David Cowart, Dentons, Dallas, TX (Gulf Coast) Warren J. Widmayer, Ferguson Widmayer & Clark PC (Great Lakes) BREAK But Look Busy Regulatory Update on Health and Welfare Plans Kevin Knopf, Senior Technician Reviewer, Employee Benefits, Exempt Organizations, and Employment Taxes (EEE), Office of Chief Counsel, IRS; Suzanne Adelman, Office of Health Plan Standards and Compliance Assistance, Employee Benefits Security Administration, DOL Roberta Casper Watson, The Wagner Law Group, Tampa, FL, and a member of the Gulf Coast Area TE/GE Council

4 4:00pm-5:00pm News from The DOL Speaker: Timothy Hauser, Employee Benefits Security Administration, DOL 5:00pm-6:30pm Reception It s Party Time at The Press Club!? *Please note that this agenda is subject to change.

5 Friday, February 22, :15am -8:00am 8:00am-9:00am Registration and Continental Breakfast Remarks by The Director Speaker: Cathy Jones, Acting Director, Employee Plans, IRS (invited) 9:00am-10:00am Missing Participants/Data Security Louis J. Leslie, Senior Technical Advisor, Employee Plans, IRS; Thomas M. Hindmarch, Office of Regulations and Interpretations, Employee Benefits Security Administration, DOL; Stephanie Cibinic, Deputy Assistant General Counsel for Regulatory Affairs, PBGC Thomas Schendt, Partner, Alston & Bird, Washington, D.C. 10:00am-10:15am 10:15am-11:15am 11:15am-12:15pm BREAK But Do Not Go Far Highlights from Capitol Hill Kendra Kosko Isaacson, Senior Pensions Counsel, HELP Committee, U.S. Senate; Chris Allen, Senior Advisor for Benefits and Exempt Organizations, Finance Committee, U.S. Senate Henry C. Eickelberg, Adjunct Professor, Georgetown University Law Center IRS Practitioner Panel Representatives of each regional TE/GE Council discuss relevant issues in the TE/GE area Richard Hochman, Actuarial Systems Corporation, Dover, NJ (Northeast) Karen Field, RSM McGladrey, Washington DC (Mid-Atlantic) Eric Winwood, Baker Botts LLP, Dallas, TX (Gulf Coast) Martin T. Tierney, Michael, Best & Friedrich, LLP, Milwaukee, WI (Great Lakes) Danielle R. Panter, Hurley Toevs Styles Winwood Hamblin & Panter, PA. Albuquerque, NM (Pacific Coast) Cindy Shupe, Fennemore Craig, PC. Phoenix, AZ (Pacific Coast)

6 12:15pm-1:15pm LUNCH Make Some Friends and TE/GE Board of Directors Meeting 1:15pm-2:15pm 2:15pm-2:30pm Executive Compensation and Other Benefits Related Guidance Stephen Tackney, Deputy Associate Chief Counsel, Employee Benefits, Exempt Organizations, and Employment Taxes (EEE), Office of Chief Counsel, IRS; Ilya Enkishev, Attorney, Employee Benefits, Exempt Organizations, and Employment Taxes (EEE), Office of Chief Counsel, IRS Heidi Lyon, Warner, Norcross & Judd, Grand Rapids, MI, and a member of the Great Lakes Area TE/GE Council Conference is Adjourned Any questions? *Please note that this agenda is subject to change.