2018 JOINT TE/GE COUNCIL EMPLOYEE PLANS & EXEMPT ORGANIZATIONS ANNUAL MEETING. University of Baltimore Baltimore, Maryland February 22-23, 2018
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1 2018 JOINT TE/GE COUNCIL EMPLOYEE PLANS & EXEMPT ORGANIZATIONS ANNUAL MEETING Making a difference with conversations since University of Baltimore Baltimore, Maryland February 22-23, 2018 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 22 23, 2018 Campus Map Available: Thursday, February 22 7:30 am 8:00 am 8:00 am - 8:10 am Check-In and Continental Breakfast (Learning Commons Atrium (former Law School Atrium)) Welcome and Introductions (Learning Commons Town Hall) 8:10 am 9:10 am Tax Reform Discussion Speaker: Kendra Kosko Isaacson, Senior Pensions Counsel, HELP Committee, U.S. Senate (invited) 9:10 am 10:10 am Form 5500-What We Have Learned, What May Change (Learning Comons) (Learning Commons Town Hall) Speakers: Scott Albert, Office of Chief Accountant, Division of Reporting and Compliance, Employee Benefits Security Administration, Department of Labor (invited) & Marcus Aron, Senior Auditor, Office of Chief Accountant, Employee Benefits Security Administration, Department of Labor (invited) 10:10 am 10:25 am 10:25 am 11:55 am BREAK (Learning Commons Atrium) What s on our Desk- Top 5 List of Practitioner Issues for the DOL- Regional Representatives from each TE/GE Region Panelists: TBD Great Lakes: Gulf Coast: Mid-Atlantic: Northeast: Pacific Coast: 11:55 am-12:55 pm LUNCH (Learning Commons Atrium) 12:55 pm-1:55 pm What s on Vicki s Desk (Learning Commons Town Hall) Speaker: Victoria Judson, Associate Chief Counsel (Employee Benefits), TEGE, Office of Chief Counsel, IRS (invited)
3 1:55 pm 2:55 pm Benefit Plan Cybersecurity Panelist: Jeffrey Stein, Issue Vice Chair for 2016 ERISA Advisory Council Report on Benefit Plan Cybersecurity 2:55 pm 3:05 pm 3:05 pm 4:30 pm BREAK (Learning Commons Atrium) Healthcare ACA Speakers: Kevin Knopf, Senior Technician Reviewer in the IRS Office of Chief Counsel (invited), Amy Turner, Director, Office of Health Plan Standards and Compliance Assistance, Employee Benefits Security Administration, Department of Labor (Invited) 4:30 pm 6:30 pm Employee Plans Reception/Cocktail Hour- (Bogomolny Room on the 5th Floor of the Student Center) (across the street from the former Law School) *Please note that this is a preliminary agenda and remains subject to change.
4 Friday, February 23 7:15 am 8:00 am Note: Luggage can be stored in the Learning Commons Town Hall Late Check-In and Continental Breakfast (Learning Commons Atrium (former Law School Atrium)) 8:00 am 8:05 am Welcome and Introductions (Learning Commons Town Hall) 8:05 am 9:05 am Remarks by the Commissioner (Joint Session with Exempt Organizations. Live in the Learning Commons Town Hall - Seating on a first-come basis. Audio/Video in the William H. Thumel Sr. Business Center Auditorium.) Speaker: Sunita B. Lough, Commissioner TEGE, IRS 9:05 am 9:15 am 9:15 am- 10:40 am Break to allow Attendees to Move to their Meeting Place Missing Participants Panel Speakers: Office of Chief Counsel, IRS: Lauson Green (Invited) IRS: Louis J. Leslie, Senior Technical Advisor, Employee Plans, Internal Revenue Service (invited) DOL: Michael Schloss, Regional Director, Employee Benefits Security Administration, Philadelphia Regional Office (invited) PBGC: TBD 10:40 am 10:55 am Break (Learning Commons Atrium) 10:55 am 12:20 pm Practitioner Panel Panelists- Representative from each TEGE region: Panelists: TBD Great Lakes: Gulf Coast: Mid-Atlantic: Northeast: Pacific Coast: 12:20 pm 12:55 pm Lunch (William H. Thumel Sr. Business Center Atrium and overflow Classrooms 135 and 143) (Across the street from the Learning Commons, 11 W. Mt. Royal Avenue)
5 12:55 pm 1:35 pm INDIVIDUAL COUNCIL MEETINGS (William H. Thumel Sr. Business Center Classrooms) Northeast: Business Center, Room Gulf Coast: Business Center, Room Mid-Atlantic: Business Center, Room Great Lakes: Business Center, Room Pacific Coast: Business Center, Room 1:35 pm 2:35 pm Section 457(f) Issues (Learning Commons Town Hall) Speakers: Stephen Tackney, Deputy Associate Chief Counsel (Employee Benefits), TEGE, Office of Chief Counsel, IRS (invited), Ilya Enkishev, Attorney (Employee Benefits), TEGE, Office of Chief Counsel, IRS (invited) 2:35 pm 3:30 pm Preapproved Plan Documents Speakers: Donald Keiffer, Tax Law Specialist, Office of Employee Plans, Internal Revenue Service (invited) *Please note that this is a preliminary agenda and remains subject to change.
2017 JOINT TE/GE COUNCIL EMPLOYEE PLANS & EXEMPT ORGANIZATIONS ANNUAL MEETING. Register at: 2017 REGISTRATION
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