2017 JOINT TE/GE COUNCIL EMPLOYEE PLANS & EXEMPT ORGANIZATIONS ANNUAL MEETING. Register at: 2017 REGISTRATION
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1 2017 JOINT TE/GE COUNCIL EMPLOYEE PLANS & EXEMPT ORGANIZATIONS ANNUAL MEETING Making a difference with conversations since Register at: 2017 REGISTRATION University of Baltimore Baltimore, Maryland February 23-24, 2017 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 While we have not reserved hotels, the following information from the University of Baltimore may be of use to you:
2 PRELIMINARY EMPLOYEE PLANS (EP) AGENDA* February 23 24, 2017 Campus Map Available: Thursday, February 23 7:30 am 8:15 am 8:15 am - 8:30 am Check-In and Continental Breakfast (Learning Commons Atrium (former Law School Atrium)) Welcome and Introductions (Learning Commons Town Hall) Lisa Van Fleet, Bryan Cave, LLP, St. Louis, MO (Gulf Coast 8:30 am 9:15 am AARP's legislative, regulatory, and policy efforts, as well as litigation opportunities before the courts (Learning Commons Town Hall) Speaker: David Certner, Legislative Counsel & Director of Legislative Policy for Government Affairs at AARP 9:15 am 10:15 am Retirement Plan in the "After Life" - A Private Perspective Speaker: Ian Dingwall, Retired Chief Accountant, EBSA, U.S. Department of Labor Moderator: Lauren J. Corey, Lauren Corey Consulting, LLC, Portland, ME (Northeast 10:15 am 10:30 am 10:30 am 11:15 am BREAK (Learning Commons Atrium) Retirement Readiness View from the Crow's Nest Speaker: David C. John, a senior strategic policy advisor at the AARP Public Policy Institute; Expertise in retirement savings, pensions, annuities, international pension and retirement savings systems, and PBGC Moderator: Pacific Coast TEGE Council TBD 11:15 am 12:00 pm Top 5 List of Practitioner Issues for the DOL Regional Representatives from each TEGE Region Panelists- Representative from each TEGE region: Great Lakes: John McGowan, Baker Hostetler, Cleveland, OH Gulf Coast: Fritz Richter, Bass, Berry & Sims, Nashville, TN Mid-Atlantic: Stephen G. Swirnow, Vice President & Senior Legal Counsel T. Rowe Price Group, Inc., Baltimore, MD Northeast: Chuck Humphrey, Law Offices of Charles G. Humphrey, Snyder, NY Pacific Coast: TBD Moderator: Heidi A. Lyon, Warner Norcross & Judd LLP, Grand Rapids, MI (Great Lakes
3 12:00 pm 1:00 pm LUNCH (Learning Commons Atrium) 1:00 pm 1:45 pm Form 5500-What We Have Learned, What May Change (Learning Commons Town Hall) Speaker: Scott Albert, Office of Chief Accountant, Division of Reporting and Compliance (invited) & Marcus Aron, Senior Auditor, Office of Chief Accountant (invited) Moderator: Carla Grant, Hungerford Nichols CPAs & Advisors, Grand Rapids, MI, (Great Lakes 1:45 pm 2:30 pm Panel: Retirement Loan ERASER (RLE) - Default Loan Protection for Death, Disability and Involuntary Severance of Employment Panelist: Tod Ruble, CEO, Custodia Financial; RLE Innovator & Robert J. Toth, Jr., Toth Law Office; Great Lakes TEGE Council Moderator: Thomas G. Schendt, Alston & Bird, LLP, Washington, DC (Mid- Atlantic 2:30 pm 2:45 pm 2:45 pm 3:30 pm BREAK (Learning Commons Atrium) 2016 release of the National Financial Capability Study & an in the trenches perspective on the types of questions and concerns FINRA receives from investors Speaker: Peter S. Chandler, Director, Investor Education, FINRA Moderator: Heath Miller, Director, ERISA Counsel, Shepherd Kaplan, LLC (Gulf Coast 3:30 pm 4:15 pm Healthcare ACA Reporting Speaker: Kevin Knopf, Senior Technician Reviewer in the IRS Office of Chief Counsel Moderator: Doug Powers, Beckman Lawson, LLP, Fort Wayne, IN (Great Lakes 4:30 pm 5:00 pm Board Meeting Joint TEGE Council (Learning Commons Atrium) 4:45 pm - 6:30 pm Joint Employee Plans and Exempt Organizations 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 24 7:15 am 8:00 am Late Check-In and Continental Breakfast (Learning Commons Atrium (former Law School Atrium)) 8:00 am 8:15 am Welcome and Introductions (Learning Commons Town Hall) Patti Hedgpeth, Polsinelli PC, Dallas, TX (Gulf Coast 8:15 am 9:15 am Remarks by the Commissioner (Live feed from Exempt Organizations session in William H. Thumel Sr. Business Center Auditorium) Speaker: Sunita B. Lough, Commissioner TEGE, IRS 9:15 am 9:30 am 9:30 am- 10:30 am Break to allow Registrants to Move to their Meeting Place A Discussion with the EP Examinations Director (Learning Commons Town Hall) Speaker: Lisa Beard, Director, Employee Plans Examination, Baltimore Moderator: David Levine, Groom Law Group, Chartered, Washington, DC (Northeast Pension Liaison Group) 10:30 am 10:45 am Break (Learning Commons Atrium) 10:45 am 11:45 am Practitioner Panel Panelists- Representative from each TEGE region: Great Lakes: David Walters, Bodman PLC, Troy, MI Gulf Coast: Bret Hamlin, Hill Ward Henderson, Tampa, FL Mid-Atlantic: Dominic De Matties, Alston & Bird, Washington, DC Northeast: Ed Feibel, Eaton Peabody, Portland, ME Pacific Coast: Cindy Shupe, Fennemore Craig, Phoenix, AZ Moderator: Mid-Atlantic TEGE Council TBD 11:45 am 1:15 pm Lunch (Learning Commons Atrium) INDIVIDUAL COUNCIL MEETINGS (William H. Thumel Sr. Business Center Classrooms) Councils and Groups may meet in William H. Thumel Sr. Business Center classrooms, if desired (room numbers will be announced)
5 1:15 pm 2:30 pm New 457(f) regulations (Learning Commons Town Hall) Speakers: Stephen Tackney, Deputy Associate Chief Counsel (Employee Benefits), TEGE, Office of Chief Counsel, IRS Ilya Enkishev, Attorney, TEGE, Office of Chief Counsel, IRS Moderator: Bruce J. McNeil, Wagner Law Group, Boston, MA (Great Lakes Area 2:30 pm 3:30 pm Update on EPCRS Correction Guidance and Determination Letter Program Speakers: IRS Seth Tievsky, Senior Technical Advisor, EP Rulings & Agreements, Moderator: Anne Meyer, Snell & Wilmer L.L.P., Phoenix, AZ (Pacific Coast *Please note that this is a preliminary agenda and remains subject to change
2018 JOINT TE/GE COUNCIL EMPLOYEE PLANS & EXEMPT ORGANIZATIONS ANNUAL MEETING. University of Baltimore Baltimore, Maryland February 22-23, 2018
2018 JOINT TE/GE COUNCIL EMPLOYEE PLANS & EXEMPT ORGANIZATIONS ANNUAL MEETING Making a difference with conversations since 1993. University of Baltimore Baltimore, Maryland February 22-23, 2018 GREAT LAKES
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