Indiana Benefits Conference

Past Meeting Information

 


2018-2019 Programs

April, 2019  Sherry Brackney, Senior Benefits Advisor, U.S. Department of Labor What To Expect From An EBSA Investigation  
March, 2019  Thomas E. Clark, Jr., The Wagner Law Group ERISA Litigation Updates for Plan Sponsors  
February, 2019 Tiffany Hofmeister, Esq., Krieg DeVault LLP
Michael Olah, Director, OneAmerica
Common Employee Benefit Issues in Mergers and Acquisitions  PowerPoint for IBC-C2 (003).pptx
179.1 KB
January, 2019  Jim Suttner, CPA, Blue & Co., LLC  The Tax Cuts and Jobs Act of 2017  Section_199A_Presentation.pdf
783.7 KB
November, 2018 Stephanie Boxell, Phil Gutwein, Mike MacLean & Gayle Skolnik  Ethical Challenges for Employee Benefits Professionals
IBC_-_2018_Employee_Benefits_CLE_-_Ethics.pdf
573.6 KB

The_Faegre_Baker_Daniels_Team_Leaflet-C2.pdf
441.3 KB
October, 2018 Chuck Gillespie, MBA, Nyhart
Karen Noel, 2nd Director of Client Serivces, Nyhart
Mary Delaney, MS PT, CWP, President, Vital Incite
Michelle Sybesman, Director Client Success, Diagnotes
Best Practices for Employers to Communicate Employee Benefits  Handout_1.pdf
191.9 KB

                       
Handout_2.pdf
1.2 MB
September, 2018 Ian Minkin, of Counsel, Ice Miller
Lindsay Knowles, Staff Attorney, Ice Miller
ERISA and Non-ERISA Pension Legislative Updates Ian_Minkin_PowerPoint.pdf
165.0 KB

Lindsay_Knowles_PowperPoint.PPTX
85.9 KB



 2017-2018 Programs

May, 2018

Lisa Wurster, Senior Health & Benefits Consultant, Mercer

Overview of the 2017 Mercer Annual Survey Benefits Survey Results

 

April, 2018

Steve J. Kritzmire, BKD

Tax Reform: What Does It Mean for the Employee Benefit World?

 

March, 2018

David Sawyer, Ogletree Deakins

New Disability Regulations

 

February, 2018

Christopher Norwood, Norwood Economics

Extreme Monetary Policy, Asset Prices, and the Likely Impact on Retirement Plans  

 Presentation

January, 2018

Joseph Pettygrove, Kroger Gardis & Regas, LLP

The Intersection of Medical Leave and Internal Welfare Benefits

 

November, 2017

Ian Minkin, Ice Miller

Deferral of Compensation - Code Section 409A Aspects

 

October, 2017

Andy Manchir, Katz Sapper Miller
Scott Morrisson, Krieg DeVault, LLP

Legal Update and Hot Issues with the Department of Labor and ESOP Plan Participants in Properly Valuing ESOP Companies

 

September, 2017

Dr. Michael Busk, Wellness and Preventative Care Institute
Chuck Gillespie, Assured Partners of Indiana
Roger McMichael, Carmel Clay Schools
Doug Felton, The Hertiage Group

Discussion of Effective Health Care Plan Design Strategies: Tailoring Delivery of Quality Health Care

 

             
2016-2017 Programs

May, 2017

Jasmin French
Ice Miller

Voluntary Fiduciary Correction Program (VFCP) and Overview of Employee Plans Compliance Resolution Program

 

April, 2017

Philip Gutwein
Faegre Baker Daniels

ERISA Litigation - Trends and Developments in Case Law about Employee Benefit Plans

 

March, 2017

Ann O'Hara
Ice Miller Employee Benefits Group

DOL Fiduciary Rule: A Step for Transparency or Burdensome Regulation

 

February, 2017

Sherry L. Brackney
Employee Benefits Security Administration, U.S. Department of Labor

Investigation of Employee Benefits Plans

 

January, 2017

H. Bryan Callahan
BKD, LLP

Latest Trends in Fraud and Ways to Protect your Benefit

 

November, 2016

Katy Stowers
First Person Advisors

Wellness Regulatory Update: Navigating Compliance with ACA,ADA,HIPAA and GINA

 

October, 2016

Stephen Riga, Esq.
Ogletree, Deakins, Nash, Smoak & Stewart, P.C.

Data Privacy and Security for Employee Benefit Plans

 

September, 2016

Barbie Sparr, CEBS, HIA
Mercer

How Do Your Welfare Benefits Stack Up

 

May, 2016

Geoff Dietrich
Dietrich & Associates, Inc.

Pension Risk Transfer: Environment, Options and Considerations

 

April, 2016

Mark Schmidtke
Ogletree, Deakins, Nash, Smoak & Stewart, P.C.

The DOL ERISA Advisory Council: What is it and what does it do?

 

March, 2016

Michael MacLean
Faegre Baker Daniels

A Look at Employee benefit Plan Related Arbitrations Today

 

February, 2016

Chuck Gillespie
The Wellness Council of Indiana

The Business of Health and Wellness

 

January, 2016

Mike Perkins
Voya Investment Management

Winning by Not Losing

 

 
             
2014-2015 Programs 
      

November, 2015

Marc Sciscoe
Ice Miller

Equity-Based Compensation Programs

 

October, 2015

Howard Cox, CPA
Somerset CPAs

Forms 1094/1095 2015 ACA Employer Reporting Requirements

 

September, 2015

Philip J. Gutwein
Faegre Baker Daniels, LLP

ERISA Litigation - Trends and Developments in Case Law about Benefit Plans

 

May, 2015

Michael Carson, CFP, CIMA, CRPS
Hurlow Wealth Management Group

Maximizing Social Security Benefits

 

April, 2015

Harold Bjornson
JP Morgan Asset Management

Improving Retirement Readiness: Synchronized & Aligned Goals - Plan Design, Investments, Communications & Administration           

 

March, 2015 

Donald M. Meyer, Bose McKinney & Evans LLP

Bankruptcy & Employee Benefits from an ERISA Perspective

 

February, 2015

Thomas L. Totten, FSA, EA, MAAA
Nyhart

QLACs - An Innovative Solution to Retirement Decumulation, an Actuary’s Point of View

 

January, 2015

Carly Kierce, Sandi Carter
Ertel & Company

So You Survived Open Enrollment 2015; Why Care about Voluntary Benefits and Wellness Now?

 

November, 2014 

Ryan McComas, Retirement Services Group, Goldman Sachs Asset Management
Dan R. Meier CRPS, OneAmerica

Custom QDIAs: As Complicated as You Think?

 

October, 2014 

Karen Noel, MBA, QKA
Employee Benefit Plan Service Group
Katz, Sapper & Miller

The Latest and Greatest on Cash Balance Plans

September, 2014

Sherry Brackney, Benefits Advisor, U.S. Department of Labor/EBSA

Getting It Right -- Know Your Fiduciary Responsibilities


2013-2014 Programs
 

May, 2014

Ann Carr Mackey, Stephen A. Riga
Ogletree, Deakins, Nash, Smoak & Stewart, P.C.

Same Song, Different Dance:  New Guidance on the Employer Mandate and Reporting Requirements under the Affordable Care Act

 Presentation

April, 2014

Jeremiah Shrack, LIC
Vice President of Health & Wellness
Brown & Brown of Indiana, LLC

The Reasons Why Some Wellness Plans 
Fail and Others Succeed

 

March, 2014

Sharon B. Hearn, Krieg DeVault, LLP

ESOPs in 2014–Myth and Reality

 Presentation

February, 2014

Rebecca Vaughan, LTCP, Director, Indiana Long Term Care Partnership Program, State of Indiana – Department of Insurance

The ABC’s of Long Term Care in Indiana

 

January, 2014

Jennifer Weikel, Nyhart

The 401(k) Questionnaire: What Does It Tell Us?

Presentation

November, 2013

Katy Stowers, FirstPerson

Considering New Options–Navigating the 2014 Health Insurance Marketplace

Presentation

October, 2013

Sue Williams, Jamie Kelly, and Maureen King, OneAmerica

All Things Roth

Handout

September, 2013

Gayle Skolnik, Partner, Faegre Baker Daniels
Tom Totten, CEO & Actuary, Nyhart
Doug Prince, CEO, ProCourse Fiduciary Advisors
Tim Ayler, Partner, Greewalt CPAs

Qualified Plans Panoply

Presentation

 
2012-2013 Programs

May, 2013

Paul A. Donahue CFP, AIF, Valeo Financial Advisors

The Plan Investment Advisor

Presentation

April, 2013

David Rosner, Ogletree, Deakins, Nash, Smoak & Stewart

More Powerful Medicine for Your Retirement Plans:  The New and Improved EPCRS

Presentation

March, 2013

Michael J. MacLean, Faegre Baker Daniels

Health Care Reform – Preparing for 2014

Presentation

February, 2013

Lisa Durham, Krieg DeVault

Sharing (Horror?) Stories – IRS and DOL Audits

January, 2013

Greggory J. Keele, CFP, CRPC, Financial Advisor, Bilitz Keele & Associates

Beneficiary Strategies and Planning for Retirement Benefits

Presentation

November, 2012

Geoff Bridges, AVP, Senior Consulting Principal, McCready and Keene, Inc.

The Retirement Plan Interest Rate Crisis and MAP-21

Handout

October, 2012

Steve Mann, The Principal

Plan Design for Non-Qualified Deferred Compensation Plans

Handout

September, 2012

Thomas P. Stafford, Krieg DeVault

Tussey v. Abb – An Expensive Lesson in ERISA Fiduciary Liability

Presentation


2011-2012 Programs

May, 2012

Dan Bond, Principal, Capstone Benefits Group

Compliance Challenges for Health and Welfare Plan Sponsors

Presentation

April, 2012

Gary Burczek, FSA, EA,MAAA, Principal Financial Group

Defined Benefit Solutions

Presentation

March, 2012

Michael Quigley, ING Regional VP of Sales

Guaranteed Income Options within a 401(k)

February, 2012

Patrick Brauer, KSM

Fee Disclosures and Fiduciary Responsibilities

Presentation

January, 2012 

Sherry Brackney, Senior Benefits Advisor, EBSA

What to Expect From an EBSA Audit

Presentation

November, 2011

Gayle Skolnik, Faegre Baker Daniels; Doug Prince, Stifel Nicolaus

Structure and Governance of Retirement Plan Fiduciary Committees

October, 2011

Tara S. Sciscoe, Ice Miller

Health Care Reform Looking Forward to 2012 and Beyond

Presentation

September, 2011

Ann Carr Mackey, Ogletree Deakins

Getting it Right: Ending Enrollment Errors

Presentation

 
2010-2011 Programs

May, 2011

Craig W. Demaree, Semler Financial Group

ERISA Buckets - A Way to Structure Your 401(k) Plan

 

April, 2011

Dr. Raymond H. Scheele, The Bowen Center for Public Affairs and Professor of Political Science, Ball State University

Public Pensions and the Economics and Politics for Transforming State Government

 

March, 2011

Stephen W. Forbes, Esq., Relius

A Practical Guide To The Final Service Provider Regulations And Their Impact On Our Workload

Presentation 

February, 2011

Sherry Brackney, Benefits Advisor, U.S. Department of Labor/EBSA

DOL Reporting and Fee Disclosure to Participants

 

January, 2011

E. Van Olson, Esq., Van Olson Law Firm, LLC.

ESOP's - Vive la Difference

Presentation

November, 2010

Phil Gutwein, Esq., Baker & Daniels

ERISA Litigation

 

October, 2010

Craig Bush, Huntington National Bank

Roth In-Plan Rollover Provisions of the Small Business Jobs and Credit Act

Presentation

September, 2010

Mark Sherman, Chris Bittinger and Spencer Milus, RN of First Person Benefit Advisors, Inc.

Next Generation Benefits: Looking Beyond Health Care Reform Statistics, Predictions, and Trends in Employer-Sponsored Benefit Programs

Presentation


2009-2010 Programs

September 2009, Stephanie Alden Smithey, Esq., Ogletree Deakins , "Amending Your Qualified Plans for the Pension Protection Act and the Worker, Retiree, and Employer Recovery Act click here for outline

October 2009, Curt Donley of Donley & Company, Inc., "Health Care Reform"

November. 2009, Sherry L. Brackney, Benefits Advisor, U. S. Department of Labor/EBSA, "Proposed Legislation on 401(k) Fees and it's impact on Reporting and Disclosure Requirements"

January, 2010, Catherine M. Stowers, Senior Attorney, Krieg DeVault LLP , "HIPAA Privacy and Security Changes under the HITECH Act, Extension of the COBRA Subsidy, and New Excise Tax Reporting Required for Welfare Plansclick here for outline

February, 2010, Robert S. Kaspar, CPA, The Windsor Group, Ltd. , "2009 Investment Market Reviewclick here for outline

March, 2010, Patrick R. Brauer, CPA Katz, Sapper & Miller, LLP, "2009 Form 5500 Changes" click here for outline

April, 2010, Christopher S. Sears, Esq., Ice Miller LLP, "Health Care Reform" click here for outline

May, 2010, Jason Levine and Puneet Arora, IRS, "403(b) Plans"

2008-2009 Programs

September 2008, Bob Toth, Esq., Baker & Daniels, LLP, "Proposed Fee Disclosure Regulations Under ERISA § 408"


October 2008, Catherine R. Reese, Esq., Taft Stettinius & Hollister, LLP, "EPCRS 2008: Updated Procedures and Options for Correcting Plan Errors


November 2008, Gary M. Kitts, Internal Revenue Agent/Employee Plans Specialist, Internal Revenue Service, "Final 403(b) Regulations: Are you ready for January 1, 2009?click here for outline

January. 2009, Michael Nader, Esq., Baker & Daniels LLP, "New President, New Congress and the Potential New Changes Coming in Employment Law"

February. 2009, Sherry L. Brackney, Benefits Advisor, Department of Labor/EBSA, "EBSA�s Strategic Enforcement Plan / Audit Issues and Flags "

March. 2009, Kenneth Bird, Senior Trial Attorney, Equal Employment Opportunity Commission, "Employee Benefits and the ADEA: Some Recent Developmentsclick here for outline

April. 2009, Catherine M. Stowers, Esq. and Kristen L. Gentry, Esq., Krieg DeVault LLP, "Health and Welfare Plan Update: 2009 Federal Legislative Changes"

May. 2009, Richard Lenar, Chief Actuary, McCready and Keene, Inc., "What ïs Happening With Pension Funding Post PPA" click here for outline

2007-2008 Programs

September 2007, Gayle Skolnik, Esq., Baker & Daniels, LLP, "Section 409A Final Regulationsclick here for outline

October 2007, Kelly Brawner, Internal Revenue Service, "401(k) Qualified Automatic Contribution Arrangements (QACA's)click here for outline

November 2007, Gary Kitts, Internal Revenue Service, "Final 403(b) Regulationsclick here for outline

January 2008, G. Rodney Retzner, Esq., Krieg DeVault, LLP, "Estate Planning with Retirement Benefitsclick here for outline

February 2008, Paul Bauman, U.S. Dept. of Labor EBSA, "Department of Labor Updateclick here for outline

March 2008, Robert D. Boyer, Mercer, "Mercer's National Survey of Employer-Sponsored Health Plans 2007 - Current Trends and Techniques click here for outline

April 2008, Deborah K. Lohning, Internal Revenue Service, "Practicing as an ERPA Before the Internal Revenue Serviceclick here for outline

May 2008, Sherry L. Brackney, U.S. Deptartment of Labor/EBSA, "ERISA Enforcement Issues"

2006-2007 Programs

September 2006, Catherine R. Reese, Esq., Sommer Barnard, P.C., "What's 'New' in the New EPCRSclick here for outline

October 2006, Sherry Brackney, U.S. Department of Labor, "COBRA and HIPPA Compliance"  

November 2006, Milo Atlas, Internal Revenue Service, "Update on the Determination Letter and Pre-Approved Plans Program" click here for outline

January 2007, Van Olson, Esq., Ice Miller LLP, "An Overview of the Impact of The Pension Protection Act Of 2006 on Qualified Retirement Plans" click here for outline

February 2007, Bob Kaspar, CPA, The Windsor Group, Ltd., "2006 Year In Review" click here for outline

March 2007, Bernadette Fletcher, CPA, Katz, Sapper & Miller LLP, "Pension Plan Audits - What to Expect When the IRS or DOL Comes Knocking" click here for outline

April 2007, Larry Schmits, Esq., Krieg DeVault LLP, "Hidden 401(k) Fees and Related Litigation" click here for outline

May 2007, Rich McGrath, SunGard ProNvest, "Pension Protection Act of 2006 Investment Advice - What it means for you!" click here for outline

2005-2006 Programs

September 2005, Van Olson, Esq., Ice Miller LLP, "Employee Stock Ownership Plans 2005 Update"

October 2005, Deborah C. McNear, Esq., Krieg DeVault LLP, "Roth 401(k) and 403(b) Plans"

November 2005, Craig Burke, Esq., Ice Miller LLP, "Final 401(k) and 401(m) Regulations"

January 2006, Bryan K. Brenner, CEO, Benefit Associates, "Health Care Benefits: Effective Cost Containment Strategies"

February 2006, Stephen E. Gray, Principal, Circle Health Partners, Inc., "Wellness Benefits, What Works and Why"

March 2006, Brian Stine, CFA, Allegiant Asset Management Company (Subsidiary of National City Bank), "Telescopes vs. Microscopes: A Strategic View of Markets"

April 2006, Sherry Brackney, U. S. Department of Labor/EBSA, "EBSA Audit Issues and Flags"

May 2006, Larry Schmits, Krieg DeVault LLP, "ERISA Litigation"

2004-2005 Programs

September 2004, Christopher Sears, Esq., Ice Miller LLP, "HIPPA Privacy and Security Rules Update"

October 2004, Michael D. Puckett, CFP, CFG Wealth Management Services and Charles F. Rolph, III, Esq., ISTA Insurance Trust, "Retirement and Health Care Trends-What does the Future Hold?"

November 2004, Jim Klein, President of the American Benefits Conference in Washington D.C., "Analysis on the November National Election as it Relates to Employee Benefit Issues"

January 2005, Steven Gaylord, CPA, Katz, Sapper & Miller, LLP, "Accounting and Auditing Considerations for Employee Benefit Plans"

February 2005, Jerry Wagner, "Customized investment approaches in 401(k) and 403(b) Plans"

March 2005, Richard B. Urda, Jr., Esq., Urda Professional Corporation, South Bend, IN, "Whose Money Is It Anyway? Creditor Claims Against IRS's and Retirement Plans"

April 2005, Ilene H. Ferenczy, Esq., The Law Offices of Ilene H. Ferenczy, LLC, Atlanta, GA, "15 Pitfalls of Plan Administration"

May 2005, Sharon B. Hearn, Esq. and Alexander L. Mounts, Esq., Krieg DeVault LLP, "Deferred Compensation Plans under the American Jobs Creation Act of 2004 (Code Section 409A)"

 

 

 

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