September 17-21, 2022
We were pleased to welcome our attendees back to the Diplomat Beach Resort in Hollywood, Florida. The conference began with a pre-conference workshop on Saturday, September 17, taking a deep dive into a current topic of interest to multiemployer plans. Sunday, September 18 featured our charity golf tournament benefiting Dad’s Day and our opening reception in the evening. Plenary and breakout sessions on Monday, September 19 and Tuesday, September 20 focused on the most pressing issues of the day affecting multiemployer pension and health and welfare plans. And the conference closed on Wednesday, September 21 with presentations from representatives of the Federal Agencies with jurisdiction over our plans.
The conference discussed many important current issues, from the special financial assistance program for deeply troubled multiemployer plans, to withdrawal liability court decisions and forthcoming regulations affecting all multiemployer pension plans, to the clear focus of the Department of Labor on mental health parity and other issues.
Program information available below.
Full program available for download here.
Agenda
Saturday, September 17
Change is Coming - Earthshaking PBGC Regulations
1:00-1:15
Hon. George Miller
CEO, GM Strategies and Former Congressman
1:15-2:00
Jim Donofrio
Chief Negotiating Actuary, PBGC
Ben Kelly
Deputy Assistant General Counsel, PBGC
2:00-2:45
Mary Ann Dunleavy
Consulting Actuary, Horizon Actuarial Services
Ben Ablin
Consulting Actuary, Horizon Actuarial Services
David Pazamickas
Consulting Actuary, Horizon Actuarial Services
2:45-3:00 – Break
3:00-4:00
Anthony Cacace
Partner, Proskauer
Jason Russell
Senior Vice President and Actuary, East Region Retirement Practice Leader, Segal
Sunday, September 18
NCCMP Charity Golf Event Benefitting the Diabetes Research Institute Foundation
2301 Alton Road, Miami Beach, FL 33140
7:00-8:00 – Golf Registration and Breakfast
8:30-12:30 – NCCMP Dad’s Day Golf Outing
12:30 – 2:00 – Golf Awards & Luncheon
Conference Registration
Hotel Lower Lobby
Welcome Reception
South Palm Court
Join your friends and colleagues on the patio for our annual welcome reception featuring dinner and refreshments.
Monday, September 19
Conference Registration
Grand Registration
Breakfast
Grand Ballroom East
Opening Ceremony and Opening Remarks
Michael Scott
Executive Director, NCCMP
Sean McGarvey
President, North Americas Building Trades Unions
Chairman, NCCMP Board of Directors
Keynote Speaker - U.S. Secretary of Labor
Hon. Marty Walsh
U.S. Secretary of Labor, DOL
Keynote Speaker - Director of the PBGC
Strategies for Investment of SFA Assets Under PBGC's Final Rule
Moderator:
Johnathan Siegel
VP, Director of Taft-Hartley Eastern & Central Regions, Loomis Sayles
Panelists:
David Pazamickas
Consulting Actuary, Horizon Actuarial Services
Sue Crotty
Senior Vice President, Chief Investment Officer, Segal Marco Advisors
Michael Buchenholz
Head of U.S. Pension Strategy, JP Morgan Asset Management
Martin Jaugietis
Co-Head of Americas Pensions Group within Multi-Asset Strategies & Solutions (MASS), Blackrock
Danielle Singer
Head of North America Pension Solutions, Invesco
Break
Grand Ballroom East
Bipartisan Infrastructure Law, Job Creation, and Labor Friendly Investment Partners
Moderator:
Daniel Pedrotty
Director of Capital Strategies, NABTU
Panelists:
Jim Brewer
Legislative Director, NABTU
Sonia Axter
Managing Director, Infrastructure Investments, Ullico Investment Advisors
Jorge Ramirez
Managing Director, Labor & Government Strategies, GCM Grosvenor
John Elliot
Partner, NEPC
Updates on Withdrawal Liability for All Plans
Anthony Cacace
Partner, Proskauer
Jason Russell
Senior Vice President and Actuary, East Region Retirement Practice Leader, Segal
Break for Lunch
Boxed lunches available
Seminar 1 Option 1 - Contemporary Compliance Issues
Kathy Bakich
Senior Vice President, Health Compliance Practice Leader, Segal
Paul Green
Attorney, Mooney, Green, Saindon, Murphy and Welch
Seminar 1 Option 2 - Cybersecurity: What You Need to be Doing to Protect Participant Data
Seminar 2 Option 1 - Lawyers and Administrators Meeting
Lori Wood
Executive Director, Sheet Metal Workers National Pension Fund
Adam Boston
Chief Legal Officer, International Painters and Allied Trades Industry Pension Fund
Seminar 2 Option 2 - Special Financial Assistance: A Plan Perspective
Kevin McCaffrey
President, Teamsters Local 707
Rob Projansky
Partner, Proskauer
Susan Boyle
Senior Vice President, Actuary, and Multiemployer Retirement Practice Leader, Segal
Reception
Grand Ballroom East
Tuesday, September 21
Registration
Grand Registration
Breakfast
Grand Ballroom East
Healthcare Legislative and Regulatory Update
Kathy Bakich
Senior Vice President, Health Compliance Practice Leader, Segal
Carolyn Smith
Counsel, Alston & Bird
Keynote - Acting Assistant Secretary for EBSA
Ali Khawar
Acting Assistant Secretary for the Employee Benefits Security Administration (EBSA), U.S. Department of Labor
Promoting Mental Health and Combating Substance Abuse
Moderator:
David Brenner
Senior Vice President, National Director of Multiemployer Consulting, Segal
Panelists:
Elena Lynett
Vice President, Segal
Aldo Zambetti
Administrator, Sheet Metal Occupational Health Institute Trust
Andy Johnson
Fund Administrator, Teamster Center Services Fund
Break
Grand Ballroom East
Understanding the Dobbs Decision for Multiemployer Plans
Carolyn Smith
Counsel, Alston & Bird
Joanna Balogh-Reynolds
Vice President, Segal
Addressing the Opioid and Mental Health Crisis
Aelish Baig
Partner, Robbins Geller Rudman & Dowd
Chris Cain
Executive Director, CPWR
Director of Safety & Health, NABTU
George Meany Awards Luncheon
Presentation:
Michael Scott
Executive Director, NCCMP
Acceptance:
Joseph Sellers
General President, SMART Union
Seminar 3 - Mental Health Parity Nuts and Bolts: Making Sure You're In Compliance
Elena Lynett
Vice President, Segal
Viv Hunter-Turner
Principal, Co-Chair Diversity and Inclusion Committee, Groom Law Group
Seminar 4 Option 1 - Ask the Regulators
Moderator:
Paul Green
Attorney, Mooney, Green, Saindon, Murphy and Welch
Panelists:
Darren French
Senior Actuary, PBGC
John Ginsberg
Assistant General Counsel, PBGC
Ben Kelly
Deputy Assistant General Counsel, PBGC
Rossi Marcelin
Director, Plan Compliance, PBGC
Bruce Perlin
Assistant Chief Counsel, PBGC
Carol Weiser
Benefits Tax Counsel, U.S. Department of the Treasury
Harlan Weller
Actuary, Office of Tax Policy, U.S. Department of the Treasury
Colin Goldfinch
Center for Medicare and Medicaid Services
Amber Rivers
Director Office of Health Plan Standards and Compliance Assistance, U.S. Department of Labor
Seminar 4 Option 2 - Price Comparison Tools: What to Know When Selecting a Provider
Kathy Bakich
Senior Vice President, Health Compliance Practice Leader, Segal
David Gieselman
Shared Claims Processing – Labor Division, BlueCross BlueShield of Illinois
Terri Dickson
Director, CareFirst BCBS
Wednesday, September 21
Conference Registration
Grand Registration
Breakfast
Grand Ballroom East
Agency Updates
Moderator:
Mariah Becker
Director of Research and Education, NCCMP
Session 1: Pension Benefit Guaranty Corporation
Bruce Perlin
Assistant Chief Counsel, PBGC
Ben Kelly
Deputy Assistant General Counsel, PBGC
Session 2: Pension Benefit Guaranty Corporation – Special Financial Assistance Program
Jim Donofrio
Chief Negotiating Actuary
Rossi Marcelin
Director, Plan Compliance Department Office of Negotiations and Restructuring, PBGC
Session 3: Department of the Treasury
Carol Weiser
Benefits Tax Counsel, U.S. Department of the Treasury
Harlan Weller
Actuary, Office of Tax Policy, U.S. Department of the Treasury
Session 4: Center for Medicare and Medicaid Services
Colin Goldfinch
Center for Medicare and Medicaid Services
Session 5: Department of Labor
Amber Rivers
Director, Office of Health Plan Standards and Compliance Assistance, U.S. Department of Labor
Open Forum
Moderator:
Mariah Becker
Director of Research and Education, NCCMP
Closing Remarks and Adjournment
Michael Scott
Executive Director, NCCMP