Pension Administrator

SUNDAY 11/17/19

12-1:30 pm Registration

SUNDAY  11/17/19

1:30-2:30 – Records Retention, Identity Theft, PSEBA Transparency, Predatory Lending – Kent Oliven
2:30-3:30 – Difference Between Money Manager and Investment Advisory/RFP Process-Addison Humbert-PFM
3:30-4:00 – BREAK
4:00-5:00 – Payroll Implementation – Debbie Crabtree
5:00-6:00 – Payroll Implementation – Debbie Crabtree
6:00-7:00 – Dinner

MONDAY 11/18/19

8:00 – 9:00 – Pension Consolidation-Brad Cole, IML
9:00-10:00 – Pension Administration, Part 1 – Allison Barrett
10:00-10:15 BREAK
10:15-12:15 – Pension Benefits Administration, Part 2 - Speaker Allison Barrett
12:15-1:30 – LUNCH
1:30-2:30 –Actuarial Reporting and Funding Polices– Speaker – Lauderbach – Todd Schroeder
2:30-3:30 – OMA, FOIA, & Other Administrative Responsibilities of Pension Board Trustee
3:30-4:00 – BREAK
4:00-5:00 – Fiduciary & Cyber Liability Exposure As It Relates to Pension Funds – Ethan Salsinger/AJG
5:00-6:00 – 457, Flex Spending ACTs Retirement Healthcare – Joel Babbitt

TUESDAY 11/19/19

8:00-9:00 AM – Market Outlook-How To Invest Your Pension As Interest Rates Fall – Speaker Jesse Barrett
9:00-10:00am – Social Security – Dan Ryan
10:00-10:15 – BREAK
10:15-11:15 – Legal Issues for New Pension Trustees & Administrators; Ethical issues – Speaker – Laura Goodloe
11:15-12:15 – Disability Hearing Process – What you need to know before the hearing date. – Speaker – Laura Goodloe