TUESDAY, SEPT. 23rd, 2008 • MAIN CONFERENCE
| 8:00 | Continental Breakfast and Networking |
| 8:15 | Chairmen’s Opening Remarks
Robbie Robertson, Professional Firefighters of Georgia (Retired)
Ed Lujan, Fire and Police Pension Association of Colorado (Retired) |
| 8:30 | Pension Plan Enhancements: Options in Health Care and Disability - Weigh the benefits of HRA options: VEBA versus 115 trusts
- Achieve sponsor buy-in for prefunding VEBA’s, 115 Trusts or other HRA’s to provide medical savings accounts
- Tap the insight of unions for strategies to create affordable health care
Andy PROVENCIO, Anchorage Police and Fire Retirement (ALASKA)
Tom SIMCOE, VIRGINIA Professional Fire Fighters |
| 9:00 | Providing Disability Benefits Without Being Burdened by Costs - Find solutions to providing adequate benefit coverage
- Ensure that members who deserve disability receive it while protecting the Fund against fraudulent claims
- Cost-saving techniques for managing disability payouts
Jim BRADSHAW, City of Little Rock (ARKANSAS) |
| 9:30 | Tackling Costs and Compliance through Effective Plan Administration - Align administrator services to requirements of Trustees and Members
- Ensure your administration complies with Federal and State Regulations and the proposed changes to GASB
- Employ strategies to manage costs and payouts
- Take advantage of technology to deliver higher levels of service
Brian “Doc” BURRY, Fresno Fire & Police Retirement System (CALIFORNIA) |
| 10:00 | Morning Networking Break |
| 10:30 | The Economics of a Greener Future and Its Impact on Your Plan - How does the investment proposition or mandate to “go green” affect the returns of a fund?
- What are the different ways of being green?
- What is socially responsible investing (“SRI” investing) and what does it achieve vs. hinder in terms of performance?
- How will a change of leadership in America impact the growing alternative energy and cleantech sectors?
Pete MORIN, Austin Police Retirement System (TEXAS)
Hilary Joy KRAMER, GreenTech Research LLC |
11:15 | The Mark to Market Push: How the Market Value Liability Will Affect Your Plan - What is a market value liability (MVL) and why is it so controversial for public plans?
- What are the implications of MVL for your Plan's disclosures, funding and investments?
- How does Liability Driven Investing play into the MVL debate?
- Who is in favor of these changes, and who is opposed?
- What are the advantages and what are the dangers? Are they real or exaggerated?
Paul ANGELO, The Segal Company |
| 12:00 | Lunch |
| 1:00 | Establishing Post Retirement Option Plans - Explore benefits and pitfalls of PROP plans to members, retirees, and sponsors
- Look at Houston’s PROP, the history, who can participate and the way it works
- What the Treasury Department has to say in regard to Pension Protection Act and market interest paid to accounts
- Understanding the Government Pension offset and what happens to social security when you draw a government pension and social security simultaneously
Todd CLARK, Houston Fire Fighters Relief and Retirement fund (TEXAS) |
| 1:45 | How to Develop a Pre-Retirement Seminar: Who Benefits from Them and Why They are Helpful - Suggestions on how to structure a pre-retirement seminar to meet the needs of your co-workers
- Methods to minimize ethics and conflicts of interest issues with seminar facilitators
- Benefits of a program for employer and employee
- How to maximize savings and cash flow before and after retirement
- Tax strategies for maintaining lifestyle post-retirement
Jack GAFFIGAN, Badge of Honor Memorial Foundation (MISSOURI)
Sandie DOPTIS, Metro DC Police Lyndsay MILLS, Financial Knowledge |
| 2:30 | Day Three Concludes |
