Live Discussion:

Webinar – What’s Happening on the Hill: PBGC, NCCMP, Morgan Lewis

Thursday, August 15th from 12:00 to 1:00pm CDT

Regulation experts will explain current and proposed pension related mandates from the PBGC and DOL. Panelists include Jim Donofrio from the PBGC (Pension Benefit Guaranty Corporation), Mariah Becker from NCCMP (National Coordinating Committee for Multiemployer Plans), and Randall McGeorge from Morgan Lewis. Panel discussion will include missing participant guidelines, SFA program updates (Special Financing Assistance), the decline of the DMF (Death Master File), DOL audits and bills currently under consideration in congress.

Keeping up with the numerous recommendations, regulations, and guidelines can be challenging for any fiduciary. Join us to hear industry leaders discuss the most crucial topics and provide clear insights on the expectations and regulations surrounding them.

Areas of Focus:

– Missing participants
– SFA
– Future of DMF
– Increasing PBGC costs
– Bills considered on the hill
– Audits

Representation of all parties will share their unique perspectives and experiences.

Panelists include:
– Jim Donofrio, Director, Negotiations & Restructuring Actuarial Dept., PBGC (Pension Benefit Guaranty Corporation)
– Mariah Becker, Director of Research and Education, NCCMP
– Randall McGeorge, Partner, Morgan Lewis & Bockius LLP

*Bonus* CE credits offered.

This webinar is hosted by Berwyn University.

Watch Our Recently Recorded Webinars

Featuring Jennifer Miller, Plan Administrator for Michigan Education Association (MEA) and Jeff Anderson, Business Development Manager at PBI Research.

Our new webinar series that delves into the transformative power of putting people first in retirement planning. In an ever-evolving landscape of financial considerations and life aspirations, the role of plan administrators goes far beyond numbers and investments. In episode one, discover how CertiDeath has empowered plan administrators to keep their participants at the heart of every decision. This has resulted in plan administrators building trust and community with their pension populations.

Featuring Matthew Pileggi, Director, Shared Delivery – Special Projects Leader at Willis Towers Watson, Jeff Anderson, Business Development Manager at PBI Research and Andrew Gallagher, Strategic Account Executive at PBI Research.

Doing what’s best for the pension plan is doing what’s best for the people it impacts. This webinar focused on the stories and the impact locating missing participants has on the beneficiary and participant. Discover the ripple effect of a single participant reconnected and witness firsthand the influence on retirement ecosystems. We uncovered the real value and lasting impact of human-centric retirement administration.

Featuring: Tammy Slaughter – Retirement Operations Manager at Intermountain Healthcare, Mike Irey – Director of Operations at PBI Research Services, & Jeff Anderson – New Business Development Manager at PBI Research Services.

Preparing and sending participant communications, managing returned mail, and aligning with the Department of Labor (DOL) to locate missing participants can require significant time and resources. On average, pensions find over 33% of their participant addresses are incorrect, so how can organizations plan for such a high volume of returned mail? Listen to this recording to hear industry best practices around managing returned mail during AFN season, DOL regulations, key dates and timeline, and ideas on how to save resources. We also give an exclusive look inside of PBI’s process for identifying missing participants and verifying decedents.

Find all previous webinars on our YouTube channel.