Webinar Presentations


Wednesday, April 26, 2017

NCTR fwebinar iconFinancial Economics and the Management of Public Pension Plans: The Real Story

Recording
Slide Presentation

Host:  Leigh Snell, NCTR’s Director of Federal Relations
Guests:

  • Paul Angelo, Senior Vice President and Actuary with Segal Consulting
  • Sherry S. Chan, Chief Actuary with the New York City Office of the Actuary

Posted April 26,2017


Wednesday, March 29, 2017

NCTR fwebinar iconShould Collective
Investment Trusts (CITs)
Be Available to 403(b) Plans?

Recording
Slide Presentation

Host:  Leigh Snell, NCTR’s Director of Federal Relations
Guests:

  • Betsy Warrick, a Senior Vice President with Invesco, who manages all aspects of client administration for Invesco Collective Trust Funds;
  • Cliff Kirsch, a Partner with Eversheds Sutherland (US), which serves as counsel to the CCIT, a group of approximately 40 fund sponsors and money managers active in the collective investment trust industry; and
  • David Levine, a Principal with the Groom Law Group, who has been involved with several NCTR members systems concerning issues related to 403(b) plans.

Thursday, February 16, 2017, Webinar 

NCTR fwebinar iconLooking Back; Looking Ahead:
Retirement Security, Public Plans, and the Role of NCTR
A Conversation between Meredith Williams and Leigh Snell

Recording

Host:
Leigh Snell, NCTR Director of Federal Relations
Guest:
Meredith Williams, NCTR Executive Director


Wednesday, January 25, 2017, Webinar

NCTR fwebinar iconNCTR Members-Only Federal Webinar:
The ILPA Template:
An Update on Private Equity Fee Reporting

Recording 

Host:
Leigh Snell, NCTR Director of Federal Relations
Guests:
Jennifer Choi, ILPA; Chris Striano, Blackstone; Lorelei Graye, Conifer Financial Services


Monday, December 19, 2016, Webinar

NCTR fwebinar iconNIRS & NCTR Joint Webinar:
“Threats to Teacher Pensions”

Recording
Slide Presentation

Speakers:
Diane Oakley, Executive Director, National Institute on Retirement Security
Leigh Snell, NCTR Director of Federal Relations


Wednesday, November 16, 2016, Webinar

NCTR fwebinar iconNCTR Presents Members-Only Federal Webinar:
“Unreported Deaths and the SSA’s Death Master File:
What Is the Latest News; and What Options Do You Have?

Recording
Slide Presentation

Audit Letter Reference Templates, courtesy of TRS Louisiana:

Host:
Leigh Snell, NCTR Director of Federal Relations
Guests:
Susan McDonald, President; Pension Benefit Information, Inc. (PBI)
Jean Carlo (JC) Oviedo, Government Account Manager; PBI
Kelli Harrison, Retirement Benefits Supervisor; TRS Louisiana
Jaye Ord, Director, Benefits Administration; STRS Ohio
Mike Bober, Assistant Director, Recipient Benefits Processing; STRS Ohio


Thursday, July 21, 2016, Webinar

NCTNCTR fwebinar iconR Presents Members-Only Federal Webinar:
“The Evolution of Public Pensions:
A Conversation with Paul Zorn”

Recording
Slide Presentation
Host:
Leigh Snell, NCTR Director of Federal Relations
Guest:
Paul Zorn, GRS-Retired


May 18, 2016, Webinar

NCTR fwebinar iconNCTR Presents Members-Only Federal Webinar:
The ACA’s “Cadillac” Excise Tax: What ALL Public Pension Plans Should Know

Recording  
Slide Presentation

Host:
Leigh Snell, NCTR Director of Federal Relations
Guests:
Kathryn Bakich, Senior Vice President, Segal Consulting, Washington, DC; and National Health Compliance Practice Leader
Tom Lussier, Administrator, Public Sector Healthcare Roundtable, a national coalition of public sector health care purchasers; and former Executive Director & CEO, Massachusetts TRS
Joel Solomon, Senior Policy Analyst, Collective Bargaining and Member Advocacy division, National Education Association (NEA).


March 9, 2016, Webinar, Co-Sponsored by NIRS

NCTR fwebinar iconNew UC Berkeley Study of
CalSTRS Benefits: Teachers
Are Better Off with a
Pension than a 401(k)

Recording
Slide Presentation

Host:
Leigh Snell, NCTR Director of Federal Relations

Guests:
Ed Derman, Deputy CEO for Plan Design and Communication, CalSTRS.
Diane Oakley, Executive Director, NIRS.
Nari Rhee, Manager of Retirement Security Program at UC Berkeley’s Center for Labor Research and Education & co-author of the new study.

For the full report, summaries, and fact sheets, visit:
CalSTRS
UC Berkeley Labor Center


February 10, 2016 Webinar:

Fee Transparency and the New ILPA Fee Reporting Template
Recording

Guests:
Jennifer Choi, ILPA Managing Director, Industry Affairs
Mike Heale, Principal, CEM Benchmarking Inc.
Lorelei Graye, Independent Consultant, Conifer Financial Services 


April 30, 2015

GASB Definition of Employer Compensation 

Guests:
Michelle Czerkawski, CPA, Project Manager, Governmental Accounting Standards Board (GASB)
James J. Rizzo, ASA, EA, FCA, MAAA, Senior Consultant & Actuary, Gabriel, Roeder, Smith & Company
Gerry Boaz, CPA, CGFM, Technical Manager, Tennessee Division of State Audit


February 19, 2015

Comment letter regarding IRS Notice 2015-07, from NCTR and other national public sector associations (5/11/15)

Governmental Plans and Charter Schools/IRS Notice 2015-07

Guests:
Mary Beth Braitman, Partner, Ice Miller
Tony Roda, Partner, Williams & Jensen


August 28, 2014

“A Bankruptcy Update”

Ice Miller Presentation
Map of State Authorization to File Chapter 9


May 6, 2014

GASB Statement 68 and Public Employers

Ice Miller Presentation
Minnesota TRA Presentation
Colorado Public Employees’ Retirement Association Presentation


April 29, 2013

Federal Legislative & Regulatory Update

Al Campos, Federal Lobbyist, NEA and Leigh Snell, Director of Federal Relations, NCTR


November 29, 2012

Webinar on Social Security

Presented by Dr. Maryann Motza and Dean Conder, Deputy to Dr. Motza with the Colorado State Social Security Administration

Coalition to Preserve Retirement Security (CPRS)

Presented by Tom Lussier, President of LGV&A, Executive Director of CPRS and Federal Lobbyist for CalPERS


June 6, 2012

GASB is Coming! GASB is Coming! What Lies Ahead?

Presented by Paul Angelo & Kim Nicholl, The Segal Company


April 19, 2012

Unfinished Business

Ice Miller’s Summary of IRS Notice that Addresses Normal Retirement Age Requirements for Governmental Plans

Special Guests:
Mary Beth Braitman, Partner, Ice Miller
Terry Mumford, Partner, Ice Miller


February 29, 2012

IRS Proposals for Defining Governmental Plans

Special Guests:
Mary Beth Braitman, Partner, Ice Miller
Terry Mumford, Partner, Ice Miller


December 14, 2011

New Proposed IRS Regulations Governing the Definition of a Governmental Plan

Presentation by Ice Miller
Presentation by New York STRS
Special Guests:
Mary Beth Braitman, Partner, Ice Miller
Terry Mumford, Partner, Ice Miller
Wayne Schneider, General Counsel, New York STRS


March 29, 2011

The Public Employee Pensions Transparency Act

Special Guests:
Paul Zorn, Director of Governmental Research
Gabriel Roeder Smith and Company