2016 Quadrennial Benefits Conference
Links to the presentations shown at the 2016 Quadrennial Benefits Conferences are available in the tables below.
Thursday Plenary Session |
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| Presentation (PDF) | Presenter(s) | Video |
| Opening Address | Barbara Boigegrain, Wespath Benefits and Investments | |
| Church Plans and UMC Plans—Past, Present and Future | Andy Hendren, Wespath Benefits and Investments | Part 1 - Andy Hendren Part 2 - Andy Hendren |
Saturday Plenary Session |
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| Presentation (PDF) | Presenter(s) | Handout |
| Economic and Investment Outlook | Dave Zellner, Wespath Benefits and Investments | |
| U.S. Benefits Trends and Outlook | Bill Gulliver, Willis Towers Watson | |
| Signs Along the Path | Dale Jones, Wespath Benefits and Investment | |
Track 1 |
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| Presentation (PDF) | Presenter(s) | Video |
| Implementing Legislative Changes | Manuel Vargas, Wespath Benefits and Investments | Manuel Vargas |
| Promoting Defined Contribution Plan Engagement | Gina Gurgiolo, Wespath Benefits and Investments | Part 1 - Gina Gurgiolo Part 2 - Gina Gurgiolo |
| ACA and the Future of Health Benefits | Jim O’Connell and Kelly Wittich, Wespath Benefits and Investments | Part 1 - Kelly Wittich Part 2 - Jim O'Connell Part 3 - Kelly Wittich |
| Defined Benefit Topics | Fred Hyland and Dave Zellner, Wespath Benefits and Investments | |
| Benefit Reserves: How Much is Enough? | Ross Lundstrom, Ron Coleman, Mike Lohmeier, Luba Levine, Ryan Weddle and Steve Clark, Wespath Benefits and Investments | Part 1 - Ross Lundstrom Part 2 - Steve Clark Part 3 - Ron Coleman Part 4 - Mike Lohmeier Part 5 - Luba Levine Part 6 - Ryan Weddle Part 7 - Steve Clark Part 8 - Ross Lundstrom |
Track 2 |
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| Presentation (PDF) | Presenter(s) | Handout | Video |
| New Conference Board of Pension Members | Terry Shoemaker, Wespath Benefits and Investments | ||
| Welfare Plans | Josie Martinez, Wespath Benefits and Investments | Conference Information Handout | |
| Retirement/Savings Plans Overview | Manuel Vargas, Wespath Benefits and Investments | Part 1 - Manuel Vargas Part 2 - Manuel Vargas |
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| Health and Wellness Benefits for Active and Retiree Participants—Requirements, Trends, Decisions | Kelly Wittich and Terry Shoemaker, Wespath Benefits and Investments | Part 1 - Terry Shoemaker Part 2 - Kelly Wittich Part 3 - Kelly Wittich |
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| Plan Sponsor: Decisions, Decisions | Terry Shoemaker, Wespath Benefits and Investments | Terry Shoemaker | |
| Paying for Clergy Plans—The Basics | Anna Mitchell, Wespath Benefits and Investments | Part 1 - Anna Mitchell Part 2 - Anna Mitchell |
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| Sustainable and Responsible Investments | Dave Zellner, Wespath Benefits and Investments | Dave Zellner | |
Track 3 |
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| Presentation (PDF) | Presenter(s) | Handout |
| Why Discuss Benefits with Cabinets? | Dale Jones, Wespath Benefits and Investments | |
| Benefits Plans Overview—Eligibility and Basic Plan Provisions | Ron Coleman, Wespath Benefits and Investments | CRSP At-a-Glance UMPIP At-a-Glance CPP At-a-Glance 2017 CPP Benefits Amounts |
| Eligibility for Clergy Benefits—A Closer Look | Dale Jones, Wespath Benefits and Investments | Conference Elections |
| Making it Work—Accurate, Timely Reporting | Helen Exarhakos, Wespath Benefits and Investments | |
| CPP Disability Processes | Carrie Persivale, Wespath Benefits and Investments | |
| Voluntary Transition Program | Mark Conner, Wespath Benefits and Investments | Highlights FAQs Roles and Responsibilities |
| Transitions and Benefits/Concluding Discussion | Dale Jones, Wespath Benefits and Investments | |
Track 4 |
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| Presentation (PDF) | Presenter(s) | Video |
| CPP Deep Dive | Carrie Persivale, Wespath Benefits and Investments | |
| Implementing General Conference Changes | Paula Whitbeck, Wespath Benefits and Investments | |
| Focus on Processes | Helen Exarhakos, Wespath Benefits and Investments | |
| Paying for Clergy Plans—The Basics | Anna Mitchell, Wespath Benefits and Investments | |
| Sustainable and Responsible Investments | Dave Zellner, Wespath Benefits and Investments | Dave Zellner |
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