Actuaries and Benefits Consultants


Segal's 20th Annual Fund Administrators' Seminar

Event Details

Thursday, May 31, 2018
11:00 am – 6:00 pm

New York Athletic Club
180 Central Park South
7th Avenue and 59th Street
New York, NY 10019


11:00 am – 12:00 pm:             Registration and Lunch
12:00 pm – 1:00 pm:               Welcome and General Session
1:00 pm – 1:15 pm:                 Break
1:15 pm – 2:30 pm:                 Breakout Sessions 1A, 1B
2:30 pm – 3:00 pm:                 Coffee Break
3:00 pm – 4:15 pm:                 Breakout Sessions 2A, 2B
4:15 pm – 6:00 pm:                 Reception

General Session
Please join Darrin Owens as he discusses the past 20 years and shares thoughts from 20 leading experts on where employee benefit plans are heading in the next 5 to 10 years. Darrin will also present results of our Administrators’ survey (coming soon to your email inbox). This will be a lighthearted and informative opening session that you will not want to miss.

Breakout Session 1A – Health Update
Segal’s health experts, Margaret Lennon, Brandon Hemmings and Stephen Wolff, will discuss hot topics in healthcare. The presentation will include changes in the local marketplace such as hospital and carrier mergers, trends in prescription drug and solutions to help manage spend and provide clinical solutions. This session will also cover plan design strategies that clients and carriers are implementing to help mitigate increases in cost, including a look at what clients are seeing on utilization patterns within health plans.

Breakout Session 1B – Retirement Update
Our retirement experts, including Aldwin Frias and Diane Gleave, will deliver an entertaining presentation of Keeping Your Retirement Plan Out of Jeopardy. This session will take a fresh look at the ideas that have been around for the past 20 years or longer and a crystal ball preview of what the future may be in the next 20 years to keep retirement plans out of jeopardy. This session will include a discussion of retirement plan risks as well as strategies to mitigate those risks, such as legislative proposals designed to keep multiemployer retirement plans viable in the years to come. This session will be facilitated by Dennis Kearney.

Breakout Session 2A – Compliance Update
Our health and retirement compliance experts will provide insight on current and/or proposed legislation that could have an impact on your programs. Karen Johnson will discuss the local landscape impacting health programs. Wayne Kamenitz will highlight new compliance initiatives for retirement plans and Kathy Bakich will preview what may be expected out of Washington. Bob Ressegue will facilitate this discussion.

Breakout Session 2B – Security and Risk Update
During this presentation, our risk experts will discuss security and risk through three unique lenses. Mike Tesoriero will speak on protecting plan assets through reinsurance and Gisela De San Roman will share her insights on protecting your technology and systems. Finally, Diane McNally will discuss protecting Trustees, Administrators and Fund Staff against known — and unknown — risks. Although the subject matter is serious, this session, facilitated by Matt Pavesi, will be entertaining and fun.

Dress Code

Please be advised that the New York Athletic Club has a dress code, which is in effect at all times.

For gentlemen: A collared shirt (tucked in) with slacks and dress shoes are permitted. A jacket and tie are not mandatory but are always appropriate. Jeans and T-shirts are never permitted. Sneakers, shorts and athletic attire are only permitted in athletic areas.

For ladies: clothing comparable to the gentlemen’s standard is appropriate such as tailored suits, trousers, dresses and skirts with a blouse or sweater. Jeans, corduroy, shorts, capris, denim, sneakers, flip flops and other casual attire are not permitted.

Contact Us

If you have any questions, please contact Sonal Sanghvi at (212) 251-5225.