There are numerous key decisions that need to be made when it comes to defined benefit plans.  CS McKee has partnered with pension plans in the State of Pennsylvania since 1972, bringing expertise to this market after serving our clients for over 50 years. Join us for a discussion that will cover topics such as current market trends, structuring a pension plan, fees, and incorporating risk management tools into your decision-making process, mitigating the behavioral biases we tend to face when dealing with defined benefit plans. 

Learning Objectives:

• Structure pension plans effectively with guidance from experienced vendors

• Understand current market trends and behavioral biases affecting investor decisions

• Incorporate risk management into pension planning

Speakers: Zack Vigneault, Mark Hutter, and Mario Tufano, CS McKee

Municipalities should review their Municipal Pension Plan on a regular basis to protect financial assets. If you do not know or cannot remember when you have undertaken this important fiduciary task, it’s been too long. Join an expert group of municipal pension attorneys and plan actuaries to review the steps you should undertake to conduct a critical plan review, including the selection (or termination) of providers. Subject matter experts will explain the municipality’s fiduciary role and provide insight into efficient administration of your plan and offer commonsense explanations to achieve cost savings. Register to learn the tools and strategies to help better manage your pension system and better interpret plan eligibility while responding to benefit claims.

Learning Objectives:

• Improve pension plan administration and ensure compliance

• Identify legal considerations and common issues to prevent costly mistakes

• Gain tools for better plan interpretation and provider management

Speakers: Brian Gabriel, Esq., Campbell Durrant, P.C.; Amy Crouse, Acrisure

This presentation will focus on utilizing the 115 trust for recruiting and retention. The 115 trust is a unique solution that aligns benefits and compensation for municipal employees and can be used to pay for retirement healthcare expenses including insurance premiums.

Learning Objectives:

• Align benefits and compensation to attract and retain employees

• Use benefits efficiently for tax-free retirement income

• Enhance your municipality’s competitive advantage in recruitment

Speaker: Joel J. Babbitt, NPPFA Benefits/Group Benefit Associates