Wednesday,
November 30, 2005
1:30 pm — 3:00 pm |
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CEO Breakout Session
(Church Benefits Association CEO’s Only)
Moderator: Sumner M. Grant, CBA Planning Committee Immediate
Past-Chair
Speaker: Kennon L. Callahan, BA, M.Div., STM, PhD |
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Interactive conversations with CEO’s. |
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Investment Topical Interest Committee
Breakout Session I
Moderator: William Cobb,
The Church Pension Fund |
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Panel discussion on investment markets and future trends. Three
leading institutional investment management practitioners will
comment on the current US and world economic and investment
environment. The panelists also will inform attendees of their
views and opinions regarding the best future investment opportunities |
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CFO Breakout Session (Church Benefits
Association CFOs Only)
Moderator: Louis Barbarin
– The Ministers and Missionaries Benefit Board |
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Retirement Benefits Committee Breakout
Session
(Defined Benefit Plan topics)
Moderator: Ann Bryant, Lutheran Church - Missouri Synod |
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Group discussion of topics of interest to sponsors
of defined benefit plans.
Topics may include: |
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Using DB accumulations to provide
additional pension benefits
Cost-of-living adjustments
Promoting DB plans in view of trend toward DC plans
Keeping DB plans affordable |
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Retirement Benefits Committee Breakout
Session
(Defined Contribution Plan topics)
Moderator: David Adams, Evangelical Lutheran Church in America |
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Group discussion of topics of interest to sponsors
of defined contribution plans.
Topics may include: |
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Addition of Roth-type contributions
Compliance with new regulation concerning plan sponsor guarantee
of annuities
Administration of TSA contribution limits
Issues for small 403(b) plans |
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Wednesday, November
30, 2005
3 :30 pm — 5:00 pm |
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Clergy Compensation Packages
Moderator: William Kuh, Presbyterian Church in America
Speaker: James Cobble, Founder and Executive Director of Christian
Ministry Resources |
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Based on over a decade of research, James Cobble
will provide insights and guidance on church compensation practices
that affect the needs of clergy and other employed church staff
and how church benefit administrators might design and maintain
plans that meet these needs. |
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Investment Topical Committee Breakout
Session II
Moderator: David Zellner, United
Methodist Church |
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Participants will discuss various investment topics
of interest to those involved in managing and administering
investment programs to support retirement plans. Topics will
include asset/liability management, investment manager selection,
alternative investments, participant fund options, and various
other investment topics of interest to those attending the discussion. |
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Legal Issues Breakout Session
Moderators: Robert H. Rydland & Jewelie A. Grape ELCA
Board of Pensions |
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This session will examine hot legal topics affecting
church benefits plans. Learn about recent regulatory guidance
and other current developments in the ever changing legal arena. |
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Health Benefits Committee Breakout Session
Moderator: James Sanft, Lutheran Church-Missouri
Synod |
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The Health Benefits Committee not only meets together
to learn from each other and share best practices, it also collaborates
in joint purchasing arrangements. The most notable joint purchasing
arrangement is our prescription drug purchasing coalition. Building
on the success of purchasing coalitions, we are exploring a
number of opportunities in wellness issues, survey opportunities,
and more. |
