A knowledge hub to find insights, trends, and data around the industry’s most important and timely topics.
Through partnerships with industry thought leaders and agencies, we provide pensions, insurance companies, and third-party administrators free and unlimited access to a range of publications, webinars, case studies and white papers. Berwyn University will offer Continuing Education (CE) Credits which further demonstrates our commitment to professional development, thought leadership, and industry progression.
Connection is at the core of our approach, as we partner with other organizations in our industry to provide important information about the market. We stand not only as industry leaders but as dedicated contributors to advancing methods, ideas, and approaches in our field.
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Upcoming Webinars
Join Our Live Discussion – What’s happening on the hill: PBGC, NCCMP, Morgan Lewis
Thursday, August 15th from 12:00 to 1:00pm CDT
Regulation experts will explain current and proposed pension related mandates from the PBGC and DOL. Panelists include Jim Donofrio from the PBGC (Pension Benefit Guaranty Corporation), Mariah Becker from NCCMP (National Coordinating Committee for Multiemployer Plans), and Randall McGeorge from Morgan Lewis. Panel discussion will include missing participant guidelines, SFA program updates (Special Financing Assistance), the decline of the DMF (Death Master File), DOL audits and bills currently under consideration in congress.
Keeping up with the numerous recommendations, regulations, and guidelines can be challenging for any fiduciary. Join us to hear industry leaders discuss the most crucial topics and provide clear insights on the expectations and regulations surrounding them.
Areas of Focus:
– Missing participants
– SFA
– Future of DMF
– Increasing PBGC costs
– Bills considered on the hill
– Audits
Representation of all parties will share their unique perspectives and experiences.
Panelists include:
– Jim Donofrio, Director, Negotiations & Restructuring Actuarial Dept., PBGC (Pension Benefit Guaranty Corporation)
– Mariah Becker, Director of Research and Education, NCCMP
– Randall McGeorge, Partner, Morgan Lewis & Bockius LLP
*Bonus* CE credits offered.
Here’s where to find us:
ICA Annual
September 8-10, 2024 in Grapevine, TX
The International Claim Association (ICA) has been helping professionals in the life, health and disability insurance claims industry provide excellent service by offering critical industry research, a variety of educational certifications and opportunities and many channels through which members can share ideas and resources.
NAIC Insurance Summit
September 16-19, 2024 in Kansas City, MO
The Insurance Summit is a premier insurance conference that combines the best resources of the NAIC and NIPR and connects innovators and regulators to explore the newest ideas, the latest technology, and the future of regulatory practices. Join us for diverse, content-rich educational sessions with a customizable schedule.
NCCMP Lawyers & Administrators Meeting
September 24, 2024 in Washington, D.C.
The Lawyers and Administrators Meeting brings together technical experts and plan professionals on both multiemployer health and pension plan topics to discuss current areas of concern. Attendees participate in forums with representatives from the government agencies with jurisdiction over multiemployer plans.
NCTR
October 5-9, 2024 in Atlanta, GA
The National Council on Teacher Retirement (NCTR) is constituted as an independent association dedicated to safeguarding the integrity of public retirement systems in the United States and its territories to which teachers belong and to promoting the rights and benefits of all present and future members of the systems.
Segal Annual Multiemployer IT Summit
October 8-9, 2024 in Austin, TX
The Annual Multiemployer IT Summit, is hosted by Segal’s Administration and Technology Consulting (ATC) Practice. Topics addressed: the technological and operational challenges facing multiemployer benefit funds today, including keeping up with security, navigating government regulations, implementing emerging technologies such as AI and developing new workforce strategies for attracting and retaining fund office staff.
IFEBP
November 10-13, 2024 in San Diego, CA
The International Foundation of Employee Benefit Plans (IFEBP) is an educational organization dedicated to providing the diverse employee benefits community with objective, solution-oriented education, research and information to ensure the health and financial security of plan beneficiaries worldwide.
On Demand Resources
Webinar Recording: Overpayments – Regulations, Response, Ramifications
Webinar panelists include: Norman Stein, Legal Director and Senior Policy Advisor at Pension Rights Center and Brigen Winters, Principal at Groom Law Group.
Unreported deaths are increasing. The decline of the Death Master File and the rise of disparate data sources have made it more challenging than ever for pension plans to identify decedents and locate missing participants/beneficiaries. But inaccurate data can lead to costly overpayments that could threaten the longevity of the fund. Industry experts will explain best practices for preventing overpayments, partnering with your beneficiaries when an overpayment is made, what the regulations and SECURE 2.0 require, and the rights of the pensioner.
Webinar Recording: Your Checklist for Pension Risk Transfer
Webinar panelists include: Travis Jones, Senior Consultant at Aon, Ellen Kleinstuber, Principal & Chief Actuary at Bolton, Ruth Schau, Senior Director Pension Solutions at Pacific Life Insurance, and Greg Cunningham, Senior Sales Executive at The Berwyn Group.
2023 was another record year with over 800 Pension Risk Transfers completed, a 30% increase from 2022. Insurer PRT participation has doubled over the past decade as a result of PRT growth. Whether new or experienced in the PRT market, this webinar is a must see for insurers and plan sponsors as industry experts explain what you should know when considering a PRT and what you should do after the decision has been made.
Partnership & Speaking Opportunities
Partnering with industry experts broadens our insight into crucial educational resources, creating comprehensive professional development. Together, we can navigate the evolving landscape, empowering individuals with diverse expertise for sustained success. If you have insights you can share through a webinar or article, let’s connect.
Submit a Topic
Looking for a topic we haven’t covered yet or need a deeper understanding of one we’ve already covered? We’d like to hear from you! Please use our contact form here and let us know what topic(s) you’d like to see in the future.