Conference presentations are available to conference attendees after the conclusion of the program. To access the presentations, log in with the username and password provided in your on-site materials. Forgot your login? Just call 800-864-2063!

As a retirement or health and welfare plan sponsor, your job of orchestrating balance between rising costs, compliance issues and employee satisfaction has never been more demanding. Low unemployment rates brought benefit plans back to the main stage as a differentiator among employers—how did your plans measure up? Beyond this question, the daily news headlines regarding benefit plan regulations, the retirement savings crisis, skyrocketing prescription drug costs and proposed healthcare reform/replacement had many plan sponsors looking for answers.

99% of past attendees sang this conference’s praises. Benefits leaders and fellow plan sponsors enjoyed 2 ½ days of solution-focused education on their most important (and most costly) benefit plans. The Mid-Sized Retirement & Healthcare Plan Management Conference in Austin was packed with guidance, insight and answers regarding your most pressing benefits issues. Look over the wide range of topics on the agenda and make plans to attend one of our 2018 conferences!

 The Austin program offered:

  • A non-tradeshow environment that restricted registration exclusively to employers
  • 40+ workshops to choose from, covering the most critical retirement and health and welfare topics
  • Strategic, big-picture keynote sessions
  • Access to the 2017 Washington Insider Pass
  • Continuing education credits through HRCI, SHRM and WorldatWork, as well as CPEs for CPAs
  • Value-added, pre-conference sessions including:
  • In-depth discussions addressing the full scope of regulatory, economic, demographic and communication issues that affect employee benefit plans
  • Ideas and solutions that provided immediate return on participants’ investment of time and money
  • Small group sessions promoting idea sharing and real world case studies on topics such as wellness programs, specialty drugs, effective retirement plan committees, consumer-driven plans, private exchanges and more
  • Speakers that included leading industry professionals and consultants, fellow benefits practitioners, and top benefits attorneys
  • Emphasis on experience-based, proven benefits solutions in the following categories:

Workshop Presentations

  • Benefit Plan Considerations for M&As
    Doug A. Conkel, Milliman
    Stephanie Peterson, Milliman
    Bart Pushaw, Milliman
  • Best Practices for an Effective Retirement Plan Committee
    Sara R. Matlock, SWBC Investment Advisory Services
  • Best Practices for Proactively Managing Retirement Plan Fees
    Michael Coelho, SageView Advisory Group
  • Choosing the Right Account-Based Health Plans: Tricks, Traps and Tradeoffs of FSAs, HSAs, and HRAs
    Kate U. Saracene, J.D., Nixon Peabody LLP
  • Creating a Culture of Wellness—25+ Years in the Making
    Sherri L. Samuels-Fuerst, R.N., Sargento Foods Inc.
  • Developing and Managing Benefit Program Metrics
    Robert J. Foley, Mutual of Omaha Insurance Company
  • Early Bird Session: Mindfulness as a Path to Wellness
    Kate U. Saracene, J.D., Nixon Peabody LLP
  • Employee Wellness Programs: What Employers Need to Know to Comply with the New Regulations
    Kate U. Saracene, J.D., Nixon Peabody LLP
  • Fiduciary Issues Associated with Evaluating and Selecting Target Date Funds
    Michael E. Falcone, NFP
    Brian Roberts, NFP
  • Fourteen Shortcuts to Fiduciary Compliance
    Ian S. Kopelman, J.D., DLA Piper US LLP
  • Holistic Benefit Strategies
    Kyle Healy, NFP
  • How to Prepare for Pharmacy and Drug Cost Trends in 2018
    Gregory I. Madsen, Innovative Rx Strategies, LLC
    Michael J. Staab, J.D., Innovative Rx Strategies, LLC
  • Influencing Employees Now: How Small Behavioral Changes Can Help Your Employees Save More for Retirement
    Randy Gardner, J.D., The Horace Mann Companies
  • Innovative Plan Design—Revitalizing Your Retirement Benefit Strategy
    Kelly S. Coffing, Milliman
  • Lessons Learned from Retirement Plan Litigation—Are You Asking the Right Questions?
    Richard T. Allison, SWBC Investment Advisory Services
  • Managing The New Form 5500 Requirements
    Mark C. Koeppen, Millennium Trust Company
  • Pharmacy Benefit Solutions for Lowering Prescription Drug Costs
    Gregory I. Madsen, Innovative Rx Strategies, LLC
    Michael J. Staab, J.D., Innovative Rx Strategies, LLC
  • Reducing the Cost of Health Plans
    Robert J. Foley, Mutual of Omaha Insurance Company
  • Retirement Plan Fees—Maximizing Provider Negotiations
    Kameron Jones, NFP
    Julie Ward, NFP
  • Retirement Readiness and the Bottom Line
    Elizabeth Cortez, MassMutual
  • Save Money on Your Healthcare Plan: Partial Self-Funding and Level Funding Options
    Dean M. Hoffman, Dean M. Hoffman, LLC
  • Saving on Healthcare Costs With On-Site Clinics: Successes and Challenges
    Karen Smiddy, City of Arvada, CO
  • Self-Funding: What You Need to Know About Stop Loss Contracts and Underwriting
    Dean M. Hoffman, Dean M. Hoffman, LLC
  • Surviving a DOL Audit of Your Retirement and Health Plans
    Amber L. Gould, Advantage Solutions
  • The Power of White-Label Investments—What You Should Know
    Peter A. Delaney, MFS Investment Management
    Patrick Tonelli, MFS Investment Management
  • What to Expect When You’re Requesting: Investment Advisor RFPs and Due Diligence
    Bradley D. Ferguson, SWBC Investment Advisory Services