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If you are feeling “in the dark” about what is in store for employer-sponsored benefit plans, you are not alone. However, keeping your plans on track—despite the changing environment—has never been more critical.

The Baltimore Mid-Sized Retirement & Healthcare Plan Management Conference helped attendees identify and conquer current and upcoming benefit plan management challenges. With more than 40 in-depth workshops, strategic, big-picture keynote sessions, and ample opportunities for meaningful networking with colleagues, attendees were able to to return to their office enlightened and energized—and ready to meet their plan management challenges head on.

The Baltimore conference 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:
    • Fiduciary Obligations Under ERISA
    • Self-Funding Workshop: Basic Concepts Through Advanced Strategies
  • 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 that promoted 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:

If you are interested in learning more about sponsorship opportunities for other conferences, please contact us.

Workshop Presentations

  • Best Practices for an Effective Retirement Plan Committee
    Sara R. Matlock, SWBC Investment Advisory Services
  • Countering the Ever-Increasing Cost of Specialty Drugs
    Gregory I. Madsen, Innovative Rx Strategies, LLC
  • Evolution of a Wellness Program: Design, Implementation and Beyond
    Yvette M. Walker, The Gorilla Glue Company
  • Fiduciary Issues Associated with Evaluating and Selecting Target Date Funds
    Michael E. Falcone, NFP
    Brian Roberts, NFP
  • Fifteen Shortcuts to Fiduciary Compliance
    Ian S. Kopelman, J.D., DLA Piper US LLP
  • Implementing a Successful On-Site Health & Wellness Center: From A to Z
    Sherri L. Samuels-Fuerst, R.N., Sargento Foods Inc.
  • Increasing the Effectiveness of Your Healthcare Benefits Communication
    Julie M. Adamik, Benefits Expert & Strategist
  • Influencing Employees Now: How Small Behavioral Changes Can Help Your Employees Save More for Retirement
    Randy Gardner, J.D., The Horace Mann Companies
  • Lessons Learned from Retirement Plan Litigation—Are You Asking the Right Questions?
    Richard T. Allison, SWBC Investment Advisory Services
  • Leveraging Health Savings Accounts for Healthcare and Retirement
    Roy J. Ramthun, HSA Consulting Services
  • Making Employee Health Education a Corporate Priority
    Sherri L. Samuels-Fuerst, R.N., Sargento Foods Inc.
  • Plan Sponsor Review: A Mid-Sized Plan Case Study
    Julie M. Adamik, Benefits Expert & Strategist
    Robert J. Foley, Mutual of Omaha Insurance Company
    Sherri L. Samuels-Fuerst, R.N., Sargento Foods Inc.
  • Preparing for Your Annual Employee Benefit Plan Audit
    Theresa Banka, Plante Moran
    Kimber L. Smail-Benedict, Plante Moran
    Laura Taylor, Plante Moran
  • Reducing the Cost of Health Plans
    Robert J. Foley, Mutual of Omaha Insurance Company
  • Retirement Plan Fees—Maximizing Provider Negotiations
    Michael E. Falcone, NFP
    Kameron Jones, NFP
  • Retirement Readiness and the Bottom Line
    Targol M. Emanuel, MassMutual Retirement Services
  • Self-Funding 101: What You Need to Know When Considering a Self-Funded Plan
    Dean M. Hoffman, Dean M. Hoffman, LLC
  • Self-Funding: What You Need to Know About Stop Loss Contracts and Underwriting
    Dean M. Hoffman, Dean M. Hoffman, LLC
  • Surviving a DOL Audit
    Jodi H. Epstein, J.D., Ivins, Phillips & Barker
    Spencer F. Walters, J.D., Ivins, Phillips & Barker
  • What to Expect for Pharmacy and Drug Cost Trends for 2017
    Gregory I. Madsen, Innovative Rx Strategies, LLC
  • What to Expect When You’re Requesting: Investment Advisor RFPs and Due Diligence
    Bradley D. Ferguson, SWBC Investment Advisory Services