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!

The election is over and one thing everyone can agree on is that we entered an unprecedented season of change. The benefits industry was just beginning to digest the potential transformation, including the repeal and replacement of the ACA, withdrawal of the DOL’s fiduciary rule and overhauls of various employment and labor laws, among many others. Meanwhile, controlling costs, employee retirement savings, communication, engagement, and keeping your plans compliant with current laws was still paramount concerns for employers.

The Mid-Sized Retirement & Healthcare Plan Management Conference provided an opportunity for attendees to connect with industry leaders, benefits experts and peers for up-to-date information so they can make the best decisions for their plans moving forward. This conference was pre-approved for 15 HRCI and SHRM Credit Hours. WorldatWork credits are also available, as are CPEs for CPAs.

Participants enjoyed this conference which featured real-world, solution-focused, results-driven elements such as:

  • A non-tradeshow environment that restricts 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
    • Retirement Plan Check-Up: Diagnostic Tools to Keep Your Plan at Optimal Performance
  • In-depth discussions addressing the full scope of regulatory, economic, demographic and communication issues that affect employee benefit plans
  • Ideas and solutions that provide immediate return on participants’ investment of time and money
  • Small group sessions promote idea sharing and real world case studies on topics such as compliance updates, wellness programs, specialty drugs, effective retirement committees, cost saving techniques, communication success stories and more
  • Speakers that include 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 future conferences, please contact us.

Workshop Presentations

  • Become a Chief Operating Trouble Maker and Define True Leadership
    Jill A. Kopanis, Dynamic Dies, Inc.
  • Best Practices for an Effective Retirement Plan Committee
    Sara R. Matlock, SWBC Investment Advisory Services
  • Best Practices for Proactively Managing Retirement Plan Fees
    Edward A. Wagner, SageView Advisory Group
  • Case Study: Building an Award-Winning Wellness Program from the Ground Up!
    Tanya Gonzalez, Southwest Key Programs
    Stephanie L. Hawkins, Southwest Key Programs
  • Countering the Ever-Increasing Cost of Specialty Drugs
    Gregory I. Madsen, Innovative Rx Strategies, LLC
    Michael J. Staab, J.D., Innovative Rx Strategies, LLC
  • 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
  • How to Drive Effective Participant Outcomes
    Bradley D. Ferguson, SWBC Investment Advisory Services
  • Increasing the Effectiveness of Your Healthcare Benefits Communication
    Julie M. Adamik, Benefits Expert & Strategist
  • Pay or Play Strategies: Evaluating Employer Compensation Adjustments
    Elliot N. Dinkin, Cowden Associates, Inc.
  • Pay or Play Strategies: Evaluating Health Plan Defined Contribution Administration
    Lesa M. Votovich, Cowden Associates, Inc.
  • Put Your Money Where Your Mouth Is: Control Rising Medical Costs with Effective Communication!
    Jill A. Kopanis, Dynamic Dies, Inc.
  • Retirement Readiness and the Bottom Line
    Melissa Mueller, MassMutual Retirement Services
  • Self-Funding: What You Need to Know About Stop Loss Contracts and Underwriting
    Dean M. Hoffman, Dean M. Hoffman, LLC
  • Staying Compliant with the ADA
    Kevin Harlow, DLA Piper US LLP
  • Strategies in Corporate Wellness: Design, Implementation and Beyond
    Justin R. Cruger, VIA Metropolitan Transit
  • The Art of the RFP
    Laurie A. Brednich, HR Company Store
  • The Evolution of On-Site Health Clinics
    Gary R. Williams, Mount Vernon Mills, Inc.
  • The Intersection of Wellness, Wearables and Technology
    Justin R. Cruger, VIA Metropolitan Transit
  • What to Expect for Pharmacy and Drug Cost Trends for 2017
    Gregory I. Madsen, Innovative Rx Strategies, LLC
    Michael J. Staab, J.D., Innovative Rx Strategies, LLC