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!

Employee benefit plans are continually evolving in an effort to attract and retain the best talent, while keeping employees healthy and engaged. That is a tall order for any plan! With changing workforce demographics and skyrocketing medical costs, benefits professionals are being constantly challenged to keep their benefit plans cost-efficient and compliant. By employing the right strategies, you can save time and money on your benefit plans. Attendees joined peers and industry experts for the Chicago Mid-Sized Retirement & Healthcare Plan Management Conference, June 10-13, for an unparalleled executive education program.

The Mid-Sized Retirement & Healthcare Plan Management Conference offers you:

  • In-depth discussions addressing the full scope of regulatory, economic, demographic and communication issues that affect employee benefit plans
  • 40+ workshops to choose from, covering the most critical retirement and health and welfare topics
  • Strategic, big-picture keynote sessions
  • Speakers that include leading industry professionals and consultants, fellow benefits practitioners, and top benefits attorneys
  • Value-added, pre-conference sessions:
  • Small group sessions that promote 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
  • Continuing education credits through HRCI, SHRM and WorldatWork, as well as CPEs for CPAs
  • A non-tradeshow environment that restricts registration exclusively to employers
  • Emphasis on experience-based, proven benefits solutions in the following categories:

San Francisco Mid-Sized Retirement & Healthcare Plan Management Conference Workshops

Workshop Presentations

  • A Case Study in Conducting an Investment Advisor RFP
    Bradley D. Ferguson, SWBC Retirement Plan Services
  • Automatic Rollovers for Small Accounts
    Terry Dunne, Millennium Trust Company
  • Become a Chief Operating Trouble Maker and Define True Leadership
    Jill A. Kopanis, Dynamic Dies, Inc.
  • Benefit Communications That Genuinely Excite Your Employees!
    Julie M. Adamik, Benefit Nut
  • Fiduciary Issues Associated with Selecting and Monitoring Target Date Funds
    Kameron Jones, NFP
    Brian Roberts, NFP
  • Formulas for Fiduciary Compliance
    Carol S. Lepman, DLA Piper US LLP
  • From the Outside Looking In—What We Found in YOUR Plans
    Bradley D. Ferguson, SWBC Retirement Plan Services
  • Generational Dynamics—Engaging Your Workforce to Control Healthcare Costs
    Jill A. Kopanis, Dynamic Dies, Inc.
  • HSAs—What You Don’t Know Could Be Harmful To Your Wealth
    Eric D Roberts, Nyhart
  • Insights from Recent Retirement Industry Litigation
    Richard T. Allison, SWBC Retirement Plan Services
  • My Pension Plan is Frozen, Now What?
    Heath Merlak, Nyhart
  • Saving Through the Ages: A Generational Look at Retirement
    Laura Gaynor, Transamerica
  • Self-Funding: Stop Loss Contracts, Underwriting and Risk Transfer for Partially Self-Funded Plans
    Dean M. Hoffman, Dean M. Hoffman, LLC
  • Stepping Up Your Retirement Plan Committee
    Sara R. Matlock, SWBC Retirement Plan Services
  • Strategies for Managing Chronic Conditions in Your Members 
    Mary Catherine Person, HealthSCOPE Benefits
  • The Dollars and Sense of On-Site Health Clinics
    Gary R. Williams, Mount Vernon Mills, Inc.
  • The Future of Employment-Based Health Benefits: How the Marketplace and Public Policy Will Shape the Future of Coverage
    Paul Fronstin, Ph.D., Employee Benefit Research Institute
  • The “Tech” Revolution—Coming to an HR and Benefits Department Near You!
    Mark Rieder, NFP
  • What to Expect for Pharmacy Benefits and Drug Cost Trends: Part 1
    Gregory I. Madsen, Innovative Rx Strategies, LLC
    Michael J. Staab, J.D., Innovative Rx Strategies, LLC
  • What to Expect for Pharmacy Benefits and Drug Cost Trends: Part 2
    Gregory I. Madsen, Innovative Rx Strategies, LLC
    Michael J. Staab, J.D., Innovative Rx Strategies, LLC
  • What’s Next: Health Insurance After 65
    Marie A. Pero, UnitedHealthcare Insurance Company