Workshop Legend

  • Legal, Regulatory & Fiduciary Issues
  • Plan Design & Administration
  • Employee Communication & Education
  • Evaluating & Monitoring Your Plan & Vendors
  • Investment Management & Plan Funding
  • Wellness, Disease & Case Management
  • R: Retirement | H: Healthcare
Monday, June 11, 2018
9:45 am - 10:45 am

Are you 100% confident in the operation and ERISA compliance of your defined contribution plan? Increasing IRS audit activity makes this issue more important than ever. This presentation highlights the most common ERISA compliance issues that can affect even the most conscientious plan sponsors. Learn what to look for, what to avoid, when to seek assistance, and how to utilize the IRS self-correction methods to fix these common errors. FOR DC/401(k) AND 403(b) PLANS. INTERMEDIATE.

Speaker:
Christian D. Hancey, J.D., Nixon Peabody LLP

Audience:
Defined contribution/401(k) plans, 403(b) plans

Level:
Intermediate

Category:
Legal, Regulatory & Fiduciary Issues

Most employers have incorporated some type of value-based design in their benefit plan…should you? This session breaks the concept down so it is easy to understand and discusses the value of Centers of Excellence and High Performing Networks to increase quality and lower costs. Find out about new methods of provider contracting, which will change the way we pay for care, and the new “cutting edge” concept of cognitive systems as a pathway to better care and higher quality! Leave this session with a better understanding of these value-based plan design opportunities and if they could work for your plan. FOR SELF-FUNDED AND FULLY INSURED PLANS. INTERMEDIATE.

Speaker:
Marybeth Gray, Trion

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Intermediate

Category:
Plan Design & Administration

A recent report from the Bureau of Labor Statistics revealed that roughly one out of every three dollars an employer spends on an employee goes toward their benefits. Are your employees utilizing every advantage you’re offering? Are you doing everything you can to help them? In this session, gain tips, tricks and our know-how secrets around using all the technology at your disposal to increase employee engagement in your benefits and wellness programs, get more bang for your buck, make sure money isn’t going to waste and have a healthier, happier, more driven workforce. Whether your people are insured or not, there are programs and solutions that perfectly fit all levels of lifestyle, income, location and demographics. FOR DC/401(k), DB, 403(b), SELF-FUNDED, AND FULLY INSURED PLANS. BASIC.

Speaker:
Presented by, NFP

Audience:
Defined contribution/401(k) plans, Defined benefit plans, 403(b) plans, Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Basic

Category:
Plan Design & Administration

Join Fidelity Investments to learn about how plan sponsors can simplify decision making despite today’s increasing complex markets and constantly evolving regulatory environment. The session features valuable insight into a more efficient and effective approach to managing all aspects of your pension plan. Find out how you can achieve better outcomes for your participants, while meeting your investment and business goals. FOR DB PLANS. INTERMEDIATE.

Speakers:
Francois Pellerin, Fidelity Investments
Jason Rahn, Fidelity Investments

Audience:
Defined benefit plans

Level:
Intermediate

Category:
Investment Management & Plan Funding

11:00 am - 12:00 pm

Paid Family and Medical Leave (PMFL) laws in NY, CA, NJ and RI are attracting broadening political support and attention from states across the country. How do these state leave laws differ and how do they interact with your other paid time off policies and the Federal Family and Medical Leave Act? Leave this session with a better understanding of the intricacies of paid family and FMLA. FOR SELF-FUNDED AND FULLY INSURED PLANS. BASIC.

Speaker:
Kate U. Saracene, J.D., Katten Muchin Rosenman LLP

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Basic

Category:
Legal, Regulatory & Fiduciary Issues

Missing participants (former employees) and uncashed checks are getting the attention of Washington and the DOL. Plans sponsors need to change the process of locating missing participants or use solutions like automatic rollovers. Take a good look at what is likely in the new Form 5500. FOR DC/401(k), DB, AND 403(b) PLANS. INTERMEDIATE.

Speaker:
Terry Dunne, Millennium Trust Company

Audience:
Defined contribution/401(k) plans, Defined benefit plans, 403(b) plans

Level:
Intermediate

Category:
Plan Design & Administration

The retirement future is about you, the participant. With the ability to serve up personalized recommendations for “next best actions”, driving outcomes beyond plan design will become increasingly effective. Learn how the use of technology, data, and behavioral science will change the participant experience. FOR DC/401(k) PLANS. INTERMEDIATE.

Speaker:
Manil Patel, Vanguard

Audience:
Defined contribution/401(k) plans

Level:
Intermediate

Category:
Employee Communication & Education

Chronic conditions from diabetes, musculoskeletal issues, hypertension and cardiac issues all drive costs for your health plan, poor health status for your members and absenteeism from work. Learn about new strategies to assist your members in managing their conditions while containing the costs to your plan. FOR SELF-FUNDED PLANS. INTERMEDIATE.

Speaker:
Mary Catherine Person, HealthSCOPE Benefits

Audience:
Self-funded health and welfare plans

Level:
Intermediate

Category:
Wellness, Disease & Case Management

2:00 pm - 3:00 pm

This session begins with a comparison between fully insured and partial self-funding a health and welfare plan. The speaker breaks down Third Party Administration, Administrative Services Only, Level Funding and the emerging use of Reference Based Pricing models into easy-to-understand segments. Learn about the “plug and play” approach to claims administration, provider networks, stop loss, care management, pharmacy plans and direct provider contracting and digital medicine. Receive a review of stop loss “contract types”, including run in, run out, incurred and terminal liability. Partial self-funding group health plans is not a new concept for larger employers; however, many small and mid-sized employers are seeking this funding method as a direct result of the Affordable Care Act. FOR SELF-FUNDED AND FULLY INSURED PLANS. INTERMEDIATE.

Speaker:
Dean M. Hoffman, Dean M. Hoffman, LLC

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Intermediate

Category:
Plan Design & Administration

Health insurance costs continue to rise compared to workers’ earnings, causing a great divide between the two. Without meaningful employee education, a financial train wreck could be imminent at retirement. In this session, learn how health savings plan (HSA) investment can combat rising health care costs and how to manage deferral dollars in a more tax-efficient manner. FOR SELF-FUNDED AND FULLY INSURED. BASIC.

Speaker:
Eric Roberts, Nyhart

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Basic

Category:
Plan Design & Administration

This session delves into the value of providing personal individual meetings for participants in defined contribution plans. Learn to develop the financial value of providing this level of care for your employees, at what plan size is it feasible to provide the service, and what the long term benefits to the organization by providing a consistent personalized approach to employees are. Financial stress is the number one enemy of employee productivity. The session will highlight this in both qualitative and quantitative measures. FOR DC/401(k), DB, AND 403(b) PLANS. BASIC.

Speaker:
Tim Rauwald, UBS Retirement Plan Consulting Services

Audience:
Defined contribution/401(k) plans, Defined benefit plans, 403(b) plans

Level:
Basic

Category:
Employee Communication & Education

This session identifies best practices for plan sponsors to effectively and efficiently monitor their defined contribution and defined benefit plans. Learn what your benefit plan auditors are looking for during the annual financial statement audit, hear about optimal plan operations and gain insight for monitoring your plan’s investment structure. FOR DC/401(k), DB, AND 403(b) PLANS. BASIC.

Speaker:
Presented by, Plante Moran

Audience:
Defined contribution/401(k) plans, Defined benefit plans, 403(b) plans

Level:
Basic

Category:
Evaluating & Monitoring Your Plan & Vendors

3:15 pm - 4:15 pm

The retirement plan landscape is riskier than it has ever been. On the heels of a new fiduciary regulation and increasing litigation, many fiduciaries have good cause for concern. Many employees are even more concerned, however, because they will not have nearly enough to meet their retirement needs. Join an experienced ERISA attorney, Matthew J. Eickman, J.D., for a practical discussion of the opportunities available within these risks and the strategies for overcoming participants’ inadequate retirement preparation. FOR DC/401(k), DB, AND 403(b) PLANS. ADVANCED.

Speakers:
Scott Colangelo, Qualified Plan Advisors
Matthew J. Eickman, J.D., Qualified Plan Advisors

Audience:
Defined contribution/401(k) plans, Defined benefit plans, 403(b) plans

Level:
Advanced

Category:
Legal, Regulatory & Fiduciary Issues

This session explores the projected impact of specialty drugs and high cost generics on employer costs in 2018 and 2019. Take part in an in-depth discussion about plan design features employers should consider to help manage future drug trends, including specific strategies for more effective diabetes and opioid management. You won’t want to miss this insightful session! FOR SELF-FUNDED PLANS. BASIC.

Speakers:
Gregory I. Madsen, Innovative Rx Strategies, LLC
Michael J. Staab, J.D., Innovative Rx Strategies, LLC

Audience:
Self-funded health and welfare plans

Level:
Basic

Category:
Plan Design & Administration

For many employees, just the idea of saving for retirement leaves them feeling confused, overwhelmed and uncomfortable. Learn about an untraditional strategy rooted in financial psychology methods to engage and enroll employees in their workplace retirement plan. FOR DC/401(k) PLANS. BASIC.

Speakers:
Michelle Gibilisco, Mutual of Omaha
Mark Watson, Mutual of Omaha

Audience:
Defined contribution/401(k) plans

Level:
Basic

Category:
Employee Communication & Education

Creating and maintaining a sustainable well-being program for an organization that operates 24/7 and spans 17 locations with more than 3,000 employees can be anything short of a challenge. During this session, Kristin and Michelle will share the key components to developing and maintaining the ongoing success of the Woodman’s well-being program, BE WELL TOGETHER, including senior leadership support, creating a multi-location network of champions and more. Learn how thoughtful planning, the right tools, communication, and best practices can create endless possibilities. FOR SELF-FUNDED AND FULLY INSURED PLANS. INTERMEDIATE.

Speakers:
Kristin Popp, Woodman's Food Markets, Inc.
Michelle Spehr, The Benefit Services Group, Inc.

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Intermediate

Category:
Wellness, Disease & Case Management

Tuesday, June 12, 2018
9:45 am - 10:45 am

Increasingly, employers have been adding or modifying employee wellness programs in an effort to control medical cost inflation. Wellness programs can take many forms, ranging from gym memberships and yoga classes to biometric screenings and tobacco testing. Wellness programs must comply with complex and confusing regulations under numerous federal laws, including the Americans with Disabilities Act (ADA), Genetic Information Nondiscrimination Act (GINA), Health Insurance Portability and Accountability Act (HIPAA), and the Affordable Care Act (ACA), among others. These laws impact the design of wellness programs offered by employers, and most employers need to modify their wellness programs to comply. This session explains these legal requirements and how employers should design their wellness programs to ensure that they comply. FOR SELF-FUNDED AND FULLY INSURED PLANS. INTERMEDIATE.

Speaker:
Kate U. Saracene, J.D., Katten Muchin Rosenman LLP

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Intermediate

Category:
Legal, Regulatory & Fiduciary Issues

Today’s workers are expecting to live long lives and, in doing so, they are disrupting retirement as we once knew it. Many are envisioning retirement as a new chapter in life that involves continued work but with more free time to pursue personal interests.  This presentation discusses the visions of three generations in today’s workforce, Baby Boomers, Generation X and Millennials, and examines whether their vision is wishful thinking or within their reach. FOR 401(k) PLANS. BASIC.

Speaker:
Laura Gaynor, Transamerica

Audience:
Defined contribution/401(k) plans

Level:
Basic

Category:
Plan Design & Administration

Managing a pension plan can be a complicated and potentially expensive endeavor. Some of the many things plan sponsors must consider include soaring administrative costs, interest rates staying low, market returns going up (thank goodness!), and participants living longer. This session explores three fundamental pillars for successful pension plan management: sound investment strategy, solid liability management, and thorough plan administration and governance. FOR DB PLANS. INTERMEDIATE.

Speaker:
Michael S. Clark, P-Solve

Audience:
Defined benefit plans

Level:
Intermediate

Category:
Plan Design & Administration

As global medical trend rates continue to rise at a rate of 8.9% — more than three times the rate of inflation — now is the time for employers to take action. In this session, find out exactly what data you need to build an effective strategy. Hear about issues to watch out for and how to effectively interpret the data you receive. Leave this session with an action plan you can utilize over the next 12 months to position your company for a successful renewal next year. FOR SELF-FUNDED AND FULLY INSURED PLANS. BASIC.

Speaker:
Marybeth Gray, Trion

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Basic

Category:
Evaluating & Monitoring Your Plan & Vendors

11:00 am - 12:00 pm

As a result of recent litigation and regulations, plan sponsors have a heightened awareness of their fiduciary responsibility surrounding retirement plan fees and how those fees are paid. In this session, hear about the legal requirements for allocating fees in retirement plans, the options available in the marketplace, and best practices for managing ERISA revenue credit accounts. FOR DC/401(k) and 403(b) PLANS.  INTERMEDIATE.

Speaker:
Christian D. Hancey, J.D., Nixon Peabody LLP

Audience:
Defined contribution/401(k) plans, 403(b) plans

Level:
Intermediate

Category:
Legal, Regulatory & Fiduciary Issues

Learn the magic formula when it comes to transitioning your employees to a high deductible health plan. Leave this session with a deeper understanding of the common personas among your employees and how this affects the way you communicate with them, as well as tangible examples of tools and collateral you can use to complement your benefits education program. FOR SELF-FUNDED AND FULLY INSURED PLANS. INTERMEDIATE.

 

Speaker:
Amy Tourte, Amino

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Intermediate

Category:
Employee Communication & Education

Employers consistently struggle with how to best utilize their health plan data. The limitation of data is that it is transactional and cannot determine quality, efficiency, or outcomes. It also doesn’t reveal appropriate care, critical pathways or the sequence and timing of events. Our holistic approach to coordinating healthcare analytics reveals the patient and provider behaviors that make a positive impact on health outcomes, giving attendees the ability to measure and monitor performance beyond the limitations of transactional data. FOR SELF-FUNDED AND FULLY INSURED PLANS. INTERMEDIATE.

Speaker:
Gerald W. Frye, The Benefit Services Group, Inc.

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Intermediate

Category:
Evaluating & Monitoring Your Plan & Vendors

Forming a retirement committee is the first step, but effectively running your committee is another matter altogether. This session takes attendees through real-life lessons provided by retirement committees around the country. Hear about universal challenges facing committees and how best to address them. Learn examples of best practices, hidden pitfalls, targets for litigation, creating proper documentation, and how to structure a more efficient meeting. FOR DC/401(k), DB, AND 403(b) PLANS. INTERMEDIATE.

Speaker:
Sara R. Matlock, SWBC Retirement Plan Services

Audience:
Defined contribution/401(k) plans, Defined benefit plans, 403(b) plans

Level:
Intermediate

Category:
Investment Management & Plan Funding

2:00 pm - 3:00 pm

Consumer driven healthcare continues to offer viable solutions to health plan cost containment, but the accompanying account-based plan types (HRAs, FSAs, and HSAs) have become increasingly regulated and restricted. This session examines the most popular types of account-based health plans and the key features and legal restrictions of each. The speaker also discusses the pros and cons of each type of account and addresses considerations for sustainable health plan design. FOR SELF-FUNDED AND FULLY INSURED PLANS. INTERMEDIATE.

Speaker:
Kate U. Saracene, J.D., Katten Muchin Rosenman LLP

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Intermediate

Category:
Legal, Regulatory & Fiduciary Issues

Retirement is being transformed by advances in longevity, brain science, and psychology, along with technological innovations in data and machine intelligence. This futuristic presentation explores how these developments could alter our conception of retirement in profound ways. FOR DC/401(k) PLANS. INTERMEDIATE.

Speaker:
Aaron Montenegro, Vanguard

Audience:
Defined contribution/401(k) plans

Level:
Intermediate

Category:
Plan Design & Administration

Evaluating retirement plan providers can be a challenge, especially for a role as broad as “advisor.” During this session, learn about two approaches to conducting an evaluation of the various types of retirement plan advisors: a short-form due diligence questionnaire and a full RFP. Leave the session with a deeper understanding of the right approach for your organization and actionable steps forward. FOR DC/401(k), DB, AND 403(b) PLANS. BASIC.

Speaker:
Bradley D. Ferguson, SWBC Retirement Plan Services

Audience:
Defined contribution/401(k) plans, Defined benefit plans, 403(b) plans

Level:
Basic

Category:
Evaluating & Monitoring Your Plan & Vendors

Are you frustrated that your company’s medical costs always seem to fall on the “high side” of marketplace trend? Some companies consistently beat trend with average increases falling near 1-2%, putting them in an enviable position in the marketplace. Find out what these top performing companies are doing to beat trend year after year. Learn about strategies you can incorporate now to lower your spend. Hear about the Total Opportunity Matrix (TOM) and discover how to measure your strategy against marketplace trends. FOR SELF-FUNDED AND FULLY INSURED PLANS. ADVANCED.

Speaker:
Marybeth Gray, Trion

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Advanced

Category:
Evaluating & Monitoring Your Plan & Vendors

3:15 pm - 4:15 pm

Once a pension plan is frozen, the ultimate goal is typically plan termination. However, getting to termination requires strategically and successfully solving many issues, including when to terminate the plan and how to successfully terminate it.  Leave this workshop with important strategies and information on how to navigate a variety of pension issues. FOR DB PLANS. BASIC.

Speaker:
Heath Merlak, Nyhart

Audience:
Defined benefit plans

Level:
Basic

Category:
Plan Design & Administration

With the rise of millennials and the wane of baby boomers, generational dynamics seem to be playing a larger role in all aspects of the business world. In this presentation, discover the various needs of each generation and learn how to effectively communicate with them. Then apply these communication techniques and learn how to engage the new workforce in your efforts to control healthcare costs. FOR SELF-FUNDED AND FULLY INSURED PLANS. BASIC.

Speaker:
Jill A. Kopanis, Dynamic Dies, Inc.

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Basic

Category:
Employee Communication & Education

The combination of significant retirement plan balances and extreme down-market return differences among like-dated TDFs [2020, 2025, 2030, etc.] warrants a comprehensive selection process to protect plan participants and mitigate fiduciary risks. Learn how to develop a best practices approach that conforms to the DOL’s guidance regarding TDF selection and monitoring steps before the market’s next sell off. FOR DC/401(k) PLANS. INTERMEDIATE.

Speaker:
Presented by, NFP

Audience:
Defined contribution/401(k) plans

Level:
Intermediate

Category:
Investment Management & Plan Funding

Healthcare premiums continue to rise at or near double digits, while there is near stagflation in wages and the remainder of the economy. What can be done to combat the upward spiral? This presentation addresses a growing trend among employers, regardless of industry, of placing health clinics on site. Learn from the practical experiences of an employer more than ten years into the process who offers insight into all facets of this strategy, from initial setup to establishment of reasonable expectations of savings and the results achieved thus far. FOR SELF-FUNDED AND FULLY INSURED PLANS. INTERMEDIATE.

Speaker:
Gary R. Williams, Mount Vernon Mills, Inc.

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Intermediate

Category:
Wellness, Disease & Case Management

Wednesday, June 13, 2018
9:45 am - 10:45 am

Hear an ERISA expert discuss fourteen easy steps you can take to make sure you are fulfilling your fiduciary responsibilities. Additionally, find out about any potential impacts the proposed tax legislation will have on your plans.  This is also your opportunity to get all of those unanswered plan management legal questions answered by a top benefits attorney—free of charge. FOR DC/401(k) AND DB PLANS. INTERMEDIATE.

Speaker:
Ian S. Kopelman, J.D., DLA Piper US LLP

Audience:
Defined contribution/401(k) plans, Defined benefit plans

Level:
Intermediate

Category:
Legal, Regulatory & Fiduciary Issues

Finding the right benefit mix that is both optimized for your budget and satisfies what employees actually want is a tall order. How do you create a strategy that satisfies both? There’s no one right way to do anything, but thinking about your benefits plan administration holistically is a good place to start. Join our panel of experts in retirement, health care, employee engagement, compliance and plan design for a Q&A discussion on how your unique organization can optimize their entire benefits offering. We’ll learn from each other by diving into case studies, noting actionable steps and discovering what strategies can most benefit employers. Come prepared with questions and we’ll be ready to listen, provide ideas on what’s working and not working, and detail the first steps you can take today to find the benefits sweet spot your business has been searching for. FOR DC/401(k), DB, 403(b), SELF-FUNDED, AND FULLY INSURED PLANS. ADVANCED.

Speaker:
Presented by, NFP

Audience:
Defined contribution/401(k) plans, Defined benefit plans, 403(b) plans, Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Advanced

Category:
Plan Design & Administration

It is estimated that biosimilars could reduce healthcare costs by $54 billion over the next 10 years. This session explains what biosimilars are and how plan sponsors can take advantage of biosimilars coming to market. Learn how to reduce specialty drug spend and if the projected savings add up for your plan. FOR SELF-FUNDED PLANS. INTERMEDIATE.

Speakers:
Gregory I. Madsen, Innovative Rx Strategies, LLC
Michael J. Staab, J.D., Innovative Rx Strategies, LLC

Audience:
Self-funded health and welfare plans

Level:
Intermediate

Category:
Plan Design & Administration

Have you ever received an email from an employee exclaiming, “That benefits open enrollment material was so much fun to read!”? Probably not—but in this session, hear from an HR professional that has actually received this email from an employee!  Learn how to design impactful communication material that inspires employees to want to see more. From creating practical, imaginative communications and developing an effective communication strategy to meeting the illusive budget and avoiding communication missteps, join us for this fun and insightful workshop! FOR SELF-FUNDED AND FULLY INSURED PLANS. BASIC.

Speaker:
Julie M. Adamik, Benefit Nut

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Basic

Category:
Employee Communication & Education

11:00 am - 12:00 pm

This session is for plan sponsors who want to learn the intricacies of stop loss contracts, underwriting and risk transfer. It provides an in-depth review of stop loss “contract types”—12/12, 15/12, 12/15, 15/18, terminal liability features and stop loss contract variations that are available to plan sponsors who choose to partially self-fund their group health plan. Among the topics covered are the selection of appropriate specific and aggregate stop loss funding levels, as well as the new and renewal underwriting process, including the use of stop loss lasers. Also discussed is a review of how actuaries establish COBRA rates and IBNR claim liability. Leave this session with a better understanding of the stop loss function, contract variations and how to select the appropriate stop loss funding level that helps meet your financial goals for your group health plan. FOR SELF-FUNDED PLANS. ADVANCED.

Speaker:
Dean M. Hoffman, Dean M. Hoffman, LLC

Audience:
Self-funded health and welfare plans

Level:
Advanced

Category:
Plan Design & Administration

Prepare yourself with tools and processes to drive organizational success through innovation, leadership and human capital. Forget CEO, CFO, COO and CHRO. It is time to become a COTM—Chief Operating Trouble Maker. The title COTM is assigned to those who reject status quo and challenge the system for the better. This session examines common business buzzwords—strategic, engagement, innovation—and challenges participants to tear down the walls of a static corporate culture. If you believe HR can influence change and you want to drive success in your company through visionary leadership, become a COTM and learn how to challenge the system for improvement. FOR DC/401(k), DB, 403(b), SELF-FUNDED AND FULLY INSURED PLANS. BASIC.

Speaker:
Jill A. Kopanis, Dynamic Dies, Inc.

Audience:
Defined contribution/401(k) plans, Defined benefit plans, 403(b) plans, Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Basic

Category:
Employee Communication & Education

While most plan sponsors have taken steps to address common issues with retirement plans, the vast majority feel more can be done. Using a case study approach, this session takes an advanced-level look at what we found in the retirement plans of this conference’s attendees’, simply by reviewing publicly available information. Learn how to implement emerging industry best practices to ensure your plans are avoiding risk and operating at the most efficient level possible. FOR DC/401(k), DB, AND 403(b) PLANS. ADVANCED.

Speaker:
Bradley D. Ferguson, SWBC Retirement Plan Services

Audience:
Defined contribution/401(k) plans, Defined benefit plans, 403(b) plans

Level:
Advanced

Category:
Evaluating & Monitoring Your Plan & Vendors

Learn how to proactively identify and manage populations driving cost in your health plan. Understand systems used to identify members and innovative monitoring available to keep them home and healthy! FOR SELF-FUNDED AND FULLY INSURED PLANS. BASIC.

Speaker:
Laura S. Manning, R.N., The Guthrie Clinic

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Basic

Category:
Wellness, Disease & Case Management