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!

Plan sponsors are working harder than ever to meet the demands of retirement plan compliance while combating skyrocketing healthcare costs. The New Orleans Mid-Sized Retirement & Healthcare Plan Management Conference, held May 6-9, offered real-world solutions to conquer compliance issues, contain costs, and elevate employee engagement.

This educational program, reserved exclusively for employers, included more than 40 in-depth workshops and big-picture keynote sessions led by retirement and healthcare experts.  99% of past attendees would recommend this conference to a colleague!

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:

Mid-Sized Retirement & Healthcare Plan Management Conference Workshops

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

Workshop Presentations

  • A Case Study in Conducting an Investment Advisor RFP
    Bradley D. Ferguson, SWBC Retirement Plan Services
  • Are Biosimilars the Panacea for High Cost Specialty Drugs?
    Gregory I. Madsen, Innovative Rx Strategies, LLC
    Michael J. Staab, J.D., Innovative Rx Strategies, LLC
  • Case Study: How to Create Effective Benefit Communications and Branding
    Justin R. Cruger, VIA Metropolitan Transit
  • Creating a Culture of Wellness—25+ Years in the Making
    Sherri L. Samuels-Fuerst, R.N., Sargento Foods Inc.
  • Employee Wellness Programs Compliance Problems: What Employers Must Know Now
    Darcie A. Falsioni, J.D., Nixon Peabody LLP
  • Formulas for Fiduciary Compliance
    Ian S. Kopelman, J.D., DLA Piper US LLP
  • From the Outside Looking In—What We Found in YOUR Plans
    Bradley D. Ferguson, SWBC Retirement Plan Services
  • FSAs, HSAs and HRAs: Navigating and Selecting the Right Account-Based Health Plans
    Kate U. Saracene, J.D., Katten Muchin Rosenman LLP
  • Health Policy, Politics and Priorities
    Ilyse W. Schuman, American Benefits Council
  • How to Develop and Manage Effective Benefit Program Metrics
    Robert J. Foley, Mutual of Omaha Insurance Company
  • Implementing a Successful On-Site Health & Wellness Center: From A to Z
    Sherri L. Samuels-Fuerst, R.N., Sargento Foods Inc.
  • It’s Now or Never: Rethinking Benefits When Healthcare Has Left the Building
    Kyle Healy, NFP
  • Mindfulness as a Path to Wellness
    Kate U. Saracene, J.D., Katten Muchin Rosenman LLP
  • Paid Family Leave Legislation: Staying Compliant and Preparing for the Future
    Kate U. Saracene, J.D., Katten Muchin Rosenman LLP
  • Practical Strategies for Reducing Health Plan Costs
    Robert J. Foley, Mutual of Omaha Insurance Company
  • Protecting Your Fiduciaries Today & Employees Tomorrow
    Matthew J. Eickman, J.D., Qualified Plan Advisors
  • Rethinking, Rebuilding and Reinforcing Culture
    Joe Urbanski, Total Solutions Group
  • Small Accounts Are Not a Small Matter
    Terry Dunne, Millennium Trust Company
  • Stepping Up Your Retirement Plan Committee
    Sara R. Matlock, SWBC Retirement Plan Services
  • Strategies for Managing Chronic Conditions in Your Members 
    Mike Castleberry, HealthSCOPE Benefits
  • Strategies in Corporate Wellness: Design, Implementation and Beyond
    Justin R. Cruger, VIA Metropolitan Transit
  • Test Your Knowledge of Plan Design Best Practices
    Mark C. Koeppen, FPS Trust LLC
  • The Looming Liability in Target Date Funds
    Kameron Jones, NFP
    Brian Roberts, NFP
  • 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 for 2018/2019
    Gregory I. Madsen, Innovative Rx Strategies, LLC
    Michael J. Staab, J.D., Innovative Rx Strategies, LLC