Educational conferences focused on key retirement plan and healthcare benefit issues for mid-sized employers

Register Now

Latest Updates

Agenda Now Available – 2017 Phoenix Mid-Sized Retirement & Healthcare Plan Management Conference

The election is over and one thing everyone can agree on is that we are entering an unprecedented season of change. Your employees and your executive board are looking to you for insights regarding what lies ahead. The 2017 Phoenix Mid-Sized Retirement & Healthcare Plan Management Conference provides an opportunity for you to connect with industry leaders, benefits experts and peers for up-to-date information so you can make the best decisions for your plans moving forward.

Webinar by US Department of Labor EBSA

This one hour Webinar is FREE and open to Plan Sponsors and practitioners and is designed to encourage employers to voluntarily comply with the Employee Retirement Income Security Act (ERISA).  Webinar:  Thursday March 17, 2016 from 11:00AM – 12:00PM (PST).  Please see attached for more details and registration info, and please share with those that might be interested.

Final Rules for DB Minimum Required Contributions Issued

The Internal Revenue Service (IRS) has issued final regulations providing guidance on the determination of minimum required contributions for single-employer defined benefit (DB) plans, as well as final regulations regarding the excise tax for failure to satisfy the minimum funding requirements for defined benefit plans.  The regulations apply to plan years on or after January 1, 2016.

Engaging Consumers in Changing Health Behaviors

This article from Buck Consultants summarizes relevant concepts and findings from the fields of psychology, decision research, and social marketing and identifies best practices in developing consumer engagement to aid employers  in creating health care programs and tools to control costs and improve workforce health and productivity.

Defined Contribution Retirement Plan Benchmarks

According to Deloitte’s Annual Defined Contribution Benchmarking Survey for 2013-2014, efforts to make it easier for employees to save for retirement combined with a strengthening economy have stimulated 401(k) contribution rates and account balances.   This report provides an overview of the plan features, policies, objectives, and attitudes of the DC plan sponsors participating in the survey.