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

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Employee Benefit Education

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.

2014 Telemedicine Survey Executive Summary

This November, 2014 survey by law firm Foley & Lardner focuses on the rising interest in telemedicine.  The survey, while small in scale (just 57 respondents) was conducted among healthcare executives throughout the US in September and October 2014.  Among the issues the survey covered are the effect the ACA has had on telemedicine advancements as well as the challenges surrounding payment for healthcare providers for the service.

Frequently Asked Questions About 401(k) Plans

This September 2014 report from the Investment Company Institute answers frequently asked questions about 401(k) plans, including what percentage of U.S. retirement assets they represent, what the average balance is, and how participants have allocated their investments.

“Crisis” Management: Uncertainty and the Workplace

This August 2014 Issue Brief summarizes EBRI’s 74th policy forum held in Washington, DC, on May 15, 2014. The symposium featured experts who examined the current and projected future of retirement readiness, employment-based healthcare, and the role that approaches like financial wellness can play in alleviating the strains of uncertainty.

Survey Shows 401(k)s a “Must-Have” Benefit

An August 2014 survey of 401(k) participants by Charles Schwab shows that  employees overwhelmingly (87%) consider the 401(k) a necessity in their benefits package, but that many are under-utilizing the tools available to help them manage it.

Ten Ways to Help Your Employees Make Good Healthcare Decisions

Admit it—sometimes it’s difficult for all of us as plan sponsors to understand all of the healthcare changes, rules and regulations.  But imagine how our employees feel.  This article from PLANSPONSOR offers ten relatively easy and sensible steps to take to communicate the puzzle that is healthcare benefits.

Is the Road to Retirement Smooth for Your Employees or Is There Danger Ahead?

Many employees falsely believe they are saving enough for retirement, or underestimate the amounts they will need.  This article in EBRI’s June 2014 Notes explains which employees are likely to fall short of the goals, and hopefully forewarns employers so they can better prepare these employees.

2013 Trends in Non-Qualified Deferred Compensation; Spotlight on Plan Participants

This June 2014 research report from The Principal® focuses on participants’ experiences with non-qualified deferred compensation (NQDC) plans. Based on online interviews conducted in late summer 2013, the survey examined factors that drive satisfaction with these plans, how deferral decisions are made and the role of NQDC in retirement readiness for key employees.

Incentives to Shape Health Behaviors

This February 2014 article published in the Journal of Workplace Behavioral Health examines the use of incentives to shape health behavior and looks at the differences between “patient-centered” and “person-centered” approaches. The authors conclude that while it isn’t possible to create incentives that will be appealing to everyone, a person-centered approach would  allow individuals to self-match to incentives and engage them in the decision-making process. This could lead to better outcomes.

Behavioral Economics and Employee Engagement

An recent article in Benefits Quarterly by John Moses, Ph.D., Aon Hewitt, discusses how to construct benefit communications that lead to action instead of indifference.

Survey Shows HSAs Not Well Understood

This February 2013 survey by Fidelity Investments and GfK Public Affairs & Corporate Communications asserts that employees do not understand or appreciate the benefits of HSAs and that employers have an opportunity to expand their communication efforts to promote better understanding.

Women & Retirement Plans InfoGraphic

This one-page snapshot succintly summarizes survey findings from Lincoln Financial Group’s Retirement Power Research Series that looked at how to engage and motivate women participants in defined contribution plans.

White Paper on Women & Retirement Plans

This White Paper from Lincoln Financial Group’s Retirement Power Research Series examines women as a discreet segment within defined contribution plan participants.

DOL/EBSA Lifetime Income Calculator

This page on the DOL/EBSA website provides an overview, instructions and an explanation of results in connection with the Lifetime Income Calulator the Department developed in conjunction with its May 7 advance notice of proposed rulemaking. The notice focuses on retirement income projections for defined contribution plan participants.

Applying Behavioral Economics to Improve Workforce Health and Organizational Outcomes

This article by Christopher Goldsmith of Sibson Consulting in Cleveland, Ohio, discusses how the principles of behavioral economics that are being used to address behavior-based problems in 401(k) participation can also be used effectively to encourage good decision-making by employees when it comes to selecting their healthcare benefits.

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