Upcoming Webinars

Non-Qualified Deferred Compensation: Key Design Elements to Increase Plan Participation

Category: Retirement

Webinar presented: October 27, 2011

Speakers: Matt Maier, Bo Lee, Jon Upham, SageView Advisory Group

With tax rates on the rise, non-qualified deferred compensation plans are becoming more attractive as a means of tax planning for highly compensated employees. How your plan is designed can give your company a great advantage in attracting and retaining innovative executives. This webinar will address the importance and advantages of non-qualified plans as well as best plan design practices to increase plan participation.

Understanding the Differences Among Recordkeepers and Finding the Best Fit for Your Organization

Category: Retirement

Webinar presented: September 29, 2011

Speaker: Brant Griffin, Partner and Founder, North Pier Fiduciary Management, LLC

Learn how to differentiate among the distinct cultures and business models of recordkeepers and the trade-offs that exist. This presentation looks at critical questions plan sponsors should explore when choosing a recordkeeper, including:  What are the profit and revenue expectations of the various types of recordkeepers? Do they maintain divisions within their organization where potential conflicts exist? Is there parity between their fees and the services you and your employees receive? Speaker Brant Griffin of North Pier Fiduciary Management answers these questions and explains how to benchmark your plan in comparison to the marketplace to ensure that you are paying a fair price for the services received.

Best Practices to Maximize Consumer-Driven Health Plan Effectiveness

Category: Healthcare

Webinar presented: August 30, 2011

Speaker: Craig Hankins, Director, Innovation and Product, UnitedHealthcare

New data based on actual experience highlights the positive impact CDHPs can have on cost and employee behavior. Learn how employers of all sizes can benefit from a holistic approach to CDHP with a Health Reimbursement Account or a Health Savings Account. Discover how these plans, when properly implemented, lay the foundation for effective health care engagement programs and lead to better decision-making among employees.

ACCEPT THE CHALLENGE! Why and How Employers Can Transform Health Care

Category: Healthcare

Webinar presented: July 26, 2011

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

The U.S. health care system is primed and ready for a dramatic revolution in health care. In this dynamic and thought-provoking presentation, Gerald Frye explains the key driving concepts of the health care revolution: illness to wellness, fragmentation to integration, quantity to quality and the dramatic transfer of risk accountability via accountable care organizations. Within this framework of change, employers are face-to-face with a historic opportunity. They must accept the challenge to exert their influence and “power of the purse” to transform health care. Please join us and be empowered by learning how employer force will drive a change from the unsustainability of the current system to the optimum outcome of affordability and improved health.

Best Practice Perspectives to Guide Your Wellness Program

Category: Healthcare

Webinar presented: July 21, 2011

Speaker:  Michelle Spehr, Wellness Manager, The Benefit Services Group, Inc.

Whether you’re starting from zero, or your current wellness program could use some fine tuning, this presentation will provide the nuts and bolts you need to get a sustainable wellness program revved up and running smoothly.

Learning objectives:
• Discover why wellness is growing in importance for employers
• Learn how to select the right wellness program model for your organization
• Identify the primary behavior change strategies that should be incorporated into your employee wellness program

Retirement Income Adequacy: In-Plan Income Options and Considerations for Plan Sponsors

Category: Retirement

Webinar presented: May 25, 2011

Speakers:  Jon T. Upham, Principal, SageView Advisory Group; Fred Reish, J.D., Drinker, Biddle & Reath, LLP; James Lyday, Senior Vice President, Prudential Financial ; Chip Castille, Managing Director, BlackRock Inc.

As the discussion around retirement income adequacy heats up, it is important to stay up-to-date on the options available to participants. Learn what you can do to help them better prepare through your retirement plan.

This complimentary webinar, designed specifically for plan sponsors, features four industry experts who help you understand the pros and cons of in-plan income options. Their discussion covers topics critical to retirement income adequacy, including:

-The challenges participants face in accumulating and turning retirement plan account balances into an income stream
-Issues plan sponsors should consider when looking at income solutions or products for their retirement plans
-Solutions that are available now and those that will be in the future

Avoid Retirement Plan Audit Pitfalls

Category: Retirement

Webinar presented: February 17, 2011

Speakers:  Joanna Viola, CPA, Audit Senior Manager, and Ashley Smith, CPA, Manager, Dixon Hughes, PLLC

Retirement plan fiduciaries can be held personally liable for plan losses that occur as a result of reporting or operational deficiencies or through the misuse of plan assets. This webinar, led by two experienced plan auditors, helps you understand and avoid such issues and the problems they can cause for you and your organization.

New DOL Fee Disclosure Regulations: What Plan Fiduciaries Need to Know

Category: Retirement

Webinar presented: October 22, 2010

Moderator: Jon Upham, Principal, SageView Advisory Group
Speakers: Edward E. Bintz and Mary E. Cassidy, Arnold & Porter LLP

Plan fiduciaries need to start planning now so they can be in compliance when new DOL regulations take effect.
The DOL’s recent 408(b)(2) regulations prescribe new fee disclosure requirements for plan service providers. These regulations are important to you as a plan sponsor because they help fiduciaries comply with the reasonable services condition mandated by ERISA.  Get a thorough understanding of the fee disclosure regulations and what they mean for you and your obligations as a fiduciary.

The first few minutes of the recording are audio only; video begins after the introduction.

Healthcare Auditing for Self-Insured Employers

Category: Healthcare

Webinar presented: August 13, 2009

Speaker: John M. Graham, President, Healthcare Horizons Consulting Group, Inc.

This presentation walks you through three types of audits of your health care benefit plans: dependent eligibility, pharmacy and medical. The speaker provides in-depth information on what to look for and explains the advantages and pitfalls of each type of audit.

Choosing and Monitoring Target Date Funds

Category: Retirement

Webinar presented: July 14, 2009

Speaker: James Gaynor, Vice President, Diversified Investment Advisors

This presentation is a great “primer” on target date funds. Learn how they are constructed, how they can differ, how to determine the fund’s glidepath and what questions to ask fund providers.  The speaker takes you step-by-step through the process of how to choose and monitor target date funds, pointing out pitfalls as well as advantages to the various approaches.