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!
Make the Most of Your Time With a Pre-Conference Session!
Extend the Value of Your Educational Experience!
Arrive early and deepen your expertise with one of three comprehensive sessions. Enhance your conference experience by digging deep into one of these complex benefits topics, taught by industry experts.
- Tutorial: Fiduciary Obligations Under ERISA
- Self-Funding Workshop: Basic Concepts Through Advanced Strategies
- Retirement Plan Challenges: How to Overcome and Keep Your Plan Running Smoothly
Fiduciary Obligations Under ERISA
This intensive, six-hour tutorial provides a comprehensive look at the fiduciary duties and obligations of retirement plan sponsors. A team of highly respected ERISA experts covers issues ranging from the basic rules and regulations governing fiduciary responsibility to a more advanced look at contemporary and unfolding issues. Among the topics explored are Fiduciary Committee formation and governance, investment and fiduciary consulting models, selecting non-financial service providers, investing plan assets, using plan assets to pay expenses and current fiduciary litigation.
Self-Funding Workshop: Basic Concepts Through Advanced Strategies
Sunday, September 17, 1:00 pm – 5:00 pm
Dean M. Hoffman, Dean M. Hoffman, LLC
This information-filled four-hour session begins with the basics of self-funding your health and welfare plan and progresses to more advanced concepts. The speaker breaks down this funding arrangement into easy-to-understand segments and explains the “plug and play” approach to stop loss protection, claims administration, disease management, pharmacy plans, data analytics and provider networks. The emerging use of group captives will be discussed along with level-funded arrangements. Gain insight into the variations of stop loss contracts, including recent hybrid contracts, and how they impact the employer’s risk tolerance and financial goals. Real-life case studies will be considered, allowing participants to walk away from this session well-grounded in the concept of self-funding.
Retirement Plan Challenges: How to Overcome and Keep Your Plan Running Smoothly
Sunday, September 17, 2:00 pm – 5:00 pm
Richard T. Allison, SWBC Investment Advisory Services
Bradley D. Ferguson, SWBC Investment Advisory Services
During this three-hour workshop, learn how to easily tackle some of the most common challenges plan sponsors encounter. Learn how to overcome problems with inaction, documentation, investments, fees, disclosures, service providers, retirement committees, and participant savings. Each discussion topic includes a tangible solution that plan sponsors can take with them in order to easily prioritize the issues that most impact their plan. Leave this session with the tools you need to tackle your challenges and create measurable results.