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!

Attendees hit the jackpot with cost-savings strategies, compliance updates and winning engagement plans at the Mid-Sized Retirement & Healthcare Plan Management Conference, September 30 – October 3, 2018 at The Cosmopolitan of Las Vegas.

This 2 ½ day executive education program focused exclusively on the retirement and healthcare benefit plan needs of mid-sized employers. Industry experts, innovators, attorneys and fellow plan sponsors gathered in Las Vegas to present more than 40 solution-focused workshops packed full of actionable information and real-world takeaways.  Five keynote sessions, two pre-conference workshops and two networking receptions rounded out the agenda, providing attendees with ample opportunities to learn from your peers.

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


Workshop Presentations

  • A Closer Look at Plan Design Best Practices
    Mark C. Koeppen, FPS Trust LLC
  • Americans with Disabilities Act and ADAAA: Lessons Learned for Effective Workplace Administration
    Kellee K. Grimes R.N., Mutual of Omaha Insurance Company
  • Benefit Communications That Genuinely Excite Your Employees!
    Julie M. Adamik, Benefits Expert & Strategist
  • Best Practices for Healthcare Plan Compliance
    Jahiz N. Agard, J.D., Trucker Huss
    Gisue Mehdi, J.D., Trucker Huss
  • Countering the Ever-Increasing Cost of Specialty Drugs in 2019 and Beyond
    Gregory I. Madsen, Innovative Rx Strategies, LLC
    Michael J. Staab, J.D., Innovative Rx Strategies, LLC
  • Creating a Culture of Wellness—25+ Years in the Making
    Sherri L. Samuels-Fuerst, R.N., Sargento Foods Inc.
  • Developing a Winning Total Rewards Strategy
    Sherri L. Samuels-Fuerst, R.N., Sargento Foods Inc.
  • Formulas for Fiduciary Compliance
    Ian S. Kopelman, J.D., DLA Piper US LLP
  • From the Outside Looking In—What We Found in YOUR Plans (2017)
    Bradley D. Ferguson, SWBC Retirement Plan Services
  • How to Develop and Manage Effective Benefit Program Metrics
    Robert J. Foley, Mutual of Omaha Insurance Company
  • Lessons Learned from Retirement Plan Litigation—Are You Asking the Right Questions?
    Richard T. Allison, SWBC Retirement Plan Services
  • M&A Due Diligence for 401(k) Plans and Employee Benefits
    Patricia S. Beagle, Senior Human Resources Consultant
  • New Strategies to Manage Chronic Conditions in Your Employees
    Mike Castleberry, HealthSCOPE Benefits
  • Non-Qualified Deferred Compensation Plans Best Practices
    J. Marc Fosse, J.D., Trucker Huss
  • Reducing Healthcare Costs in Unexpected Ways
    Aaron M. Tidball, Allsup
  • Save Your Retirement Plan from Disqualification Now!
    Adrine Adjemian, J.D., Trucker Huss
    Benjamin F. Spater, J.D., Trucker Huss
  • Self-Funding: Stop Loss Contracts, Underwriting and Risk Transfer for Partially Self-Funded Plans
    Dean M. Hoffman, Dean M. Hoffman, LLC
  • Stepping Up Your Retirement Plan Committee
    Sara R. Matlock, SWBC Retirement Plan Services
  • The Dollars and Sense of On-Site Health Clinics
    Gary R. Williams, Mount Vernon Mills, Inc.
  • Total Rewards Strategies for Millennials and Centennials
    Amber L. Gould, Newegg Inc.
  • Trends in Retirement Plans: Retirement Plan Committees
    Laura Gaynor, Transamerica
  • What to Expect for Pharmacy Benefits and Drug Cost Trends for 2019
    Gregory I. Madsen, Innovative Rx Strategies, LLC
    Michael J. Staab, J.D., Innovative Rx Strategies, LLC