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!

With ever-rising healthcare costs and increasing retirement plan scrutiny, your two most costly benefit plans may soon reach a crisis point. What can you do to control costs while maintaining plan compliance, strategic design features and employee engagement?

The San Francisco Mid-Sized Retirement & Healthcare Plan Management Conference, March 25-28, 2018, included up-to-the-minute legislative updates, compliance directives, valuable cost-saving strategies and employee engagement insights to enhance benefit plans. This unique learning experience offered solution-focused education led by industry professionals, with more than 40 in-depth workshops and premiere keynote sessions.

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:
  • Coverage of legal and fiduciary issues, plan design innovations, employee communication & engagement, and real-world cost savings strategies
  • 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 Case Study in Conducting an Investment Advisor RFP
    Bradley D. Ferguson, SWBC Retirement Plan Services
  • Americans with Disabilities Act and ADAAA: Lessons Learned for Effective Workplace Administration
    Kellee K. Grimes R.N., Mutual of Omaha Insurance Company
  • Are Biosimilars the Panacea for High Cost Specialty Drugs?
    Michael J. Staab, J.D., Innovative Rx Strategies, LLC
  • Benefit Communications That Genuinely Excite Your Employees!
    Julie M. Adamik, Benefit Nut
  • Case Study: Building an Award-Winning Wellness Program from the Ground Up!
    Alex Garcia, Southwest Key Programs
    Stephanie L. Hawkins, Southwest Key Programs
  • 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
  • Is an On-Site Health and Wellness Clinic Right for Your Organization?
    Susan Wilson, Basic American Foods
  • Non-Qualified Deferred Compensation Plans Best Practices
    J. Marc Fosse, J.D., Trucker Huss
  • Partial Self-Funding and Level Funding: Reduce Healthcare Spending, Meet Financial Goals and Maintain Employee Satisfaction
    Dean M. Hoffman, Dean M. Hoffman, LLC
  • Practical Strategies for Reducing Health Plan Costs (2017)
    Robert J. Foley, Mutual of Omaha Insurance Company
  • Save Your Retirement Plan Now!
    Adrine Adjemian, J.D., Trucker Huss
    Benjamin F. Spater, 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
  • Transitioning Through Plan Terminations, Mergers and Implementations
    Linda S. Hackleman, Trellis Company
  • What to Expect for Pharmacy Benefits and Drug Cost Trends for 2018
    Michael J. Staab, J.D., Innovative Rx Strategies, LLC
  • What to Expect from a Health Plan Investigation
    Julianne M. Anderson, Employee Benefits Security Administration, U.S. DOL