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!

Discover new ways to tackle benefit plan challenges and achieve greater savings, improved employee engagement, and superior plan compliance by attending the Boston  Mid-Sized Retirement & Healthcare Plan Management Conference, May 5-8 at the Boston Marriott Copley Place. Choose from more than 40 expert-led workshops covering critical issues in retirement and healthcare benefits management.   Experience why 99% of past attendees recommend this conference to their colleagues! Register today!

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 the latest topics such as: implementing a student loan repayment plan, the new definition of employee wellness, the latest developments in retirement plan litigation and controlling prescription drug costs
  • 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

  • Americans with Disabilities Act and ADAAA: Lessons Learned for Effective Workplace Administration
    Kellee K. Grimes, R.N., Mutual of Omaha Insurance Company
  • Best Practices for ADA/FMLA Management
    Kellee K. Grimes, R.N., Mutual of Omaha Insurance Company
  • Demystifying Futures: Unravelling Plan Fees & Maximizing Provider Negotiations
    Michael E. Falcone, NFP
  • Designing and Implementing a Student Loan Repayment Plan
    Patricia S. Beagle, Senior Human Resources Consultant
  • Financial Wellness, Productivity and Health: Measuring Outcomes and Best Practices
    Matthew Bahl, Prudential
  • Financial Wellness, Productivity and Health: Measuring Outcomes and Best Practices
    Matthew Bahl, Prudential
  • Formulas for Fiduciary Compliance for Retirement and Healthcare Plans
    Ian S. Kopelman, J.D., DLA Piper US LLP
  • Get on the PATH to Financial Wellness
    Kris Gates, Lincoln Financial Group
  • Hitting the Bullseye: Overcoming the Liability of Target-Date Funds
    Michael E. Falcone, NFP
  • How to Develop and Manage Effective Benefit Program Metrics
    Robert J. Foley, Mutual of Omaha Insurance Company
  • M&A Due Diligence—Uncovering Hidden Benefits Issues
    Patricia S. Beagle, Senior Human Resources Consultant
  • Mastering Medicare: Navigating Employees 65+
    John Z. Luo, MD, Doctor's Choice
  • Moving Forward—The Role of Advisors in a Changing Industry
    Richard T. Allison, SWBC Retirement Plan Services
  • Practical Strategies for Reducing Health Plan Costs (2017)
    Robert J. Foley, Mutual of Omaha Insurance Company
  • Reconnecting Former Employees with Their Retirement Funds
    Ryan Whittington, Millennium Trust Company
  • Self-Funding: Stop Loss Contracts, Underwriting and Risk Transfer for Partially Self-Funded Plans
    Dean M. Hoffman, Dean M. Hoffman, LLC
  • Strategies in Corporate Wellness: Design, Implementation and Beyond
    Justin R. Cruger, VIA Metropolitan Transit
  • Take Command of Your Time & Technology
    Dominick Quartuccio, International Speaker, Author and Executive Coach
  • The Dollars and Sense of On-Site Health Clinics
    Gary R. Williams, Mount Vernon Mills, Inc.
  • The “Magical Mystery Tour” of Prescription Drug Rebates
    Gregory I. Madsen, Innovative Rx Strategies, LLC
    Michael J. Staab, J.D., Innovative Rx Strategies, LLC
  • Trends in Retirement Plans: Working with Plan Committees
    Brian Liss, Transamerica
  • What Does the Future Hold for the Employment-Based Health Benefits System?
    Paul Fronstin, Ph.D., Employee Benefit Research Institute
  • 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