Workshop Legend

  • Legal, Regulatory & Fiduciary Issues
  • Plan Design & Administration
  • Employee Communication & Education
  • Evaluating & Monitoring Your Plan & Vendors
  • Investment Management & Plan Funding
  • Wellness, Disease & Case Management
  • R: Retirement | H: Healthcare
Monday, May 6, 2019
9:45 am - 10:45 am

Are you 100% confident in the operation and ERISA compliance of your defined contribution plan? Increasing IRS audit activity makes this issue more important than ever. This presentation highlights the most common ERISA compliance issues that can affect even the most conscientious plan sponsors. Learn what to look for, what to avoid, when to seek assistance, and how to utilize the IRS self-correction methods to fix these common errors. FOR DC/401(k) AND 403(b) PLANS. INTERMEDIATE.

Speaker:
Christian D. Hancey, J.D., Nixon Peabody LLP

Audience:
Defined contribution/401(k) plans, 403(b) plans

Level:
Intermediate

Category:
Legal, Regulatory & Fiduciary Issues

In the ever-changing world of healthcare, technology and member participation are vital to a successful health plan. Learn new and inventive ways to better manage your health plan and get your members more involved in their own care. FOR SELF-FUNDED PLANS. INTERMEDIATE.

Speaker:
Mike Castleberry, HealthSCOPE Benefits

Audience:
Self-funded health and welfare plans

Level:
Intermediate

Category:
Plan Design & Administration

The connection between financial wellness, productivity, health, and other human capital outcomes is real. Demonstrating that connection and measuring the outcomes is often easier said than done. Using case studies, this workshop will explore best practices for (a) building a financial wellness program; (b) understanding the broad impacts of financial wellness; and (c) how to build an outcome-based measurement strategy. FOR DC/401(k), DB, 403(b), SELF-FUNDED AND FULLY INSURED PLANS. INTERMEDIATE.

Speaker:
Matthew Bahl, Prudential

Audience:
Defined contribution/401(k) plans, Defined benefit plans, 403(b) plans, Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Basic

Category:
Employee Communication & Education

Receive insight on plan design changes that employers are implementing and their views on the rapidly changing healthcare environment in the current climate of almost zero unemployment. Value based plan designs are driving the future of healthcare strategy—replacing the Consumer Directed Health Plan (CDHP) strategy of 2016-2018! The landscape is changing—stay on top of industry trends in this session. FOR SELF-FUNDED AND FULLY INSURED PLANS. INTERMEDIATE.

Speaker:
Marybeth Gray, Trion

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Intermediate

Category:
Evaluating & Monitoring Your Plan & Vendors

11:00 am - 12:00 pm

Consumer driven healthcare continues to offer viable solutions to health plan cost containment, but the accompanying account-based plan types (HRAs, FSAs, and HSAs) have become increasingly regulated and restricted. This session examines the most popular types of account-based health plans and the key features and legal restrictions of each. The speaker also discusses the pros and cons of each type of account and addresses considerations for sustainable health plan design. FOR SELF-FUNDED AND FULLY INSURED PLANS. INTERMEDIATE.

Speaker:
Lisa Christensen, J.D., Katten Muchin Rosenman, LLP

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Intermediate

Category:
Legal, Regulatory & Fiduciary Issues

Litigation around retirement plan fees grows more complicated every minute. Unfortunately, no two plans are the same and you can’t examine fees in a vacuum. Negotiate plan fees today to make sure they’re reasonably contained within 408(b)(2) disclosures tomorrow. This workshop provides context for fee design, demographics, services and investment opportunities to help refine your fiduciary protection process and make sure you’re ensuring the best deal for your employees. FOR DC/401(k) PLANS. INTERMEDIATE.

Speaker:
Presented by NFP

Audience:
Defined contribution/401(k) plans

Level:
Intermediate

Category:
Evaluating & Monitoring Your Plan & Vendors

To retain and attract talented employees, organizations endeavor to offer competitive benefit programs. Delivering robust medical & pharmacy benefits at an affordable price has been a challenge with soaring costs. The largest chunk of the increase is due to skyrocketing pharmaceutical costs. Today, Rx is 26% of total benefits spend. By 2020, it is predicted to grow to 50% of our total benefits costs! Learn what is happening in this area, what’s around the corner and how top-performing companies are managing these costs while still maintaining competitive benefit packages at affordable prices. FOR SELF-FUNDED AND FULLY INSURED PLANS. INTERMEDIATE

Speaker:
Marybeth Gray, Trion

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Intermediate

Category:
Evaluating & Monitoring Your Plan & Vendors

Join Fidelity Investments to gain valuable insight into how you can develop a more efficient and effective approach to managing all aspects of your pension plan. The session covers how plan sponsors can simplify decision making and more quickly implement solutions. Discover how you can help participants as they seek better outcomes, while meeting your investment and business priorities. FOR DB PLANS. INTERMEDIATE.

Speakers:
Jess McGrath, Fidelity Investments
Francois Pellerin, Fidelity Investments

Audience:
Defined benefit plans

Level:
Intermediate

Category:
Investment Management & Plan Funding

2:00 pm - 3:00 pm

The Employee Retirement Income Security Act (“ERISA”) of 1974, as amended, has defined the fiduciary responsibilities of retirement plan sponsors for over 40 years. As the retirement landscape continues to evolve and regulations governing retirement plans become more and more complex, the importance of a formalized, well-organized fiduciary governance committee becomes less of a ‘nice to have’ and more of an absolute necessity. This presentation discusses best practices in forming and maintaining retirement plan committees. FOR DC/401(k) AND 403(b) PLANS. INTERMEDIATE.

Speaker:
Brian Liss, Transamerica

Audience:
Defined contribution/401(k) plans, 403(b) plans

Level:
Basic

Category:
Legal, Regulatory & Fiduciary Issues

This session explores the projected impact of specialty drugs and high cost generics on employer costs in 2019. Take part in an in-depth discussion about plan design features employers should consider to help manage future drug trends, including specific strategies for more effective diabetes and opioid management. You won’t want to miss this insightful session! FOR SELF-FUNDED PLANS. BASIC.

Speaker:
Gregory I. Madsen, Innovative Rx Strategies, LLC

Audience:
Self-funded health and welfare plans

Level:
Basic

Category:
Plan Design & Administration

With 10,000 baby boomers turning 65 each day and approximately one in four working past 65, it’s become ever more important for human resources to understand the rules, costs, and options around Medicare. This session provides an in-depth view of Medicare and how to utilize that knowledge in order to better assist employees, drive engagement, and reduce costs.

Speaker:
John Z. Luo, MD, Doctor's Choice

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Basic

Category:
Employee Communication & Education

While most plan sponsors have taken steps to address common issues with retirement plans, the vast majority feel that more can be done. Using a case study approach, this session takes an advanced-level look at what we found in the retirement plans of this conference’s attendees, simply by reviewing publicly available information. Discover how to implement emerging industry best practices to ensure your plans are avoiding risk and operating at the most efficient level possible. FOR DC/401(k), DB and 403(b) plans. ADVANCED.

Speaker:
Bradley D. Ferguson, SWBC Retirement Plan Services

Audience:
Defined contribution/401(k) plans, Defined benefit plans, 403(b) plans

Level:
Advanced

Category:
Evaluating & Monitoring Your Plan & Vendors

3:15 pm - 4:15 pm

Increasingly, employers have been adding or modifying employee wellness programs in an effort to control medical cost inflation. Wellness programs can take many forms, ranging from gym memberships and yoga classes to biometric screenings and tobacco testing. Wellness programs must comply with complex and confusing regulations under numerous federal laws, including the Americans with Disabilities Act (ADA), Genetic Information Nondiscrimination Act (GINA), Health Insurance Portability and Accountability Act (HIPAA), and the Affordable Care Act (ACA), among others. These laws impact the design of wellness programs offered by employers, and most employers need to modify their wellness programs to comply. This session explains these legal requirements and how employers should design their wellness programs to ensure that they comply. FOR SELF-FUNDED AND FULLY INSURED PLANS. INTERMEDIATE.

Speaker:
Lisa Christensen, J.D., Katten Muchin Rosenman, LLP

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Intermediate

Category:
Legal, Regulatory & Fiduciary Issues

The success of automatic enrollment within retirement plans is accompanied by an unintended consequence: an increase in accounts left behind by former employees. The DOL has taken notice and has emphasized the importance of locating missing participants. Gain an understanding of the issues missing participants cause to plans and potential legislation that may prove to be impactful in the future. You’ll also learn more about the solutions available and how to implement best practices moving forward. FOR DC/401(k), DB, AND 403(b) PLANS. INTERMEDIATE.

Speaker:
Ryan Whittington, Millennium Trust Company

Audience:
Defined contribution/401(k) plans, Defined benefit plans, 403(b) plans

Level:
Intermediate

Category:
Legal, Regulatory & Fiduciary Issues

For many employees, just the idea of saving for retirement leaves them feeling confused, overwhelmed and uncomfortable. In this session, learn about an untraditional strategy rooted in financial psychology methods to engage and enroll employees in their workplace retirement plan. FOR DC/401(k) PLANS. BASIC.

Speaker:
Mark Watson, Mutual of Omaha Retirement Services

Audience:
Defined contribution/401(k) plans

Level:
Basic

Category:
Employee Communication & Education

This presentation provides an educational overview of healthcare costs, the basics of High Deductible Health Plans (HDHPs) and Health Savings Accounts (HSAs), and the evolution of the HSA market. This session also examines how an HSA can help employees plan for healthcare expenses in retirement. FOR DC/401(k), DB, 403(b), SELF-FUNDED AND FULLY INSURED PLANS. BASIC.

Speaker:
Gary Giffen, Franklin Templeton

Audience:
Defined contribution/401(k) plans, Defined benefit plans, 403(b) plans, Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Basic

Category:
Employee Communication & Education

Tuesday, May 7, 2019
9:45 am - 10:45 am

Hear an ERISA expert discuss fourteen easy steps you can take to make sure you are fulfilling your fiduciary responsibilities. Additionally, find out about any impact the recently-passed tax legislation will have on your plans. This is also your opportunity to get all of those unanswered plan management legal questions answered by a top benefits attorney—free of charge. FOR DC/401(k) AND DB PLANS. INTERMEDIATE.

Speaker:
Ian S. Kopelman, J.D., DLA Piper US LLP

Audience:
Defined contribution/401(k) plans, Defined benefit plans

Level:
Intermediate

Category:
Legal, Regulatory & Fiduciary Issues

In this case-study session, a fellow benefits professional shares several health benefit design strategies that can help your company control costs. Hear about their bottom-line results from changes they have implemented.  Discover one cost-saving idea that will work for your company and the conference will pay for itself! FOR SELF-FUNDED AND FULLY INSURED PLANS. INTERMEDIATE.

Speaker:
Robert J. Foley, Mutual of Omaha Insurance Company

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Intermediate

Category:
Plan Design & Administration

Wellness isn’t just about physical health. There are emotional and financial components, too. Whether your employees want to save more or need to pay off debt, getting their finances in order can have an impact on their overall well-being. This session explores how to put your employees on track and help get their finances in order. FOR DC/401(k), DB AND 403(b) PLANS. INTERMEDIATE.

Speaker:
Kris Gates, Lincoln Financial Group

Audience:
Defined contribution/401(k) plans, Defined benefit plans, 403(b) plans

Level:
Intermediate

Category:
Employee Communication & Education

This case study demonstrates how to build and implement a successful wellness program from beginning to end. The discussion covers the elements you must consider, including needs assessment, best practices, operational processes, communication, employee participation and evaluation of wellness program initiatives. Find out what worked, as well as what challenges had to be overcome. FOR SELF-FUNDED AND FULLY INSURED PLANS. BASIC.

Speaker:
Justin R. Cruger, VIA Metropolitan Transit

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Basic

Category:
Wellness, Disease & Case Management

11:00 am - 12:00 pm

Can your M&A team uncover costly issues and compliance risks related to 401(k), health coverage (including self-funded health), perks, and other benefits? Have you encountered “surprises” after an M&A closing? Understand where to look to uncover costs and potential compliance concerns. Find benefit-related issues before the deal is signed so you can work with legal counsel to protect your organization. Know what to look for in benefits contracts in order to save costs after the closing. If you are the seller, this information can help you to get your house in order before the sale. FOR DC/401(k), SELF-FUNDED AND FULLY INSURED PLANS. BASIC.

Speaker:
Patricia S. Beagle, Senior Human Resources Consultant

Audience:
Defined contribution/401(k) plans, Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Basic

Category:
Legal, Regulatory & Fiduciary Issues

Is your pension plan 100% dialed in? 50%? Somewhere in-between? Getting all aspects of your pension plan dialed into 100% can be challenging. But the closer a plan is to being 100% dialed-in, the easier it is to manage the plan and the less likely it will create problems for the sponsor. From funded status changes to plan administration and data quality, plan sponsors need to assess how dialed-in they are and what they need to do to get the dials to 100%. This session looks at how to gauge where you are and discusses strategies to get to where you want to be. FOR DB PLANS. INTERMEDIATE.

Speakers:
Joe Anzalone, River and Mercantile Solutions
Kevin Morrison, River and Mercantile Solutions

Audience:
Defined benefit plans

Level:
Intermediate

Category:
Plan Design & Administration

Well-designed benefit programs are critical to bringing in new talent and increasing employee loyalty, but health insurance is now the second largest business expense behind payroll. It is critical for CFOs to understand the dynamic changes occurring in the marketplace that effect current and future costs. In this workshop, learn how to analyze costs, budget projections, medical trends and various strategies to get your CFO’s support of implementing cost-saving benefit programs that meet the needs of your organization.

Speaker:
Marybeth Gray, Trion

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Basic

Category:
Evaluating & Monitoring Your Plan & Vendors

With target-date funds (TDFs), navigating your fiduciary responsibilities can be treacherous and tiring—but rewarding if you hit your target. A comprehensive selection process is the surest way to protect your plan participants and mitigate fiduciary risks when staring down significant retirement plan balances with extreme down-market return differences among like-dated TDFs. Attend this session to learn how to develop a best-practices approach to selection and monitoring. FOR DC/401(k) PLANS. INTERMEDIATE.

Speaker:
Presented by NFP

Audience:
Defined contribution/401(k) plans

Level:
Intermediate

Category:
Investment Management & Plan Funding

2:00 pm - 3:00 pm

As a result of recent litigation and regulations, plan sponsors have a heightened awareness of their fiduciary responsibility surrounding retirement plan fees and how those fees are paid. In this session, hear about the legal requirements for allocating fees in retirement plans, the options available in the marketplace, and best practices for managing ERISA revenue credit accounts. FOR DC/401(k) and 403(b) PLANS.  INTERMEDIATE.

Speaker:
Christian D. Hancey, J.D., Nixon Peabody LLP

Audience:
Defined contribution/401(k) plans, 403(b) plans

Level:
Intermediate

Category:
Legal, Regulatory & Fiduciary Issues

This session explores how student loan repayment programs work, including several variations in form, and discusses reasons for offering this benefit and examples of common benefit structures. In addition, we address taxability, plan design decisions, issues to explore with third-party administrators, a case study example, and lessons learned when implementing the benefit. FOR DC/401(k), DB, 403(b), SELF-FUNDED AND FULLY INSURED PLANS. BASIC.

Speaker:
Patricia S. Beagle, Senior Human Resources Consultant

Audience:
Defined contribution/401(k) plans, Defined benefit plans, 403(b) plans, Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Basic

Category:
Plan Design & Administration

How do your plan design and fees compare to plans with similar demographics? Gain insight on how to apply an ongoing program that supports your fiduciary duty, oversight documentation and, most importantly, improve participant outcomes. In this session, assess how your plan stacks up versus industry benchmarks in participant education, compliance, investments and fees. Return to the office with specific data to compare your recordkeeping fees to similar sized plans based on plan assets and number of participants.  FOR DC/401(k) and 403(b) PLANS. INTERMEDIATE.

Speaker:
Doug Balsam, DiMeo Schneider & Associates, L.L.C.

Audience:
Defined contribution/401(k) plans, 403(b) plans

Level:
Intermediate

Category:
Evaluating & Monitoring Your Plan & Vendors

Most retirement plan sponsors cringe at the prospect of going through a full RFP process for any vendor, but what if the process didn’t have to be such a chore? During this session, learn about an innovative approach to conducting RFPs for recordkeepers and advisors aimed at making the process efficient and effective. Gain a deeper understanding of a new approach to RFPs and detailed, actionable steps forward. FOR DC/401(k), DB AND 403(b) PLANS. BASIC.

Speaker:
Sara R. Matlock, SWBC Retirement Plan Services

Audience:
Defined contribution/401(k) plans, Defined benefit plans, 403(b) plans

Level:
Basic

Category:
Evaluating & Monitoring Your Plan & Vendors

3:15 pm - 4:15 pm

Managing medical situations in the workplace can be difficult! Formulating a comprehensive strategy to ensure HR teams meet all the regulatory and legal obligations while remaining responsive to the business’ needs can be taxing. This session provides a foundation for understanding the core concepts of the FMLA and ADA while equipping participants with an understanding of the interplay of the FMLA, ADA, workers’ compensation and workplace safety. Attendees can expect to discuss real-world examples, common mistakes, suggestions for best practices and tips. FOR SELF-FUNDED AND FULLY INSURED PLANS. INTERMEDIATE.

Speaker:
Kellee K. Grimes R.N., Mutual of Omaha Insurance Company

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Intermediate

Category:
Legal, Regulatory & Fiduciary Issues

This session helps plan sponsors better understand what is and is not considered a rebate by your PBM and pharmaceutical companies. Learn what you should consider asking for from your PBM when it comes to rebates. Hear about the nuances in your PBM contract regarding the payment of rebates, particularly on specialty drugs and whether rebates actually increase drug costs. Discover the impacts that point-of-sale rebates could have on your overall plan costs if you allow members to share in the rebates you receive from your PBM. Finally, find out about the changes currently being considered in Washington, D.C., including whether rebates are “on the chopping block”, and the impact on your overall prescription drug costs if the payment of rebates are eliminated. FOR SELF-FUNDED PLANS. INTERMEDIATE.

Speaker:
Gregory I. Madsen, Innovative Rx Strategies, LLC

Audience:
Self-funded health and welfare plans

Level:
Intermediate

Category:
Plan Design & Administration

The world is changing—and so is the workforce. Today’s employee expects personalization. That means data-driven offerings and benefits that are particular, maybe even peculiar, to them. You want to do right by your people and attract and retain top-tier talent—but how do you position your non-cash rewards to meet demand? Join this panel discussion on the future of plan design and optimize your benefits for the person, not the people. FOR DC/401(k), DB, 403(b), SELF-FUNDED AND FULLY INSURED PLANS. BASIC.

Speakers:
Natalie Burge, NFP
Kyle Healy, NFP
Allison Kaylor Flink, NFP

Audience:
Defined contribution/401(k) plans, Defined benefit plans, 403(b) plans, Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Basic

Category:
Plan Design & Administration

The connection between financial wellness, productivity, health, and other human capital outcomes is real. Demonstrating that connection and measuring the outcomes is often easier said than done. Using case studies, this workshop will explore best practices for (a) building a financial wellness program; (b) understanding the broad impacts of financial wellness; and (c) how to build an outcome-based measurement strategy. FOR DC/401(k), DB, 403(b), SELF-FUNDED AND FULLY INSURED PLANS. INTERMEDIATE.

Speaker:
Matthew Bahl, Prudential

Audience:
Defined contribution/401(k) plans, Defined benefit plans, 403(b) plans, Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Basic

Category:
Employee Communication & Education

Wednesday, May 8, 2019
9:45 am - 10:45 am

Paid Family and Medical Leave (PMFL) laws in NY, CA, NJ and RI are attracting broadening political support and attention from states across the country. How do these state leave laws differ and how do they interact with your other paid time off policies and the Federal Family and Medical Leave Act? Leave this session with a better understanding of the intricacies of PMFL and FMLA. FOR SELF-FUNDED AND FULLY INSURED PLANS. BASIC.

Speaker:
Lisa Christensen, J.D., Katten Muchin Rosenman, LLP

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Basic

Category:
Legal, Regulatory & Fiduciary Issues

This session is for plan sponsors who want to learn the intricacies of stop loss contracts, underwriting and risk transfer. Receive an in-depth review of stop loss “contract types”—12/12, 15/12, 12/15, 15/18, terminal liability features and stop loss contract variations that are available to plan sponsors who choose to partially self-fund their group health plan. Among the topics covered are the selection of appropriate specific and aggregate stop loss funding levels, as well as the new and renewal underwriting process, including the use of stop loss lasers. Also discussed is a review of how actuaries establish COBRA rates and IBNR claim liability. Leave this session with a better understanding of the stop loss function, contract variations and how to select the appropriate stop loss funding level that helps meet your financial goals for your group health plan. FOR SELF-FUNDED PLANS. ADVANCED.

Speaker:
Dean M. Hoffman, Dean M. Hoffman, LLC

Audience:
Self-funded health and welfare plans

Level:
Advanced

Category:
Plan Design & Administration

Learn about the various programs (from high cost to no cost) that are attracting millennials and centennials to a workplace. Hear the statistics about how many companies are actually implementing such programs and, more importantly, what results they are experiencing. Leave this session with the tools you need to incorporate these programs into your total rewards strategy. FOR DC/401(k), DB, 403(b), SELF-FUNDED AND FULLY INSURED PLANS. BASIC.

Speaker:
Organized by University Conference Services

Audience:
Defined contribution/401(k) plans, Defined benefit plans, 403(b) plans, Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Basic

Category:
Plan Design & Administration

Forming a retirement committee is the first step, but effectively running your committee is another matter altogether. This session takes attendees through real-life lessons provided by retirement committees around the country. Hear about universal challenges facing committees and how best to address them. Learn examples of best practices, hidden pitfalls, targets for litigation, creating proper documentation, and how to structure a more efficient meeting. FOR DC/401(k), DB, AND 403(b) PLANS. INTERMEDIATE.

Speaker:
Dawn van Dyck, SWBC Retirement Plan Services

Audience:
Defined contribution/401(k) plans, Defined benefit plans, 403(b) plans

Level:
Intermediate

Category:
Investment Management & Plan Funding

11:00 am - 12:00 pm

Legal and regulatory pitfalls make handling employee disability requests tricky. The challenges of ADAAA administration can be handled effectively and efficiently with well-trained individuals and consistent processes for addressing employee requests related to workplace accommodations. This presentation provides straight talk and proven, practical solutions for meeting your ADAAA compliance obligations. FOR DC/401(k), DB, 403(b), SELF-FUNDED AND FULLY INSURED PLANS. INTERMEDIATE.

Speaker:
Kellee K. Grimes R.N., Mutual of Omaha Insurance Company

Audience:
Defined contribution/401(k) plans, Defined benefit plans, 403(b) plans, Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Intermediate

Category:
Legal, Regulatory & Fiduciary Issues

Learn how to proactively identify and manage populations driving cost in your health plan. Understand systems used to identify members and innovative monitoring available to keep them home and healthy! FOR SELF-FUNDED AND FULLY INSURED PLANS. BASIC.

Speaker:
Laura S. Manning, R.N., The Guthrie Clinic

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Basic

Category:
Plan Design & Administration

Are your employee benefit programs working? Are you using the appropriate benchmarks and measuring the right things? This workshop helps you understand how to establish measurable goals and select the most appropriate metrics to determine the effectiveness of your benefit programs. Learn how to create metrics “dashboards” that measure results over time. FOR SELF-FUNDED AND FULLY INSURED PLANS. INTERMEDIATE.

Speaker:
Robert J. Foley, Mutual of Omaha Insurance Company

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Intermediate

Category:
Plan Design & Administration

Healthcare premiums continue to rise at or near double digits, while there is near stagflation in wages and the remainder of the economy. What can be done to combat the upward spiral? This presentation addresses a growing trend among employers, regardless of industry, of placing health clinics on-site. Learn from the practical experiences of an employer more than ten years into the process who offers insight into all facets of this strategy, from initial setup to establishment of reasonable expectations of savings and the results achieved thus far. FOR SELF-FUNDED AND FULLY INSURED PLANS. INTERMEDIATE.

Speaker:
Gary R. Williams, Mount Vernon Mills, Inc.

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Intermediate

Category:
Wellness, Disease & Case Management