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 unemployment rates low, benefit plans play a larger role in attracting and retaining top talent. What do your plans say about your company? Designing and implementing an effective (and compliant!) strategy is not out of reach.
Find the pieces of the puzzle you need in Chicago at the Mid-Sized Retirement & Healthcare Plan Management Conference, June 4-7, at the Chicago Marriott Magnificent Mile. This executive education program gives you access to innovative ideas and strategies from benefits experts to create a superior benefit plan program for your organization. Find out why 99% of past attendees recommend this conference. Register today!
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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:
Workshop Presentations
- A Fiduciary Choice: Taking the Witness Stand or Taking a Stand for Your EmployeesMatthew J. Eickman, J.D., Qualified Plan Advisors
- Americans with Disabilities Act and ADAAA: Lessons Learned for Effective Workplace AdministrationKellee K. Grimes, R.N., Mutual of Omaha Insurance Company
- An Evolution in Fiduciary Thinking: Your Fiduciaries and Employees’ WellnessMatthew J. Eickman, J.D., Qualified Plan Advisors
- Benefit Communications That Genuinely Excite Your Employees!Julie M. Adamik, Benefit Nut
- Creating a Culture of Wellness—25+ Years in the MakingSherri L. Samuels-Fuerst, R.N., Sargento Foods Inc.
- Demystifying Futures: Unravelling Plan Fees & Maximizing Provider NegotiationsMichael E. Falcone, NFP
- Designing and Implementing a Student Loan Repayment PlanPatricia S. Beagle, Human Resources Consultant
- Employee Wellness Programs Compliance Problems: What Employers Must Know NowKate U. Saracene, J.D., Katten
- FSAs, HSAs and HRAs: Navigating and Selecting the Right Account-Based Health PlansKate U. Saracene, J.D., Katten
- Funding Retirement—Transitioning from Saving to SpendingJeffrey N. Bograd, John Hancock Retirement Plan Services
- Generational Dynamics—Engaging Your Workforce to Control Healthcare CostsJill A. Kopanis, Dynamic Dies, Inc.
- Hitting the Bullseye: Overcoming the Liability of Target-Date FundsMichael E. Falcone, NFP
- How Can Plan Design + Engagement = Retirement Readiness?Kathleen N. Nordgren, John Hancock Retirement Plan Services
- Implementing a Successful On-Site Health & Wellness Center: From A to ZSherri L. Samuels-Fuerst, R.N., Sargento Foods Inc.
- Innovative Ways to Manage Your Health PlanMike Castleberry, HealthSCOPE Benefits
- M&A Due Diligence—Uncovering Hidden Benefits IssuesPatricia S. Beagle, Human Resources Consultant
- Prevention, Access, Cost Management, and Data—You Don’t Have to Sacrifice One for AnotherMichael Ciarrocchi, Meritain Health
- Reconnecting Former Employees with Their Retirement FundsRyan Whittington, Millennium Trust Company
- Self-Funding: Stop Loss Contracts, Underwriting and Risk Transfer for Partially Self-Funded PlansDean M. Hoffman, Dean M. Hoffman, LLC
- Surviving a DOL Audit of Your Retirement and Health PlansAmber L. Gould, Newegg Inc.
- The “Magical Mystery Tour” of Prescription Drug RebatesGregory I. Madsen, Innovative Rx Strategies, LLCMichael J. Staab, J.D., Innovative Rx Strategies, LLC
- Total Rewards Strategies for Millennials and CentennialsAmber L. Gould, Newegg Inc.
- Value-Based Pricing: The True Disrupter in the MarketDale Lyman, Meritain Health
- Value-Based Pricing: The True Disrupter in the MarketDale Lyman, Meritain Health
- What to Expect for Pharmacy Benefits and Drug Cost Trends for 2019Gregory I. Madsen, Innovative Rx Strategies, LLCMichael J. Staab, J.D., Innovative Rx Strategies, LLC