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!

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

  • A Fiduciary Choice: Taking the Witness Stand or Taking a Stand for Your Employees
    Matthew J. Eickman, J.D., Qualified Plan Advisors
  • Americans with Disabilities Act and ADAAA: Lessons Learned for Effective Workplace Administration
    Kellee K. Grimes, R.N., Mutual of Omaha Insurance Company
  • An Evolution in Fiduciary Thinking: Your Fiduciaries and Employees’ Wellness
    Matthew 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 Making
    Sherri L. Samuels-Fuerst, R.N., Sargento Foods Inc.
  • 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
  • Employee Wellness Programs Compliance Problems: What Employers Must Know Now
    Kate U. Saracene, J.D., Katten
  • FSAs, HSAs and HRAs: Navigating and Selecting the Right Account-Based Health Plans
    Kate U. Saracene, J.D., Katten
  • Funding Retirement—Transitioning from Saving to Spending
    Jeffrey N. Bograd, John Hancock Retirement Plan Services
  • Generational Dynamics—Engaging Your Workforce to Control Healthcare Costs
    Jill A. Kopanis, Dynamic Dies, Inc.
  • Hitting the Bullseye: Overcoming the Liability of Target-Date Funds
    Michael 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 Z
    Sherri L. Samuels-Fuerst, R.N., Sargento Foods Inc.
  • Innovative Ways to Manage Your Health Plan
    Mike Castleberry, HealthSCOPE Benefits
  • M&A Due Diligence—Uncovering Hidden Benefits Issues
    Patricia S. Beagle, Senior Human Resources Consultant
  • Prevention, Access, Cost Management, and Data—You Don’t Have to Sacrifice One for Another
    Michael Ciarrocchi, Meritain Health
  • 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
  • Surviving a DOL Audit of Your Retirement and Health Plans
    Amber L. Gould, Newegg 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
  • Total Rewards Strategies for Millennials and Centennials
    Amber L. Gould, Newegg Inc.
  • Value-Based Pricing: The True Disrupter in the Market
    Dale Lyman, Meritain Health
  • Value-Based Pricing: The True Disrupter in the Market
    Dale Lyman, Meritain Health
  • 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