• Tuesday, June 4, 2019
  • 9:00 am - 5:00 pm
    Registration
  • 10:00 am - 5:00 pm
    Pre-Conference Tutorial
    Understanding Your Fiduciary Obligations Under ERISA
    Michael E. Falcone, NFP
    Christian D. Hancey, J.D., Nixon Peabody LLP
    Shannon L. Smith, J.D., Katten Muchin Rosenman, LLP
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    This intensive, six-hour tutorial provides a comprehensive look at the fiduciary duties and obligations of retirement and healthcare plan sponsors. A team of highly respected ERISA experts covers issues ranging from the basic rules and regulations governing fiduciary responsibility to a more advanced look at contemporary and unfolding issues. Among the retirement plan topics explored are Fiduciary Committee formation and governance, investment and fiduciary consulting models, selecting non-financial service providers, investing plan assets, using plan assets to pay expenses and current fiduciary litigation. Additional health plan topics include health plan contracting and oversight, notice and disclosure requirements, and a basic legal compliance primer.

    Speakers:

    Michael E. Falcone, NFP

    Michael E. Falcone
    Vice President, East Region
    NFP

    Michael Falcone is the vice president of the East region for NFP. His primary responsibilities include developing new relationships for retirement plan business, as well as delivering consulting services as an account and project manager for new and existing retirement plan clients. Mr. Falcone has more than 25 years of experience assisting clients with the design, administration, funding and communication of their employee retirement benefit plans. Previously, he was a retirement consultant with Aon Consulting, where he worked with employers of various size and industry. Mr. Falcone graduated with a B.S. in mathematics from Drexel University. He holds the chartered financial consultant and chartered life underwriter designations from The American College. In 2009 and 2010, Mr. Falcone ranked on the 401kwire.com list of “Top 300 Most Influential Advisors in Defined Contribution,” receiving recognition for being among the “Top 40” advisors in the large market segment.

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

    Christian D. Hancey, J.D.
    Partner
    Nixon Peabody LLP

    Christian Hancey is a partner in Nixon Peabody LLP’s employee benefits and executive compensation group where he focuses on designing, reviewing and implementing a wide range of benefit and compensation programs structured to suit businesses and nonprofit organizations. He also counsels employers on all types of traditional benefit plans, including defined benefit pension plans, 401(k) and 403(b) plans, multiemployer plans, medical benefit plans, cafeteria plans and disability plans. Additionally, Mr. Hancey works with employers to manage the transition of employees and their benefits during and after a merger or acquisition as well as advise employers and administrative committees on fiduciary oversight of ERISA plans. He was selected by his peers for inclusion in The Best Lawyers in America (2016) within Employee Benefits (ERISA) Law, has been listed in The Best Lawyers in America since 2015, and was recognized as a “Super Lawyer” in Employee Benefits/ERISA law by Super Lawyers magazine in 2014. He received his B.A., magna cum laude, from Brigham Young University and his J.D. from the University of Virginia School of Law.

    Shannon L. Smith, J.D.
    Associate
    Katten Muchin Rosenman, LLP

    Shannon L. Smith is an associate in the Employee Benefits and Executive Compensation group. She works with all types of employee benefit plans, including health and welfare plans, retirement plans and executive compensation arrangements. Ms. Smith’s experience includes drafting Summary Plan Descriptions (SPDs), Summaries of Material Modifications (SMMs) and Summaries of Benefits and Coverage (SBCs), and various notices required by the Employee Retirement Income Security Act (ERISA), the Consolidated Omnibus Budget Reconciliation Act (COBRA), the Health Insurance Portability and Accountability Act (HIPAA) and the Affordable Care Act (ACA). She also has experience negotiating service provider agreements and HIPAA Business Associate Agreements, and analyzing ERISA prohibited transaction and preemption issues. Additionally, Ms. Smith’s practice includes 401(k) plan compliance, FICA and FUTA taxation issues, and drafting employment and separation agreements. Prior to joining Katten, she worked for a Manhattan firm where her practice focused on matters involving Title I of ERISA. She also served as an intern at the ERISA Industry Committee in Washington, DC.

  • 1:00 pm - 5:00 pm
    Pre-Conference Self-Funding Forum
    Basic Concepts and Advanced Tactics in Self-Funding
    Dean M. Hoffman, Dean M. Hoffman, LLC
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    This all-inclusive four-hour session begins with the basics of self-funding your health and welfare plan and progresses to more advanced tactics to help mitigate risk. The speaker breaks down this funding arrangement into easy-to-understand segments and explains the “plug and play” approach to stop loss protection, claims administration, care management, pharmacy, data analytics, domestic medical travel, direct provider contracting and digital medicine. The emerging use of group captives will be discussed along with the new level-funded and reference-based pricing arrangements. Gain insight into the variations of stop loss contracts, including recent hybrid contracts, and how they impact the employer’s risk tolerance and financial goals. Real-life case studies will be considered, allowing participants to walk away from this session well-grounded in the concept of self-funding and partial self-funding.

    Speaker:

    Dean M. Hoffman
    Benefits Consultant
    Dean M. Hoffman, LLC

    Mr. Hoffman is the owner of consulting firm, Dean M. Hoffman, LLC, that provides employee benefit consulting services, customized training for plan sponsors, benefit managers, human resource professionals, agents, and brokers and is often retained for expert witness testimony work. He has been in the employee benefit industry for more than 40 years, with an emphasis in group employee benefit plans. Mr. Hoffman has expertise in a broad range of employee benefits, including prescription plan analysis and all funding arrangements, including conventionally insured, minimum premium, retrospective, experience refund, stop loss, level funded and self-funding. His strategic leadership process is centered on providing solutions to plan sponsors seeking to maximize their healthcare benefits, and enhance employee satisfaction while managing their healthcare expenditure. Mr. Hoffman utilizes his technical skills, advanced knowledge of ERISA plans, stop loss contracting, health care systems and data analysis to meet the needs of both the plan sponsor and employee. Mr. Hoffman’s knowledge on self-funded arrangements has made him a favorite at many health and welfare plan management conferences around the country. Professional affiliations include a 30-year membership in the National Association of Health Underwriters (NAHU) and Past President of its Wisconsin Chapter. He has been a long-time advocate on legislative issues affecting the employee benefits industry, including hosting Congressional briefings for members of Congress and the Wisconsin legislature about the health insurance marketplace and the advantages of self-funding. In addition to having served on the NAHU board of trustees, Mr. Hoffman has volunteered for a number of the organization’s committees, including most recently chairing the Professional Development Committee.

  • Wednesday, June 5, 2019
  • 7:00 am - 4:00 pm
    Registration
  • 7:00 am - 8:15 am
    Continental Breakfast
  • 8:15 am - 8:30 am
    Welcome/Opening Remarks
  • 8:30 am - 9:30 am
    Keynote Address
    Healthcare in 2030—What Will the Future Look Like?
    Marybeth Gray, Trion
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    With Industry consolidation taking place at a rapid pace, there is no question the front door to healthcare in America is changing.  The  focus on new treatments in pharmacogenomics and medical advances will undoubtedly drive prices.  Providers and Insurers are focused on making the patient experience high touch while employers are demanding higher quality, better outcomes and stabilized prices. This keynote explores what’s happening in healthcare now and in the future and what that means for patients and payers. 

    Speaker:

    Marybeth Gray
    Senior Vice President Health & Welfare Consulting
    Trion

    Marybeth Gray has worked in the employee benefits field for more than 25 years. She currently serves as a senior vice president of health and welfare consulting with Trion, a Marsh & McLennan Agency firm, supervising the overall account management for her clients. Skilled at analyzing companies’ healthcare costs and benefit plans, Ms. Gray is an expert in identifying financial opportunities and assisting with strategic planning, with special emphasis on large, self-insured clients. Previously, she was a vice president with Aon Consulting, where she specialized in utilization and data management for key cost drivers, as well as developing and redesigning pharmacy programs. Ms. Gray’s strategic approach is a direct result of her experience working as a national account manager with Aetna Inc., where she was responsible for overall account management, including the financial perspective and program operations for clients with more than 10,000 employee lives in multiple locations. She also served on the President’s Roundtable Committee for the firm, fostering communications between clients and the president’s office regarding suggested changes that would improve operational procedures. In 2017, Ms. Gray was recognized as one of the “Most Influential Women in Benefit Advising” by Employee Benefit News. She is a member of the National Business Group on Health in Washington, D.C., a board member of UPMC Hamot Medical Center, and a speaker for Pennsylvania State University’s health policy and administration program. Ms. Gray graduated from Pennsylvania State University with a bachelor of science degree in health policy and administration. She is licensed in accident, health, life and fixed annuities in 32 states.

  • 9:45 am - 10:45 am
  • 11:00 am - 12:00 pm
  • 12:00 pm - 1:45 pm
    Lunch & Speaker
    An Evolution in Fiduciary Thinking: Your Fiduciaries and Employees' Wellness
    Matthew J. Eickman, J.D., Qualified Plan Advisors
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    In recent years, plan sponsors and trustees have become more familiar with their heightened fiduciary responsibilities. They have improved their understanding of risks, best practice processes, and benchmarking needs, but change is afoot. Progressive fiduciaries are learning to focus on those areas with respect to not only their fiduciary responsibilities, but also to their participants’ wellness. This presentation addresses the links between fiduciary and employee wellness, and identifies best practices for employers and trustees.

    Speaker:

    Matthew J. Eickman, J.D.
    Director of ERISA Services
    Qualified Plan Advisors

    Matthew Eickman is the director of ERISA services for Qualified Plan Advisors and a member of the firm’s investment advisory committee. He provides fiduciary training, investment policy statement oversight and design, vendor oversight, and has designed services offered through the company’s Plan Health Solutions entity. Mr. Eickman has more than 11 years of private legal practice experience focusing exclusively on employee benefits and was previously a partner with Utz, Miller & Eickman LLC. While in private practice, he worked closely with sponsors and fiduciaries of defined contribution and defined benefit plans of all sizes—from a few to over 34,000 participants and with plan assets as high as $1.8 billion—and represented clients in front of the DOL, IRS and PBGC. Mr. Eickman is an active member of the employee benefits committee of the American Bar Association Tax Section, serving as chair of the defined contribution plans subcommittee and being honored as a Nolan Fellow. He also has been appointed to the IRS TE/GE Gulf States Council and is a frequent speaker on regulatory developments, fiduciary responsibilities and retirement readiness. Mr. Eickman received his undergraduate degree from the University of Nebraska-Lincoln and his J.D., magna cum laude, from Baylor Law School. He holds his FINRA Series 7 and 66 registrations.

  • 2:00 pm - 3:00 pm
  • 3:00 pm - 3:15 pm
    Refreshment Break
  • 3:15 pm - 4:15 pm
  • 4:15 pm - 5:30 pm
    Networking Reception
  • Thursday, June 6, 2019
  • 7:30 am - 4:00 pm
    Registration
  • 7:30 am - 8:30 am
    Continental Breakfast
  • 8:30 am - 9:30 am
    Keynote Address
    Prevention, Access, Cost Management, and Data—You Don’t Have to Sacrifice One for Another
    Michael Ciarrocchi, Meritain Health
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    We all know that the bottom line matters. Cost containment is top-of-mind for all involved in healthcare. Employers want to save on their plans, and members want to save on out-of-pocket costs. Money is a driver in any equation used to figure out the right plan design for your organization. But do you factor in value? In this insightful keynote session, learn how those pieces fit together and how they are supported. You can build the perfect plan on paper, but you must consider employee satisfaction and productivity alongside improved member health to truly see the value in the total cost of care.

    Speaker:

    Michael Ciarrocchi
    Executive Director, Local Market Development
    Meritain Health

    Michael Ciarrocchi is the executive director, local market development at Meritain Heath.  In his role, he helps drive creative solutions to empower brokers and plan sponsors to improve clinical outcomes, while reducing the total cost of care to their benefit plans. Mr. Ciarrocchi focuses on tailoring solutions in local markets by bringing value based networks, ACOs and innovative cost containment solutions to help customers achieve their strategic benefit goals. Additionally, he provides leadership to Meritain Health’s middle market, public, and labor sales teams, oversight to network, cost containment, and pharmacy strategies and oversees Meritain Health’s collaboration with the Aetna teams marketing these services.  Mr. Ciarrocchi joined the Meritain Heath team in 2011.  He has worked at Aetna since 2000 in various capacities, including Meritain Health’s head of distribution and channel management, and head of Aetna Signature Administrators, Cofinity and regional marketing manager for the Southwest and Capitol regions.  Previously, Mr. Ciarrocchi worked for a public health consultant and a pediatric hospital in the Washington, D.C. area. He holds graduate degrees in finance and management from Loyola University in Maryland.

  • 9:45 am - 10:45 am
  • 11:00 am - 12:00 pm
  • 12:00 pm - 1:45 pm
    Lunch & Speaker
    Purposefully Benefits: The Future of Work and Implications on Total Rewards
    John Bremen, Willis Towers Watson
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    Today’s talent landscape has revolutionized the way employers offer benefits programs. Total rewards now encompasses an employee’s medical, financial, emotional and social well-being benefits, and the total rewards package is viewed as a critical component to talent attraction and retention. With this increased urgency, employers need an advisor who can deliver insights, solutions and value. In this session, learn how to build a benefits program to best fit your organization’s needs.

    Speaker:

    John Bremen
    Managing Director, Human Capital & Benefits, and Global Co-Head - Health & Benefits
    Willis Towers Watson

    John Bremen is a member of the Willis Towers Watson Global Human Capital & Benefits Leadership Team and serves as managing director, human capital & benefits, as well as global co-leader of Health & Benefits. During a career he began as a college intern, Mr. Bremen has consulted to the world’s largest organizations on complex human capital issues, which he continues to do today. Mr. Bremen co-founded Willis Towers Watson’s CHRO Thinking Ahead Group, which was established to provide a forum for innovative, disruptive, and early-adopting CHROs to share perspectives, conduct research, and prioritize and collaborate on topics that are driving their global human capital business agendas. Earlier in his career, Mr. Bremen was a management consultant at Johnson & Higgins’ Sibson Consulting, a member of the HR team at The Walt Disney Company, and later a Partner at the Center for Workforce Effectiveness. He received an M.B.A. from Northwestern University’s Kellogg Graduate School of Management and a B.A. from Northwestern, including a special certificate in Business Institutions.

  • 2:00 pm - 3:00 pm
  • 3:00 pm - 3:15 pm
    Refreshment Break
  • 3:15 pm - 4:15 pm
  • 4:15 pm - 5:30 pm
    Networking Reception
  • Friday, June 7, 2019
  • 7:30 am - 11:00 am
    Registration
  • 7:30 am - 8:30 am
    Continental Breakfast
  • 8:30 am - 9:30 am
    Keynote Address
    Learn the Stress Management Techniques of Professional Athletes
    Barry E. Beder, Beder Consulting, LLC
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    From the Boston Red Sox to Harvard’s Men’s Hockey Team, professional athletes and business leaders are successfully managing stress and improving productivity. Leave this session with simple training techniques that anyone can learn to reduce stress, improve focus and reach personal goals.

    Speaker:

    Barry Beder

    Barry E. Beder
    President
    Beder Consulting, LLC

    Barry Beder is president of Beder Consulting, LLC, a corporation offering health management programs and educational consultation. Over the past 25 years, Mr. Beder has designed and presented award-winning stress management, change management, health and wellness and safety-based programs for hundreds of organizations, including the New England Journal of Medicine, BankBoston, Weyerhaeuser, Blue Cross and Blue Shield and UAW-Ford Motor Company. He also served as sport psychology consultant for the Boston Red Sox and the Harvard University men’s hockey team. Additionally, Mr. Beder designed and directed the smoking cessation program offered monthly for 17 consecutive years at the Dana-Farber Cancer Institute. He has published papers in professional journals, authored chapters in medical books and has been featured in TIME Magazine and The Wall Street Journal. Mr. Beder received a B.A. in psychology from Northeastern University and an M.S.W. in group psychiatric social work from the University of Michigan. He is a licensed independent clinical social worker for the Commonwealth of Massachusetts.

  • 9:45 am - 10:45 am
  • 11:00 am - 12:00 pm