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, September 16, 2019
9:45 am - 10:45 am

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:
Kate U. Saracene, 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

Many people spend most of their lives getting health insurance from their employer. Once they turn 65, there can be confusion as Medicare becomes primary. Whether your company provides benefits for those entering retirement or not, this workshop will give you an understanding of what is available in the marketplace for seniors! You will learn about the options and how you can help your retirees by providing guidance through an uncertain but exciting time. FOR DC/401(k), DB, 403(b), SELF-FUNDED AND FULLY INSURED PLANS. BASIC.

Speaker:
Martina Wiedmayer, UnitedHealthcare Medicare Solutions

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

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 Plan Services

Audience:
Defined contribution/401(k) 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

11:00 am - 12:00 pm

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

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

With industry consolidation taking place at a rapid pace, there is no question that 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 session explores what’s happening in healthcare now – and in the future – and what it means for patients and payers.  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

The Department of Labor requires plan sponsors to prudently select and monitor their plan’s qualified default investment alternative (QDIA). Many plan sponsors make this selection once and never re-visit or monitor their decision. This session discusses the key drivers for this process, how to prudently select your QDIA and how best to ensure your original selection continues to meet your plan’s needs, your fiduciary obligations and the DOL’s expectations. FOR DC/401(k) AND 403(b) PLANS. INTERMEDIATE.

Speaker:
Douglas Webster, SageView Advisory Group

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

Level:
Intermediate

Category:
Investment Management & Plan Funding

2:00 pm - 3:00 pm

The Employee Retirement Income Security Act of 1974, as amended (“ERISA”), 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. BASIC.

Speaker:
Laura Gaynor, Transamerica

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

Level:
Basic

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

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:
Amber L. Gould, Newegg Inc.

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

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 so that 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

3:15 pm - 4:15 pm

Join this workshop session for an update on the legislative and regulatory environment in Washington, as well as a look-ahead to the upcoming 2020 elections.

Speaker:
Presented by Fidelity Investments

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

This session explores the projected impact of specialty drugs and high cost generics on employer costs in 2020. 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.

Speakers:
Gregory I. Madsen, Innovative Rx Strategies, LLC
Michael J. Staab, J.D., Innovative Rx Strategies, LLC

Audience:
Self-funded health and welfare plans

Level:
Basic

Category:
Plan Design & Administration

Are you aware of the most common pension plan pitfalls? How have you prepared for them? From funded status changes to plan administration and data quality, plan sponsors need to assess where their plan currently stands and what they need to do to successfully manage their risks. This session looks at the potential surprises lying in wait for your plan and what you can do to avoid these hidden traps. FOR DB PLANS. INTERMEDIATE.

Speaker:
Michael S. Clark, River and Mercantile Solutions

Audience:
Defined benefit plans

Level:
Intermediate

Category:
Plan Design & Administration

Americans need to save for retirement and employer sponsored retirement plans are intended to make that task easier. BUT retirement is not the only financial burden that needs their attention. Proactive plan design can help your employees improve their financial wellness and get them on the road to retirement readiness. Attend this session for a discussion of cutting-edge plan design concepts that go beyond the traditional designs. FOR DC/401(k) PLANS. INTERMEDIATE.

Speaker:
Phil Senderowitz, Strategic Retirement Partners

Audience:
Defined contribution/401(k) plans

Level:
Intermediate

Category:
Plan Design & Administration

Tuesday, September 17, 2019
9:45 am - 10:45 am

Without regard to the on-again, off-again nature of the Department of Labor’s Fiduciary Rule, are you prepared should your company be called to the mat by a plaintiff’s attorney, the Department of Labor, or the Internal Revenue Service? Could you look those challengers—and your employees—in their eyes and say you’ve done your best by your participants? In this session, learn best practices that will help your fiduciaries answer these tough questions. FOR DC/401(k), DB, AND 403(b) PLANS. ADVANCED.

Speaker:
Matthew J. Eickman, J.D., Qualified Plan Advisors

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

Level:
Advanced

Category:
Legal, Regulatory & Fiduciary Issues

Employers work hard to secure the best possible benefits and compensation for their employees, but without good communication, it can be difficult to get people to tune in. During this session, learn how to build a strong communication strategy to make sure your employees are engaged and stay up-to-date on their benefit plans. 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:
Employee Communication & Education

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 to implement cost-saving benefit programs that meet the needs of your organization. FOR DC/401(k), 403(b), SELF-FUNDED AND FULLY INSURED PLANS. INTERMEDIATE.

Speaker:
Marybeth Gray, Trion

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

Level:
Intermediate

Category:
Evaluating & Monitoring Your Plan & Vendors

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.

Speaker:
Francois Pellerin, Fidelity Investments

Audience:
Defined benefit plans

Level:
Intermediate

Category:
Investment Management & Plan Funding

11:00 am - 12:00 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

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.

Speaker:
Presented by 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

Have you ever received an email from an employee exclaiming, “That benefits open enrollment material was so much fun to read!”? Probably not—but in this session, hear from an HR professional that has actually received this email from an employee! Learn how to design impactful communication material that inspires employees to want to see more. From creating practical, imaginative communications and developing an effective communication strategy to meeting the illusive budget and avoiding communication missteps, join us for this fun and insightful workshop! FOR SELF-FUNDED AND FULLY INSURED PLANS. BASIC.

Speaker:
Julie M. Adamik, Benefit Nut

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

Level:
Basic

Category:
Employee Communication & Education

While investment advisors have long been involved in the retirement industry, the role of advisors has been far from constant. What’s changed? Should you have an advisor? Which advisor? Is your advisor staying current with an evolving industry? Does the now-defunct fiduciary rule have any impact today? Is your recordkeeping provider enough? During this session, receive answers to these questions and a clear path forward to ensure you’re staying current and positioning your plan for the future. FOR DC/401(k), DB, AND 403(b) PLANS. INTERMEDIATE.

Speaker:
Richard T. Allison, SWBC Retirement Plan Services

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

Level:
Intermediate

Category:
Evaluating & Monitoring Your Plan & Vendors

2:00 pm - 3:00 pm

Nearly 90% of employers are leveraging voluntary benefits as part of their overall benefits strategy. Various programs can be no cost or low cost to employers, while offering choice and assistance for the onset of high deductible health plans. In this session, review the overall changes in voluntary benefit programs, ways to address employees demand for choice, and discover creative benefit solutions to offer in your total rewards package. FOR 401(k), DB, 403(b), SELF-FUNDED AND FULLY INSURED PLANS. BASIC.

Speaker:
Amber L. Gould, Newegg Inc.

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

For most companies, healthcare costs are the second largest business expense behind payroll! Learn about new, cutting-edge strategies to control costs and why top-performing companies are implementing them to maintain robust benefit packages at affordable prices. Discover key initiatives to consider and ways to beat medical trend more effectively! 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

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

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

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:
Kate U. Saracene, 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

In this workshop session, hear about current hot topics in employer-sponsored healthcare from the perspective of a plan sponsor who is “in the trenches” dealing with these issues on a daily basis. Topics covered include specialty pharmacy and its impact on overall prescription drug spending, the new risk-based arrangements in healthcare and the new challenges of “personalized medicine.” FOR SELF-FUNDED AND FULLY INSURED PLANS. BASIC.

Speaker:
Jane M. Walbrun, Duke University and Health System

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

Level:
Basic

Category:
Plan Design & Administration

Are you simply checking the box when it comes to participant education? Or is your committee discussing the benefits of a comprehensive employee financial wellness program? In this session, hear how an engaging financial wellness program can reduce stress, increase productivity, and improve recruitment and retention. FOR DC/401(k), DB, 403(b), SELF-FUNDED AND FULLY INSURED PLANS. INTERMEDIATE.

Speaker:
Christopher T. Roper, Qualified Plan Advisors

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:
Employee Communication & Education

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

Wednesday, September 18, 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

Many people spend most of their lives getting health insurance from their employer. Once they turn 65, there can be confusion as Medicare becomes primary. Whether your company provides benefits for those entering retirement or not, this workshop will give you an understanding of what is available in the marketplace for seniors! You will learn about the options and how you can help your retirees by providing guidance through an uncertain but exciting time. FOR DC/401(k), DB, 403(b), SELF-FUNDED AND FULLY INSURED PLANS. BASIC.

Speaker:
Martina Wiedmayer, UnitedHealthcare Medicare Solutions

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

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

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, the topics of taxability, plan design decisions, issues to explore with third-party administrators, a case study example, and lessons learned when implementing the benefit are addressed. 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

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

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 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

This session is for plan sponsors who want to learn the intricacies of stop loss contracts, underwriting and risk transfer. It provides 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

Everyone has a benefits communication plan, but is it really working? Learn how to design impactful communication material that inspires employees to engage with the plans. From creating practical, imaginative communications through a variety of mediums, developing an effective communication strategy, staying on budget, and avoiding communication missteps, join us for this positive and insightful workshop! FOR SELF-FUNDED AND FULLY INSURED PLANS. BASIC.

Speaker:
Connie Dong, HumanGood

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

Level:
Basic

Category:
Employee Communication & Education