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 low unemployment rates, your benefit plans are being tested in their ability to attract and retain top talent.
Learn how to more effectively balance and enhance your benefit plans by joining your peers and industry experts in sunny San Diego at the Mid-Sized Retirement & Healthcare Plan Management Conference, March 24-27 at the Manchester Grand Hyatt. A fully-customizable agenda, with more than 40 workshops and 5 strategic keynotes to choose from, ensures your time is well-spent.
Discover why 99% of past attendees recommend this conference to their colleagues! Browse the agenda and 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 and post-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
- Americans with Disabilities Act and ADAAA: Lessons Learned for Effective Workplace AdministrationKellee K. Grimes, R.N., Mutual of Omaha Insurance Company
- Become a Chief Operating Trouble Maker and Define True LeadershipJill A. Kopanis, Shazaam Communications
- Creating a Culture of Wellness—25+ Years in the MakingSherri L. Samuels-Fuerst, R.N., Sargento Foods Inc.
- Designing and Implementing a Student Loan Repayment PlanPatricia S. Beagle, Human Resources Consultant
- Developing a Winning Total Rewards StrategySherri L. Samuels-Fuerst, R.N., Sargento Foods Inc.
- Employee Wellness Programs Compliance Problems: What Employers Must Know NowKate U. Saracene, J.D., Katten
- Formulas for Fiduciary ComplianceIan S. Kopelman, J.D., DLA Piper US LLP
- FSAs, HSAs and HRAs: Navigating and Selecting the Right Account-Based Health PlansKate U. Saracene, J.D., Katten
- How to Develop and Manage Effective Benefit Program MetricsRobert J. Foley, Mutual of Omaha Insurance Company
- Innovative Ways to Manage Your Health PlanMike Castleberry, HealthSCOPE Benefits
- Is an On-Site Health and Wellness Clinic Right for Your Organization?Susan Wilson, Basic American Foods
- Keynote • Mission Possible: Positive LeadershipDevin C. Hughes, Devin C. Hughes Inc.
- Keynote • Workforce 2030: Global Trends that are Redefining the Workplace, the Workers and the WorkDr. Shirley Davis, SDS Global Enterprises, Inc.
- M&A Due Diligence—Uncovering Hidden Benefits IssuesPatricia S. Beagle, Human Resources Consultant
- Making It to Retirement for Those Drowning in Student DebtTayt V. Odom, Nyhart
- Practical Strategies for Reducing Health Plan Costs (2017)Robert J. Foley, Mutual of Omaha Insurance Company
- Self-Funding: Stop Loss Contracts, Underwriting and Risk Transfer for Partially Self-Funded PlansDean M. Hoffman, Dean M. Hoffman, LLC
- The “Magical Mystery Tour” of Prescription Drug RebatesGregory I. Madsen, Innovative Rx Strategies, LLCMichael J. Staab, J.D., Innovative Rx Strategies, LLC
- 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
- What’s Next: Health Insurance After 65Martina Wiedmayer, UnitedHealthcare Medicare Solutions
- What’s Next: Health Insurance After 65Martina Wiedmayer, UnitedHealthcare Medicare Solutions