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!

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:

Mid-Sized Retirement & Healthcare Plan Management Conference Workshops

 

Workshop Presentations

  • Americans with Disabilities Act and ADAAA: Lessons Learned for Effective Workplace Administration
    Kellee K. Grimes, R.N., Mutual of Omaha Insurance Company
  • Become a Chief Operating Trouble Maker and Define True Leadership
    Jill A. Kopanis, Shazaam Communications
  • Creating a Culture of Wellness—25+ Years in the Making
    Sherri L. Samuels-Fuerst, R.N., Sargento Foods Inc.
  • Designing and Implementing a Student Loan Repayment Plan
    Patricia S. Beagle, Human Resources Consultant
  • Developing a Winning Total Rewards Strategy
    Sherri L. Samuels-Fuerst, R.N., Sargento Foods Inc.
  • Employee Wellness Programs Compliance Problems: What Employers Must Know Now
    Kate U. Saracene, J.D., Katten
  • Formulas for Fiduciary Compliance
    Ian S. Kopelman, J.D., DLA Piper US LLP
  • FSAs, HSAs and HRAs: Navigating and Selecting the Right Account-Based Health Plans
    Kate U. Saracene, J.D., Katten
  • How to Develop and Manage Effective Benefit Program Metrics
    Robert J. Foley, Mutual of Omaha Insurance Company
  • Innovative Ways to Manage Your Health Plan
    Mike Castleberry, HealthSCOPE Benefits
  • Is an On-Site Health and Wellness Clinic Right for Your Organization?
    Susan Wilson, Basic American Foods
  • Keynote • Mission Possible: Positive Leadership
    Devin C. Hughes, Devin C. Hughes Inc.
  • Keynote • Workforce 2030: Global Trends that are Redefining the Workplace, the Workers and the Work
    Dr. Shirley Davis, SDS Global Enterprises, Inc.
  • M&A Due Diligence—Uncovering Hidden Benefits Issues
    Patricia S. Beagle, Human Resources Consultant
  • Making It to Retirement for Those Drowning in Student Debt
    Tayt 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 Plans
    Dean M. Hoffman, Dean M. Hoffman, LLC
  • The “Magical Mystery Tour” of Prescription Drug Rebates
    Gregory I. Madsen, Innovative Rx Strategies, LLC
    Michael J. Staab, J.D., Innovative Rx Strategies, LLC
  • 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
  • What’s Next: Health Insurance After 65
    Martina Wiedmayer, UnitedHealthcare Medicare Solutions
  • What’s Next: Health Insurance After 65
    Martina Wiedmayer, UnitedHealthcare Medicare Solutions