Make the Most of Your Time With a Pre-Conference Session!
Extend the Value of Your Educational Experience!
Arrive early and enhance your conference experience by digging deep into one of these complex benefits topics, taught by industry experts.
- Tutorial: Understanding Your Fiduciary Obligations Under ERISA
- Self-Funding Forum: Basic Concepts, Advanced Tactics & Compliance Update
Tutorial: Understanding Your Fiduciary Obligations Under ERISA
Sunday, June 14, 10:00 am – 5:00 pm
Michael E. Falcone, NFP
Lisa Christiansen, J.D., Katten
Christian D. Hancey, J.D., Nixon Peabody LLP
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.
Self-Funding Forum: Basic Concepts, Advanced Tactics & Compliance Insights
Lisa Christensen, J.D., Katten
This all-inclusive, five-hour session begins with the basics of self-funding your health and welfare plan and progresses to more advanced tactics for risk mitigation. 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, case management, pharmacy, data analytics, domestic medical travel, direct provider contracting and digital medicine. Gain an understanding of the emerging use of group captives along with the new level-funded and reference-based pricing arrangements. A seasoned employee benefits attorney also provides an overview of key compliance requirements and considerations. 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. Discuss real-world case studies and walk away from this session well-grounded in the concepts of self-funding and partial self-funding.