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!

Program Cancelation

(Tuesday, March 10, 2020) As a result of rising health concerns surrounding COVID-19, the Las Vegas Mid-Sized Retirement & Healthcare Plan Management Conference has been canceled. Current registered attendees will be contacted within the coming days. Please contact us at 800-864-2063 with questions.


Each organization has unique retirement and healthcare benefit needs for its employees, but plan sponsors across the country continue to grapple with rising healthcare costs and retirement plan compliance issues. Discover winning strategies for your benefit plans at the Las Vegas Mid-Sized Retirement & Healthcare Plan Management Conference, March 15-18, 2020 at The Cosmopolitan of Las Vegas. Explore innovative ways to save money, improve employee engagement, and maintain plan compliance with more than 40 workshops that focus on the hottest topics in retirement and healthcare benefits.

Learn why 99% of past attendees recommend this conference. 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 sessions
  • Small group sessions that promote idea sharing and real-world case studies on the latest topics such as: 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

  • 10 Ways to Be a Better Pension Plan Fiduciary
    Michael S. Clark, River and Mercantile Solutions
    Lauren Meyer, River and Mercantile Solutions
  • A Company of One: Driving Engagement Through Personalization of Benefits
    Leo Tokar, Lockton Companies, LLC
  • A Tough Pill to Swallow: Managing Specialty Drug Costs
    Charlie Hartung, NFP
  • An Evolutionary Approach to Retirement Plan Health
    Scott Colangelo, Qualified Plan Advisors
    Christopher T. Roper, Qualified Plan Advisors
  • Benchmarking 101: Plans, Providers and Fees
    Edward Wagner, Sageview Advisory Group
    Christopher M. Donnelly, SageView Advisory Group
  • Best Practices in Investment Decisions and Asset Allocation
    Jacob Weinstein, Fidelity Investments
  • Contemporary Issues and Taboo Subjects in Health and Wellness
    Kellee K. Grimes, R.N., Mutual of Omaha Insurance Company
  • Contemporary Issues and Taboo Subjects in Health and Wellness
    Kellee K. Grimes, R.N., Mutual of Omaha Insurance Company
  • Deep Dive: A Case Study in Managing Medical Costs
    Leo Tokar, Lockton Companies, LLC
  • Effective Benefit Program Metrics–What, How and Why
    Robert J. Foley, Mutual of Omaha Insurance Company
  • Employee Student Debt Assistance: Creating a Program that Differentiates You
    Erin Hall, Strategic Retirement Partners
    Ann-Marie Sepuka, Strategic Retirement Partners
  • ERISA Compliance Issues: Real-World Solutions That Work
    Christian D. Hancey, J.D., Nixon Peabody LLP
  • Fiduciary Compliance Checklist: Top 14 Must-Do’s
    Ian S. Kopelman, J.D., DLA Piper US LLP
  • Financial Employee Assistance Programs…Does it Make Cent$?
    Ann-Marie Sepuka, Strategic Retirement Partners
  • Follow the Money: Fee Equalization and Retirement Plan Expenses
    Christian D. Hancey, J.D., Nixon Peabody LLP
  • FREE Specialty Drugs: Fact or Fiction?
    Gregory I. Madsen, Innovative Rx Strategies, LLC
    Michael J. Staab, J.D., Innovative Rx Strategies, LLC
  • Get Smart with Target Date Funds
    Brian Roberts, NFP
  • Great Wellness Program! But is it Legal?
    Kate U. Saracene, J.D., Katten
  • Healthy, Wealthy and Wise: Long-Term Stability for Execs
    Tony Greene, NFP
  • Highlights of the SECURE Act
    Ian S. Kopelman, J.D., DLA Piper US LLP
  • How Employers are Moving the Needle on Healthcare Costs
    Marybeth Gray, Trion
  • Improving Outcomes Without Breaking the Benefits Bank
    Ann-Marie Sepuka, Strategic Retirement Partners
  • It’s About You! Flipping the RFP Discussion
    Sara R. Matlock, SWBC Retirement Plan Services
  • Leveraging ADA Regulations and Policy to Optimize Your Workforce Strategy
    Kellee K. Grimes, R.N., Mutual of Omaha Insurance Company
  • M&A Due Diligence and Benefit Strategies in Acquisitions
    Robert J. Foley, Mutual of Omaha Insurance Company
  • Missing Participants? How to Minimize The Negative Impact on Your Plan
    Ryan Whittington, Millennium Trust Company
  • Opportunity is Knocking: The NEW HRAs Are Here
    Kate U. Saracene, J.D., Katten
  • Pension De-Risking—Demystifying the Pension Risk Transfer Decision
    Justin Adamitis, Prudential
    Alexandra Hyten, Prudential
  • Pharmacy Benefits and Drug Cost Trends for 2020
    Gregory I. Madsen, Innovative Rx Strategies, LLC
    Michael J. Staab, J.D., Innovative Rx Strategies, LLC
  • Real-World Benefit Communications That Work
    Connie Dong, HumanGood
  • Real-World Benefit Communications That Work
    Connie Dong, HumanGood
  • Retirement Income in Plain English: All the Facts You Need
    Doug McIntosh, Prudential
  • Self-Funding: Stop Loss Contracts, Underwriting and Risk Transfer for Partially Self-Funded Plans
    Dean M. Hoffman, Dean M. Hoffman, LLC
  • Stairs that Lead Nowhere
    Kara Grace Sharman, East Texas Lighthouse for the Blind
  • Strategies in Corporate Wellness: Design, Implementation and Beyond
    Teresa Saucedo, VIA Metropolitan Transit
  • We Reduced Our Health Plan Costs–Learn How You Can Too!
    Robert J. Foley, Mutual of Omaha Insurance Company
  • What Do You Mean Target Date Fund Liability!?
    Scott Colangelo, Qualified Plan Advisors
  • What Your C-Suite Needs to Know About Your Healthcare Strategy
    Marybeth Gray, Trion
  • Why Do you Have a Retirement Plan? Defining Success Beyond Cost
    Dawn van Dyck, SWBC Retirement Plan Services
  • With 5 Generations in the Workforce… How Do We Manage Choice and the High Cost of Our Benefits Programs?
    Marybeth Gray, Trion
    Sean Wacker, Trion