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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

Michael E. Falcone, NFPChristian D. Hancey, J.D., Nixon Peabody LLP

Sunday, March 15, 10:00 am – 5:00 pm
Michael E. Falcone, NFP
Christian D. Hancey, J.D., Nixon Peabody LLP
Kate U. Saracene, J.D., Katten

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.

Register by February 21, 2020 to attend this session for just $450. The fee includes lunch.


Self-Funding Forum: Basic Concepts, Advanced Tactics and Compliance Insights

Dean M. Hoffman, Dean M. Hoffman, LLCSunday, March 15, 12:00 pm – 5:00 pm
Dean M. Hoffman, Dean M. Hoffman, LLC
Kate U. Saracene, 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.

Register by February 21, 2020 to attend this session for just $350. The fee includes lunch.