Workshop Legend

  • Legal, Regulatory & Fiduciary Issues
  • Plan Design & Administration
  • Employee Communication & Education
  • Evaluating & Monitoring Your Plan & Vendors
  • Investment Management & Plan Funding
  • Wellness, Disease & Case Management
  • R: Retirement | H: Healthcare
Monday, March 16, 2020
9:45 am - 10:45 am

Consumer driven healthcare has continued to evolve, including the creation of two new types of HRAs, outlined in the guidance from the U.S. departments of Health and Human Services, Labor and the Treasury. In effect as of 1/1/20, Individual Coverage HRAs (ICHRAs) and Excepted Benefit HRAs (EBHRAs) have been added to the list of available account-based health plans. This session examines the key features of the new options, how they fit into the current landscape of HRAs, FSAs and HSAs and addresses issues you should consider for a sustainable health plan design for your company. FOR SELF-FUNDED AND FULLY INSURED PLANS. INTERMEDIATE.

Speaker:
Kate U. Saracene, J.D., Katten

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Intermediate

Category:
Legal, Regulatory & Fiduciary Issues

Americans need to save for retirement and employer sponsored retirement plans are intended to make that task easier. BUT retirement is not the only financial burden that needs their attention. Proactive plan design can help your employees improve their financial wellness and get them on the road to retirement readiness. Attend this session for a discussion of cutting-edge plan design concepts that go beyond the traditional designs. FOR DC/401(k) PLANS. INTERMEDIATE.

Speaker:
Ann-Marie Sepuka, Strategic Retirement Partners

Audience:
Defined contribution/401(k) plans

Level:
Intermediate

Category:
Plan Design & Administration

In this case study session, a fellow benefits professional shares several health benefit design strategies that can help your company control costs. Hear about their bottom-line results from changes they have implemented. Discover one cost-saving idea that will work for your company and the conference will pay for itself! FOR SELF-FUNDED AND FULLY INSURED PLANS. INTERMEDIATE.

Speaker:
Robert J. Foley, Mutual of Omaha Insurance Company

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Intermediate

Category:
Plan Design & Administration

The dominance of target date funds (TDFs) in defined contribution retirement plans is unmistakable. By 2022, Cerulli Associates, Inc. projects that TDFs will attract 85% of contributions and constitute 50% of total plan assets. This means that a plan may unknowingly be using TDFs that could cause significant losses, i.e., $500,000 or more, right before a participant expects to retire — potentially causing a domino effect of delayed retirements, additional workforce costs, and significant litigation risk that can quickly add up to millions of dollars. In this session, learn how plan sponsors can recognize the consequences of their decisions before it’s too late to correct them. FOR DC/401(k) PLANS. INTERMEDIATE.

Speaker:
Brian Roberts, NFP

Audience:
Defined contribution/401(k) plans

Level:
Intermediate

Category:
Investment Management & Plan Funding

11:00 am - 12:00 pm

This workshop delves into various cost savings options you can implement to combat the expense of high cost and specialty drugs. The discussion examines specialty manufacturer coupons, copay assistance programs, drug importation, and medical tourism for high cost prescription drugs.  Gain a greater understanding of these intricate concepts and how you can implement them to save money. FOR SELF-FUNDED PLANS. BASIC.

Speakers:
Gregory I. Madsen, Innovative Rx Strategies, LLC
Michael J. Staab, J.D., Innovative Rx Strategies, LLC

Audience:
Self-funded health and welfare plans

Level:
Basic

Category:
Plan Design & Administration

Everyone has a benefits communication plan, but is it really working? Learn how to design impactful communication material that inspires employees to engage with the plans. From creating practical, imaginative communications through a variety of mediums, developing an effective communication strategy, staying on budget, and avoiding communication missteps, join us for this positive and insightful workshop! FOR SELF-FUNDED AND FULLY INSURED PLANS. BASIC.

Speaker:
Connie Dong, HumanGood

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Basic

Category:
Employee Communication & Education

Plan and investment fees have become a battleground for investment managers and retirement plan providers. Prudent benchmarking can help you get the most out of your service providers. In this session, learn strategies for benchmarking your retirement plan against the industry, multiple providers and different investments. For plan sponsors, knowing if your fees are competitive and if you’re getting the best features for the price is a difficult task. Gain an understanding of what makes your plan competitive and how to negotiate a good fee arrangement with all of your providers. FOR DC/401(k) PLANS. INTERMEDIATE.

Speakers:
Edward Wagner, Sageview Advisory Group
Christopher M. Donnelly, SageView Advisory Group

Audience:
Defined contribution/401(k) plans

Level:
Intermediate

Category:
Evaluating & Monitoring Your Plan & Vendors

You can’t turn around nowadays without hearing about Retirement Income. Why is it so hot? Should you pay attention to it? We’ll separate myth from reality and examine future trends in this engaging session. Gain an understanding of the full range of options available, how they may improve your plan, salient fiduciary matters and how to evaluate and implement in your plan. FOR DC/401(k) AND 403(b) PLANS. BASIC.

Speaker:
Doug McIntosh, Prudential

Audience:
Defined contribution/401(k) plans, 403(b) plans

Level:
Basic

Category:
Investment Management & Plan Funding

2:00 pm - 3:00 pm

This session will look at the most common fiduciary concerns that pension plan sponsors face, and give you concrete steps to improve your policies and procedures. No matter the state of your plan (open, closed, frozen) or how well funded it is, your plan fiduciaries need to understand the specific and unique pension plan items that they need to monitor. FOR DB PLANS. INTERMEDIATE.

Speakers:
Michael S. Clark, River and Mercantile Solutions
Lauren Meyer, River and Mercantile Solutions

Audience:
Defined benefit plans

Level:
Intermediate

Category:
Plan Design & Administration

This session is for new or seasoned plan sponsors who wish to learn the intricacies of stop loss contracts, underwriting and risk transfer. It provides an in-depth review of stop loss “contract types”—12/12, 15/12, 24/15, 15/18, terminal liability features and stop loss contract variations that are available to plan sponsors who choose to partially self-fund their group health plan. Among the topics covered are guidelines for the selection of appropriate specific and aggregate funding levels for those considering or renewing to this alternate funded arrangement. Also included are insights into the underwriting process and the onerous use of stop loss lasers. In addition, there will be a review of how COBRA rates and IBNR (Incurred But Not Reported) claim reserves are established. Leave this session with a better understanding of the stop loss function, contract variations and how to select the appropriate stop loss level that helps meet your financial goals. FOR SELF-FUNDED PLANS. ADVANCED.

Speaker:
Dean M. Hoffman, Dean M. Hoffman, LLC

Audience:
Self-funded health and welfare plans

Level:
Advanced

Category:
Plan Design & Administration

How do you differentiate your company when we have had the hottest labor market in 50 years? Since the recession, the variety of benefits offered has proliferated but employee understanding and use of those benefits has dropped. Companies that personalize benefits drive higher engagement and don’t necessarily spend more. In this session, we’ll explore the current state of tailored benefits offerings and delivery, examine the role of benefits in driving employee engagement, and learn ways to personalize benefits so they are meaningful to each individual. FOR SELF-FUNDED AND FULLY INSURED PLANS. INTERMEDIATE.

Speaker:
Leo Tokar, Lockton Companies, LLC

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Intermediate

Category:
Employee Communication & Education

Are you dreading another arduous RFP process consisting of hundreds of pages of vendor capabilities? Then flip the discussion and make the process about YOU! During this session, discover a new RFP process that efficiently and effectively guides you to your new advisor or recordkeeper while empowering you with valuable insight into your retirement plan. Learn to use this new approach from start to finish and receive examples, sample tools and real-world case studies. FOR DC/401(k), DB AND 403(b) PLANS. INTERMEDIATE.

Speaker:
Sara R. Matlock, SWBC Retirement Plan Services

Audience:
Defined contribution/401(k) plans, Defined benefit plans, 403(b) plans

Level:
Intermediate

Category:
Evaluating & Monitoring Your Plan & Vendors

3:15 pm - 4:15 pm

As a result of recent litigation and regulations, plan sponsors have a heightened awareness of their fiduciary responsibility surrounding retirement plan fees and how those fees are paid. In this session, hear about the legal requirements for allocating fees in retirement plans, the options available in the marketplace, and best practices for managing ERISA revenue credit accounts. FOR DC/401(k) AND 403(b) PLANS. INTERMEDIATE.

Speaker:
Christian D. Hancey, J.D., Nixon Peabody LLP

Audience:
Defined contribution/401(k) plans, 403(b) plans

Level:
Intermediate

Category:
Legal, Regulatory & Fiduciary Issues

With this new decade upon us we must evolve our thinking when it comes to benchmarking our retirement plans.  In this engaging session, learn how an evolved thought process regarding benchmarking your recordkeeper, advisor, target date funds, and financial wellness can lead to a better retirement plan for both your company and your participants.

Speakers:
Scott Colangelo, Qualified Plan Advisors
Christopher T. Roper, Qualified Plan Advisors

Level:
Basic

Category:
Evaluating & Monitoring Your Plan & Vendors

Missing participants impact retirement plans in a number of ways, including increased costs, additional time spent attempting to locate these participants, increased fiduciary liability, and the headaches that come along with uncashed checks. Plan sponsors and providers have tools at their disposal that can help them with all of their missing participant-related problems such as Pre- and Post-Distribution Search Services, Automatic Rollover IRAs, and Uncashed Check Resolution. Join this session to learn how plan sponsors and providers can ensure their plan(s) have a full complement of tools to efficiently deal with issues related to missing participants. FOR DC/401(k) AND DB PLANS. INTERMEDIATE.

Speaker:
Ryan Whittington, Millennium Trust Company

Audience:
Defined contribution/401(k) plans, Defined benefit plans

Level:
Intermediate

Category:
Plan Design & Administration

The challenges of managing healthcare benefits and corporate policies amidst the daily changes in drug legislation can be tricky. Discrepancies between state and federal laws provide little guidance to employers on how to effectively address topics like drug testing, medical and recreational marijuana, or opioid prevention. This session explores what’s happening in opioid management and drug legalization now – and what we, as employers, can do to set up our employees for success. We will review best practice approaches to implement practical solutions that prevent substance abuse, while promoting and enforcing a legally compliant, drug-free workplace. FOR SELF-FUNDED AND FULLY INSURED PLANS. BASIC.

Speaker:
Kellee K. Grimes, R.N., Mutual of Omaha Insurance Company

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Basic

Category:
Wellness, Disease & Case Management

Tuesday, March 17, 2020
9:45 am - 10:45 am

Increasingly, employers have been adding or modifying employee wellness programs in an effort to control medical cost inflation. Wellness programs can take many forms, ranging from gym memberships and yoga classes to biometric screenings and tobacco testing. However, they must comply with complex and confusing regulations under numerous federal laws, including the Americans with Disabilities Act (ADA), Genetic Information Nondiscrimination Act (GINA), Health Insurance Portability and Accountability Act (HIPAA), and the Affordable Care Act (ACA), among others. Oftentimes, well-meaning employers will evolve their programs outside of the regulations and are forced to modify their wellness programs to comply. This session explains the legal requirements and how employers should design their wellness programs to ensure that they stay on the right side of the laws. FOR SELF-FUNDED AND FULLY INSURED PLANS. INTERMEDIATE.

Speaker:
Kate U. Saracene, J.D., Katten

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Intermediate

Category:
Legal, Regulatory & Fiduciary Issues

Looking for ways to curb healthcare costs is not a new task for many benefits professionals.  Finding solutions that actually work often feels rarer than a unicorn sighting.  In this session, explore four cutting-edge trends employers are using to manage the high cost of medical coverage for their employees and their families.  Learn the ins and outs of coalitions for leveraged purchasing and how best to influence terms and pricing.  Hear a detailed discussion of value-based plan designs and how they can work for your plan.  Walk away with a greater understanding of the current marketplace with factual examples and case studies showing real-world numbers and savings.  Discover the latest on Narrow Networks and Centers of Excellence options. FOR SELF-FUNDED AND FULLY INSURED PLANS. INTERMEDIATE.

Speaker:
Marybeth Gray, Trion

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Intermediate

Category:
Plan Design & Administration

Do you want to help attract and retain employees who have burdensome student loan debt or who want to save in a 529 Plan for their kid’s or grandkid’s future college expenses? Learn how you can add this attractive benefit to help employees and reduce employee turnover without breaking your budget. In this tight job market, a student loan debt assistance program can help provide you with a competitive edge for hiring and retention. FOR DC/401(k) PLANS. INTERMEDIATE.

Speakers:
Erin Hall, Strategic Retirement Partners
Ann-Marie Sepuka, Strategic Retirement Partners

Audience:
Defined contribution/401(k) plans, Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Intermediate

Category:
Plan Design & Administration

What is behind recent market performance? What will the impact be on your pension or defined contribution plan? In this session, Fidelity experts will examine how asset allocation and shifts in the business cycle can impact your multi-asset class investments in both pension portfolios and target date products. FOR DC/401(k) AND DB PLANS. INTERMEDIATE.

Presented By:
Jacob Weinstein, Fidelity Investments

Audience:
Defined contribution/401(k) plans, Defined benefit plans

Level:
Intermediate

Category:
Investment Management & Plan Funding

11:00 am - 12:00 pm

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is the most significant retirement plan legislation in more than a decade.  Plan sponsors need to be aware of the wide-ranging provisions and planning implications for their current retirement plans.  Employers who have resisted offering a qualified retirement plan to their employees are encouraged to add one with the Act’s provisions designed to expand access to retirement savings for small businesses and part-time employees.  Attend this session to gain an understanding of the many facets of the SECURE Act, including greater accessibility to annuities in defined contribution plans and the simplification of many cumbersome administrative and plan design rules.

Speaker:
Ian S. Kopelman, J.D., DLA Piper US LLP

Audience:
Defined contribution/401(k) plans

Level:
Intermediate

Category:
Legal, Regulatory & Fiduciary Issues

Specialty drugs, biogenics, and bio-specifics make up only a small piece of prescribed drugs, but a large percent of most employers’ costs. Join experts from NFP’s Rx Solutions team to explore the future of this area and how employers can implement strategies to control their costs while still helping their employees. FOR SELF-FUNDED AND FULLY INSURED PLANS. BASIC.

Presented By:
Charlie Hartung, NFP

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Basic

Category:
Evaluating & Monitoring Your Plan & Vendors

The safe harbor of Target Date Funds (TDFs) as the QDIA along with a historic bull market over the last decade has lulled many plan sponsors and advisors into a false sense of security.  Gain a greater understanding of how TDFs are likely your biggest potential liability, as well as how to effectively mitigate it.

Speaker:
Scott Colangelo, Qualified Plan Advisors

Level:
Intermediate

Category:
Investment Management & Plan Funding

This case study demonstrates how to build and implement a successful wellness program from beginning to end. The discussion covers the elements you must consider, including needs assessment, best practices, operational processes, communication, employee participation and evaluation of wellness program initiatives. Find out what worked, as well as what challenges had to be overcome.

Speaker:
Teresa Saucedo, VIA Metropolitan Transit

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Basic

Category:
Wellness, Disease & Case Management

2:00 pm - 3:00 pm

Are you 100% confident in the operation and ERISA compliance of your defined contribution plan? Increasing IRS audit activity makes this issue more important than ever. This presentation highlights the most common ERISA compliance issues that can affect even the most conscientious plan sponsors. Learn what to look for, what to avoid, when to seek assistance, and how to utilize the IRS self-correction methods to fix these common errors. FOR DC/401(k) AND 403(b) PLANS. INTERMEDIATE.

Speaker:
Christian D. Hancey, J.D., Nixon Peabody LLP

Audience:
Defined contribution/401(k) plans, 403(b) plans

Level:
Intermediate

Category:
Legal, Regulatory & Fiduciary Issues

This session explores the projected impact of specialty drugs and high cost generics on employer costs in 2020. Take part in an in-depth discussion about plan design features employers should consider to help manage future drug trends, including specific strategies for more effective diabetes and opioid management. You won’t want to miss this insightful session! FOR SELF-FUNDED PLANS. BASIC.

Speakers:
Gregory I. Madsen, Innovative Rx Strategies, LLC
Michael J. Staab, J.D., Innovative Rx Strategies, LLC

Audience:
Self-funded health and welfare plans

Level:
Basic

Category:
Plan Design & Administration

Well-designed benefit programs are critical to bringing in new talent and increasing employee loyalty, but health insurance is now the second largest business expense behind payroll. It is critical for your C-Suite to understand the dynamic changes occurring in the marketplace that affect current and future costs.  In this workshop, learn how to analyze costs, budget projections and medical trends and discover various strategies to get your C-Suite on board with your benefit plan strategy. FOR SELF-FUNDED AND FULLY INSURED PLANS. INTERMEDIATE.

Speaker:
Marybeth Gray, Trion

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Intermediate

Category:
Evaluating & Monitoring Your Plan & Vendors

The right time to initiate a pension risk transfer is right now. Funded status is the highest it’s been in the last 10 years, pricing is attractive and insurer capacity is abundant. In fact, 72% of organizations that have already shifted their pension liability said they were likely to shift additional liabilities in the future. So why the hesitation? This session explores the reasons companies are holding back and explains the benefits of shifting their thinking. FOR DB PLANS. BASIC.

Speakers:
Justin Adamitis, Prudential
Alexandra Hyten, Prudential

Audience:
Defined benefit plans

Level:
Basic

Category:
Investment Management & Plan Funding

3:15 pm - 4:15 pm

Hear an ERISA expert discuss fourteen easy steps you can take to make sure you are fulfilling your fiduciary responsibilities. Additionally, find out about any impact the recently-passed tax legislation will have on your plans. This is also your opportunity to get all of those unanswered plan management legal questions answered by a top benefits attorney—free of charge. FOR DC/401(k) AND DB PLANS. INTERMEDIATE.

Speaker:
Ian S. Kopelman, J.D., DLA Piper US LLP

Audience:
Defined contribution/401(k) plans, Defined benefit plans

Level:
Intermediate

Category:
Legal, Regulatory & Fiduciary Issues

We all agree that our greatest assets walk in and out of our companies every day. So, are you providing the value-creators in your organization with the programs that will keep them coming back? Are you ensuring that you can recruit top talent? Are you helping your highly-compensated population prepare for a successful retirement? Are you providing them with benefits that are proportional to the compensation they earn? Join us to learn how to build programs that help lock in key talent your company needs to continue growing and thriving in a highly competitive market. FOR DC/401(k), DB, 403(b), SELF-FUNDED AND FULLY INSURED PLANS. INTERMEDIATE.

Speaker:
Tony Greene, NFP

Audience:
Defined contribution/401(k) plans, Defined benefit plans, 403(b) plans, Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Intermediate

Category:
Plan Design & Administration

Learn how a Fortune 100 company pursued tackling medical expenses with tactics applicable to any self-funded employer.  By exploring a study done for a specific employer with employees across multiple markets, this session will provide tangible examples that will help you understand drivers of medical costs and opportunities identified to manage those costs through different approaches. This session will benefit employers of any size, particularly those that want to be progressive in their financial management. FOR SELF-FUNDED AND FULLY INSURED PLANS. BASIC.

Speaker:
Leo Tokar, Lockton Companies, LLC

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Basic

Category:
Plan Design & Administration

In light of recent litigation and legislation, a central focus for plan sponsors has been benchmarking and documenting the cost of their retirement plan. While important, plan success is defined by more than just reasonable fees. Effective retirement programs have the ability to positively impact employees lives when done well. This session explores a variety of ways to measure the success of your plan and reconnects you to the reason you have a retirement plan at all. FOR DC/401(k), DB AND 403(b) PLANS. INTERMEDIATE.

Speaker:
Dawn van Dyck, SWBC Retirement Plan Services

Audience:
Defined contribution/401(k) plans, Defined benefit plans, 403(b) plans

Level:
Intermediate

Category:
Evaluating & Monitoring Your Plan & Vendors

Wednesday, March 18, 2020
9:45 am - 10:45 am

Have you encountered “surprises” after an M&A closing?  Can your M&A team uncover costly issues and compliance risks related to 401(k), health coverage (including self-funded health) and other benefits?  What benefit strategies can you put into place to better position your company as it pursues acquisitions? Learn about plan design strategies that can help integrate newly acquired employees and how to find opportunities to save costs after the closing.  If you are the seller, this information can help you get your house in order before the sale.  FOR 403(b), SELF-FUNDED AND FULLY-INSURED PLANS. BASIC.

Speaker:
Robert J. Foley, Mutual of Omaha Insurance Company

Audience:
403(b) plans, Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Basic

Category:
Legal, Regulatory & Fiduciary Issues

Helping employees with their financial problems leads to better profit margins and more loyal employees. Easier said than done, right? Wrong. Offering a financial EAP program might be just the low cost benefit option your firm has been seeking. In this session, learn how offering a comprehensive financial EAP can impact your employees stress levels, how to calculate the ROI on the program, and how a financial employee assistance program can help you stand out as an employer of choice. FOR 401(k) PLANS. INTERMEDIATE.

Speaker:
Ann-Marie Sepuka, Strategic Retirement Partners

Audience:
403(b) plans, Self-funded health and welfare plans

Level:
Intermediate

Category:
Plan Design & Administration

With so many generations currently in the workforce, HR professionals are challenged with balancing very different needs and wants from employees and their families. The new ‘front door’ to Healthcare will expand options and challenge our plans to change and keep up with AI and technology that we can use in employee benefits programs for the future. In this session, we’ll explore new-to-market technology that will get us to the next level in communications and enable members to access care in a different way. FOR SELF-FUNDED AND FULLY INSURED PLANS. BASIC.

Speakers:
Marybeth Gray, Trion
Sean Wacker, Trion

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Basic

Category:
Evaluating & Monitoring Your Plan & Vendors

The challenges of managing healthcare benefits and corporate policies amidst the daily changes in drug legislation can be tricky. Discrepancies between state and federal laws provide little guidance to employers on how to effectively address topics like drug testing, medical and recreational marijuana, or opioid prevention. This session explores what’s happening in opioid management and drug legalization now – and what we, as employers, can do to set up our employees for success. We will review best practice approaches to implement practical solutions that prevent substance abuse, while promoting and enforcing a legally compliant, drug-free workplace. FOR SELF-FUNDED AND FULLY INSURED PLANS. BASIC.

Speaker:
Kellee K. Grimes, R.N., Mutual of Omaha Insurance Company

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Basic

Category:
Wellness, Disease & Case Management

11:00 am - 12:00 pm

Managing disability accommodation requests in the workplace is no easy task, particularly in this age of ever-changing legal and regulatory obligations. Foundational knowledge, consistent business practices and routine assessment of corporate strategies can assist to ensure your teams remain compliant. Through case examples, trending topic discussions, process reviews, and best-practice applications, employers will learn to navigate the interactive process with ease. This session will provide realistic, budget-conscious, and practical solutions to assess the business value of accommodations in your workplace and ensure ADAAA compliance, and offer practical steps to create and leverage a more inclusive workplace for individuals with disabilities. FOR DC/401(k), DB, 403(b), SELF-FUNDED AND FULLY INSURED PLANS. INTERMEDIATE.

Speaker:
Kellee K. Grimes, R.N., Mutual of Omaha Insurance Company

Audience:
Defined contribution/401(k) plans, Defined benefit plans, 403(b) plans, Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Intermediate

Category:
Legal, Regulatory & Fiduciary Issues

Are your employee benefit programs working? Are you using the appropriate benchmarks and measuring the right things? This workshop helps you understand how to establish measurable goals and select the most appropriate metrics to determine the effectiveness of your benefit programs. Learn how to create metrics “dashboards” that measure results over time. FOR SELF-FUNDED AND FULLY INSURED PLANS. INTERMEDIATE.

Speaker:
Robert J. Foley, Mutual of Omaha Insurance Company

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Intermediate

Category:
Plan Design & Administration

Everyone has a benefits communication plan, but is it really working? Learn how to design impactful communication material that inspires employees to engage with the plans. From creating practical, imaginative communications through a variety of mediums, developing an effective communication strategy, staying on budget, and avoiding communication missteps, join us for this positive and insightful workshop! FOR SELF-FUNDED AND FULLY INSURED PLANS. BASIC.

Speaker:
Connie Dong, HumanGood

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Basic

Category:
Employee Communication & Education

In each of our lives, we are faced with what we perceive as “Stairs that Lead Nowhere”…that project that we don’t start because we can’t see the end or the potential value of its completion; the event we don’t plan because the clouds are blocking our view of the landing; the position we don’t volunteer for because it seems too overwhelming. In this session, we’ll discuss the hesitations of starting a climb that seems never-ending, explore the possibilities of taking the first step, learn how to measure failure, and discover how to ultimately embrace the climb and successfully make it to the top. FOR DC/401(k), DB, 403(b), SELF-FUNDED AND FULLY INSURED PLANS. BASIC.

Speaker:
Kara Grace Sharman, East Texas Lighthouse for the Blind

Audience:
Defined contribution/401(k) plans, Defined benefit plans, 403(b) plans, Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Basic

Category:
Employee Communication & Education