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 17, 2020) As a result of rising health concerns surrounding COVID-19, the Orlando 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.


Employer-sponsored benefit plans are crucial in shaping an organization’s culture and can have a significant impact on employee retention. With five generations now in the workplace, plan sponsors must bridge the divide, keep employees engaged, and manage ever-rising costs and compliance concerns. Refresh your benefit plan strategy in Orlando at the Mid-Sized Retirement & Healthcare Plan Management Conference, May 3-6 at the Walt Disney World Swan Resort. This program offers 40+ sessions led by industry thought leaders and innovators who provide a wealth of knowledge on the most pressing issues in retirement and healthcare benefits.

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 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
    Joe Anzalone, River and Mercantile Solutions
    Lauren Meyer, River and Mercantile Solutions
  • 20/20 Vision in 2020! Medical Advancements Worth Incorporating into Your Healthcare Benefits
    Marybeth Gray, Trion
  • 401(k) Plan Committee Tune-Up
    Patricia S. Beagle, Human Resources Consultant
  • A Tough Pill to Swallow: Managing Specialty Drug Costs
    David Lee, NFP
  • Avoid the Ticking Time Bomb in Target Date Funds
    Brian Roberts, NFP
  • Becoming an Impactful Leader
    Jill A. Kopanis, Dynamic Dies, Inc.
  • Benchmarking 101: Plans, Providers and Fees
    Presented by SageView Advisory Group
  • Best Practices in Investment Decisions and Asset Allocation
    Presented by Fidelity Investments
  • Contemporary Issues and Taboo Subjects in Health and Wellness
    Amanda O'Connell, Mutual of Omaha Insurance Company
  • Effective Benefit Program Metrics–What, How and Why
    Robert J. Foley, Mutual of Omaha Insurance Company
  • Employee Experience & Getting to the Moments That Matter
    Natalie Burge, NFP
  • Employee Student Debt Assistance: Creating a Program That Differentiates You
    Presented by Strategic Retirement Partners
  • Engaging Employees Up, Down and Across Your Organization
    Presented by University Conference Services
  • 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$?
    Presented by 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
  • Generational Dynamics—Engaging Your Workforce to Control Healthcare Costs
    Jill A. Kopanis, Dynamic Dies, Inc.
  • Great Wellness Program! But is it Legal?
    Kate U. Saracene, J.D., Katten
  • How Employers Are Moving The Needle On Healthcare Costs & Bringing the C-Suite Into The “Know” on Medical Cost Drivers!
    Marybeth Gray, Trion
  • How to Not Get Sued as a Plan Sponsor
    Craig Dewey, Strategic Retirement Partners
  • Is an On-Site Health and Wellness Clinic Right for Your Organization?
    Presented by Basic American Foods
  • It’s About You! Flipping the RFP Discussion
    Sara R. Matlock, SWBC Retirement Plan Services
  • Know the Facts: How Participant Behavior Should Drive Your Process
    Allen Hunter, J.P. Morgan Asset Management
    Niles Monica, J.P. Morgan Asset Management
  • Lessons Learned When Moving to Health Self-Funding
    Patricia S. Beagle, Human Resources Consultant
  • Leveraging ADA Regulations and Policy to Optimize Your Workforce Strategy
    Amanda O'Connell, Mutual of Omaha Insurance Company
  • M&A Due Diligence—Uncovering Hidden Benefits Issues
    Patricia S. Beagle, Human Resources Consultant
  • Mastering Medicare: Navigating Employees 65+
    John Z. Luo, MD, Doctor's Choice
  • Opportunity is Knocking: The NEW HRAs Are Here
    Kate U. Saracene, J.D., Katten
  • Orange Isn’t Your Color—Overcoming ERISA Compliance Issues
    Christian D. Hancey, J.D., Nixon Peabody LLP
  • Pharmacy Benefits and Drug Cost Trends for 2020
    Gregory I. Madsen, Innovative Rx Strategies, LLC
    Michael J. Staab, J.D., Innovative Rx Strategies, LLC
  • Pharmacy is the #1 Cost Driver in 2020—Key Strategies to Reduce Costs and Improve Health
    Marybeth Gray, Trion
  • Poke the Bear: Changing The Way We Engage Hibernating Participants
    Jason Chepenik, Chepenik Financial
  • Population Health and the Role of Care Management
    Laura S. Manning, R.N., The Guthrie Clinic
  • Real-World Benefit Communications That Work
    Connie Dong, HumanGood
  • Self-Funding: Stop Loss Contracts, Underwriting and Risk Transfer for Partially Self-Funded Plans
    Dean M. Hoffman, Dean M. Hoffman, LLC
  • Student Debt Programs That Appeal to All Generations
    Eliza Badeau, Fidelity Investments
  • We Reduced Our Health Plan Costs–Learn How You Can Too!
    Robert J. Foley, Mutual of Omaha Insurance Company
  • Wellness, Personalization & Advice – The Next Frontier in Workplace Retirement Plans
    Kevin Murphy, Franklin Templeton Investments
  • Why Do you Have a Retirement Plan? Defining Success Beyond Cost
    Dawn van Dyck, SWBC Retirement Plan Services