Educational conferences focused on key retirement plan and healthcare benefit issues for mid-sized employers

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Latest Updates

The 2019 Conference Schedule is Now Available!

The 2019 Mid-Sized Retirement & Healthcare Plan Management Conference schedule is now available! Join us next year and find out why 99% of past attendees recommend this conference to their colleagues! Browse the website for more details and make plans to attend one of these fantastic programs.

Using Consumer Behavior to Create a More Effective Enrollment

This November, 2014, white paper from Colonial Life discusses concepts for employers to consider for an effective benefits enrollment, including communication techniques, timeliness and benefits counseling.

Webinar by US Department of Labor EBSA

This one hour Webinar is FREE and open to Plan Sponsors and practitioners and is designed to encourage employers to voluntarily comply with the Employee Retirement Income Security Act (ERISA).  Webinar:  Thursday March 17, 2016 from 11:00AM – 12:00PM (PST).  Please see attached for more details and registration info, and please share with those that might be interested.

Final Rules for DB Minimum Required Contributions Issued

The Internal Revenue Service (IRS) has issued final regulations providing guidance on the determination of minimum required contributions for single-employer defined benefit (DB) plans, as well as final regulations regarding the excise tax for failure to satisfy the minimum funding requirements for defined benefit plans.  The regulations apply to plan years on or after January 1, 2016.