Employee Benefit Education

Amp up your benefit plans at the Nashville Mid-Sized Retirement & Healthcare Plan Management Conference, September 15-18, at the Omni Nashville Hotel.Posted on: 06/12/2019

Find the pieces of the puzzle you need in Chicago at the Mid-Sized Retirement & Healthcare Plan Management Conference, June 4-7, at the Chicago Marriott Magnificent Mile.Posted on: 05/29/2019

Discover new ways to tackle benefit plan challenges and achieve greater savings, improved employee engagement, and superior plan compliance by attending the Boston  Mid-Sized Retirement & Healthcare Plan Management Conference, May 5-8 at the Boston Marriott Copley Place.Posted on: 01/16/2019

Learn how to more effectively balance and enhance your benefit plans by joining your peers and industry experts in sunny San Diego at the Mid-Sized Retirement & Healthcare Plan Management Conference, March 24-27 at the Manchester Grand Hyatt.Posted on: 01/16/2019

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.Posted on: 09/12/2018

Don’t leave your benefit plans to chance! Hit the jackpot with cost-savings strategies, compliance updates and winning engagement plans when you attend the Mid-Sized Retirement & Healthcare Plan Management Conference, September 30 – October 3, 2018 at The Cosmopolitan of Las Vegas.Posted on: 06/22/2018

Employ the right strategies to keep your benefit plans cost-efficient and compliant. Make plans now to attend the Mid-Sized Retirement & Healthcare Plan Management Conference, June 10-13, 2018, at the Chicago Marriott Magnificent Mile.Posted on: 02/23/2018

Discover real-world solutions to conquer compliance issues, contain costs, and elevate employee engagement when you join your peers in The Big Easy! Make plans now to attend the Mid-Sized Retirement & Healthcare Plan Management Conference, May 6-9, 2018, at the New Orleans Marriott.Posted on: 02/23/2018

Ensuring benefit plan compliance while controlling costs is crucial for plan sponsors and employers. Receive real-world solutions for successful benefit plan management at the Mid-Sized Retirement & Healthcare Plan Management Conference, March 25-28, 2018, at the Palace Hotel in San Francisco.Posted on: 12/07/2017

Our highly-rated educational conferences focus on key retirement plan and healthcare benefits issues for mid-sized employers. Attend one of our programs and receive unbiased education to help you better manage your benefit plans.Posted on: 12/07/2017

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.Posted on: 03/15/2016

Posted on: 03/10/2016

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.Posted on: 12/08/2014

This September 2014 report from the Investment Company Institute answers frequently asked questions about 401(k) plans, including what percentage of U.S. retirement assets they represent, what the average balance is, and how participants have allocated their investments.Posted on: 10/30/2014

This August 2014 Issue Brief summarizes EBRI’s 74th policy forum held in Washington, DC, on May 15, 2014. The symposium featured experts who examined the current and projected future of retirement readiness, employment-based healthcare, and the role that approaches like financial wellness can play in alleviating the strains of uncertainty.Posted on: 08/14/2014

Gallup meta analysis research, conducted every two to four years, shows that  engaged employees lead to higher productivity, profits and customer rankings and to lower turnover.Posted on: 06/25/2014

This June 2014 research report from The Principal® focuses on participants’ experiences with non-qualified deferred compensation (NQDC) plans. Based on online interviews conducted in late summer 2013, the survey examined factors that drive satisfaction with these plans, how deferral decisions are made and the role of NQDC in retirement readiness for key employees.Posted on: 06/01/2014

This February 2014 article published in the Journal of Workplace Behavioral Health examines the use of incentives to shape health behavior and looks at the differences between “patient-centered” and “person-centered” approaches. The authors conclude that while it isn’t possible to create incentives that will be appealing to everyone, a person-centered approach would  allow individuals to self-match to incentives and engage them in the decision-making process. This could lead to better outcomes.Posted on: 04/08/2014

MetLife released its 12th annual study of employee benefit trends in March 2014. Conducted in October-November, 2013, the study incorporates findings from three separate groups: employers, employees and brokers.Posted on: 03/25/2014

This one-page snapshot succintly summarizes survey findings from Lincoln Financial Group’s Retirement Power Research Series that looked at how to engage and motivate women participants in defined contribution plans.Posted on: 06/14/2013

This White Paper from Lincoln Financial Group’s Retirement Power Research Series examines women as a discreet segment within defined contribution plan participants.Posted on: 06/14/2013