Educational conferences focused on key retirement plan and healthcare benefit issues for mid-sized employers
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 November, 2014 survey by law firm Foley & Lardner focuses on the rising interest in telemedicine. The survey, while small in scale (just 57 respondents) was conducted among healthcare executives throughout the US in September and October 2014. Among the issues the survey covered are the effect the ACA has had on telemedicine advancements as well as the challenges surrounding payment for healthcare providers for the service.Posted on: 11/24/2014
The fifth annual Wells Fargo Middle Class Retirement Study finds that 41% of middle class Americans between the ages of 50 and 59 are not currently saving for retirement and that more than one-third of middle class Americans (34%) contribute nothing at all to a 401(k) or other retirement account.Posted on: 10/30/2014
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
An August 2014 survey of 401(k) participants by Charles Schwab shows that employees overwhelmingly (87%) consider the 401(k) a necessity in their benefits package, but that many are under-utilizing the tools available to help them manage it.Posted on: 08/03/2014
Admit it—sometimes it’s difficult for all of us as plan sponsors to understand all of the healthcare changes, rules and regulations. But imagine how our employees feel. This article from PLANSPONSOR offers ten relatively easy and sensible steps to take to communicate the puzzle that is healthcare benefits.Posted on: 07/15/2014
Many employees falsely believe they are saving enough for retirement, or underestimate the amounts they will need. This article in EBRI’s June 2014 Notes explains which employees are likely to fall short of the goals, and hopefully forewarns employers so they can better prepare these employees.Posted on: 07/14/2014
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
An recent article in Benefits Quarterly by John Moses, Ph.D., Aon Hewitt, discusses how to construct benefit communications that lead to action instead of indifference.Posted on: 08/01/2013
This February 2013 survey by Fidelity Investments and GfK Public Affairs & Corporate Communications asserts that employees do not understand or appreciate the benefits of HSAs and that employers have an opportunity to expand their communication efforts to promote better understanding.
Posted on: 07/24/2013
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