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

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Employee Benefit Education

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.

2018 Las Vegas Mid-Sized Retirement & Healthcare Plan Management Conference

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.

2018 San Francisco Mid-Sized Retirement & Healthcare Plan Management Conference

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.

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.

“Crisis” Management: Uncertainty and the Workplace

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.

Incentives to Shape Health Behaviors

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.