2017 Charlotte Program

Ballantyne Hotel Charlotte, NC

February 21, 2017

www.sben.org

CHARLOTTE WORKSHOP BENEFITS EDUCATION PROGRAM Time Description 8 – 8:45 A.M. Networking Breakfast & Registration 8:45 - 9 A.M. Opening Remarks - Susan Rosenbleeth, SBEN Vice President, Principal, Conduent

Human Resource Services, Atlanta, GA 9 – 10:15 A.M. Opening Session General Session Washington Update - Hear the latest on what to expect from the new

Administration, DOL/IRS, and more that will impact your benefits and HR strategy in 2017 and beyond.

Introductions: Judi Braswell, Vice President, Business Development, Behavioral Health Systems, Inc., Birmingham, AL

Panelists: Sam Henson, Vice President, Director of Legislative & Regulatory Affairs, Lockton Companies, Kansas City, MO Mark Holloway, Senior Vice President, Director of Compliance Services, Lockton Companies, Kansas City, MO

10:15 – 10:30 A.M. Networking Break 10:30 –11:30 A.M. Concurrent Sessions I Healthcare Breakout PBM Contracting: As Clear as MUD – How to learn what’s in your PBM contract,

the good, the bad and the ugly so you can maximize the value of your Rx benefit. Introductions: Eric Rioux, Employee Benefits Sales Specialist, Northwestern Benefit Corporation of

Georgia, Atlanta, GA Speaker: Tim Thomas, Founder and Managing Director, CrystalClearRx, Denver, CO

Retirement/Investment Breakout

Plan Sponsor Response to 401(k) Fee Litigation - Join a panel discussion to hear from an advisor, plan sponsor, recordkeeper, and asset manager about the significant changes to fee structures resulting from the wave of 401(k) plan fee litigation and what trends they expect to come.

Moderator: Tom Simonson, Vice President, Lockton Companies, Charlotte, NC Speakers: Shaun Bromley, Client Advisor, JPMorgan Asset Management

Jim Culbreth, JD, Partner – Shumaker, Loop & Kendrick, LLP, Charlotte, NC Gene Paranczak, ERISA Attorney & Senior Pension Consultant, Vanguard Tom Yopp, Senior Vice President, Chief Administrative Officer, Hendrick Automotive Group, Charlotte, N.C.

11:30 –11:45 A.M. Networking Break

11:45 A.M. –1 P.M. Keynote Speaker Presentation & Luncheon Introductions: Eric Rioux, Employee Benefits Sales Specialist, Northwestern Benefit Corporation of

Georgia, Atlanta, GA Keynote Presentation Mind the Benefits Gap – Most of today’s employee benefits are not designed for the

persona of a younger employee: single, no children, healthy, high student debt, and living with their parents. For employers that recognize and address this “benefits gap,” they will enjoy a competitive advantage in not only attracting and retaining younger talent, but also improving their employment brand in the market.

Keynote Speaker: Jason Rusnak, Founder, Benevate, Inc., Atlanta, GA

Thank you to our sponsors

sben.org | ph: 404.812.9132

1 –1:15 P.M. Networking Break 1:15 –2:15 P.M. Concurrent Sessions II Healthcare Breakout Not All Telemedicine Programs Are Made Equally – Areas to be covered:

What is telemedicine? Why a third party telemedicine vendor? Plan Flexibility & Utilization, Custom Communication and Value Add’s

Introductions: Eric Rioux, Employee Benefits Sales Specialist, Northwestern Benefit Corporation of Georgia, Atlanta, GA

Speaker: Lee Shoemake, Principal, FlexCare, Atlanta, GA Retirement/Investment Breakout

Navigating the Paths to Better Retirement Outcomes– The fundamentals of building better retirement outcomes for a diverse workgroup includes both education and smart plan design features. In this session we will talk to William Howard of Bernhardt Furniture and Thomas Geraghty of Schwab Retirement Plan Services on the considerations and sharing of ideas to consistently improve offerings to help employees properly save for retirement.

Moderator: Susan Powers, Partner, Asset Grade, Atlanta, GA Speakers: Tom Geraghty, Vice President, Retirment Plan Sales, Schwab Retirement Plan

Services, Charlotte, NC William Howard, Vice President, Bernhardt Furniture Company, Hickory, NC

2:15 –2:30 P.M. Networking Break 2:30 – 3:30 P.M. Concurrent Sessions III Healthcare Breakout Leading through Transformation: Carolinas HealthCare System moves to

Full-Replacement CDHP Introductions: Ben Archer, Partner, Employee Benefits, Compensation & Retirement,

Lockton Companies, Charlotte, NC Speaker: Eve Cugini, Director of Benefits, Carolinas HealthCare System, Charlotte, NC

Scott Laws, Assistant Vice President, HR Total Rewards, Carolinas Healthcare System, Charlotte, NC

Retirement/Investment Breakout

Roles in a Post-Fiduciary Rule World - The DOL’s new fiduciary rule is triggering change amongst service providers and their fiduciary roles. Hear from a distinguished panel on how they see these roles playing out in the coming months, including an advisor, ERISA attorney, and plan sponsor points of view.

Moderator: Todd Timmerman, CFS, CEBS, AIF, Managing Director, Retirement Plan Analytics, Charlotte, NC

Speaker: Chad Carmichael, Principal Consultant, North Highland, Charlotte, NC Burke Lofland, Senior Vice President, Consultant Relations, Fidelity Investments, Atlanta, GA

Thank you to our sponsors

sben.org | ph: 404.812.9132

Thank you to our sponsors

Sponsorship Opportunities Available! Contact ameans@sben.org for details.

3:30 – 4:30 P.M. Plan Sponsor Only Session Plan Sponsor Breakout Plan Sponsor Roundtable Discussion - Don’t miss this opportunity to network

with other plan sponsors facing the same challenges in today’s market. Share best practices and learn from your peers. This session is for Plan Sponsor attendees only.

Facilitator: Claudia Dodgen, SPHR, SHRM-SCP, Vice President Employee Services, Crowder Constructors, Charlotte, NC Alanna Tanner, Benefits Manager, Amick Farms, Batesburg, SC