RETIREMENT & HEALTHCARE

P L A N M A N A G E M E N T C O N F E R E N C E

MID-SIZED

Featuring 40+ SessionsJune 4-7, 2019

An educational conference focused on key retirement plan and healthcare benefits issues for mid-sized employers

ChicagoAcademic Sponsor:

of past attendees recommend that you attend!

SAMPLE

of past attendees recommend that you attend!

Make Sense of Your Benefits Puzzle

National Sponsors Conference Sponsors

With unemployment rates low, benefit plans play a larger role in attracting and retaining top talent. What do your plans say about your company? Designing and implementing an effective (and compliant!) strategy is not out of reach.

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. This executive education program gives you access to innovative ideas and strategies from benefits experts to create a superior benefit plan program for your organization.

Find out why 99% of past attendees recommend this conference. Browse the full agenda inside and register today!

TO REGISTER, OR FOR MORE DETAILS, VISIT WWW.UCS-EDU.NET OR CALL 800-864-2063

C-Suite executives with plan fiduciary responsibilitiesVice presidents, directors and managers of HR or benefitsCFOs, vice presidents and directors of finance, treasurers and controllersBenefits/compensation directors, managers and specialistsPension/savings plan managers and trustees

Who Will Attend:

Featuring:

Fantastic networking opportunities with peers and industry experts

40+ educational sessions covering both retirement and health & welfare topics

A non-tradeshow environment—registration restricted exclusively to employers

Strategic, big-picture keynote sessions full of actionable information

Dynamic speakers that include leading industry professionals and consultants, fellow benefits practitioners, and top benefits attorneys

— B. Patel, Vice President, Finance, Dorfman Pacific Co., Inc.

“I have been receiving the flyer for this conference for about 5 years and never committed the time to attend. I am glad I finally did. The information is timely and invaluable & I can see myself attending again and bringing my HR director.”

— B. Buescher, Director of Human Resources, R.W. Sidley Inc.

“This conference was built up to me by a colleague and surpassed all my expectations. Outstanding content, knowledgeable and impressive speakers, and a wealth of opportunity to bring great ideas back to my company.”

Attendee Testimonials

Opportunity to earn 15+ continuing education credits

Vice presidents, directors and managers of HR or benefits

Continental BreakfastRegistration7:30 am – 11:00 am 7:30 am – 8:30 am

37 39 4038 H HR,HR,H

High Claimants are Driving Our Trend: What Should Employers Be Doing?

M. B. GrayTrion

Benefit Communications That Genuinely Excite Your Employees!

J. M. AdamikBenefit Nut

Americans with Disabilities Act and ADAAA: Lessons Learned for

Effective Workplace AdministrationK. K. Grimes

Mutual of Omaha Insurance Company

M&A Due Diligence—Uncovering Hidden Benefits Issues

P. S. BeagleSenior Human Resources Consultant

35H

Generational Dynamics—Engaging Your Workforce to

Control Healthcare CostsJ. A. Kopanis

Dynamic Dies, Inc.3433 HR

Value-Based Pricing: The True Disrupter in the Market

D. LymanMeritain Health

DOL Retirement Plan Investigationsand Enforcement Initiatives    

C. DavisEmployee Benefits Security Administration,

U.S. DOL36R

Why RFPs Fail—Exploring a New Approach

S. R. MatlockSWBC Retirement Plan Services

11:00 am – 12:00 pm

9:45 am – 10:45 am

Continental BreakfastRegistration 7:30 am – 8:30 am7:30 am – 4:00 pm

Welcome/Opening Remarks University Conference Services

Continental BreakfastRegistration

8:15 am – 8:30 am

7:00 am – 8:15 am7:00 am – 4:00 pm

5 7 86 R HRH

Hitting the Bullseye: Overcoming the Liability of Target-Date Funds

Presented byNFP

Funding Retirement—Transitioning from Saving to Spending

J. N. BogradJohn Hancock Retirement Plan Services

What to Expect for Pharmacy Benefits and Drug Cost Trends for 2020G. I. Madsen, M. J. Staab

Innovative Rx Strategies, LLC

1 3 42 H RHR

Moving Forward—The Role of Advisors in a Changing Industry

R. T. AllisonSWBC Retirement Plan Services

Best Practices for Effective Total Rewards Communication

J. TheirlWillis Towers Watson

Value-Based Pricing: The True Disrupter in the Market

D. LymanMeritain Health

Most Common Compliance Issues for Your Defined Contribution Plan

C. D. HanceyNixon Peabody LLP

13 15 1614 H RR,HR

Medical Benefits Costs are Second to Payroll! What is Your Strategy?

M. B. GrayTrion

Discover a Better Approach to Total Pension Management

F. Pellerin, J. RahnFidelity Investments

Designing and Implementing a Student Loan Repayment Plan

P. S. BeagleSenior Human Resources Consultant

A Fiduciary Choice: Taking the Witness Stand or Taking a Stand

for Your EmployeesM. J. Eickman

Qualified Plan Advisors

9 11 1210 R,H HHR

Implementing a Successful On-Site Health & Wellness Center: From A to Z

S. L. Samuels-FuerstSargento Foods Inc.

Total Rewards Strategies for Millennials and Centennials

A. L. GouldNewegg Inc.

Innovative Ways to Manage Your Health Plan

M. C. PersonHealthSCOPE Benefits

Reconnecting Former Employees with Their Retirement Funds

R. WhittingtonMillennium Trust Company

3:15 pm – 4:15 pm

2:00 pm – 3:00 pm

11:00 am – 12:00 pm

9:45 am – 10:45 am

8:30 am – 9:30 am Keynote Address • Using Benefits Programs to Recruit New Talent and Retain Valued Employees in an Almost Zero Unemployment World—Marybeth Gray, Trion

3:00 pm – 3:15 pm Refreshment Break

12:00 pm – 1:45 pm Lunch & Speaker • An Evolution in Fiduciary Thinking: Your Fiduciaries and Employees' Wellness—Matthew J. Eickman, J.D., Qualified Plan Advisors

TUESDAYJUNE 4

WEDNESDAYJUNE 5

THURSDAYJUNE 6

FRIDAY JUNE 7

21 23 2422 R R,HRH

Engaging Employees Up, Down and Across Your Organization

Organized byUniversity Conference Services

Is Your Pension Plan Risk Management Dialed In?

J. Anzalone, M. S. Clark River and Mercantile Solutions

Best Practices for Monitoring Your Retirement Plan

K. Smail, L. Taylor, J. TollasPlante Moran

Employee Wellness Programs Compliance Problems: What Employers Must Know Now

K. U. SaraceneKatten Muchin Rosenman LLP

17 19 2018 H RR,HR

Selecting Your QDIA and Verifying Its Prudence Periodically

C. ReaganSageView Advisory Group

The Age of Million Dollar Drugs—What is Your Company Doing About It?

M. B. GrayTrion

One Size Fits None: Discovering the Future of Individualized Benefits

Presented byNFP

Fee Equalization and the Essentials of Managing Retirement Plan Expenses

C. D. HanceyNixon Peabody LLP

29 31 3230 R RHR,H

Demystifying Futures: Unravelling Plan Fees & Maximizing Provider Negotiations

Presented byNFP

Case Studies: Looking Beyond Standard Solutions to Achieve

Financial Wellness for Your EmployeesS. Colangelo, C. T. RoperQualified Plan Advisors

Self-Funding: Stop Loss Contracts, Underwriting and Risk Transfer for

Partially Self-Funded PlansD. M. Hoffman

Dean M. Hoffman, LLC

Surviving a DOL Audit of Your Retirement and Health Plans    

A. L. GouldNewegg Inc.

25 27 2826 R HRH

If You Build It, Will They Come? Realigning Your Approach to

Employee Well-Being K. K. Settas-Jones

Willis Towers Watson

From the Outside Looking In—What We Found in YOUR Plans

B. D. FergusonSWBC Retirement Plan Services

How Can Plan Design + Engagement = Retirement Readiness?

K. N. NordgrenJohn Hancock Retirement Plan Services

FSAs, HSAs and HRAs: Navigating and Selecting the

Right Account-Based Health PlansK. U. Saracene

Katten Muchin Rosenman LLP

3:15 pm – 4:15 pm

2:00 pm – 3:00 pm

11:00 am – 12:00 pm

9:45 am – 10:45 am

8:30 am – 9:30 am Keynote Address • Prevention, Access, Cost Management, and Data—You Don’t Have to Sacrifice One for Another—Jeff Goddard, Meritain Health

3:00 pm – 3:15 pm Refreshment Break

12:00 pm – 1:45 pm Lunch & Speaker • Purposefully Benefits: The Future of Work and Implications on Total Rewards—John Bremen, Willis Towers Watson

Creating a Culture of Wellness—25+ Years in the Making 

S. L. Samuels-FuerstSargento Foods Inc.

8:30 am – 9:30 am Keynote Address • Learn the Stress Management Techniques of Professional Athletes—Barry E. Beder, Beder Consulting, LLC

D. M. Hoffman, Dean M. Hoffman, LLCSelf-Funding Forum: Basic Concepts and Advanced Tactics in Self-Funding

M. E. Falcone, NFP; C. D. Hancey, J.D., Nixon Peabody LLP; S. L. Smith, J.D., Katten Muchin Rosenman LLPTutorial: Understanding Your Fiduciary Obligations Under ERISA

Registration

1:00 pm – 5:00 pm

10:00 am – 5:00 pm

9:00 am – 5:00 pm

Legal, Regulatory & Fiduciary Issues

Plan Design & Administration

Employee Communication & Education

Evaluating and Monitoring Your Plan & Vendors

Investment Management & Plan Funding

Wellness, Disease & Case Management

Appropriate for:R=Retirement Plans; H=Health and Welfare Plans

KEY:

Complete workshop descriptions are available at www.ucs-edu.net

Agenda and Workshops

Complete descriptions are available online.

1. Online: www.ucs-edu.net

2. Call Us: 800-864-2063

3. Mail: Visit our website for a printable registration form

+ CPEs for CPAs

Add one of these exceptional sessions to your conference experience!

Tutorial: UnderstandingYour Fiduciary Obligations Under ERISA10:00 am - 5:00 pm

Self-Funding Forum:Basic Concepts and Advanced Tactics in Self-Funding1:00 pm - 5:00 pm

Tuesday, June 4

www.ucs-edu.net

Visit our website for information on upcoming conferences and webinars!

Room Rate: $299 (Single/Double)

Chicago Marriott Magnificent Mile

Earn ContinuingEducation Credits:

Room rate is valid until May 10, 2019, or only as long as rooms remain in the block. Make reservations online from our website.

3 Ways to Register

Pre-ConferenceSessions:

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Understanding Your Fiduciary Obligations Under ERISA**

Basic Concepts and Advanced Tactics in Self-Funding

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Pre-Conference Sessions*

Conference

NOTE: Please see website for the Cancellation/Substitution/Transfer policy. Registration is limited exclusively to plan sponsors and employers. Outside vendors of benefit plan services are not permitted to register. UCS is solely responsible for determining eligibility.

Hotel Information

Registration Fees

Tutorial: Understanding Your Fiduciary Obligations Under ERISAThis intensive, six-hour tutorial provides a comprehensive look at the fiduciary duties and obligations of retirement and healthcare plan sponsors. A team of highly respected ERISA experts covers issues ranging from the basic rules and regulations governing fiduciary responsibility to a more advanced look at contemporary and unfolding issues.  Among the retirement plan topics explored are Fiduciary Committee formation and governance, investment and fiduciary consulting models, selecting non-financial service providers, investing plan assets, using plan assets to pay expenses and current fiduciary litigation. Additional health plan topics include health plan contracting and oversight, notice and disclosure requirements, and a basic legal compliance primer.Michael E. Falcone, NFP; Christian D. Hancey, J.D., Nixon Peabody LLP; Shannon L. Smith, J.D., Katten Muchin Rosenman LLP

Self-Funding Forum: Basic Concepts and Advanced Tactics in Self-Funding This all-inclusive four-hour session begins with the basics of self-funding your health and welfare plan and progresses to more advanced tactics to help mitigate risk. The speaker breaks down this funding arrangement into easy-to-understand segments and explains the “plug and play” approach to stop loss protection, claims administration, care management, pharmacy, data analytics, domestic medical travel, direct provider contracting and digital medicine. The emerging use of group captives will be discussed along with the new level-funded and reference-based pricing arrangements. Gain insight into the variations of stop loss contracts, including recent hybrid contracts, and how they impact the employer’s risk tolerance and financial goals. Real-life case studies will be considered, allowing participants to walk away from this session well-grounded in the concept of self-funding and partial self-funding.Dean M. Hoffman, Dean M. Hoffman, LLC

Pre-Conference Session Descriptions

Keynote Session DescriptionsUsing Benefits Programs to Recruit New Talent and Retain Valued Employees in an Almost Zero Unemployment WorldReceive insight on plan design changes that employers are implementing and their views on the rapidly changing healthcare environment in the current climate of almost zero unemployment. Value-based plan designs are driving the future of healthcare strategy—replacing the Consumer Directed Health Plan (CDHP) strategy of 2016-2018! The landscape is changing—stay on top of industry trends in this keynote session. Marybeth Gray, Trion

An Evolution in Fiduciary Thinking: Your Fiduciaries and Employees’ WellnessIn recent years, plan sponsors and trustees have become more familiar with their heightened fiduciary responsibilities. They have improved their understanding of risks, best practice processes, and benchmarking needs, but change is afoot. Progressive fiduciaries are learning to focus on those areas with respect to not only their fiduciary responsibilities, but also to their participants’ wellness. This presentation addresses the links between fiduciary and employee wellness, and identifies best practices for employers and trustees.Matthew J. Eickman, J.D, Qualified Plan Advisors

Prevention, Access, Cost Management, and Data—You Don’t Have to Sacrifice One for AnotherWe all know that the bottom line matters. Cost containment is top-of-mind for all involved in healthcare. Employers want to save on their plans, and members want to save on out-of-pocket costs. Money is a driver in any equation used to figure out the right plan design for your organization. But do you factor in value? In this insightful session, learn how those pieces fit together and how they are supported. You can build the perfect plan on paper, but you must consider employee satisfaction and productivity alongside improved member health to truly see the value in the total cost of care.Jeff Goddard, Meritain Health

Purposefully Benefits: The Future of Work and Implications on Total RewardsToday’s talent landscape has revolutionized the way employers offer benefits programs. Total rewards now encompasses an employee’s medical, financial, emotional and social well-being benefits, and the total rewards package is viewed as a critical component to talent attraction and retention. With this increased urgency, employers need an advisor who can deliver insights, solutions and value. In this session, learn how to build a benefits program to best fit your organization’s needs.John Bremen, Willis Towers Watson

Learn the Stress Management Techniques of Professional AthletesFrom the Boston Red Sox to Harvard’s Men’s Hockey Team, professional athletes and business leaders are successfully managing stress and improving productivity. Leave this session with simple training techniques that anyone can learn to reduce stress, improve focus and reach personal goals.Barry E. Beder, Beder Consulting, LLC

KEY:

Legal, Regulatory & Fiduciary Issues Workshop Titles & Descriptions as of 3.5.19Please visit the workshop page on our website for

the most updated schedule and session descriptions.

The number next to the workshop titledesignates location on agenda.

Plan Design & AdministrationEmployee Communication & EducationEvaluating and Monitoring Your Plan & VendorsInvestment Management & Plan FundingWellness, Disease & Case Management

Legal, Regulatory & Fiduciary Issues

1. Most Common Compliance Issues for Your Defined Contribution Plan Are you 100% confident in the operation and ERISA compliance of your defined contribution plan? Increasing IRS audit activity makes this issue more important than ever. This presentation highlights the most common ERISA compliance issues that can affect even the most conscientious plan sponsors. Learn what to look for, what to avoid, when to seek assistance, and how to utilize the IRS self-correction methods to fix these common errors.

9. Reconnecting Former Employees with Their Retirement FundsThe success of automatic enrollment within retirement plans is accompanied by an unintended consequence: an increase in accounts left behind by former employees. The DOL has taken notice and has emphasized the importance of locating missing participants. Gain an understanding of the issues missing participants cause to plans and potential legislation that may prove to be impactful in the future. You’ll also learn more about the solutions available and how to implement best practices moving forward.

13. A Fiduciary Choice: Taking the Witness Stand or Taking a Stand for Your Employees Without regard to the on-again, off-again nature of the Department of Labor’s Fiduciary Rule, are you prepared should your company be called to the mat by a plaintiff’s attorney, the Department of Labor, or the Internal Revenue Service? Could you look those challengers—and your employees—in their eyes and say you’ve done your best by your participants? In this session, Matthew Eickman, Director of ERISA Services for Qualified Plan Advisors, shares best practices that will help your fiduciaries to answer these tough questions.

17. Fee Equalization and the Essentials of Managing Retirement Plan Expenses As a result of recent litigation and regulations, plan sponsors have a heightened awareness of their fiduciary responsibility surrounding retirement plan fees and how those fees are paid. In this session, hear about the legal requirements for allocating fees in retirement plans, the options available in the marketplace, and best practices for managing ERISA revenue credit accounts.

21. Employee Wellness Programs Compliance Problems: What Employers Must Know NowIncreasingly, employers have been adding or modifying employee wellness programs in an effort to control medical cost inflation. Wellness programs can take many forms, ranging from gym memberships and yoga classes to biometric screenings and tobacco testing. Wellness programs must comply with complex and confusing regulations under numerous federal laws, including the Americans with Disabilities Act (ADA), Genetic Information Nondiscrimination Act (GINA), Health Insurance Portability and Accountability Act (HIPAA), and the Affordable Care Act (ACA), among others. These laws impact the design of wellness programs offered by employers, and most employers need to modify their wellness programs to comply. This session explains these legal requirements and how employers should design their wellness programs to ensure that they comply.

22. Best Practices for Monitoring Your Retirement PlanThis session identifies best practices for plan sponsors to effectively and efficiently monitor their defined contribution and defined benefit plans. Learn what red flags benefit plan auditors are looking for, hear about optimal plan operations and gain insight for monitoring your plan’s investment structure.

25. FSAs, HSAs and HRAs: Navigating and Selecting the Right Account-Based Health PlansConsumer driven healthcare continues to offer viable solutions to health plan cost containment, but the accompanying account-based plan types (HRAs, FSAs, and HSAs) have become increasingly regulated and restricted. This session examines the most popular types of account-based health plans and the key features and legal restrictions of each. The speaker also discusses the pros and cons of each type of account and addresses considerations for sustainable health plan design.

29. Surviving a DOL Audit of Your Retirement and Health PlansNews of a DOL audit leaves many employers quaking in their boots. What have you done to ensure your plans are in compliance? This case study workshop focuses on how to work through an on-site DOL audit (or how to avoid one!) Learn about the full cycle process, from the initial letter to the final findings statement and all the steps in between. Lessons learned by this plan sponsor may be helpful should you find yourself facing a DOL audit in the future.

Workshop Descriptions

33. DOL Retirement Plan Investigations and Enforcement InitiativesBenefit from the knowledge of a DOL insider. This workshop, conducted by a representative of EBSA, focuses on areas of plan management the DOL is currently scrutinizing and what you can to do keep your plan safely in compliance.

37. M&A Due Diligence—Uncovering Hidden Benefits IssuesCan your M&A team uncover costly issues and compliance risks related to 401(k), health coverage (including self-funded health), perks, and other benefits? Have you encountered “surprises” after an M&A closing? Understand where to look to uncover costs and potential compliance concerns. Find benefit-related issues before the deal is signed so you can work with legal counsel to protect your organization. Know what to look for in benefits contracts in order to save costs after the closing. If you are the seller, this information can help you to get your house in order before the sale.

38. Americans with Disabilities Act and ADAAA: Lessons Learned for Effective Workplace AdministrationLegal and regulatory pitfalls make handling employee disability requests tricky. The challenges of ADAAA administration can be handled effectively and efficiently with well-trained individuals and consistent processes for addressing employee requests related to workplace accommodations. This presentation provides straight talk and proven, practical solutions for meeting your ADAAA compliance obligations.

Plan Design & Administration

2. Value-Based Pricing: The True Disrupter in the MarketWhile reference-based pricing worked for many in the past, there has been a logical shift in healthcare to move toward a value-based pricing approach. Value-based pricing benefits members, providers, and employers. Members spend less money to achieve better health, providers see greater patient satisfaction, and employers realize less risk while reducing overall spending. Join us for this insightful keynote where we learn how focusing on information, analytics and care management leads to efficient care—and becomes a win-win for all involved.

5. What to Expect for Pharmacy Benefits and Drug Cost Trends for 2020This session explores the projected impact of specialty drugs and high cost generics on employer costs in 2020. Take part in an in-depth discussion about plan design features employers should consider to help manage future drug trends, including specific strategies for more effective diabetes and opioid management. You won’t want to miss this insightful session!

10. Innovative Ways to Manage Your Health PlanWith the ever-changing world of healthcare, technology and member participation are vital to a successful health plan. Learn new and inventive ways to better manage your health plan and get your members more involved in their own care.

11. Total Rewards Strategies for Millennials and Centennials Learn about the various programs (from high cost to no cost) that are attracting millennials and centennials to a workplace. Hear the statistics about how many companies are actually implementing such programs and, more importantly, what results they are experiencing. Leave this session with the tools you need to incorporate these programs into your total rewards strategy.

14. Designing and Implementing a Student Loan Repayment Plan This session explores how student loan repayment programs work, including several variations in form, and discusses reasons for offering this benefit and examples of common benefit structures. In addition, we address taxability, plan design decisions, issues to explore with third-party administrators, a case study example, and lessons learned when implementing the benefit.

18. One Size Fits None: Discovering the Future of Individualized Benefits The world is changing—and so is the workforce. Today’s employee expects personalization. That means data-driven offerings and benefits that are particular, maybe even peculiar, to them. You want to do right by your people, and attract and retain top-tier talent—but how do you position your non-cash rewards to meet demand? Join this discussion on the future of plan design and optimize your benefits for the person, not the people.

23. Is Your Pension Plan Risk Management Dialed In?Is your pension plan 100% dialed in? 50%? Somewhere in-between? Getting all aspects of your pension plan dialed into 100% can be challenging. But the closer a plan is to being 100% dialed-in, the easier it is to manage the plan and the less likely the plan can create problems for the sponsor. From funded status changes to plan administration, and data quality, plan sponsors need to assess how dialed-in they are and what they need to do to get the dials to 100%. This session demonstrates how to gauge where you’re at and discusses strategies to get to where you want to be.

26. How Can Plan Design + Engagement = Retirement Readiness?There are two primary levers to help participants become financially confident in retirement: plan design and participant engagement. In this workshop, learn about the latest trends in plan design and their impact on retirement readiness and how engagement can be optimized through financial wellness and personalization.

30. Self-Funding: Stop Loss Contracts, Underwriting and Risk Transfer for Partially Self-Funded PlansThis session is for plan sponsors who want to learn the intricacies of stop loss contracts, underwriting and risk transfer. It provides an in-depth review of stop loss “contract types”—12/12, 15/12, 12/15, 15/18, terminal liability features and stop loss contract variations that are available to plan sponsors who choose to partially self-fund their group health plan. Among the topics covered are the selection of appropriate specific and aggregate stop loss funding levels as well as the new and renewal underwriting process, including the use of stop loss lasers. Also discussed is a review of how actuaries establish COBRA rates and IBNR claim liability. Leave this session with a better understanding of the stop loss function, contract variations and how to select the appropriate stop loss funding level that helps meet your financial goals for your group health plan.

34. Value-Based Pricing: The True Disrupter in the MarketWhile reference-based pricing worked for many in the past, there has been a logical shift in healthcare to move toward a value-based pricing approach. Value-based pricing benefits members, providers, and employers. Members spend less money to achieve better health, providers see greater patient satisfaction, and employers realize less risk while reducing overall spending. Join us for this insightful keynote where we learn how focusing on information, analytics and care management leads to efficient care—and becomes a win-win for all involved.

Employee Communication & Education

3. Best Practices for Effective Total Rewards Communication For many companies, the combined expense of Total Rewards is one of the largest costs in their budget. Is your company maximizing its Total Rewards investment by communicating it effectively to your employees? In this session, learn how to come up with a plan based on best practices and fresh ideas to maximize your Total Rewards offering with effective communication.

6. Funding Retirement—Transitioning from Saving to SpendingHow do you make your money last throughout retirement in a world of high equity valuations and low interest rates? What is “sequence of return risk” and how do you manage it? What happens when people have more assets in home equity than in financial assets? What’s the right age to claim Social Security? This presentation discusses these and other retirement challenges and offers suggestions and strategies based upon the latest academic and practitioner research.

24. Engaging Employees Up, Down and Across Your OrganizationEmployers work hard to secure the best possible benefits and compensation for their employees, but without good communication, it can be difficult to get people to tune in. During this session, learn how to build a strong communication strategy to make sure your employees are engaged and stay up-to-date on their benefit plans.

31. Case Studies: Looking Beyond Standard Solutions to Achieve Financial Wellness for Your EmployeesThis session examines real world problems both participants and plan sponsors face and takes a look beyond standard industry solutions to identify innovative solutions that can improve your employees’ lives, your retirement plan’s effectiveness, and your company’s productivity.

35. Generational Dynamics—Engaging Your Workforce to Control Healthcare CostsWith the rise of millennials and the lessening impact of baby boomers, generational dynamics seem to be playing a larger role in all aspects of the business world. In this presentation, discover the various needs of each generation and learn how to effectively communicate with them. Then apply these communication techniques and learn how to engage the new workforce in your efforts to control healthcare costs.

39. Benefit Communications That Genuinely Excite Your Employees!Have you ever received an email from an employee exclaiming, “That benefits open enrollment material was so much fun to read!”? Probably not—but in this session, hear from an HR professional that has actually received this email from an employee! Learn how to design impactful communication material that inspires employees to want to see more. From creating practical, imaginative communications and developing an effective communication strategy to meeting the illusive budget and avoiding communication missteps, join us for this fun and insightful workshop!

Evaluating and Monitoring Your Plan & Vendors

4. Moving Forward—The Role of Advisors in a Changing IndustryWhile investment advisors have long been involved in the retirement industry, the role of advisors has been far from constant. What’s changed? Should you have an advisor? Which advisor? Is your advisor staying current with an evolving industry? Does the now-defunct fiduciary rule have any impact today? Is your recordkeeping provider enough? During this session, receive answers to these questions and a clear path forward to ensure you’re staying current and positioning your plan for the future.

15. Medical Benefits Costs are Second to Payroll! What is Your Strategy? Healthcare costs are second to payroll! Learn what the new cutting edge strategies of top-performing companies are doing to control costs while still maintaining robust benefit packages at affordable prices. Discover the top 5 strategies to beat medical trend more effectively!

19. The Age of Million Dollar Drugs—What is Your Company Doing About It?To retain and attract talented employees, organizations endeavor to offer competitive benefit programs. Delivering robust medical & pharmacy benefits at an affordable price has been a challenge with soaring costs. The largest chunk of the increase is due to skyrocketing pharmaceutical costs. Today, Rx is 26% of total benefits spend. By 2020, it is predicted to grow to 50% of our total benefits costs! Learn what is happening in this area, what’s around the corner and how top-performing companies are managing these costs while still maintaining competitive benefit packages at affordable prices.

27. From the Outside Looking In—What We Found in YOUR PlansWhile most plan sponsors have taken steps to address common issues with retirement plans, the vast majority feel that more can be done. Using a case study approach, this session takes an advanced-level look at what we found in the retirement plans of this conference’s attendees, simply by reviewing publicly available information. Discover how to implement emerging industry best practices to ensure your plans are avoiding risk and operating at the most efficient level possible.

32. Demystifying Futures: Unravelling Plan Fees & Maximizing Provider NegotiationsLitigation around retirement plan fees grows more complicated every minute. Unfortunately, no two plans are the same and you can’t examine fees in a vacuum. Negotiate plan fees today to make sure they’re reasonably contained within 408(b)(2) disclosures tomorrow. This workshop provides context for fee design, demographics, services and investment opportunities to help refine your fiduciary protection process and make sure you’re ensuring the best deal for your employees.

36. Why RFPs Fail—Exploring a New ApproachMost retirement plan sponsors cringe at the prospect of going through a full RFP process for any vendor, but what if the process didn’t have to be such a chore? During this session, learn about an innovative approach to conducting RFPs for recordkeepers and advisors aimed at making the process efficient and effective. Gain a deeper understanding of a new approach to RFPs and detailed, actionable steps forward.

40. High Claimants are Driving Our Trend: What Should Employers Be Doing?Health insurance is now the second largest business expense behind payroll. It is critical for employers to understand the dynamic changes occurring in the marketplace that effect costs in order to create a robust benefits program. In this workshop, learn about the important items you need to build into your benefit plan strategy to meet the needs of your organization now and into the future.

Investment Management & Plan Funding

7. Hitting the Bullseye: Overcoming the Liability of Target-Date Funds With target-date funds (TDFs), navigating your fiduciary responsibilities can be treacherous and tiring—but rewarding if you hit your target. A comprehensive selection process is the surest way to protect your plan participants and mitigate fiduciary risks when staring down significant retirement plan balances with extreme down-market return differences among like-dated TDFs. Attend this session to learn how to develop a best-practices approach to selection and monitoring.

16. Discover a Better Approach to Total Pension Management Join Fidelity Investments to gain valuable insight into how you can develop a more efficient and effective approach to managing all aspects of your pension plan. The session will cover how plan sponsors can simplify decision making and more quickly implement solutions. Discover how you can help participants as they seek better outcomes, while meeting your investment and business priorities.

20. Selecting Your QDIA and Verifying Its Prudence Periodically The Department of Labor requires plan sponsors to prudently select and monitor their plan’s qualified default investment alternative (QDIA). Many plan sponsors make this selection once and never re-visit or monitor their decision. This session discusses key drivers for and a prudent process in selecting your QDIA and also how best to ensure your original selection continues to meet your plan’s needs, your fiduciary obligations and the DOL’s expectations.

Wellness, Disease & Case Management

8. Creating a Culture of Wellness—25+ Years in the MakingThis session reviews the basic national health statistics and trends, the evolution of wellness programs offered by one employer, a model for corporate health and wellness strategy and the actual financial impact experienced. Also included is a discussion about incentives, as well as various plan design changes, including communication and implementation techniques.

12. Implementing a Successful On-Site Health & Wellness Center: From A to Z This is a “how to” session on implementing an on-site health and wellness center. A benefits colleague reviews everything from determining the space needed and services to include, to integrating the center with other employee benefits and understanding the legal considerations to the center’s cost and ROI. This case study highlights the benefits and risks associated with an on-site health and wellness center and provides a successful example.

28. If You Build It, Will They Come? Realigning Your Approach to Employee Well-BeingEmployees are your greatest asset. But do they feel that way? They will if your organization’s culture and well-being programs send that message. An integrated well-being strategy that makes employees feel good—and even brag about—their employer, can significantly impact employee attraction and retention and, possibly, the business outcomes. In this session, receive insight on how to align your strategy with the needs of your employees.