PLAN MANAGEMENT CONFERENCE Post-Election 2016: …Elliot N. Dinkin, Cowden Associates, Inc. Become...

Post-Election 2016:Navigating the ChangingBenef its Landscape

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

Academic Sponsor:

March 19-22, 2017Featuring 40+ Sessions

of past attendees recommend that you attend this

conference!

Prepare Now for the Coming ChangesThe election is over and one thing everyone can agree on is that we are entering an unprecedented season of change. The benefits industry is just beginning to digest the potential transformation, including the repeal and replacement of the ACA, withdrawal of the DOL’s fiduciary rule and overhauls of various employment and labor laws, among many others. Meanwhile, controlling costs, employee retirement savings, communication, engagement, and keeping your plans compliant with current laws are still paramount concerns for employers.

Your employees and your executive board are looking to you for the answers regarding what lies ahead. The Mid-Sized Retirement & Healthcare Plan Management Conference provides an opportunity for you to connect with industry leaders, benefits experts and peers for up-to-date information so you can make the best decisions for your plans moving forward. An overwhelming 99% of past attendees recommend that you attend this program. Experience for yourself the highest-rated educational conference in the industry and reserve your seat today!

A non-tradeshow environment— registration restricted exclusively to employersSpeakers include leading industry professionals and consultants, fellow benefit practitioners, and top benefits attorneysStrategic big-picture keynote sessions full of actionable informationUpdates on today’s most pressing issuesEarn 15+ continuing education credits40+ educational sessions covering both retirement and health & welfare topics

C-Suite executives with plan fiduciary responsibilitiesVice presidents, directors and managers of human resources and benefitsCFOs, vice presidents and directors of finance and risk management, compliance officers, treasurers and controllersEmployee benefits/compensation directors, managers and specialistsPension/savings plan managers and trustees

Who Will Attend:

Featuring:

Keynote Sessions

Healthcare Coverage: A Challenge to Retirement?Marybeth Gray, TrionIs the state of the healthcare industry adversely a�ecting your employees’ decision to retire? How has healthcare reform changed the market and what are the current trends in the new President Trump Administration? Join Marybeth Gray of Trion for an eye-opening discussion about the challenges on the horizon, expenses associated with the variables in play—and real solutions designed to help you control costs and help your employees retire.

Culture as a Competitive AdvantageSunny Grosso, Culture TrailsOver a decade of research shows that a culture of happiness is becoming one of the biggest competitive advantages in today’s economy. Happy employees who work with passion and purpose perform at consistently high levels, multiplying their e�ectiveness and raising business outcomes.

Changing the Discussion: Managing a Total Compensation Approach for a Multi-Generational WorkforceElliot N. Dinkin, Cowden Associates, Inc.Become an employer of choice by utilizing a Total Compensation approach in the management of a

spectrum of a workforce, considering all aspects of compensation including health and ancillary bene�ts, retirement programs, PTO and other compensation aspects coupled with age and lifestyle. Learn about managing the world of compensation while meeting the compliance requirements placed on employers, e.g., the Fair Labor Standards Act (FLSA) requirements and new disclosure and reporting requirements around pay equity. Find out how employers can utilize innovative solutions to meet the

Lessons Learned from Retirement Plan Litigation – Are You Asking the Right Questions? Richard T. Allison, SWBC Investment Advisory ServicesRetirement plans have become an increasingly popular target for litigation. Over the past several years, a number of signi�cant cases provide insight into the direction the retirement plan industry is headed and where a plan sponsor’s risks reside. The good news for plan sponsors is that you can use these cases as free legal advice to keep your plans in check. During this keynote session, hear about several of these cases and the lessons they provide to ensure your plan is in compliance and that you are asking the right questions.

What to Expect from Washington Now that the Election is OverJohn E. Schadl, J.D., VanguardWith the presidential election over, the question you may be asking is “How will the new administration and policymakers in Washington a�ect retirement plans and participants?” Your employees and your executive board are looking to you for the answers regarding what lies ahead. Join John Schadl, principal of Vanguard ERISA and Fiduciary Services, to hear how any potential changes could impact plan sponsors and participants.

O�ering Expert Insights Into Strategic Bene�ts Issues

Tutorial: Fiduciary Obligations Under ERISASunday, March 19 • 10:00 am – 5:00 pm (5.75 Credits)Michael E. Falcone, NFP and Christian D. Hancey, J.D., Nixon Peabody LLP

This intensive, six-hour tutorial provides a comprehensive look at the fiduciary duties and obligations of retirement 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 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. Register by February 24, 2017 to attend this session for just $395. The fee includes lunch.

Self-Funding Workshop: Basic Concepts Through Advanced Strategies Sunday, March 19 • 1:00 pm – 5:00 pm (3.75 Credits) Dean M. Hoffman, Dean M. Hoffman, LLC

This information-filled four-hour session begins with the basics of self-funding your health and welfare plan and progresses to more advanced concepts. 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, disease management, pharmacy plans, data analytics and provider networks. The emerging use of group captives will be discussed along with level-funded 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. Register by February 24, 2017 to attend this session for just $295.

Retirement Plan Check-Up: Diagnostic Tools to Keep Your Plan at Optimal PerformanceSunday, March 19 • 2:00 pm – 5:00 pm (2.75 Credits)Richard T. Allison and Bradley D. Ferguson, SWBC Investment Advisory Services

During this three-hour workshop, hear about the most common challenges facing plan sponsors and receive actionable solutions for each. Every discussion topic includes a deliverable that plan sponsors can take with them in order to easily prioritize the issues that most impact their plan. Learn how to overcome problems with documentation, investments, fees, regulations, disclosures, service providers, investment committees and more. Leave this session with the tools you need to create solutions for your challenges and measure the results.Register by February 24, 2017 to attend this session for just $295.

CE Credit & Pre-Conference Sessions

The Phoenix Mid-Sized Retirement & Healthcare Plan Management Conference is expected to be approved for 15 credits with HRCI and SHRM, as well as WorldatWork credits. CPE credit is also available for CPAs. Additional credits are awarded for attending pre-conference sessions.

Earn Continuing Education Credits

Arrive early and deepen your expertise with one of three comprehensive pre-conference sessions. Enhance your conference experience by digging deep into one of these complex benefits topics, taught by industry experts.

Extend the Value of Your Educational Experience!

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Case Study: Building an Award-Winning Wellness Program

from the Ground Up!S. Hawkins

Southwest Key Programs

Building an Engaging Benefits Communication Strategy for a

Diverse WorkforceG. E. JorbinSunrun, Inc.

Navigating High Quality Healthcare for Your Employees

L. S. ManningThe Guthrie Clinic

What to Expect from a Health Plan Investigation

Presented ByEmployee Benefits Security

Administration, U.S. DOL (Invited)

Healthcare: People, Technology and Care

Presented byNFP

The Art of the RFPL. A. Brednich

HR Company Store

You. Are. Awesome. The Future of Participant Interactions

Presented byVanguard

Staying Compliant with the ADAR. D. Eberly

DLA Piper US LLP

11:00 am – 12:00 pm

9:45 am – 10:45 am

March 22Wednesday

Keynote Address • Culture as a Competitive Advantage—Sunny Grosso, Culture Trails

Continental BreakfastRegistration

8:30 am – 9:30 am

7:30 am – 11:00 am 7:30 am – 8:30 am

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Increasing the Effectiveness of Your Healthcare Benefits Communication

J. M. AdamikBenefits Expert and Strategist

Countering the Ever-Increasing Cost of Specialty Drugs

G. I. Madsen, M. J. StaabInnovative Rx Strategies, LLC

Pay or Play Strategies: Evaluating Employer Compensation Adjustments

E. N. DinkinCowden Associates, Inc.

Top 10 Operational and ERISA Compliance Issues for Your Defined Contribution Plan

C. D. HanceyNixon Peabody LLP

Strategies in Corporate Wellness: Design, Implementation and Beyond

J. R. CrugerVIA Metropolitan Transit

Investing for Success in Your Pension Plan

M.S. Clark, P. GorgoneP-Solve

Become a Chief Operating Trouble Maker and Define True Leadership

J. A. KopanisDynamic Dies, Inc.

DC Plan Design: Driving Retirement Readiness For Your Workforce

Presented ByVanguard

Best Practices for an Effective Retirement Plan Committee

S. R. MatlockSWBC Investment Advisory Services

The Power of Data—Strengthen & Focus Your Strategies

M. B. GrayTrion

Pay or Play Strategies: Evaluating Health Plan Defined

Contribution AdministrationL. M. Votovich

Cowden Associates, Inc.

Fifteen Shortcuts to Fiduciary Compliance

I. S. KopelmanDLA Piper US LLP

Asset Allocation Hot Topics: How to Improve Your Retirement Plan

C. PenaFidelity Investments

State of the Healthcare Market Overview: The Focus of “Top Performing” Employers in 2017 and Beyond

M. B. GrayTrion

Benchmarking Plan Fees—Maximizing Provider Negotiations

K. JonesNFP

Employee Wellness Programs: What Employers Need to Know to Comply with the New Regulations

K. U. SaraceneNixon Peabody LLP

9:45 am – 10:45 am

11:00 am – 12:00 pm

2:00 pm – 3:00 pm

3:15 pm – 4:15 pm

March 21Tuesday

Networking Reception and Nightly Prize Drawings—chance to win a $250 Visa gift card! Must be present to win.

Refreshment Break

Lunch & Speaker • Lessons Learned from Retirement Plan Litigation – Are You Asking the Right Questions?—Richard T. Allison, SWBC Investment Advisory Services

Keynote Address • Changing the Discussion: Managing a Total Compensation Approach for a Multi-Generational Workforce—Elliot N. Dinkin, Cowden Associates, Inc.


4:15 pm – 5:30 pm

3:00 pm – 3:15 pm

12:00 pm – 1:45 pm

8:30 am – 9:30 am

7:30 am – 8:30 am7:30 am – 4:00 pm

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The Intersection of Wellness, Wearables and Technology


Best Practices for Proactively Managing Retirement Plan Fees

E. WagnerSageView Advisory Group

What to Expect for Pharmacy and Drug Cost Trends for 2017G. I. Madsen, M. J. Staab

Innovative Rx Strategies, LLC

The Costly Effects of Misaligned Plan Design

M. KoeppenMillennium Trust Company

How to Drive EffectiveParticipant Outcomes

B. D. FergusonSWBC Investment Advisory Services

Self-Funding: What You Need to Know About Stop Loss

Contracts and UnderwritingD. M. Hoffman

Dean M. Hoffman, LLC

Is Your Retirement Plan Actually Working?

Presented ByMassMutual Retirement Services

Choosing the Right Account-Based Health Plans: Tricks, Traps and

Tradeoffs of FSAs, HSAs and HRAsK. U. Saracene

Nixon Peabody LLP

The Evolution of On-SiteHealth ClinicsG. R. Williams

Mount Vernon Mills, Inc.

Put Your Money Where Your Mouth Is: Control Rising Medical Costs with

Effective Communication!J. A. Kopanis

Dynamic Dies, Inc.

Pension Plan Annuity Purchases: The Time is Now!

M. S. ClarkP-Solve

A Fiduciary Approach to BenchmarkingS. Colangelo

Qualified Plan Advisors

Target Date Funds—The Looming Liability of Misfit Risk

M. E. FalconeNFP



Creative Strategies to Manage Your Healthcare Costs

M. C. PersonHealthSCOPE Benefits

The Uncertain Future of PPACA: What’s Next for Employers


3:15 pm – 4:15 pm

2:00 pm – 3:00 pm

11:00 am – 12:00 pm

9:45 am – 10:45 am

March 20Monday

Networking Reception and Nightly Prize Drawings—chance to win a FREE 2018 conference registration! Must be present to win.

Refreshment Break

Lunch & Speaker • What to Expect from Washington Now that the Election is Over—John E. Schadl, J.D., Vanguard

Keynote Address • Healthcare Coverage: A Challenge to Retirement?—Marybeth Gray, Trion

Welcome/Opening Remarks University Conference Services


4:15 pm – 5:30 pm

3:00 pm – 3:15 pm

12:00 pm – 1:45 pm

8:30 am – 9:30 am

8:15 am – 8:30 am

7:00 am – 8:15 am7:00 am – 4:00 pm

R. T. Allison and B. D. Ferguson, SWBC Investment Advisory Services Retirement Plan Check-Up: Diagnostic Tools to Keep Your Plan at Optimal Performance

D. M. Hoffman, Dean M. Hoffman, LLCSelf-Funding Workshop: Basic Concepts Through Advanced Strategies

M. E. Falcone, NFP and C. D. Hancey, J.D., Nixon Peabody LLPTutorial: Fiduciary Obligations Under ERISA

Registration

2:00 pm – 5:00 pm

1:00 pm – 5:00 pm

10:00 am – 5:00 pm

9:00 am – 5:00 pm

March 19Sunday

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:

Agenda and WorkshopsAgenda and Workshops Note: Some sessions and speakers may change. Please visit theworkshop page on our website for the most updated schedule.

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Presented byNFP


HR Company Store




DLA Piper US LLP

11:00 am – 12:00 pm

9:45 am – 10:45 am

March 22Wednesday



8:30 am – 9:30 am

7:30 am – 11:00 am 7:30 am – 8:30 am

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M. B. GrayTrion









M. B. GrayTrion

Plan Fees—Who's Paying and How?K. Jones

NFP



9:45 am – 10:45 am

11:00 am – 12:00 pm

2:00 pm – 3:00 pm

3:15 pm – 4:15 pm

March 21Tuesday


Refreshment Break




4:15 pm – 5:30 pm

3:00 pm – 3:15 pm

12:00 pm – 1:45 pm

8:30 am – 9:30 am

7:30 am – 8:30 am7:30 am – 4:00 pm

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Nixon Peabody LLP





Dynamic Dies, Inc.


M. S. ClarkP-Solve




M. E. FalconeNFP





The Uncertain Future of ACA: What’s Next for Employers


3:15 pm – 4:15 pm

2:00 pm – 3:00 pm

11:00 am – 12:00 pm

9:45 am – 10:45 am

March 20Monday


Refreshment Break





4:15 pm – 5:30 pm

3:00 pm – 3:15 pm

12:00 pm – 1:45 pm

8:30 am – 9:30 am

8:15 am – 8:30 am

7:00 am – 8:15 am7:00 am – 4:00 pm




Registration

2:00 pm – 5:00 pm

1:00 pm – 5:00 pm

10:00 am – 5:00 pm

9:00 am – 5:00 pm

March 19Sunday








Key:


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Presented byNFP


HR Company Store




DLA Piper US LLP

11:00 am – 12:00 pm

9:45 am – 10:45 am

March 22Wednesday



8:30 am – 9:30 am

7:30 am – 11:00 am 7:30 am – 8:30 am

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M. B. GrayTrion









M. B. GrayTrion


K. JonesNFP



9:45 am – 10:45 am

11:00 am – 12:00 pm

2:00 pm – 3:00 pm

3:15 pm – 4:15 pm

March 21Tuesday


Refreshment Break




4:15 pm – 5:30 pm

3:00 pm – 3:15 pm

12:00 pm – 1:45 pm

8:30 am – 9:30 am

7:30 am – 8:30 am7:30 am – 4:00 pm

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Nixon Peabody LLP





Dynamic Dies, Inc.


M. S. ClarkP-Solve




M. E. FalconeNFP







3:15 pm – 4:15 pm

2:00 pm – 3:00 pm

11:00 am – 12:00 pm

9:45 am – 10:45 am

March 20Monday


Refreshment Break





4:15 pm – 5:30 pm

3:00 pm – 3:15 pm

12:00 pm – 1:45 pm

8:30 am – 9:30 am

8:15 am – 8:30 am

7:00 am – 8:15 am7:00 am – 4:00 pm




Registration

2:00 pm – 5:00 pm

1:00 pm – 5:00 pm

10:00 am – 5:00 pm

9:00 am – 5:00 pm

March 19Sunday








Key:


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Presented byNFP


HR Company Store




DLA Piper US LLP

11:00 am – 12:00 pm

9:45 am – 10:45 am

March 22Wednesday



8:30 am – 9:30 am

7:30 am – 11:00 am 7:30 am – 8:30 am

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21 23 2422

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M. B. GrayTrion









M. B. GrayTrion


K. JonesNFP



9:45 am – 10:45 am

11:00 am – 12:00 pm

2:00 pm – 3:00 pm

3:15 pm – 4:15 pm

March 21Tuesday


Refreshment Break




4:15 pm – 5:30 pm

3:00 pm – 3:15 pm

12:00 pm – 1:45 pm

8:30 am – 9:30 am

7:30 am – 8:30 am7:30 am – 4:00 pm

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H HRR

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9 11 1210

5 7 86

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Nixon Peabody LLP





Dynamic Dies, Inc.


M. S. ClarkP-Solve




M. E. FalconeNFP







3:15 pm – 4:15 pm

2:00 pm – 3:00 pm

11:00 am – 12:00 pm

9:45 am – 10:45 am

March 20Monday


Refreshment Break





4:15 pm – 5:30 pm

3:00 pm – 3:15 pm

12:00 pm – 1:45 pm

8:30 am – 9:30 am

8:15 am – 8:30 am

7:00 am – 8:15 am7:00 am – 4:00 pm




Registration

2:00 pm – 5:00 pm

1:00 pm – 5:00 pm

10:00 am – 5:00 pm

9:00 am – 5:00 pm

March 19Sunday








Key:


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33 35 3634/3

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R,H HRR,H












Presented byNFP


HR Company Store




DLA Piper US LLP

11:00 am – 12:00 pm

9:45 am – 10:45 am

March 22Wednesday



8:30 am – 9:30 am

7:30 am – 11:00 am 7:30 am – 8:30 am

29 31 3230

25 27 2826

21 23 2422

17 19 2018

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R HR,HR

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H RRH




















M. B. GrayTrion









M. B. GrayTrion


K. JonesNFP



9:45 am – 10:45 am

11:00 am – 12:00 pm

2:00 pm – 3:00 pm

3:15 pm – 4:15 pm

March 21Tuesday


Refreshment Break




4:15 pm – 5:30 pm

3:00 pm – 3:15 pm

12:00 pm – 1:45 pm

8:30 am – 9:30 am

7:30 am – 8:30 am7:30 am – 4:00 pm

R HHR

H RRH

H HRR

R RHH

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9 11 1210

5 7 86

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Nixon Peabody LLP





Dynamic Dies, Inc.


M. S. ClarkP-Solve




M. E. FalconeNFP







3:15 pm – 4:15 pm

2:00 pm – 3:00 pm

11:00 am – 12:00 pm

9:45 am – 10:45 am

March 20Monday


Refreshment Break





4:15 pm – 5:30 pm

3:00 pm – 3:15 pm

12:00 pm – 1:45 pm

8:30 am – 9:30 am

8:15 am – 8:30 am

7:00 am – 8:15 am7:00 am – 4:00 pm




Registration

2:00 pm – 5:00 pm

1:00 pm – 5:00 pm

10:00 am – 5:00 pm

9:00 am – 5:00 pm

March 19Sunday








Key:


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R,H HRR,H












Presented byNFP


HR Company Store




DLA Piper US LLP

11:00 am – 12:00 pm

9:45 am – 10:45 am

March 22Wednesday



8:30 am – 9:30 am

7:30 am – 11:00 am 7:30 am – 8:30 am

29 31 3230

25 27 2826

21 23 2422

17 19 2018

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R HR,HR

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H RRH




















M. B. GrayTrion









M. B. GrayTrion


K. JonesNFP



9:45 am – 10:45 am

11:00 am – 12:00 pm

2:00 pm – 3:00 pm

3:15 pm – 4:15 pm

March 21Tuesday


Refreshment Break




4:15 pm – 5:30 pm

3:00 pm – 3:15 pm

12:00 pm – 1:45 pm

8:30 am – 9:30 am

7:30 am – 8:30 am7:30 am – 4:00 pm

R HHR

H RRH

H HRR

R RHH

13 15 1614

9 11 1210

5 7 86

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Nixon Peabody LLP





Dynamic Dies, Inc.


M. S. ClarkP-Solve




M. E. FalconeNFP







3:15 pm – 4:15 pm

2:00 pm – 3:00 pm

11:00 am – 12:00 pm

9:45 am – 10:45 am

March 20Monday


Refreshment Break





4:15 pm – 5:30 pm

3:00 pm – 3:15 pm

12:00 pm – 1:45 pm

8:30 am – 9:30 am

8:15 am – 8:30 am

7:00 am – 8:15 am7:00 am – 4:00 pm




Registration

2:00 pm – 5:00 pm

1:00 pm – 5:00 pm

10:00 am – 5:00 pm

9:00 am – 5:00 pm

March 19Sunday








Key:


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Presented byNFP


HR Company Store




DLA Piper US LLP

11:00 am – 12:00 pm

9:45 am – 10:45 am

March 22Wednesday



8:30 am – 9:30 am

7:30 am – 11:00 am 7:30 am – 8:30 am

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21 23 2422

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R HR,HR

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M. B. GrayTrion









M. B. GrayTrion


K. JonesNFP



9:45 am – 10:45 am

11:00 am – 12:00 pm

2:00 pm – 3:00 pm

3:15 pm – 4:15 pm

March 21Tuesday


Refreshment Break




4:15 pm – 5:30 pm

3:00 pm – 3:15 pm

12:00 pm – 1:45 pm

8:30 am – 9:30 am

7:30 am – 8:30 am7:30 am – 4:00 pm

R HHR

H RRH

H HRR

R RHH

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9 11 1210

5 7 86

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Nixon Peabody LLP





Dynamic Dies, Inc.


M. S. ClarkP-Solve




M. E. FalconeNFP







3:15 pm – 4:15 pm

2:00 pm – 3:00 pm

11:00 am – 12:00 pm

9:45 am – 10:45 am

March 20Monday


Refreshment Break





4:15 pm – 5:30 pm

3:00 pm – 3:15 pm

12:00 pm – 1:45 pm

8:30 am – 9:30 am

8:15 am – 8:30 am

7:00 am – 8:15 am7:00 am – 4:00 pm




Registration

2:00 pm – 5:00 pm

1:00 pm – 5:00 pm

10:00 am – 5:00 pm

9:00 am – 5:00 pm

March 19Sunday








Key:


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Presented byNFP


HR Company Store




DLA Piper US LLP

11:00 am – 12:00 pm

9:45 am – 10:45 am

March 22Wednesday



8:30 am – 9:30 am

7:30 am – 11:00 am 7:30 am – 8:30 am

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17 19 2018

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M. B. GrayTrion









M. B. GrayTrion


K. JonesNFP



9:45 am – 10:45 am

11:00 am – 12:00 pm

2:00 pm – 3:00 pm

3:15 pm – 4:15 pm

March 21Tuesday


Refreshment Break




4:15 pm – 5:30 pm

3:00 pm – 3:15 pm

12:00 pm – 1:45 pm

8:30 am – 9:30 am

7:30 am – 8:30 am7:30 am – 4:00 pm

R HHR

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H HRR

R RHH

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9 11 1210

5 7 86

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Nixon Peabody LLP





Dynamic Dies, Inc.


M. S. ClarkP-Solve




M. E. FalconeNFP







3:15 pm – 4:15 pm

2:00 pm – 3:00 pm

11:00 am – 12:00 pm

9:45 am – 10:45 am

March 20Monday


Refreshment Break





4:15 pm – 5:30 pm

3:00 pm – 3:15 pm

12:00 pm – 1:45 pm

8:30 am – 9:30 am

8:15 am – 8:30 am

7:00 am – 8:15 am7:00 am – 4:00 pm




Registration

2:00 pm – 5:00 pm

1:00 pm – 5:00 pm

10:00 am – 5:00 pm

9:00 am – 5:00 pm

March 19Sunday








Key:


37 39 4038

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Presented byNFP


HR Company Store




DLA Piper US LLP

11:00 am – 12:00 pm

9:45 am – 10:45 am

March 22Wednesday



8:30 am – 9:30 am

7:30 am – 11:00 am 7:30 am – 8:30 am

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25 27 2826

21 23 2422

17 19 2018

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R HR,HR

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M. B. GrayTrion









M. B. GrayTrion


K. JonesNFP



9:45 am – 10:45 am

11:00 am – 12:00 pm

2:00 pm – 3:00 pm

3:15 pm – 4:15 pm

March 21Tuesday


Refreshment Break




4:15 pm – 5:30 pm

3:00 pm – 3:15 pm

12:00 pm – 1:45 pm

8:30 am – 9:30 am

7:30 am – 8:30 am7:30 am – 4:00 pm

R HHR

H RRH

H HRR

R RHH

13 15 1614

9 11 1210

5 7 86

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Nixon Peabody LLP





Dynamic Dies, Inc.


M. S. ClarkP-Solve




M. E. FalconeNFP







3:15 pm – 4:15 pm

2:00 pm – 3:00 pm

11:00 am – 12:00 pm

9:45 am – 10:45 am

March 20Monday


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DLA Piper US LLP

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M. E. FalconeNFP







3:15 pm – 4:15 pm

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March 20Monday


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2:00 pm – 5:00 pm

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March 19Sunday








Key:


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DLA Piper US LLP

11:00 am – 12:00 pm

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8:30 am – 9:30 am

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K. JonesNFP



9:45 am – 10:45 am

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4:15 pm – 5:30 pm

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Dynamic Dies, Inc.


M. S. ClarkP-Solve




M. E. FalconeNFP







3:15 pm – 4:15 pm

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9:45 am – 10:45 am

March 20Monday


Refreshment Break





4:15 pm – 5:30 pm

3:00 pm – 3:15 pm

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2:00 pm – 5:00 pm

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2. Creative Strategies to Manage Your Healthcare Costs

Interested in saving money? Controlling, or at least taming, rising healthcare costs is the number one benefit plan concern for many employers. In this session, hear about new and creative strategies for managing your health plan costs and minimizing future cost increases.

3. You. Are. Awesome. The Future of Participant Interactions

How do you get busy workers to join their plan, save more, and invest wisely? Science. Come learn about new technology that is available to test and target communication techniques based on behavioral economics. Learn how to deliver clear and effective messages that fit into participants’ lives and drive positive outcomes now, and in the future.

4. Target Date Funds—The Looming Liability of Misfit Risk

Target date funds continue to gain in popularity as a QDIA for plan sponsors and an easy solution for participants. In February 2013, the Department of Labor issued a Target Date Retirement Funds Fact Sheet focusing on tips for ERISA plan fiduciaries. It is no longer prudent from a fiduciary standpoint to just go with the “house brand” offered by the service provider. Learn how to develop a best practices approach for carrying out fiduciary responsibilities related to evaluation and selection of the most appropriate target date solution for your plan, as well as monitoring its ongoing performance.

FiLegal, Regulatory & duciary Issues





1. The Uncertain Future of ACA: What’s Next for Employers

A respected benefits attorney whose practice focuses on healthcare compliance issues discusses the latest ACA developments and how employers should plan for implementation. Discover what your immediate next steps should be and what additional planning you should start to make sure you are in compliance.

Please visit the workshop page on our website for potential changes and updates to these sessions.

In light of the new DOL regulations, this session examines multiple methods for benchmarking every aspect of qualified plans. Understanding the DOL’s views will help you and your fiduciaries stay protected and help ensure your participants attain the best results possible. Hear real world examples of how different benchmarking methods yield varying results and walk away with best practices.

5. A Fiduciary Approach to Benchmarking

KEY:

6. Pension Plan Annuity Purchases: The Time is Now!

Hear a discussion of why now is the time for your pension plan to purchase annuities for some or all of your retirees. Learn how annuity purchases save your company significant money, how the marketplace has evolved to increase competition, how to meet your fiduciary obligations, and why the right process matters.

8. The Intersection of Wellness, Wearables and Technology

This case study provides insight into one company’s experience of including wearables in their corporate wellness program for the last four years. Learn about the improvements in both the technology and analytics that allow the programs to run almost seamlessly – while collecting more data than ever before! Find out how to keep a wearables program fresh and engaging for the overall health of your employees and your bottom line.

9. Choosing the Right Account-Based Health Plans: Tricks,Traps and Tradeoffs of FSAs, HSAs and HRAs

Consumer driven healthcare continues to offer viable solutions to health plan cost containment; but the accompanying account-based features (HRAs, FSAs, and HSAs) have become increasingly regulated and restricted. This session examines the most popular types of account-based health plans and the legal restrictions placed upon each. The speaker also discusses the pros and cons of each type of account and addresses considerations for sustainable health plan design.

7. Put Your Money Where Your Mouth Is: Control Rising Medical Costs with Effective Communication!

Learn how one company rose to the challenge of controlling medical costs and saved more than $4 million without increasing deductibles or cost shifting to employees. At the same time, the company improved benefits and rewarded employees with one month of free medical premiums annually. This informative, engaging workshop identifies the “ates” of controlling medical costs—evaluate, educate, communicate and motivate. Discover how to successfully partner with your employees and walk away with tools to incorporate the same partnership program at your company.

How would you know if your retirement plan is working? Traditional metrics of average deferral rates and participation rates don’t tell the full story. Scores related to the concept of “plan health” flesh out the picture, but what do they really mean? And, more importantly, once you have a plan health score, what can you do to improve it? MassMutual Retirement Services has uncovered three key enablers of plan health: behavioral finance, big data, and persona-based marketing. Learn about these powerful tools and gather tips of the trade on how to use them to improve the health of your retirement plans.

10. Is Your Retirement Plan Actually Working?

11. Self-Funding: What You Need to Know About Stop LossContracts and Underwriting

This session is for plan sponsors who want to learn the intricacies of stop loss contracts and underwriting. 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 the emerging use of group captives for stop loss along with a review of how actuaries establish COBRA rates and “incurred but unreported” 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.

15. Best Practices for Proactively Managing Retirement PlanFees

Creating successful participant retirement outcomes while minimizing fiduciary liability has become an increasingly challenging and time consuming process for committees. Furthermore, understanding fees and costs associated with retirement plan services is growing more complex and is fraught with potential liability. In this session, learn where and how expenses are paid, how to fairly allocate fees in today’s environment and best practices for monitoring fees going forward.

16. The Evolution of On-Site Health Clinics

Healthcare premiums continue to rise at or near double digits, while there is near stagflation in wages and the remainder of the economy. What can be done to combat the upward spiral? This presentation addresses a growing trend among employers, regardless of industry, of placing health clinics on site. Learn from the practical experiences of an employer more than ten years into the process who offers insight into all facets of this strategy, from initial setup to establishment of reasonable expectations of savings and the results achieved thus far.

14. What to Expect for Pharmacy and Drug Cost Trends for2017

This session explores the impact of generic drugs and specialty drugs on employer costs for 2017. Take part in an in-depth discussion about plan design features employers should consider to help manage future drug trends. You won’t want to miss this insightful session!

13. The Costly Effects of Misaligned Plan Design

Offering a retirement plan to employees has become a cornerstone of any effective benefits package. However, the wrong retirement plan can be an administrative nightmare for employers. Learn how to keep your plan design choices from derailing your administrative time and plan costs. In addition, explore how your pricing and consulting model may be preventing you from reducing your fee structure.

17. Employee Wellness Programs: What Employers Need toKnow to Comply with the New Regulations

Increasingly, 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. New regulations under the Americans with Disabilities Act (ADA), Genetic Information Nondiscrimination Act (GINA) and the Affordable Care Act (ACA) governing wellness programs are now in effect. These rules impact the design of all wellness programs offered by employers and most employers need to modify their wellness programs to comply with the new rules. Numerous other laws, including ERISA, COBRA, and the Internal Revenue Code, among others, can also impact the design of an employer’s wellness program. This session explains these legal requirements and how employers should design their wellness programs to ensure that they comply.

18. Plan Fees—Who’s Paying and How?

With litigators continuing to focus on plan fees, it’s as important as ever for plan sponsors to demonstrate that the fees being paid to a plan’s service providers are reasonable and in-line with what the market will bear. This session focuses on helping plan sponsors develop, implement and follow a process to identify the services being purchased. Learn to calculate and justify the cost of such services, determine who will pay for them and how, and monitor and document the process on an ongoing basis.

21. Fifteen Shortcuts to Fiduciary Compliance

Hear an ERISA expert discuss easy steps you can take to make sure you are fulfilling your fiduciary responsibilities. This is also your opportunity to get all of those unanswered plan and management legal questions answered by a top benefits attorney—free of charge.

Are you looking for new ways to improve participant retirement outcomes in a shifting landscape of regulatory changes and complex market dynamics? Regardless of whether you oversee DC or DB plans, frozen or active, fully funded or underfunded, there are steps you should consider to improve your retirement plans. Join one of Fidelity Institutional Asset Management’s asset allocation portfolio managers to learn what committees are considering in a low return, low interest rate environment. Tips include getting more from your asset allocation and manager selection decisions, how to include smart beta strategies and considerations around equity to fixed income allocations.

20. Asset Allocation Hot Topics: How to Improve Your Retirement Plan

19. State of the Healthcare Market Overview: The Focus of “TopPerforming” Employers in 2017 and Beyond

Join Marybeth Gray of Trion for an insightful discussion about the current state of the market and key challenges facing employers offering employee medical coverage. The Large Employers’ 2017 Health Plan Design Survey indicates that employers remain committed to offering health benefits but rising costs remain the top issue. For many employers, the main focus for 2017 and 2018 will be implementing effective strategies for controlling specialty pharmacy costs. Spending on specialty pharmaceuticals has skyrocketed, making it the most cited driver of increasing medical trend for the first time. President elect Donald Trump supported Republican Congressional efforts to “repeal and replace” the law with an alternative healthcare plan. Questions about the stability of the state exchanges have grown in the wake of high premium increases averaging 25% for 2017, and with major insurers either pulling out or significantly curtailing their participation. While it’s too early to tell what will ultimately happen, the ACA is likely to undergo significant changes. This session will focus on current developments and provide insights and analysis you can use in developing a strategy for the future.

22. Pay or Play Strategies: Evaluating Health Plan DefinedContribution Administration

A key business objective for every company is recruiting and retaining top notch employees. A key component of compensation is the health plan offered. Due to plan costs rising year after year for employer-sponsored health insurance, Defined Contribution Health Plans are gaining popularity in the U.S. In this session, hear an overview of the defined contribution approach, possible structures of a defined contribution plan, funding strategies, and the pros, and cons, of adopting this platform of benefits administration.

12. How to Drive Effective Participant Outcomes

Over the past several years, plan sponsors have come to realize that the key to a successful plan is providing their participants with meaningful tools to ensure they are on track for a successful retirement. During this session, learn the most effective ways to approach this goal from both a plan design and participant education perspective. Leave with actionable solutions you can easily discuss with your Committees and participants.

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. You will learn what to look for, what to avoid and when to seek assistance, as well as the IRS self-correction methods to fix these common errors.

29. Top 10 Operational and ERISA Compliance Issues for YourDefined Contribution Plan

27. Investing for Success in Your Pension Plan

What is the right investment mix for your pension plan? How does LDI work? Are there other options for de-risking a pension plan? In this session, tackle the basics of investing pension plan assets and hear about the different strategies that plan sponsors use to successfully manage pension plan risk.

26. Become a Chief Operating Trouble Maker and Define TrueLeadership

Prepare yourself with tools and processes to drive organizational success through innovation, leadership and human capital. Forget CEO, CFO, COO and CHRO. It is time to become a COTM—Chief Operating Trouble Maker. The title COTM is assigned to those who reject status quo and challenge the system for the better. This session will examine common business buzzwords—strategic, engagement, innovation—and challenge participants to tear down the walls of a static corporate culture. If you believe HR can influence change and you want to drive success in your company through visionary leadership, become a COTM and learn how to challenge the system for improvement.

25. DC Plan Design: Driving Retirement Readiness For YourWorkforce

Defined contribution plan sponsors have made great strides in building plans that help prepare their employees for retirement. Now it’s time to examine what you can do to help ensure that all those plan design inputs actually lead to better outcomes for your entire participant population.

28. Strategies in Corporate Wellness: Design, Implementationand Beyond

This case study demonstrates how to build and implement a successful wellness program from beginning to end. The discussion covers the elements you must consider, including needs assessment, best practices, operational processes, communication, employee participation and evaluation of wellness program initiatives. Find out what worked, as well as what challenges had to be overcome.

24. Best Practices for an Effective Retirement Plan Committee

Forming a retirement plan committee is the easy part. Running an effective retirement plan committee meeting on an ongoing basis, however, can be a challenge. In this session, attendees experience a mock retirement plan investment committee meeting complete with an agenda that includes a variety of topics of critical importance to plan sponsors. Building a core fund menu, replacing active investment options, crafting meeting minutes, annual due diligence procedures, and other best practices will all be covered in detail. Plan sponsors will walk away with a firm grasp of how to take immediate action to strengthen the processes and procedures used when structuring their retirement plan committee meetings.

This session discusses the various ways employers can effectively manage their specialty drug spend. Discover plan design features employers should consider implementing to control and manage the utilization of specialty drugs. Find out about the role biosimilars play in controlling specialty drug costs and how to make sure that the value of co-pay assistance programs and manufacturer coupons are providing benefit to the plan and reducing costs. Lastly, learn what employers need to do to ensure they are receiving the full value of rebates on specialty drugs including biosimilars.

31. Countering the Ever-Increasing Cost of Specialty Drugs

32. Increasing the Effectiveness of Your Healthcare BenefitsCommunication

A seasoned practitioner shares her successful strategies for creating benefits communications that work. Learn how to craft and deliver messages that clearly convey the opportunity and responsibility your benefits program offers and motivate employees to take appropriate action.

33. Staying Compliant with the ADALegal and regulatory pitfalls make handling employee disability requests tricky. But the challenges of ADA 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 detailed case studies to help you meet your ADA compliance obligations. Audience participation is encouraged—take this opportunity to share a unique situation that you have encountered.

34. You. Are. Awesome. The Future of Participant Interactions

How do you get busy workers to join their plan, save more, and invest wisely? Science. Come learn about new technology that is available to test and target communication techniques based on behavioral economics. Learn how to deliver clear and effective messages that fit into participants’ lives and drive positive outcomes now, and in the future.

35. The Art of the RFP

Mastering the RFP process is an essential skill for almost all HR professionals. It is the foundation that we use to decide which service or product we are going to put into place for our employees or our business. Picking the wrong one can put you on the brink of insanity, picking the right one will make everyone’s job easier working with a vendor partner that truly fits. This session walks through a best practices approach to mastering the art of the RFP.

30. Pay or Play Strategies: Evaluating Employer CompensationAdjustments

Advances in technology, age diversity in America, and the individual needs of employees are vastly different than they were several years ago. Now is the time to consider a total compensation approach that creates an alternative framework to attract, retain and motivate employees. Hear how to effectively promote incentives, ensuring the health of your employees and other benefits through a deeper understanding of your current workforce. Embrace the changing workplace and learn how to emerge as an employer of choice now, and in the future.

23. The Power of Data—Strengthen & Focus Your Strategies

The rising costs of medical and pharmacy plans are often quoted as the number one concern for businesses. More than ever, the “C-suite” is asking HR and benefits managers how they are planning to control costs. For most businesses it is second to payroll! Find out how you can use data to curb costs and ensure you don’t leave money on the table. In this session, Marybeth Gray discusses the problems employers are facing and how the current market is affecting employer sponsored health plans. Utilizing data, learn how to strengthen and focus your strategies to better manage the runaway train that is your healthcare spend.

37. What to Expect from a Health Plan Investigation

The U.S. Department of Labor has started reviewing health benefit plans for compliance with ERISA. Is your plan ready? This session covers key points for health plans including fiduciary responsibility, what to expect from each phase of a health plan investigation and steps you can take to keep your plan in compliance.

40. Case Study: Building an Award-Winning Wellness Programfrom the Ground Up!

This case study shows you how to build a successful wellness program from the ground up. Learn how this employer’s wellness program evolved from morale oriented to activity oriented and currently to results-oriented. The discussion covers the elements you need to consider, including needs assessment, best practices, operational processes, communication, employee participation and evaluation of wellness program initiatives. Find out what worked as well as what challenges had to be overcome. Leave this workshop with insight into a program at all stages of implementation.

39. Building an Engaging Benefits Communication Strategy for aDiverse Workforce

In this session, a fellow employer shares tips about building and executing a robust communication strategy that engages employees in benefits programs and promotes health and financial well-being, as well as how effective communication can change employee behaviors.

38. Navigating High Quality Healthcare for Your Employees

High quality, efficient care drives lower health plan costs. This session reviews innovative models of care such as the case management, patient-centered medical home, population health management and pay-for-value programs. Learn how to work with third party administrators to design a health plan that incentivizes employees to use high quality providers—as well as how to identify high quality providers in your region. This session is a must for organizations interested in keeping up with innovations in care while driving down health plan costs.

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36. Healthcare: People, Technology and CareAttend this session and gain a deeper understanding of the current legislative climate for employee benefits. Hear how technology impacts care delivery and the cost of care for your workforce. Legislative-driven behavior is also creating new players appearing in the marketplace. Leave this session with clarity regarding the current market, the different technology players, and what will work best for your organization.

Registration & Hotel Information

Sheraton Grand Phoenix Hotel 340 North 3rd StreetPhoenix, AZ 85004 (602) 262-2500

Room Rate: $229 Single/Double Room rate is valid until February 24, 2017, or only as long as rooms remain in the block.

1. Online: www.ucs-edu.net2. Call Us: 800-864-20633. Mail: Download a registration

form online and mail to the address shown on the form.

FirstRegistrant $1,195

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ConferenceBy February 10 By February 24

Self-Funding Workshop

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

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PLAN MANAGEMENT CONFERENCE Post-Election 2016: …Elliot N. Dinkin, Cowden Associates, Inc. Become...

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