retirement & healthcare - Mid-Sized Retirement & Healthcare Plan

advertisement
MID-SIZED
RETIREMENT &
HEALTHCARE
PLAN MANAGEMENT CONFERENCE
Find the way ahead amid the Supreme Court’s ruling on ACA,
new ERISA obligations and an uncertain economy
An educational conference focused on key
retirement plan and healthcare benefits issues
for mid-sized employers
Orlando, FL • October 14-17, 2012
Walt Disney World Swan
Presented by
Register Now! www.ucs-edu.net
Don’t Let Your Healthcare and Retirement Plans Go Adrift!
These are challenging times for employer-sponsored benefits. The Supreme Court’s
ruling upholding ACA has employers scrambling to ensure they are in compliance. In
addition, an uncertain economy, employers’ exposure to retirement plan fee litigation,
employees’ lack of retirement readiness, an aging population and federal budget
deficits all affect the cost and design of your healthcare and retirement plans. What
can you do to ensure their long-term viability as tools for attracting and retaining
the talent your organization needs to succeed? This fall’s Mid-Sized Retirement &
Healthcare Plan Management Conference in Orlando is the one place you can go for
answers. Make plans now to attend, and discover how to set the right course for your
benefit programs.
There Is NO Substitute for the Experience of a Live Conference!
This 2½-day conference lets you focus your attention on issues critical to your healthcare and retirement benefits.
No online course or webcast can compare!
• 36+ sessions—choose from topics on healthcare, retirement
or both
• Updates on critical regulatory and legislative issues by
attorneys from top law firms and the DOL
• An educationally driven agenda that emphasizes problem
solving and solutions
• Insights into what you can do now in light of the Supreme Court’s
ruling upholding ACA
• In-person contact with benefits specialists, innovators and fellow
practitioners in small group settings
• Registration reserved exclusively for benefits practitioners; outside
vendors cannot attend
• Money-saving ideas that can reduce your benefits costs now
2
To register or for more details, call 800-864-2063 (8:30 am–
Who Will Attend?
• Company officers with plan fiduciary responsibilities
• Vice presidents, directors and managers of human
resources and benefits
• CFOs, vice presidents and directors of finance and risk
management, treasurers and controllers
• Employee benefits/compensation directors, managers
and specialists
• Pension/savings plan managers and trustees
Keynote Speaker
James A. Klein
President
American Benefits Council
Register Early & Save
Register by September 13 and take $100 off your
registration fee.
Bring a Colleague
Register as a team of two or more. First person pays
the regular fee; each additional person receives
$200 off.
Earn Recertification Credits
The HRCI typically pre-approves our programs for
12 to 15 credits. Approval pending.
5:00 pm Eastern) or visit www.ucs-edu.net
How the Elections, Tax Reform
and Deficit Reduction Will Shape
the Landscape for Employee Benefits
This Fall’s Presidential and Congressional elections promise to have
a huge impact on the future of employee benefits. James Klein, head
of the Washington, D.C.-based American Benefits Council, offers
insight into how politics, budget deficits and tax reform will affect the
future of employer-sponsored benefits. You won’t want to miss this
opportunity to hear directly from one of the most respected voices in
the industry.
3
Workshop Highlights
Keep Pace with Healthcare Plan Regulations and Legislation
• Top attorneys discuss the impact of the Supreme Court’s PPACA decision,
the latest regulatory changes and legislative trends.
• A plan design expert reviews legal restrictions on HRAs, HSAs and FSAs,
highlighting the pros and cons of each type of account.
• DOL representatives offer guidance on complying with COBRA and HIPAA.
Avoid Fiduciary Pitfalls for Your Retirement Plan
• A retirement plan expert discusses your fiduciary obligation to understand,
document and negotiate plan fees to ensure that you and your participants are
not overpaying.
• A former DOL litigator reveals how to avoid participant and government lawsuits.
• An ERISA attorney provides insights into fiduciary best practices.
Take Steps to Contain Healthcare Costs
• Hear how to lower your overall costs without cost-shifting or changing your plan.
• Learn the strategies colleagues have used to successfully take control of runaway
healthcare costs.
• Discover the best methods for lowering prescription drug costs.
“This conference does a great
job tying healthcare and retirement
benefits together and provides the tools
and resource information to ensure successful
relationships with our employees.
Time very well spent!”
Stephanie Koch
Human Resources Manager
Tampa Armature Works, Inc.
• Gain insight into how self-funding can help you manage healthcare spending.
4
To register or for more details, call 800-864-2063 (8:30 am–
Boost Employee Engagement and Decision Making
Manage Your Retirement Plan’s Investment Risk
• Discover how to use new technologies to deliver smart, relevant
communications that encourage employees to save for retirement.
• Learn about funding solutions for your DB plan in today’s volatile
equity markets and low interest rate environment.
• Learn about cost-efficient, effective healthcare benefits
communication practices.
• Gain insight into how imprudently selecting “house brand”
target date funds for your DC plan can jeopardize your fiduciary
interests and your participants’ account balances.
• Explore key communication metrics and how to gather and track
the data to improve results.
Drive Positive Behavior Changes with Healthcare and
Retirement Plan Design
• Explore how wellness strategies that incorporate incentives, health
risk assessments and well-planned communications improve
employee health and reduce costs.
• Improve employees’ retirement readiness with 401(k) auto
design features that increase participation and savings rates and
appropriately allocate assets.
• Discover how well-designed consumer-directed health plans can
create better-informed, value-conscious consumers.
5:00 pm Eastern) or visit www.ucs-edu.net
• Hear investment experts discuss how to minimize DB plan
funded status volatility, meet liability payments and reduce
contribution ups and downs.
CFOs and Other Financial Professionals–
Protect Your Organization’s Bottom Line
Retirement and healthcare benefits can have a
significant impact on overall profitability. This
conference helps you uncover strategies for
providing these valued benefits without breaking
your budget.
5
Sunday, October 14, 2012 – Pre-Conference Sessions (see page 8 for details)
10:00 am–5:00 pm
2:00 pm–5:00 pm
Fiduciary Obligations Under ERISA, M. E. Falcone, 401(k) Advisors; S. S. Kaplan, Nixon Peabody LLP
Self-Funding: Basic and Advanced Concepts, D. M. Hoffman, Dean M. Hoffman, LLC
8:30 am–9:30 am Keynote Address •
9:45 am - 10:45 am
Tuesday, October 16
9:15 am–10:15 am Keynote Address • How the Elections, Tax Reform and Deficit Reduction Will Shape the Landscape for
Employee Benefits, James A. Klein, American Benefits Council
10:30 am - 11:30 am
Monday, October 15
2012 Health and Welfare
Plan Legislative and
Compliance Update
R. W. Ashley III
DLA Piper US LLP
HH
Avoiding the 10 Most
Common Issues in
Retirement Plan Operation
and Design
R. J. Crouch
Lincoln Financial Group
29
1 R
Building Health
Improvement Programs
That Stick
D. Malstaff
Quantum Health, Inc.
Evolving the Participant
Experience
W. Park
Vanguard
3 H
2 R
4
HIPAA and New
Healthcare Legislation:
What You Need to Know
Employee Benefits Security
Administration, U.S. DOL
(Invited)
13
H
R
5 H
6 R
Evaluating the
Reasonableness of Plan
Fees in Light of the New
Disclosures
M. E. Falcone
401(k) Advisors
11:00 am - 12:00 pm
Diminishing Complexity—
Stop Loss 101
Simplification in a
Presented by
Complex Benefits
Swiss Re Corporate Solutions
Environment
S. J. Smith
DIVERSIFIED
Case Study: Developing
a Results-Oriented
Wellness Program
S. P. Alstad
Independent Consultant
7 H
8
Defining Retirement Plan
Choosing the Right
Pharmacy Benefits
Interactive Panel:
Health—The Next
Account-Based Health Plan:
Strategies for Lowering
Perspectives on DB Plan
Generation of Plan
Tricks, Traps and Tradeoffs
Prescription Drug Costs
Sponsor Challenges
Support Models and
of FSAs, HSAs and HRAs
Presented by
G. I. Madsen, M. J. Staab
Metrics
K. U. Saracene
Pyramis Global Advisors
Innovative Rx Strategies, LLC
Presented by
Nixon Peabody LLP
MassMutual Retirement
Services
H
9 R
10 H
11 R
12
Does Your Non-Qualified
Plan Really Get You
Qualified People?
S. J. Smith, R. J. Vetere
DIVERSIFIED
17
R,H
12:00 pm–2:00 pm Lunch & Speaker •
2:15 pm - 3:15 pm
3:00 pm - 4:00 pm
1:45 pm - 2:45 pm
11:30 am–1:30 pm Lunch & Speaker • Keeping Your Head in the Game, Barry E. Beder, AllOne Health Resources
Fiduciary Best Practices
Presented by
Vanguard
21
R
“Absolutely fabulous seminar—great speakers,
great content, a must do!”
Julie Winfield, Vice President, Controller, Harbor Freight Tools
3:30 pm - 4:30 pm
4:00 pm–5:30 pm Networking Reception
Ask the Lawyer
I. S. Kopelman
DLA Piper US LLP
R
4:30 pm–5:30 pm Networking
25
Legal, Regulatory &
Fiduciary Issues
Employee Communication Evaluating and Monitoring Investment Management
& Plan Funding
Your Plan & Vendors
& Education
Plan Design &
Administration
Wellness, Disease & Case
Management
R = Retirement; H = Healthcare
Wednesday, October 17
Ground-Level Fiduciary: Actionable Tips & Techniques
Eric Leverson, MassMutual Retirement Services
The Unspoken Crisis in
American Business
H. Leck
Corporate Benefit Advisors
CDH Adoption
C. N. Hankins
UnitedHealthcare
16
15 R
Managing Volatility in
Your Pension Plan
K. Lisella, D. R. Wilson
Cutwater Asset Management
19 R
18 H
Have We Been Living Beyond Our Means? Lower Your Expectations...
We Have New Speed Limits, C. Bruce Johnstone, Fidelity Investments
20
H
10:15 am - 11:15 am
14 H
Revolutionary Risk
Management Strategies
for Pension Plans
B. Pushaw
Milliman
11:30 am - 12:30 pm
HR Guide to Fearless
Vendor Negotiations
M. Gray
Trion
Optimizing Retirement
Plan Design to Drive Better
Participant Outcomes
J. Thompson
Fidelity Investments
R
8:30 am–10:00 am Panel Discussion • Best Practices in an Evolving Benefits Environment–Moderator: M. E. Friedman, Chairman
M. E. Falcone, 401(k) Advisors; J. A. Kopanis, Dynamic Dies, Inc.; M. B. Reynolds, Asbury Communities, Inc.
What to Expect from a
DOL Retirement Plan
Investigation
Employee Benefits Security
Administration, U.S. DOL
(Invited)
R
29 H
How to Comply with
COBRA
Employee Benefits Security
Administration, U.S. DOL
(Invited)
H
Effective Cost
Containment Strategies
Presented by
Swiss Re Corporate Solutions
30 R
Fiduciary Issues and How
to Avoid Being a
Defendant
S. S. Kaplan
Nixon Peabody LLP
33 H, R
Brighten Your Retirement
Outlook
S. A. Coopersmith
DIVERSIFIED
32
31 H
No Money? No Problem!
Creative, Low-Cost
Programs to Help Retain
and Motivate Employees
D. S. Peterson
Hologic, Inc.
34 H
How to Use Incentives to
Drive Behavior Change
L. Maremont
Wheels, Inc.
The Changing 403(b)
Market
Presented by
MassMutual Retirement
Services
35 R
36
12:30 pm–1:30 pm Networking Lunch and GRAND PRIZE DRAWING • Kindle Fire • Must be present to win!
Some sessions and speakers may change.
Stop the Medical Cost
Madness and Realize a
Million Dollar Savings
J. A. Kopanis
Dynamic Dies, Inc.
H
Will Outsourcing Address
Metrics Matter:
Your Worries?
Understanding the Basics
J. Gelly
of Communication +
Russell
Investments
Education Campaign
Effectiveness Measures
D. M. MacFarland
Lincoln Financial Group
22 R
24
23 R
H
What’s Working in
Healthcare Benefit
Communications Today
and Why
M. B. Reynolds
Asbury Communities, Inc.
26 R
H
Reception
Evaluating, Selecting and
Monitoring Target Date
Fund Offerings
M. E. Falcone
401(k) Advisors
Case Study: Building an
Award-Winning Wellness
Program from the
Ground Up!
J. Dominguez, S. Hawkins
Southwest Key Programs
27 H
28
Win a Kindle Fire!
Stay for the
Lunch and
Grand Prize
Drawing at
12:30 pm on
Wednesday!
Session descriptions and schedule details
available online at www.ucs-edu.net
Register Early & Save!
Register by September 13, 2012
and save $100!
Bring a Colleague!
First person pays the regular fee;
each additional person receives $200 off!
Pre-Conference Sessions add value!
Earn additional continuing education credits when you attend a pre-conference session
Day-Long Fiduciary Tutorial—
Perfect for Your Committee!!
Sunday, October 14, 2012
10:00 am – 5:00 pm
Sunday, October 14, 2012
2:00 pm – 5:00 pm
Self-Funding: Basic and Advanced Concepts
Fiduciary Obligations Under ERISA
Michael E. Falcone, 401(k) Advisors
Sherwin S. Kaplan, 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.
Register by September 13, 2012, and attend
this session for just $350
8
In-Depth Pre-Conference Workshop
Dean M. Hoffman, Dean M. Hoffman, LLC
This information-filled session covers self-funding from A to Z. In an
easy-to-understand format, the speaker explains the “plug and play”
approach to stop loss protection, claims administration, disease
management, pharmacy and data integration and compares this
approach to other funding vehicles. Learn the subtleties of
self-funding contracts that can lead to liability for the employer as
well as the intermediary. Gain insight into the different types of
stop-loss contracts and how each works with the employer’s risk
tolerance and financial goals. Walk away from this session well
grounded in the concept of self-funding.
Register by September 13, 2012, and attend
this session for just $150
To register or for more details, call 800-864-2063 (8:30 am–
National Sponsors
Conference Sponsors
5:00 pm Eastern) or visit www.ucs-edu.net
9
Keynote Speakers
General Session Panel Discussion
James A. Klein
Best Practices for an Evolving Benefits Environment
President
American Benefits Council
How the Elections, Tax Reform and Deficit Reduction Will
Shape the Landscape for Employee Benefits
Monday, October 15, 9:15 am – 10:15 am
Wednesday, October 17
8:30 am – 10:00 am
Barry Beder
Vice President
AllOne Health Resources
Keeping Your Head in the Game
Monday, October 15, Luncheon Address
You don’t have to be a futurist to predict that employer-sponsored
benefits are in for some big changes. National, local and industry
headlines all point to the same thing: economic trends and
regulatory complexity are having a profound effect on
employer-sponsored healthcare and retirement benefits. A panel of
experienced benefits practitioners and plan management specialists
offer their recommendations on how employers can continue to
provide benefits that will help them attract, retain and reward the
talent they need to make their organizations successful.
Eric Leverson
Assistant Vice President, ERISA Advisory Services
MassMutual Retirement Services
Ground-Level Fiduciary: Actionable Tips and Techniques
Tuesday, October 16, 8:30 am – 9:30 am
C. Bruce Johnstone
Managing Director and Senior Marketing Investment Strategist
Fidelity Investments
Have We Been Living Beyond Our Means?
Lower Your Expectations…We Have New Speed Limits
Tuesday, October 16, Luncheon Address
10
“I return
to these conferences year
after year because each time I get real,
specific, actionable information that helps me
bring the very best to my employees.”
Heidi DeLisle
Director, Talent Acquisition & Development
A.W. Hastings & Co., LLC
To register or for more details, call 800-864-2063 (8:30 am–
Registration Fees
MID-SIZED
RETIREMENT &
HEALTHCARE
October 14-17, 2012
Walt Disney World Swan
First Registrant
By September 13, 2012
$995
After September 13, 2012 $1,095
Additional Registrants
By September 13, 2012
$795 each
After September 13, 2012 $895 each
Pre-Conference Tutorial*
By September 13, 2012
$350
After September 13, 2012 $450
Pre-Conference Workshop­*
By September 13, 2012
$150
After September 13, 2012 $250
*Available only to conference participants.
Tutorial fee includes lunch.
PLAN MANAGEMENT CONFERENCE
Four Ways to Register
Hotel Info
Walt Disney World Swan
1500 Epcot Resorts Boulevard
Lake Buena Vista, FL 32830
(800) 227-1500
1. Online: www.ucs-edu.net
2. Call Us: 800-864-2063
Or, download a registration form online and:
3. Mail
University Conference Services
Attn: Registrar
P.O. Box 60622
Charlotte, NC 28260
4. Fax: 919-558-8845
Make checks payable to:
University Conference Services
NOTE: Registration is limited exclusively to plan sponsors. Outside vendors of benefit plan services are not
permitted to register. University Conference Services is solely responsible for determining eligibility.
Cancellation/Substitution Policy: Cancellations received by September 13, 2012, will be assessed a $250
administrative fee. After that date, the registration fee is non-refundable, but is transferable one time only to a
conference within one year for a fee of $100. Requests to transfer must be received no later than
October 12, 2012. Substitutions can be made at any time and must be submitted in writing.
5:00 pm Eastern) or visit www.ucs-edu.net
Room Rate
$189 per night, single or double + $12
mandatory resort fee that includes high speed
internet, phone calls, fitness club and bottled
water. Room rate is valid until September 13,
or only as long as rooms remain in the block.
11
MID-SIZED
Register Early
$100 when you register by
RETIREMENT & Save
September 13, 2012.
HEALTHCARE Register as a Team
PLAN MANAGEMENT CONFERENCE
October 14-17, 2012
Walt Disney World Swan
Orlando, FL
First registrant pays the regular fee; take $200
off each additional team member’s fee.
Earn Continuing Education Credits
The HRCI typically pre-approves our programs
for 12-15 credits.
Mark your calendar and make plans now to attend. This
educationally focused, action-oriented program will help you set
the right course for your healthcare and retirement plans.
• 36+ sessions—customize the agenda to your own needs
• Insights into actions you must take now that the Supreme
Court has upheld ACA
• The latest on crucial regulatory and legislative issues
• Emphasis on real-world, proven benefits solutions
• Face-to-face contact with benefits experts, innovators and
industry leaders
• A time and money-saving agenda that offers immediate ROI
99% of past attendees would recommend our
conferences to a colleague!
“I probably paid for the cost of
the seminar with the ideas I
received in the first two sessions
I attended. Excellent!”
Stan Schmidt
Human Resources Manager
Powers and Sons LLC
Phone: 800-864-2063 | www.ucs-edu.net
University of North Carolina at Chapel Hill
Kenan-Flagler Business School
Executive Programs
CB #3445
Chapel Hill, NC 27599-3445
Download