healthcare - ucs-edu.net · 05.05.2018 · healthcare plan management conference mid-sized an...

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

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

Academic Sponsor:

Featuring 40+ Sessions

June 10 13, 2018Chicago

99% of past attendees recommend that you attend!

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Employee benefit plans are continually evolving in an effort to attract and retain the best talent, while keeping employees healthy and engaged. That is a tall order for any plan! With changing workforce demographics and skyrocketing medical costs, benefits professionals are being constantly challenged to keep their benefit plans cost-efficient and compliant. By employing the right strategies, you can save time and money on your benefit plans. Join your peers and industry experts in Chicago for an unparalleled executive education program. An overwhelming 99% of past attendees would recommend that you register today!

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

The Mid-Sized Retirement & Healthcare Plan Management Conference is focused exclusively on the retirement and healthcare benefit plan needs of mid-sized employers. The complete agenda includes 40+ detailed workshops led by benefits innovators and experts, as well as five strategic keynote sessions, which will help you develop a winning strategy for your benefit plans now and into the future.

What’s Next for Your Benefit Plans?

:

“If I only attend one conference in the year, it's this one. The content is always relevant and I always leave with something I need to look at in our plans.”

— L. Ensor, VP, Human Resources, Milbank Manufacturing

+ CPEs for CPAs

Fantastic networking opportunities with peers and industry experts

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

Opportunity to earn 15+ continuing education credits

Strategic, big-picture keynote sessions full of actionable information

A non-tradeshow environment—registration restricted exclusively to employers

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

3 Ways to Register:

1. Online: www.ucs-edu.net

2. Call Us: 800-864-2063

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

99% of Past Attendees Recommend You Attend

This Conference!

— 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.”

Featuring:

Earn Continuing Education Credits:

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

37 39 4038 R HR,HH

Population Health Management for Your Employees

L. ManningThe Guthrie Clinic

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

B. D. FergusonSWBC Retirement Plan Services

Become a Chief Operating Trouble Maker and Define True Leadership

J. A. KopanisDynamic Dies, Inc.

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

Partially Self-Funded PlansD. M. Hoffman

Dean M. Hoffman, LLC

35H

What to Expect for Pharmacy Benefits and Drug Cost Trends: Part 2

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

3433 R,HR

It’s Dangerous to Go Alone: Choose Your Own

Plan Administration AdventureK. Healy

NFP

Formulas for Fiduciary Compliance C. S. Lepman

DLA Piper US LLP

36H

Benefit Communications That Genuinely Excite Your Employees!

J. M. AdamikBenefit Nut

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

The Future of Driving Retirement Outcomes

M. PatelVanguard

Automatic Rollovers for Small AccountsT. Dunne

Millennium Trust Company

Compliance Problems for Wellness Programs: What Employers Must Know Now

K. U. SaraceneKatten Muchin Rosenman LLP

1 3 42 R,H RHR

Solutions for Total Pension Outsourcing F. Pellerin, J. Rahn

Fidelity Investments

The “Tech” Revolution—Coming to an HR and Benefits Department Near You!

Mark RiederNFP

Building a Strategy for Healthcare 101M. B. Gray

Trion

Most Common Compliance Issues for Your Defined Contribution Plan

C. D. HanceyNixon Peabody LLP

13 15 1614 R HHR

Engaging the Unengaged: An Unconventional Approach to Retirement

M. Gibilisco, M. WatsonMutual of Omaha Retirement Services

From Vision to Reality: The Well-Being Journey at Woodman’s Food Markets

M. Spehr, The Benefit Services Group, Inc.K. Popp, Woodman's Food Markets, Inc.



Finding Opportunities Within Fiduciary Risk and Retirement Readiness

S. ColangeloQualified Plan Advisors

9 11 1210 R RHH

Best Practices for Monitoring Your Retirement Plans

Presented byPlante Moran

The Value of One-on-One Financial Advice for Your Participants

T. RauwaldUBS Retirement Plan Consulting Services

HSAs—What You Don’t Know Could Be Harmful To Your Wealth

E. RobertsNyhart

What’s Next: Health Insurance After 65M. Pero

UnitedHealthcare Insurance 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 • Insights from Recent Retirement Industry Litigation—Richard T. Allison, SWBC Retirement Plan Services

3:00 pm – 3:15 pm Refreshment Break

12:00 pm – 1:45 pm Lunch & Speaker • Your Future: Consolidated Analytics—Gerald W. Frye, The Benefit Services Group, Inc.

SUNDAYJUNE 10

MONDAYJUNE 11

TUESDAYJUNE 12

WEDNESDAYJUNE 13

21 23 2422 H RHR

Stepping Up Your Retirement Plan Committee

S. R. MatlockSWBC Retirement Plan Services

Shortcomings of Transactional DataG. W. Frye

The Benefit Services Group, Inc.

Make your HDHP the Happy Deducible Health Plan

A. TourteAmino

Does Your Plan Have the Best Features at the Best Price?

C. ReaganSageView Advisory Group

17 19 2018 R HRH

Value-Based Plan Designs: Taking the Healthcare Market by Storm

M. B. GrayTrion

Three Pillars of Successful Pension Plan Management

M. S. ClarkP-Solve

Saving Through the Ages: A Generational Look at Retirement

L. GaynorTransamerica

Fee Equalization and the Essentials of Managing Retirement Plan Expenses


29 31 3230 R HHR

The Dollars and Sense of On-Site Health Clinics

G. R. WilliamsMount Vernon Mills, Inc.

Fiduciary Issues Associated with Selecting and Monitoring Target Date Funds

K. Jones, B. RobertsNFP

Generational Dynamics—Engaging Your Workforce to Control Healthcare Costs


My Pension Plan is Frozen, Now What?H. Merlak

Nyhart

25 27 2826 R HRH

How Top Companies are Beating Medical Trend

M. B. GrayTrion

A Case Study in Conducting an Investment Advisor RFP


100 is the New 80: The New Retirement Frontier

A. MontenegroVanguard

FSAs, HSAs and HRAs: Navigating and Selecting the

Right Account-Based Health Plans K. 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 • It’s Now or Never: Rethinking Benefits When Healthcare Has Left the Building—Kyle Healy, NFP


12:00 pm – 1:45 pm Lunch & Speaker • The Future of Employment-Based Health Benefits: How the Marketplace and Public Policy Will Shape the Future of Coverage —Paul Fronstin, Ph.D., Employee Benefit Research Institute

Strategies for Managing Chronic Conditions in Your Members

M. CastleberryHealthSCOPE Benefits

8:30 am – 9:30 am Keynote Address • Follow Me—Steve Gilliland, Steve Gilliland, Inc.

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; K. U. Saracene, 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 and Case Management

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

KEY:

Agenda and Workshops

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


www.ucs-edu.net

Can’t make it to Chicago?

LAS VEGAS • SEPT. 30 - OCT. 3

Register Today!

NEW ORLEANS • MAY 6 - 9 SAN FRANCISCO • MARCH 25 - 28

Room Rate: $289 Single/Double Room rate is valid until May 18, 2018,

or only as long as rooms remain in the block. Make reservations online from our website.

Chicago Marriott Magnificent Mile

Registration Fees

FirstRegistrant

EachAdditionalRegistrant

$995Save $200 off

the regular fee!

$1,095Save $100 off

the regular fee! $1,195

$595Save $600 off

the regular fee!

$695Save $500 off

the regular fee!

$795Save $400 off

the regular fee!

Pre-Conference Sessions*

ConferenceBy May 4 By May 18 After May 18

Understanding Your Fiduciary Obligations Under ERISA**

Self-Funding Forum

Register as a team and save money! The first registrant pays thecurrent fee; each additional team member saves $400.*Available only to conference participants.**Understanding Your Fiduciary Obligations Under ERISA includes lunch.

$395

$295

$495

$395

:

Hotel Information: National Sponsors

Conference Sponsors

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

37 39 4038 R HR,HH

Population Health Management for Your Employees

L. ManningThe Guthrie Clinic

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


Become a Chief Operating Trouble Maker and Define True Leadership


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

Partially Self-Funded PlansD. M. Hoffman

Dean M. Hoffman, LLC

35H



3433 R,HR

It’s Dangerous to Go Alone: Choose Your Own

Plan Administration AdventureK. Healy

NFP

Formulas for Fiduciary Compliance C. S. Lepman

DLA Piper US LLP

36H

Benefit Communications That Genuinely Excite Your Employees!

J. M. AdamikBenefit Nut

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

The Future of Driving Retirement Outcomes

M. PatelVanguard

Automatic Rollovers for Small AccountsT. Dunne

Millennium Trust Company

Compliance Problems for Wellness Programs: What Employers Must Know Now

K. U. SaraceneKatten Muchin Rosenman LLP

1 3 42 R,H RHR

Solutions for Total Pension Outsourcing F. Pellerin, J. Rahn

Fidelity Investments

The “Tech” Revolution—Coming to an HR and Benefits Department Near You!

Mark RiederNFP

Building a Strategy for Healthcare 101M. B. Gray

Trion

Most Common Compliance Issues for Your Defined Contribution Plan


13 15 1614 R HHR

Engaging the Unengaged: An Unconventional Approach to Retirement

M. Gibilisco, M. WatsonMutual of Omaha Retirement Services

From Vision to Reality: The Well-Being Journey at Woodman’s Food Markets

M. Spehr, The Benefit Services Group, Inc.K. Popp, Woodman's Food Markets, Inc.



Finding Opportunities Within Fiduciary Risk and Retirement Readiness

S. ColangeloQualified Plan Advisors

9 11 1210 R RHH

Best Practices for Monitoring Your Retirement Plans

Presented byPlante Moran

The Value of One-on-One Financial Advice for Your Participants

T. RauwaldUBS Retirement Plan Consulting Services

HSAs—What You Don’t Know Could Be Harmful To Your Wealth

E. RobertsNyhart

What’s Next: Health Insurance After 65M. Pero

UnitedHealthcare Insurance 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 • Insights from Recent Retirement Industry Litigation—Richard T. Allison, SWBC Retirement Plan Services


12:00 pm – 1:45 pm Lunch & Speaker • Your Future: Consolidated Analytics—Gerald W. Frye, The Benefit Services Group, Inc.

SUNDAYJUNE 10

MONDAYJUNE 11

TUESDAYJUNE 12

WEDNESDAYJUNE 13

21 23 2422 H RHR

Stepping Up Your Retirement Plan Committee

S. R. MatlockSWBC Retirement Plan Services

Shortcomings of Transactional DataG. W. Frye

The Benefit Services Group, Inc.

Make your HDHP the Happy Deducible Health Plan

A. TourteAmino

Does Your Plan Have the Best Features at the Best Price?

C. ReaganSageView Advisory Group

17 19 2018 R HRH

Value-Based Plan Designs: Taking the Healthcare Market by Storm

M. B. GrayTrion

Three Pillars of Successful Pension Plan Management

M. S. ClarkP-Solve

Saving Through the Ages: A Generational Look at Retirement

L. GaynorTransamerica

Fee Equalization and the Essentials of Managing Retirement Plan Expenses


29 31 3230 R HHR

The Dollars and Sense of On-Site Health Clinics

G. R. WilliamsMount Vernon Mills, Inc.

Fiduciary Issues Associated with Selecting and Monitoring Target Date Funds

K. Jones, B. RobertsNFP

Generational Dynamics—Engaging Your Workforce to Control Healthcare Costs


My Pension Plan is Frozen, Now What?H. Merlak

Nyhart

25 27 2826 R HRH

How Top Companies are Beating Medical Trend

M. B. GrayTrion

A Case Study in Conducting an Investment Advisor RFP


100 is the New 80: The New Retirement Frontier

A. MontenegroVanguard

FSAs, HSAs and HRAs: Navigating and Selecting the

Right Account-Based Health Plans K. 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 • It’s Now or Never: Rethinking Benefits When Healthcare Has Left the Building—Kyle Healy, NFP


12:00 pm – 1:45 pm Lunch & Speaker • The Future of Employment-Based Health Benefits: How the Marketplace and Public Policy Will Shape the Future of Coverage —Paul Fronstin, Ph.D., Employee Benefit Research Institute

Strategies for Managing Chronic Conditions in Your Members

M. CastleberryHealthSCOPE Benefits

8:30 am – 9:30 am Keynote Address • Follow Me—Steve Gilliland, Steve Gilliland, Inc.

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; K. U. Saracene, 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






Wellness, Disease and Case Management

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

KEY:


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


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; Kate U. Saracene, 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

Insights from Recent Retirement Industry LitigationRisk management is a term used often in all aspects of business, but how can you apply this concept to your retirement plans? During this keynote session, learn about real world cases of organizations that have been challenged in a variety of ways for the methods in which they operate their retirement programs. These case studies provide valuable lessons that attendees can use to manage risk in their own plans.Richard T. Allison, SWBC Retirement Plan Services

Your Future: Consolidated AnalyticsWe are a nation obsessed with data, but do we have the tools to use data in a comprehensive, strategic way? Data analytics must expand to encompass not only siloed health plan data, but also workers compensation, dental, and disability data. By analyzing this data, tomorrow’s savvy plan managers will have an entirely new way of coordinating care and improving outcomes. Consolidated analytics is the new health management paradigm.Gerald W. Frye, The Benefit Services Group, Inc.

It’s Now or Never: Rethinking Benefits When Healthcare Has Left the BuildingJoin Kyle Healy for insights on how re-prioritizing your attraction and retention strategies can go a long way in future-proofing your benefits programs and preparing for the possibilities of a world where a single-payer healthcare solution doesn’t seem entirely far-fetched—and is already a reality in parts of it. Sit in on a discussion centered around progressive ideas pulled straight from employers outside the U.S., who work with nationalized healthcare every day. Learn how their creative tactics and motivated methods can net better productivity returns on your employee investments and help you stand out in a sea of sameness no matter where medical insurance goes over the next decade.Kyle Healy, NFP

The Future of Employment-Based Health Benefits: How the Marketplace and Public Policy Will Shape the Future of CoverageThe Affordable Care Act completely changed the playing field for employers. It raised questions as to whether employers would continue to provide health benefits. While policymakers in Washington, DC are discussing “repeal and replace” and tax reform, employers have continued to offer health benefits while exploring new ways to manage the cost increases. This presentation will discuss new directions for employment-based health benefits at a time when policymakers are introducing more uncertainty into its future. Paul Fronstin, Ph.D., Employee Benefit Research Institute

Follow MeLeadership is the single most important skill you can use to improve your business. FOLLOW ME explores how to grow yourself and your people through timeless principles that, when applied to your own life and the life of your organization, will influence positive change. Steve Gilliland is uniquely qualified to show you how to develop exceptional leaders and retain great employees.Steve Gilliland, Steve Gilliland, Inc.

Pre-Conference Session Descriptions

Keynote Session Descriptions

KEY:

Legal, Regulatory & Fiduciary Issues Workshop Title & Descriptions as of 5/21/2018Please 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 & EducationInvestment Management & Plan FundingEvaluating and Monitoring Your Plan & VendorsWellness, Disease & Case Management


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.

5. Compliance Problems for Wellness Programs: 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.

13. Finding Opportunities Within Fiduciary Risk and Retirement Readiness The retirement plan landscape is riskier than it has ever been. On the heels of a new fiduciary regulation and increasing litigation, many fiduciaries have good cause for concern. Many employees are even more concerned, however, because they will not have nearly enough to meet their retirement needs. Attend this workshop for a practical discussion of the opportunities available within these risks and the strategies for overcoming participants’ inadequate retirement preparation.

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.

25. FSAs, HSAs and HRAs: Navigating and Selecting the Right Account-Based Health Plans Consumer 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.

33. Formulas for Fiduciary ComplianceHear an ERISA expert discuss fourteen easy steps you can take to make sure you are fulfilling your fiduciary responsibilities. Additionally, find out about any impact the recently-passed tax legislation will have on your plans. This is also your opportunity to get all of those unanswered plan management legal questions answered by a top benefits attorney—free of charge.


3. The “Tech” Revolution—Coming to an HR and Benefits Department Near You!The words Insurtech, Fintech, and HRtech are all the buzz—but what does it mean and why now? This informative session explores the flow of investment dollars into the benefits market, the leading drivers for the activity, the types of innovation already impacting the industry and what is on the horizon.

Workshop Descriptions

6. Automatic Rollovers for Small AccountsMissing participants (former employees) and uncashed checks are getting the attention of Washington and the DOL. Plans sponsors need to change the process of locating missing participants or use solutions like automatic rollovers. Take a good look at what is likely in the new Form 5500.

9. What’s Next: Health Insurance After 65Many people spend most of their lives getting health insurance from their employer. Once they turn 65, there can be confusion as Medicare becomes primary. Whether your company provides benefits for those entering retirement or not, this workshop will give you an understanding of what is available in the marketplace for seniors! You will learn about the options and how you can help your retirees by providing guidance through an uncertain but exciting time.

10. HSAs—What You Don’t Know Could Be Harmful To Your WealthHealth insurance costs continue to rise compared to workers’ earnings, causing a great divide between the two. Without meaningful employee education, a financial train wreck could be imminent at retirement. In this session, learn how health savings plan (HSA) investment can combat rising health care costs and how to manage deferral dollars in a more tax-efficient manner.

14. What to Expect for Pharmacy Benefits and Drug Cost Trends: Part 1 This session explores the projected impact of prescription drugs on employer costs in 2018 and 2019. Take part in an in-depth discussion about plan design/cost share features employers should consider to help manage future drug trends, including specific strategies for more effective management of diabetes, opioids, and high-cost generics. Learn how not having the appropriate language in your PBM contract can cost your plan money. You won’t want to miss this insightful session!!

18. Saving Through the Ages: A Generational Look at Retirement Today’s workers are expecting to live long lives and, in doing so, they are disrupting retirement as we once knew it. Many are envisioning retirement as a new chapter in life that involves continued work but with more free time to pursue personal interests. This presentation discusses the visions of three generations in today’s workforce: Baby Boomers, Generation X and Millennials, and examines whether their vision is wishful thinking or within their reach.

19. Three Pillars of Successful Pension Plan Management Managing a pension plan can be a complicated and potentially expensive endeavor. Some of the many things plan sponsors must consider include soaring administrative costs, interest rates staying low, market returns going up (thank goodness!), and participants living longer. This session explores three fundamental pillars for successful pension plan management: sound investment strategy, solid liability management, and thorough plan administration and governance.

20. Value-Based Plan Designs: Taking the Healthcare Market by Storm Most employers have incorporated some type of value-based design in their benefit plan…should you? This session breaks the concept down so it is easy to understand and discusses the value of Centers of Excellence and High Performing Networks to increase quality and lower costs. Find out about new methods of provider contracting, which will change the way we pay for care and the new “cutting edge” concept of cognitive systems as a pathway to better care and higher quality! Leave this session with a better understanding of these value-based plan design opportunities and if they could work for your plan.

26. 100 is the New 80: The New Retirement FrontierRetirement is being transformed by advances in longevity, brain science, and psychology, along with technological innovations in data and machine intelligence. This futuristic presentation explores how these developments could alter our conception of retirement in profound ways.

29. My Pension Plan is Frozen, Now What?Once a pension plan is frozen, the ultimate goal is typically plan termination. However, getting to termination requires strategically and successfully solving many issues, including when to terminate the plan and how to successfully terminate it. Leave this workshop with important strategies and information on how to navigate a variety of pension issues.

34. It’s Dangerous to Go Alone: Choose Your Own Plan Administration AdventureFinding the right benefit mix that is both optimized for your budget and satisfies what employees actually want is a tall order. How do you create a strategy that satisfies both? There’s no one right way to do anything, but thinking about your benefits plan administration holistically is a good place to start. Join our panel of experts in retirement, health care, employee engagement, compliance and plan design for a Q&A discussion on how your unique organization can optimize their entire benefits offering. We’ll learn from each other by diving into case studies, noting actionable steps and discovering what strategies can most benefit employers. Come prepared with questions and we’ll be ready to listen, provide ideas on what’s working and not working, and detail the first steps you can take today to find the benefits sweet spot your business has been searching for.

35. What to Expect for Pharmacy Benefits and Drug Cost Trends: Part 2 This session further explores specialty drugs and their expected impact on employer costs in the future. Learn about specialty generic drugs and biosimilars and how plan sponsors can take advantage of new biosimilars coming to market. This session also discusses how plan sponsors can take advantage of specialty manufacturer coupons and copay assistance programs to reduce specialty costs. Find out how to reduce your specialty drug spend and if the projected savings add up for your plan.

37. 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.


7. The Future of Driving Retirement Outcomes The retirement future is about you, the participant. With the ability to serve up personalized recommendations for “next best actions”, driving outcomes beyond plan design will become increasingly effective. Learn how the use of technology, data, and behavioral science will change the participant experience.

11. The Value of One-on-One Financial Advice for Your ParticipantsThis session delves into the value of providing personal individual meetings for participants in defined contribution plans. Learn to develop the financial value of providing this level of care for your employees, at what plan size is it feasible to provide the service, and what the long term benefits to the organization by providing a consistent personalized approach to employees are. Financial stress is the number one enemy of employee productivity. The session will highlight this in both qualitative and quantitative measures.

15. Engaging the Unengaged: An Unconventional Approach to RetirementFor many employees, just the idea of saving for retirement leaves them feeling confused, overwhelmed and uncomfortable. Learn about an untraditional strategy rooted in financial psychology methods to engage and enroll employees in their workplace retirement plan.

22. Make your HDHP the Happy Deducible Health PlanLearn the magic formula when it comes to transitioning your employees to a high deductible health plan. Leave this session with a deeper understanding of the common personas among your employees and how this affects the way you communicate with them, as well as tangible examples of tools and collateral you can use to complement your benefits education program.

30. Generational Dynamics—Engaging Your Workforce to Control Healthcare CostsWith the rise of millennials and the wane 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.

36. 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!

38. Become a Chief Operating Trouble Maker and Define True LeadershipPrepare 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 examines 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.


2. Building a Strategy for Healthcare 101As global medical trend rates continue to rise at a rate of 8.9%—more than three times the rate of inflation—now is the time for employers to take action. In this session, find out exactly what data you need to build an effective strategy. Hear about issues to watch out for and how to effectively interpret the data you receive. Leave this session with an action plan you can utilize over the next 12 months to position your company for a successful renewal next year.

12. Best Practices for Monitoring Your Retirement PlansThis session identifies best practices for plan sponsors to effectively and efficiently monitor their defined contribution and defined benefit plans. Learn what your benefit plan auditors are looking for during the annual financial statement audit, hear about optimal plan operations and gain insight for monitoring your plan’s investment structure.

21. Does Your Plan Have the Best Features at the Best Price?Plan and investment fees have become the battle ground for investment managers and retirement plan providers. In this session, learn strategies for benchmarking your retirement plan against the industry, multiple providers and different investments. Figuring out if your fees are competitive is a difficult task. Gain an understanding about what makes your plan competitive and how to negotiate a good fee arrangement with all of your providers.

23. Shortcomings of Transactional DataEmployers consistently struggle with how to best utilize their health plan data. The limitation of data is that it is transactional and cannot determine quality, efficiency, or outcomes. It also doesn’t reveal appropriate care, critical pathways or the sequence and timing of events. Our holistic approach to coordinating healthcare analytics reveals the patient and provider behaviors that make a positive impact on health outcomes, giving attendees the ability to measure and monitor performance beyond the limitations of transactional data.

27. A Case Study in Conducting an Investment Advisor RFPEvaluating retirement plan providers can be a challenge, especially for a role as broad as “advisor.” During this session, learn about two approaches to conducting an evaluation of the various types of retirement plan advisors: a short-form due diligence questionnaire and a full RFP. Leave the session with a deeper understanding of the right approach for your organization and actionable steps forward.

28. How Top Companies are Beating Medical TrendAre you frustrated that your company’s medical costs always seem to fall on the “high side” of marketplace trend? Some companies consistently beat trend with average increases falling near 1-2%, putting them in an enviable position in the marketplace. Find out what these top performing companies are doing to beat trend year after year. Learn about strategies you can incorporate now to lower your spend. Hear about the Total Opportunity Matrix (TOM) and discover how to measure your strategy against marketplace trends.

39. 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 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. Learn how to implement emerging industry best practices to ensure your plans are avoiding risk and operating at the most efficient level possible.


4. Solutions for Total Pension Outsourcing Join Fidelity Investments to learn about how plan sponsors can simplify decision making despite today’s increasing complex markets and constantly evolving regulatory environment. The session features valuable insight into a more efficient and effective approach to managing all aspects of your pension plan. Find out how you can achieve better outcomes for your participants, while meeting your investment and business goals.

24. Stepping Up Your Retirement Plan Committee Forming a retirement committee is the first step, but effectively running your committee is another matter altogether. This session takes attendees through real-life lessons provided by retirement committees around the country. Hear about universal challenges facing committees and how best to address them. Learn examples of best practices, hidden pitfalls, targets for litigation, creating proper documentation, and how to structure a more efficient meeting.

31. Fiduciary Issues Associated with Selecting and Monitoring Target Date Funds The combination of significant retirement plan balances and extreme down-market return differences among like-dated TDFs [2020, 2025, 2030, etc.] warrants a comprehensive selection process to protect plan participants and mitigate fiduciary risks. Learn how to develop a best practices approach that conforms to the DOL’s guidance regarding TDF selection and monitoring steps before the market’s next sell off.

Wellness, Disease & Case Management

8. Strategies for Managing Chronic Conditions in Your MembersChronic conditions from diabetes, musculoskeletal issues, hypertension and cardiac issues all drive costs for your health plan, poor health status for your members and absenteeism from work. Learn about new strategies to assist your members in managing their conditions while containing the costs to your plan.

16. From Vision to Reality: The Well-Being Journey at Woodman’s Food Markets Creating and maintaining a sustainable well-being program for an organization that operates 24/7 and spans 17 locations with more than 3,000 employees can be anything short of a challenge. During this session, Kristin and Michelle will share the key components to developing and maintaining the ongoing success of the Woodman’s well-being program, BE WELL TOGETHER, including senior leadership support, creating a multi-location network of champions and more. Learn how thoughtful planning, the right tools, communication, and best practices can create endless possibilities.

32. The Dollars and Sense of On-Site Health ClinicsHealthcare 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.

40. Population Health Management for Your EmployeesLearn how to proactively identify and manage populations driving cost in your health plan. Understand systems used to identify members and innovative monitoring available to keep them home and healthy!

healthcare - ucs-edu.net · 05.05.2018 · healthcare plan management conference mid-sized an...

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