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

San Francisco, CA Academic Sponsor:

99 of past attendees recommend that you attend!

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

FEATURING 40+ SESSIONSMarch 25-28, 2018

Bridging the Gap:Strategies for Plan compliance and cost containment

REAL-WORLD SOLUTIONS FOR SUCCESSFUL BENEFIT PLAN MANAGEMENT

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

C-Suite executives with plan fiduciary responsibilities

Vice presidents, directors and managers of HR and benefits

CFOs, vice presidents and directors of finance, treasurers and controllers

Benefits/compensation directors, managers and specialists

Pension/savings plan managers and trustees

WHO WILL ATTEND:

CONFERENCE SPONSORSNATIONAL SPONSORS

With ever-rising healthcare costs and increasing retirement plan

point. What can you do to control costs while maintaining plan compliance, strategic design features and employee engagement? Make plans now to attend the San Francisco Mid-Sized Retirement & Healthcare Plan Management Conference, March 25-28, 2018, where you’ll receive up-to-the-minute legislative updates, compliance directives, valuable cost-saving strategies and employee engagement

experience offers solution-focused education led by industry professionals, with more than 40 in-depth workshops and premiere keynote sessions. Browse the wide range of topics on the agenda inside and register today!

Christopher Tyler, VP Human ResourcesAstera Credit Union

This conference had already paid for

presentation was over. Every single

The entire conference experience was a cut above others I've attended.

Sargento Foods Inc.

Retirement conferences for 25+ years, and this conference is by far the best.

content they cover is superior. I’ve learned something critical to our

(and fun!) conference.

FEATURING:A non-tradeshow environment—registration restricted exclusively to employers

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

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

FULL AGENDAINSIDE

99 OF PAST ATTENDEES RECOMMEND THIS CONFERENCE!

“Fantastic conference! This is my third time and I am not disappointed. Plenty of highly informative sessions, great colleagues and intriguing vendors. If you can only choose one conference every year, choose this one!”— L. Nwokeji, VP, Human Resources, Capital City Bank

COMPLETE WORKSHOP DESCRIPTIONS ARE AVAILABLE AT WWW.UCS-EDU.NET

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

37 39 4038 R,H HRH

Is an On-Site Health and Wellness Clinic Right for Your Organization?

S. WilsonBasic American Foods

Building an Engaging Benefits Communication Strategy

for a Diverse WorkforcePresented By Sunrun, Inc.

Transitioning Through Plan Terminations, Mergers and Implementations

L. S. HacklemanTrellis Company

How to Develop and Manage Effective Benefit Program Metrics

R. J. FoleyMutual of Omaha Insurance Company

35R

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

B. D. FergusonSWBC Investment Advisory Services

3433 HR

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

Partially Self-Funded PlansD. M. Hoffman

Dean M. Hoffman, LLC

Non-Qualified Deferred Compensation Plans

Best PracticesJ. M. Fosse

Trucker Huss36H

How Top Companies are Beating Medical Trend

M. B. GrayTrion

11:00 am – 12:00 pm

9:45 am – 10:45 am

8:30 am – 9:30 am Keynote Address • On Purpose: Changing the Conversation About Health and Wellness—Michelle Spehr, The Benefit Services Group, Inc.

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 RHH

The Science of Well-BeingPresented By

Vanguard

Partial Self-Funding and Level Funding: Reduce Healthcare Spending, Meet Financial

Goals and Maintain Employee SatisfactionD. M. Hoffman

Dean M. Hoffman, LLC

FSAs, HSAs and HRAs: Navigating and Selecting the

Right Account-Based Health Plans K. U. Saracene

Katten Muchin Rosenman LLP

1 3 42 H RHR

The Looming Liability in Target Date Funds

M. E. Falcone, J. NelsonNFP

Practical Strategies for Reducing Health Plan Costs

R. J. FoleyMutual of Omaha Insurance Company

What to Expect for Pharmacy Benefits and Drug Cost Trends for 2018

M. J. StaabInnovative Rx Strategies, LLC

Save Your Retirement Plan Now!A. Adjemian, B. F. Spater

Trucker Huss

13 15 1614 H R,HRH

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

M. B. GrayTrion

Health Savings Accounts: The Intersection of Retirement & Consumer-Driven Healthcare

K. Murphy Franklin Templeton Investments

Small Accounts Are Not a Small MatterPresented By

Millennium Trust

Paid Family Leave Legislation: Staying Compliant and Preparing for the Future

K. U. SaraceneKatten Muchin Rosenman LLP

9 11 1210 R HHR

Strategies for Managing

M. C. PersonHealthSCOPE Benefits

Solutions for Total Pension OutsourcingF. Pellerin

Fidelity Investments

Make your HDHP the Happy Deducible Health Plan

D. ViveroAmino

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

C. D. HanceyNixon Peabody 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 • Healthcare Market Update: The Impact of Rising Costs on Retirement Readiness—Marybeth Gray, Trion

4:15 pm – 5:30 pm Networking Reception and Nightly Prize Drawings—chance to win a FREE 2019 conference registration! Must be present to win.

3:00 pm – 3:15 pm Refreshment Break

12:00 pm – 1:45 pm Lunch & Speaker • The Future of Retirement—Jean Young, Vanguard

SUNDAYMARCH 25

MONDAYMARCH 26

TUESDAYMARCH 27

WEDNESDAYMARCH 28

21 23 2422 R HR,HH

Case Study: Building an Award-Winning Wellness Program from the Ground Up!

Presented BySouthwest Key Programs

“Easy Wins” for DC Plan DesignPresented By

Franklin Templeton Investments

Bionic Benefits: Leveraging Big Data to Solve Bigger Problems

I. LevinsonNFP

Best Practices for Healthcare Plan Compliance

J. N. Agard, G. MehdiTrucker Huss

17 19 2018 H RRH

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

R. J. PattonSageView Advisory Group

Building a Strategy for Healthcare 101M. B. Gray

Trion

Three Pillars of Successful Pension Plan Management

M. S. ClarkP-Solve

Wellness Program Compliance Problems: What Employers Must Know Now

K. U. SaraceneKatten Muchin Rosenman LLP

29 31 3230 R HHR

Mindfulness: Buzzword or Business Advantage?

M. SpehrThe Benefit Services Group, Inc.

A View from the Hill: Policy and Political Update

Presented ByFidelity Investments

Are Biosimilars the Panacea for High Cost Specialty Drugs?

M. J. StaabInnovative Rx Strategies, LLC

Formulas for Fiduciary ComplianceI. S. Kopelman

DLA Piper US LLP

25 27 2826 H RRH

Stepping Up Your Retirement Plan Committee

S. R. MatlockSWBC Investment Advisory Services

“Must Do’s”J. M. Adamik

Benefits Expert and Strategist

100 is the New 80: The New Retirement Frontier

Presented ByVanguard

Americans with Disabilities Act and ADAAA: Lessons Learned for Effective

Workplace AdministrationK. Grimes

Mutual of Omaha 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 Investment Advisory Services

4:15 pm – 5:30 pm Networking Reception and Nightly Prize Drawings—chance to win a $500 Visa gift card! Must be present to win.

3:00 pm – 3:15 pm Refreshment Break

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

A Case Study in Conducting an Investment Advisor RFP

B. D. FergusonSWBC Investment Advisory Services

Developing and Managing Benefit Program Metrics

R. J. FoleyMutual of Omaha Insurance Company

—Paul Fronstin, Ph.D., Employee Benefit Research Institute

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 descriptions are available online.

1. Online: www.ucs-edu.net

2. Call Us: 800-864-2063

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

3 WAYS TO REGISTER:

www.ucs-edu.net

Can’t make it to San Francisco?Make plans now to join us at one of

our other 2018 conferences:+ CPEs for CPAs

Add one of these exceptional sessions to your conference experience!

SUNDAYMARCH 25, 2018

Pre-Conference Sessions:

Earn ContinuingEducation Credits:

LAS VEGAS • SEPT. 30 - OCT. 3

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

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

Register Today!

NEW ORLEANS • MAY 6 - 9

CHICAGO • JUNE 10 - 13

Room Rate: $299 Single/Double Room rate is valid until March 2, 2018,

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

The Palace Hotel

REGISTRATION FEES:

HOTEL INFORMATION:

FirstRegistrant

Each

Registrant

$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 February 16 By March 2

Under ERISA**

Register as a team and save money! The rst registrant pays thecurrent fee; each addi onal team member saves $400.*Avai ab e n y t c n erence par cipants.**Understanding Fiduciary Ob iga ns Under ERISA inc udes unch.

$395

$295

$495

$395