With the retirement plan landscape evolving, the fiduciary responsibility of managing a retirement plan falls to the employer.
“Driving Healthy Outcomes for Retirement Plans” is a presentation focusing on one company’s strategic plan to help employees achieve a healthier retirement outcome and promote financial wellness. The presentation outlines use of plan features and investment tools that make planning for retirement easier and help employees build healthier results and stronger retirement plans. The presentation also highlights significant financial benefits for the organization sponsoring the plan, a winning strategy for both plan sponsors and retirement plan participants. The case study which was conducted over a five year period on a company that implemented a strategy to drive participant outcomes also focuses on the return on investment to the company of helping employees become ready for retirement by normal retirement age. The presentation concludes with a discussion on the current retirement plan marketplace and what lies ahead for opportunities to enhance retirement readiness.
In this presentation, Jason Rothman, an employee benefits attorney with the international labor and employment law firm of Ogletree, Deakins, Nash, Smoak and Stewart, P.C. will cover two key employee benefit plan issues that all employers must understand: (1) the Affordable Care Act employer mandate, including guidance issued this summer delaying employer mandate assessments until 2015; and (2) the U.S. Supreme Court’s recent decision in the case of United States v. Windsor ruling that Section 3 of the Defense of Marriage Act (DOMA) is unconstitutional. These two developments significantly impact employee benefit plans and require employers to take strategic action in the near future to comply with the requirements thereunder.
This presentation will explain why employers must lead the way in preparing the nation for the caregiving tsunami that is poised to devastate productivity. Phyllis Shelton will relate the latest happenings in long-term care insurance and link it to the overall picture of health care reform. She will explain why LTC insurance hasn’t been a senior product in years and why almost half of the policies are being purchased at the workplace. She will explain the participation and underwriting requirements for offering worksite LTC insurance in today’s environment. She will explain the best practices for employee education in a successful LTC insurance offering.
Discover how to lose guilt and feel better easily through using the groundbreaking Active Energy System. In this talk Adam Shaw explains the role of guilt in wellbeing and how it can inhibit health and wellbeing. If you want to feel better easily, lose guilt and learn a system that can make you and those who you know feel better easily then this event will show you how.
Through a set of steps that you can do as you walk it is possible to easily increase your wellbeing, energy and motivation easily and effortlessly, saving you time and eradicating the need to find extra time for gyms, diets and strenuous exercise routines.
Staying Ahead of the Curve is designed to provide defined contribution plan fiduciaries, committee members, plan administrators, human resource, and compensation & benefits specialist with the latest trends in retirement plan management. Our presentation provides insight into how the current legal and regulatory environment is driving changes in plan design. These changes include how plan fees are allocated to participants, the use of plan investment options to pay recordkeeping expenses, and the processes utilized to ensure plan fees are reasonable and competitive. We will provide an overview of the steps required to monitor plan expenses and determine their reasonableness. We detail the fact and fiction of regarding benchmark, vendor RFP, and targeted renegotiation projects.
With the Form 5500 season upon us, this presentation will address basic reporting requirements, provide practice tips, highlight areas the DOL and IRS are focusing on, and walk through how to avoid the top five Red Flags your filings may have.
This presentation will guide HR professionals through the Form 5500 filing to help them gain a better understanding of the information required to be reported and Find out what is new for 2012, how to simplify indirect (Schedule C) service provider compensation reporting, what is and how to report ‘nonmonetary compensation’ and how to perform an effective manager review of each filing before submission.
There are three developments that have made communicating benefits harder than ever:
The increasing complexity of benefits, especially health benefits
The general difficulty in getting anyone's attention
The need to master multiple communications channels
Fortunately, there are new ideas and methods for communicating during the open enrollment period that will help you battle past these challenges.
This webinar will look at the thinking that lies behind successful open enrollment communication programs and shares some specific tips and techniques. Among the techniques we will explore are the use of video, social media, and “federated” creation of content. We can do better communication than ever, but we have to embrace the right tools and right mindset.
The Importance of Benefit Communication will be discussing all aspects of open enrollment from:
1) Employee and Employer needs and trends and ways to save cost to bottom line.
2) Benefit selection including: product lines, differention, and how to ask the right questions to achieve the best overall plans
3) Different styles of benefit communication to fit different learning needs.
4) Questions to ask to choose a communication company that works best for your needs.
5) Different benefits available and how to choose the best ones for your needs.
6) Products and services that can help maximize your enrollment at little or no cost to your bottom line.
You have a benefits program. Your employees have smartphones. Now what? Attend this presentation to learn how mobile technology will change insurance and employee pensions and benefits forever. Discover what lies ahead for mobile technology, and how your benefit program and mHealth will come together. Organizations and human resources will learn about this new platform for program management, and how to lower administration overhead by using and effectively deploying not just Apps to smartphones but components of a fully integrated health system. Learn about the potential for a fully integrated health records systems encompassing Government health plans and private health insurance.
Now, more than ever, it's important to know how health care reform will affect you, your employees and your business. Don't miss this interactive webinar discussing the sweeping transformations involving health care changes and employee benefits. In this webinar, our expert on compliance, Penny Boyd, will guide you through topics such as: W2 reporting, uniform summary of coverage, open enrollment checklists, dependent issues, and focusing on how grandfathered, non-grandfathered and self-insured plans must comply with new regulations.
Our speaker, Penny Boyd, is CBP's compliance specialist. As Compliance Coordinator, she brings over 25 years of experience in Employee Benefits, Compensation and Human Resources to the team. She is a Certified Employee Benefits Specialist and a longtime member of the International Foundation of Employee Benefits. Penny's most recent work experience was at The Dannon Company, Inc., as Manager of Employee Benefits. She graduated from the University of Arizona with a BA in Anthropology and studied Law after graduating.