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New! Free to Members
Members have FREE access to all webcasts, both live and on-demand. With this new benefit included in your membership, you no longer have to go through hoops to get approval, just click and listen!
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Webcasts include:
- Advice and strategies from leading experts in the industry
- Solutions with no ads or commercial interruptions
- 30-minute Q&A session after the webcast
- Access to handouts and additional resources about the topic
Upcoming Webcasts
Here’s a list of currently scheduled webcasts. Check this page daily for updates.
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Save the date for NIRS’ Tenth Annual Retirement Policy Conference
Conference Agenda*
8:15 AM Opening Remarks
8:30 AM Keynote Conversation: The Value of a Good Retirement
9:00 AM Keynote Conversation: Dealing with an Aging Society
9:30 AM Keynote Conversation
10:00 AM Networking Break
10:15 AM Policymaker Keynote
10:45 AM Panel Conversation: Doing Better Today
11:45 AM Keynote Conversation: Long-Term Investing Boosts Retirement Readiness
12:15 PM Networking Lunch
1:15 PM Keynote Conversation: What Do Americans Think About Retirement?
1:45 PM Policy Conversation: Retirement Benefits & Workforce Implications
2:30 PM Closing
*Tentative Agenda — Subject to Modifications to Accommodate Speakers
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Please join us for a robust discussion on the topic of Environmental, Social and Governance (ESG) investing. Two expert speakers will address the misperceptions and the realities of ESG investing—and how this approach to long-term investing is not only about risk-mitigation, but also seeking better risk-adjusted returns. Hear about ESG integration and public equities investing as well as ESG considerations from the fixed income perspective spanning corporate, sovereign, securitized and municipal markets. This presentation is intended to not only be educational but provide context within an investment framework for fiduciaries as the universal owner for the generations to come.
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On-Demand Webcasts
Missed the live event? No problem - watch at your own convenience with webcasts on-demand. Webcasts are posted soon after the live event and members have free access to all recent presentations.
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It can be confusing trying to figure out who has ERISA fiduciary status right now and what their responsibilities are. In 2016, the Department of Labor (DOL) issued a rule redefining the meaning of the term “fiduciary” as it applies to investment professionals. In 2018, before the rule was fully in effect, a federal court vacated the rule. This session will cover who is considered an ERISA benefit plan fiduciary today and what one should be doing.
Key takeaways include:
• Who is an ERISA fiduciary?
• What are the different types of ERISA fiduciaries?
• What does it mean that the definition of ERISA fiduciary is functional?
• What types of decisions do ERISA fiduciary duties apply to?
• What are the ERISA fiduciary duties?
• What is ERISA co-fiduciary liability?
• What are the consequences of violating ERISA fiduciary duties?
• What can ERISA fiduciaries do to protect themselves from liability?
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The panelists highlight pension and benefit legislative trends and developments in 2018 and discuss how these are likely to evolve this year. Topics will cover key issues including:
• Health and welfare plan conversions to ELHTs
• Target benefit plans
• Medicinal marijuana
• Pension plan administration and investment rules
• Pension funding frameworks and legislative reform
• Post-Age-65 benefits (Talos decision)
• Pension regulator FSRA
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How public sector employers report their pension obligations and costs may be changing. The Public Sector Accounting Board (PSAB) that sets accounting standards for governments and other public sector entities has an employment benefits project that may result in changes in pension accounting. PSAB has issued three invitations to seek stakeholder feedback on the potential changes.
Hear from a member of PSAB’s Employment Benefits Task Force and PSAB staff leading this project about the following:
• Why an update of the pension accounting standard is needed
• What are the potential changes and their implications
• How your organization can influence the future of pension accounting.
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The advancement of cancer genetics allows us to pursue health care in an entirely new way. But the coverage and cost surrounding this health care space can still be difficult to decipher. Is genetic testing for increased risk of cancer typically covered under benefit plans? What coverage is available to participants who discover that they have a genetic mutation such as BRCA or Lynch syndrome? This webcast will dive into the area of cancer genetic testing and what happens after a patient tests positive for an inherited mutation that increases his or her risk of future disease.
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A Special Edition Webcast brought you LIVE from Washington D.C. Preregistration is not required for online viewing and reminder emails will not be sent.
Please join us for EBRI's 84th Policy Forum. This Policy Forum will examine the latest EBRI research on Retirement, Health and Financial Wellness.
Sessions Include:
-How Do Financial Wellness Initiatives Move the Dial?
-Considerations in the Retirement Income Phase of Life
-What Does the Future Hold for the Employment-Based Health Benefits System?
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Managing your pharmacy benefits plan can be challenging. This session will explore the common trials of the evolving PBM industry such as the traps of transparent versus traditional contracts, navigating specialty drug benefits and making the most of your PBM through effective plan design. Participants will gain clarity on popular plan management strategies, including the benefits and trade-offs of each.
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It’s well understood that human emotions play a role, both positive and negative, in physical and mental health. The surprising new finding is that these same emotions can sometimes act as barriers for people struggling with financial problems. In this session, we will first share Manulife’s latest research revealing that the impacts of emotional barriers to financial wellness are far-reaching. While important, education and financial literacy programs aren’t enough to help the large percentage of Canadians who are financially unwell. Then we will discuss what organizations can do to help their employees now and in the future. And finally we will focus on the positive change we can bring when we apply practical and evidence-based strategies for workplace mental health.
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Learn how one of the largest multi-institutional health care delivery systems in the nation developed a standard approach to total rewards onboarding for acquisitions. This webcast will cover the journey of transitioning seven organizations acquired since 2015 to a new total rewards package using best-practice models that can be translated to fit your organization. Attendees will learn the pitfalls to avoid, key steps to include and important considerations for custom tailoring a total rewards onboarding approach.
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Webcast held in partnership with the
New England Employee Benefits Council (NEEBC)
Have you considered how your company's understanding and compliance with family discrimination laws affect your employees with caregiving responsibilities? Learn the latest information about employee caregivers and federal and state employment discrimination laws, such as Title VII of the Civil Rights Act of 1964, the Americans with Disabilities Act of 1990, and the Family and Medical Leave Act.
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One of the challenges of working in a global and mobile workforce is ensuring an employee's health and safety while away from their regularly assigned work location. If not set up and administered correctly, the company exposes itself to severe financial and reputational risk while exposing its traveling employees to financial and physical risk. This session will include information and guidance on various lines of travel benefit coverage, how to ensure you have the right coverage, how to avoid redundant coverage and cost issues, how to create a travel benefit reference matrix for your organization, and employee communication approaches. Case study examples will be used.
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Both Canada and the U.S. have voluntary standards for a psychologically healthy workplace. We will review the standards in both countries, which serve to provide a comprehensive framework for creating work environments in which both employees and organizations thrive. In this webcast, participants will explore the link between healthy workplace practices, employee well-being and organizational performance. Discussion will include the types of practices that foster a healthy workplace, key factors that can increase the likelihood of positive outcomes and strategies for addressing barriers to successful implementation.
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As a start-up global specialty chemical company with 3,500 employees in over 30 countries, Solenis designed, developed and implemented an innovative wellness program that in just one year changed its corporate culture in a very positive way. The program design promotes the engagement of employees from their date of hire and engages and rewards employees for engaging in formal wellness program education activities. The company committed to financially invest in the global expansion of the wellness program after just one year of a very successful program launch in the United States During this session the audience will learn about this global start-up company’s wellness journey.
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Public sector pension envy no more! Two powerhouse pension funds—the Colleges of Applied Arts and Technology (CAAT) and the Ontario Public Sector Employees’ Union Pension Plan (OPTrust)—have introduced new, innovative defined benefit (DB) pension plans designed to bring retirement security and guaranteed benefits to workers outside their traditional core sectors.
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Webcast held in partnership with the
New England Employee Benefits Council (NEEBC)
You’ve launched a great wellness program but you’re not getting the participation and engagement you projected. You may even hear grumblings from some employees. With so many employers vested in wellness, why do employees dislike wellness programs? Surprisingly, it’s not wellness they dislike. There are many wellness programs that attain high participation rates. What’s not to love about a fun cooking demo or the opportunity to work up a sweat at an on-site fitness class? During this webinar, we’ll take an in-depth look at developing a comprehensive program that your employees will love. We’ll discuss the approaches that should be taken and the ones that should not. You’ll leave with practical ideas you can implement at your organization and simple adjustments you can make to your program. Before you know it, your employees will be 'jumping' at the opportunity to improve their health.
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Investment fees matter for two reasons. One is well-known: Fees reduce clients’ returns. But this is not the only effect they have—Fees also influence your investment manager’s decisions. Lately, institutions ranging from the United Kingdom regulator to academic researchers to the world’s largest pension fund have started to pay more attention to the importance of fee structures (not just fee levels). That focus should be welcomed by investors. By developing a better understanding of different fee structures and the incentives they create, we believe clients can improve their chance of finding managers who can deliver long-term value for money.
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This webcast will compare how U.S. fiduciary requirements compare to international requirements for management of Defined Contribution retirement plans. To what extent should your employer approach the governance of DC plans outside the U.S. given the knowledge of U.S. 401(k) requirements? Hear recommendations and best practices other employers have implemented, as well as options to mitigate risks.
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As healthcare costs continue to soar, and access to quality healthcare becomes more rare, many employers and multiemployer plans are bringing healthcare directly to the worksite. Especially for sponsors with self-funded health plans, offering primary care onsite is a strategy to improve employee health and reduce health costs. But there are a handful of key strategic decisions every plan sponsor must make before launching an onsite clinic. This session will help sponsors navigate the major considerations associated with bringing healthcare onsite.
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Subsection 25(2.1) of the Ontario Human Rights Code and related provisions in the Employment Standards Act and its regulations have permitted employers to cut or reduce benefits to workers aged 65 and older without any justification. In Talos v. Grand Erie District School Board, the Human Rights Tribunal of Ontario (HRTO) found that the legislative scheme amounts to age discrimination and violates Section 15 of the Canadian Charter of Rights and Freedoms. The decision relates to group health, dental and life insurance benefits.
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In order to better support educators who are on disability claims, The BC Teachers' Federation implemented an online Cognitive Behavioural Therapy (CBT) program to help teachers better manager stress, anxiety and sadness to improve their mental resilience. Those on disability are enrolled in a 28-day program where they immediately begin focusing on a return-to-work date.
Learn about case study findings that highlight the effectiveness of the new program in supporting mental health and reducing disability costs. The takeaways are relevant for Canadian and U.S. plan sponsors and trustees.
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Webcast held in partnership with the
New England Employee Benefits Council (NEEBC)
Employers are increasingly turning to value-based reimbursement arrangements. In fact, according to an August 2017 NBGH survey 21% of companies are planning to contract with accountable care organizations (ACOs) this year and the NBGH predicts the number of employers offering ACOs could double by 2020. The federal government (Medicare) and many states (Medicaid) have also been transforming to value-based reimbursement models.
The purpose of the webinar is to help benefits professionals understand what value-based reimbursement is, how it is transforming health care delivery, and how the transformation could help reduce costs and improve quality. This knowledge will help them better understand the potential implications for their organizations and employees, what to look for and expect from their payers/carriers and providers, and potential strategic opportunities.
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T-Mobile sought to find a better way to connect employees in a simple and efficient way to expert resources to help them be their best self. In their desire to stay true to their culture and engage their high millennial population they wanted a solution that was mobile, socially driven and fun! They also needed to find a way to eliminate the negative stigma that is often associated with EAP solutions. From these objectives, LiveMagenta! was born as a means to drive engagement through organic adoption and simple yet engaging sourcing of resources.
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Living with stress and anxiety is much more prevalent than you might imagine. Millions of people are burdened by life’s challenges every single day–from difficult life events and balancing professional and personal responsibilities to acute pain, illness, and chronic health conditions. These challenges show up at work, and the health consequences show up in the bottom line, with pressures on health care claims from health conditions that could be mitigated through prevention activities, including mindfulness based stress management.
Stress at work is caused by many factors. It can be difficult, if not impossible for us to talk about our stress and anxiety or face its causes. Most employees won't seek help for their suffering outside of the workplace. In our culture of minimization, avoidance, and denial of our fears and feelings, we dig ourselves deeper into day to day pain and suffering. Creating a corporate wellness focus that encourages stress management practices and sharing them in a science based way allows a forward-thinking employer a wellness culture that encourages self care. This creates the opportunity for optimal performance at work, by offering simple, straight forward, multi culturally appropriate approaches to encourage mental ease.
In this workshop, you’ll learn how the Science of Mindfulness helps us stress less, by increasing our awareness to promote relaxation. Learning objectives include:
- Understanding the Biology of the Body and the Stress Response
- How to enhance our responses to stress
- Developing an attitude of gratitude to cultivate positive states of mind
- How to identify the signs of compassion fatigue to solve burnout
- Three practices to promote less stress and improve mental focus and performance
- Two practices to promote better sleep and improve health outcomes
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A Special Edition Webcast brought you LIVE from Washington D.C.—Please join us for EBRI's 83rd Policy Forum. This Policy Forum will examine the latest EBRI research on Retirement, Health and Financial Wellbeing.?
Sessions Include:
- The Intersection of Wellness and Financial Wellness
- Exploring the ‘Gig Economy’ and the Future of Benefits
- Student Loans: Is it Time for Employers to Step In?
- Fireside Chat: Word from the Legislative Front
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With the April 4, 2018 release by the Ontario Ministry of Finance of their proposed funding framework for target benefit multi-employer pension plans, the number of jurisdictions in Canada with target benefit pension plans (TBP) frameworks continues to grow. This webcast will discuss the TBP frameworks across Canada, specifically focusing on Alberta, British Columbia, Ontario, Quebec and Saskatchewan. The discussion will summarize and compare the following details of the TBP frameworks from each of the jurisdictions:
- What are the criteria that must be met for a pension plan to qualify as a TBP;
- How do eligible existing plans convert to a TBP;
- What level of funding requirements apply to TBPs and how are they determined;
- What impact do the TBP funding requirements have on benefit improvements; and
- On what basis are commuted values payable from TBPs calculated.
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Webcast held in partnership with the
New England Employee Benefits Council (NEEBC) No one wants to talk about it, let alone in the workplace...depression. But depression isn't a topic only for our personal lives. The impact of depression goes beyond the personal realm to significantly impact the bottom line of organizations from every sector, ultimately costing employers billions of dollars each year.
Not only should employers learn to recognize depression, but in order to thrive, should help employees get proper treatment.
During this webinar you will:
- Gain an understanding of the burden of depression in the workplace and how depression manifests itself and affects employee performance and productivity.
- Attain insights into the barriers to addressing depression, including stigma and lack of resources available to employers.
- Learn how to spot depression in the workplace.
- Hear about tools and resources employers can utilize to better support mental health and productivity of their workforce.
As an example, a case study of a successful mental health initiative by Kent State University will be discussed, including initial steps to implementation; overcoming challenges and barriers; and results, outcomes and next steps. Don't miss this opportunity to learn how to identify and address this pervasive condition and hear what others have implemented.
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Webcast held in partnership with
The Multi-Employer Benefit Plan Council of Canada (MEBCO)
The federal budget has proposed the end of health and welfare trusts (HWTs) and will no longer apply their administrative positions to HWTs after the end of 2020. Trusts that do not convert to employee life and health trusts (ELHTs), or windup, will be subject to normal income tax rules for trusts.
This webcast will review rules associated with ELHTs and detail how they differ from HWTs. In addition, we will focus on what plan sponsors and trustees should be thinking about and how best to prepare for these changes. Are there compliance and legal issues to consider? Learn about the advantages of ELHTs. A comparison of the issues raised upon the issuance of Income Tax Folio S2-F1-C1 to the ELHT rules will provide further insight. Hear both single employer and multi-employer perspectives.
Consultation on the transition will be open until June 29. The government will then draft legislative proposals and transitional guidance. This Webcast will discuss issues to consider for consultation.
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This session will look at how behavioral decision-making theories can tackle participant challenges like:
- How can I help workers estimate how much they should save for retirement?
- For workers without significant DB pensions, how can I help them deploy effective strategies for generating income in retirement?
- How can I convince my younger plan participants to save early in their careers?
Gain a quick overview of what behavioral-decision-making is, and then dive into different tools to help your plan participants make the most of their benefit options. Approaches like framing, loss aversion, choice overload, inertia and confirmation bias will be defined and applied using real-world examples.
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Webcast held in partnership with the
New England Employee Benefits Council (NEEBC)
With retirement plan fees serving as the centerpiece of fiduciary breach lawsuits, understanding the dynamics of retirement plan fees is critical for plan sponsors. This webinar will explore what fees should be reviewed and how frequently; what benchmarks should be used when comparing fees; and the options for allocating recordkeeping fees to participants.
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Join this webcast to review workplace efforts for preventing prescription drug (Rx) misuse from both the supply and demand sides.
There is a strong tendency to overemphasize (and spend money on) the supply side through analytics of utilization, PBMs, policies, drug testing, PDMPs, etc. In contrast, raising employee awareness is often treated as a given or incidental part of a strategy. In fact, there are systematic and evidence-based tools that can not only increase employee awareness but also influence wellness, and the culture of health at the same time. Instead of thinking of a drug-free workplace or employee assistance program as a “check the box” strategy, it’s time to think more mindfully of ways to re-imagine these tools and change the culture of addiction that impacts employee well-being. This highly interactive webinar will provide participants with experiential tools and tips to help spark a broader and more mindful approach to prevention.
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Join this webcast for a discussion about the legal frameworks for corporate insolvencies in Canada, and the CCAA in particular, as it relates to pensions and post-employment benefits. Simon Archer and Stephanie Ben-Ishai will discuss:
- The typical types of claims employees and retirees may have in an insolvency proceeding and how they pursue them.
- The wage earner protection program, what it covers and how it works.
- Treatment of pension plans in an insolvency proceeding.
- Key cases recent and current such as Sears, Glenn Lake (Wabush Mines), U.S. Steel and Carillion, among others.
- Perspectives on issues such as pension protection in insolvencies, restructuring versus liquidation and policy reform.
- Broad comparisons to other insolvency systems.
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