SymposiumEducation SymposiumEducation ISCEBS | International Society of Certified Employee Benefit Specialists InnerPage_middle_htmlISCEBS Symposium Education Committee February 2-3, 2023Chicago, IllinoisThursday: 4:00-5:30 p.m.Friday: 8:30 a.m. - 1:30 p.m. Thank you for attending the ISCEBS Symposium Education Committee meeting. On this page you will find several informational documents, as well as the documents we will be discussing during the meeting. If you have trouble opening any of these documents, please contact ISCEBS for assistance at 262-786-8771 or iscebs@iscebs.org.AgendaThursday1. Call to Order, Welcome and Introductions2. Review of Committee Function Description3. Highlights from 2022 Symposium4. Education/Session Development A. Retirement Track: Proposals and DiscussionFriday B. General Track: Proposals and Discussion C. Health Track: Proposals and Discussion D. Workshop/Discussion Sessions E. Keynotes: Monday, Tuesday, Wednesday5. Sponsorship Program Update 6. New Business7. AdjournmentSession ProposalsPlease read "Before You Get Started" prior to reading the proposals.Click on the subtopic to open multiple submissions at once or individually by clicking on the proposal link.RetirementPlan ComplianceR1-Henson: DOL Retirement Investigations UpdateR2-Henson: Fixing the Most Common Retirement Plan Errors R3-Massa-Smoots: I Need to Do What For My Retirement Plan? Your Guide to an Effective 5500 Audit SeasonFiduciary DutiesR4-Aronowitz: Current State of Excess Fee and Imprudent Investment LitigationR5-Ash: Risk Mitigation Strategies for Retirement Plan Fiduciaries R6-Dyson: Behind the Scenes of ERISA Class Action: Lessons Learned From an Expert WitnessR7-Solomon: Digesting New DOL Guidelines and ERISA Litigation Landscape: Best Practices for Benefit Plan FiduciariesRetirement Plan InvestmentsR8-Curran: Retirement Plan Distribution DilemmaR9-Massa-Smoots: ESG in Retirement Plans: Is This a Good Fiduciary Decision? R10-Schroeder: How To Properly Benchmark Investment Performance R11-Towarnicky: Auto Decumulation: an Optimal Alternative for Participants and Investment FiduciariesRetirement Readiness/Financial WellnessR12 Stop-Maynard: How to Design an Emergency Savings Program to Meet the Needs of Your Diverse WorkforceR13-Ferguson-MacQuattie: Financial Literacy Education For Employees to Improve Financial Wellness: There's an App for That!R14-Scattergood: Retirement Education to Drive Change: Case StudyR15-Towarnicky: HSA and 401k Better Together: Why You Should Be a Health Savings Account ChampionR16-Towarnicky: Solve for Tomorrow, Not For Yesterday: a DEI Savings SolutionSECURE 2.0R17-Ash: SECUREing 401(k) Participation With Student Loan Matching ContributionsR18-Ferguson-MacQuattie: SECURE Act 2.0 and Changes For Saving For RetirementR19-Grieb: Statutory and Regulatory Outlook for Retirement PlansR20-Hansen: SECURE 2.0: Everything You Need to Know But Haven’t Heard AboutR21-Levesque: SECURE 2.0: Decisions, Decisions, DecisionsR22-Massa-Smoots: SECURE 2.0 Will Make Your Benefits BetterOther Retirement TopicsR23 Deutsch: How to Realize (or Ruin) the Simple Recipe for a Successful Pension PlanR24 Massa-Smoots: Liability Insurance in Retirement Plans: Your Risks and YouGeneralDiversity, Equity, Inclusion and Accessibility IssuesG1-Harris-Spence: Two Miles and 26 Years: Addressing Health Disparities in Employer-Sponsored InsuranceG2-Johnson-Mugo: Diversity, Equity and Inclusion in Employee Benefit PlansG3-OBrien-Mielke: How to Drive the Diversity and Inclusion Business Imperative Through Global BenefitsG4-Sheffield: The Inclusion Equation: Developing and Maintaining a Gender Identity Inclusive WorkplaceG5-Wan: Your Digital Accessibility RoadmapGlobal BenefitsG6-Landry: Going Global With Your BenefitsG7-O’Brien: Building and Sustaining a Strategic Global Equal Value Proposition (GEVP)G8-Phelps: My U.S./Canada Role Has Been Expanded to Include Global: Now What?CybersecurityG9-Clapp: Cybersecurity Risks Threats and Impacts on Benefits AdministrationG10-Sheffield: Pirates of the PHI: Identifying and Responding to a Cyberattack According to HIPAA Best PracticesOrganizational Culture and CommunicationG11-Andrake: What Will It Take to Move the Mountains Ahead?G12-Jesperson: Your Benefits: Are They Positioned to Pass Today’s Talent Litmus Test?G13-Kelly: Rethinking the Employee Feedback Loop: Leveraging Continuous Feedback to Shorten the Path to ActionG14-Knobbe-Little: Creating Global Connections: Using Virtual Engagement Opportunities to Champion Employee Well BeingG15-Ryan: Benefit Communication Obstacles and SolutionsInnovative Benefit ApproachesG16-Ash: Creative Benefit Strategies for a Full Employment RecessionG17-Dinkin: Workforce in Crisis: Shifting the Total Rewards OutlookG18-Hofert: How Can Plans Mitigate Risk When Implementing an Infertility Benefit?G19-Polinski: Caring for the Caregiver: Designing Work and Benefits That Support Your Workforce’s Many ObligationsG20-Ritchie-Johnson: Using Health and Pension Plans To Improve Employee RetentionG21-Araiza: It Is All About Me Me Me. The Employee!Other General TopicsG22-Blair-Lloyd: Healthcare and Wealthcare: An Unlikely Duo to Drive Business PerformanceG23-Carter-Didrikson: EEK! We Are Being Sold! The Human Dynamics and Real World Challenges of AcquisitionsG24-Lavariere-Sanchez, Hulick: Employment Extenders: A (Labor) Force to Be Reckoned WithG25-Lestock: Payroll Administration: Factors to Consider With Total Compensation PlanningG26-Monahan: The Intersection of Leave Laws and Employee BenefitsHealthHealth Care CostsH1-Arnold: Rein in Escalating Health Care CostsH2-Blair-West: Healthcare Ate My 401(k) Plan Contributions, Part 2H3-Catalano: Radical Surgery: Why Your Health Plan Will Ruin YouH4-Cooke: Successful Battles Against High Dollar Claims: Tales From the Front LinesH5-Godsey: The Increasing Importance of Value-Based CareH6-Gray: Healthcare Cost Surge in 2023: New Playbook to Incorporate Proven Strategies! Exciting Changes in Healthcare: How It Will Affect Your Bottom LineH7-Kampine: Understanding the Impact on (Quality and Cost) of Delivering Medical and Pharmacy Navigation in TandemH8-Towarnicky: Reference Based Pricing: Optimizing the Patient ExperienceH9-Zimmerman: The Frightening Connection Between the Economy and Chronic DiseaseMental HealthH10- Axler: Behavioral Health Strategy: A Stepwise Approach to Helping the Brain Health of Your WorkforceH11-Parmenter-Andrade: A New Era of Support: Developing a Better Employee Experience and Addressing BurnoutH12-Ryan-Harrah: Innovative Ways to Care for Employee Mental HealthH13-Sheffield: DOL’s New Charge: Understanding and Administering the Employer’s Mental Health Parity ObligationsH14-Waltman: How to Comply With the Mental Health Parity and Addiction Equity ActPharmacyH15-Doan-Pedrozo: Brand or Generic: Driving Lowest Net Spend for Your Pharmacy Benefit PlanH16-Gish: PBMs and Compliance: Don’t Make Do, Make CertainH17-Golden: A Perfect Storm: How CAA, the FTC, and New Transparency Requirements Are Forcing Plan Sponsors to Reevaluate their PBM ArrangementsH18-Wetzel: Optimize Your Pharmacy Benefit With High Quality, Member-Centric and Customized Management ServicesLong-Term CareH19-Sypniewski: States Are Reviewing Long Term Care Mandatory Tax Programs: Considerationsand Solutions for Employers and Its Impact to EmployeesH20-Wood: WA Cares Fund: Legislating LTCHealth Coaching and WellnessH21-Arloski: Employee Health Coaching: Making It Your Best BenefitH22-Brandon-Plachta: Navigating the Healthcare Journey From Point A to Point BH23-Granitz: The Importance of Preventive Care to Employee WellbeingH24-Halterman: Colorado State of Health: A COVID-Era Approach Toward High-Impact, Equitable Workforce Health and Well-BeingH25-Johnstad: Navigating Healthcare: Expert Guidance for a Complex WorldH26-Nienhuis: Meeting Diversity, Equity and Inclusion Initiatives Through Your Medical PlanH27-Sung Chu: The Perks of Personalization: Building a Better Benefits ExperienceOther Health TopicsH28-Monahan: Everything You Need to Know About ERISA, But Were Afraid to AskH29-Anderson: Bridging the Sleep Care Gap in Chronic DiseaseH30-Gilmore: Self-Insured Health Plan Compliance ConsiderationsH31-Landrum-Cammayo: Compliance QuantifiedH32-Ellinger: Building Health and Retirement Savings through a High Deductible Health Plan and Health Savings AccountH33-Halverson: Plan Design Considerations for FSAs/HSAs/HRAsH34-Stop: Using Microbiome Analysis and Digital Tools to Improve Diabetic OutcomesH35-Tangen: Using Technology to Improve the Health of Your DiabeticsH36-Nienhuis: The Rise in Spend on Gastrointestinal Diseases. Playbook for Proactive Management of CostsH37-Hollis-Cyboran Voluntary Benefits and Captives: a New Paradigm of Transparency and ControlH38-Kirwin: Equity and Choice: the Importance of Lactation Benefits for New Moms in the WorkforceH39-Shaman-Goldberg: How Genetic Testing is Transforming Healthcare BenefitsH40-Walker: Health Equity and Disparity For Those That Suffer From ObesityH41-Volkmer-Gleitman: Evolving Benefit Selection Dynamics Driving a New Menu of OfferingsH42-Sheffield: Confronting the Crisis: Overcoming the Effects of Fentanyl and Opioid Use Disorder in the Workplace InnerPage_right_htmlInformational Documents Committee Roster Staff Roster ISCEBS Bylaws Reference DocumentsBefore You Get Started 2022 Symposium Program Brochure2023 Symposium Registration Form2023 Symposium Sponsorship Information2023 Symposium Session Proposals WorksheetsRetirementGeneralHealthContent Gap DiscussionPotential Topics from Webcast committeeIndustry Insights / Survey ResponsesReimbursement InfoReimbursement PolicyReimbursement FormW9 lower_right_html InnerPage_LeftNameTitle_htmlISCEBS Past Presidents Hall of Fame InnerPage_left_html