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 ISCEBS Symposium Education Committee
January 27, 2017 - 8:30 a.m.
Conference Room 2051
Chicago, Illinois
8:00 a.m. continental breakfast

  
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.


Important Details / Meeting Memo

Agenda

1.  Call to Order

2.  Review of Committee Function Description

3.  Highlights from 2016 Symposium
     Program Report | Overall Evaluation

4.  Education/Session Development
     A.  Keynotes - Monday, Tuesday and Wednesday
     B.  Session Proposals - Comments/Recommendations
     C.  Workshops
     D.  Validate Industry Insights/Concerns - Responses to Survey

5.  Sponsorship Program

6.  New Business

7.  Adjournment


Session Proposals

Click on the track header to print all submissions at once or individually by clicking on the proposal link.


Health


ACA

H01_Boychenko_Past_Present_and_Future_of_ACA

H02_Donovick-Domash_Private_Exchange_Optimizing_Fiscal_Results_
and_Consumer_Experience


H03_Harten-Winkle_Private_Exchanges_Four_Years_Later

H04_Lindsay_the_Politics_of_Health_Care_Reform

H05_McGarey_Health_Plan_Funding_in_an_ACA_Environment


H06_Powell-Schillinger_the_Future_of_ACA_Under_President_Trump


H07_Tawshunsky_Update_on_Efforts_to_Repeal_and_Replace_the_ACA

Audit
H08_Allen_How_to_Survive_a DOL_Audit

H09_Heath_Self_Funded_Savings_Summit_Best_Practices_for_a_
Medical_Plan_Audit


H10_Monahan_Conducting_a_Self_Audit_of_your_Health_and_Welfare Plan

Communication and Engagement
H11_Buckey_Don’t_fly_blind_when_it_comes_to_your_employees_
healthcare_coverage


H12_Johnson-LudoviciConnolly_Revving_Up_Communications_to_
Boost_Engagement


H13_OShea-Colley_Health_Plan_Selection_Decision_Support

H14_Terzian-Roberts_the_Balancing_Act_How_to_Balance_
Technology_with_Human_Touch


Captives and Stop Loss
H15_Byrne-Hoitt_Medical_Stop_Loss_Group_Captives
 
H16_Landry_The_Growing_Momentum_of_Bringing_Benefits_into_Captives

H17_West_Eligibility_the_Biggest_Headache_for_Employer_and_
Stop_Loss_Compatibility


Compliance and Legislation
H18_Brown_a_Brave_New_World_Navigating_Legislative_and_
Regulatory_Compliance_Under_the_New_Admin


H19_Monahan_Legally_Compliant_Communications_and_the_
Consequences_of_Miscommunication


Health Care Costs
H20_Bishop_Does_Quality_Matter_in_the_Healthcare_System_to_Consumers

H21_Duenser-Gilkes_Cost_Reduction_Have_Your_Cake_and_Eat_It_Too

H22_Gibbs_How_Traditional_Plan_Management_Strategies_Continue_
to_Evolve_and_Provide_Savings_to_Plans


H23_Grace-Christiansen_Reference_Based_Pricing_Medicare_
Derivative_and_Cost_Containment_oh_my


H24_Hayes_Bending_Your_Healthcare_Cost_Curve


H25_Krieg_Benefits_Plans_the_Silent_Killer_of_Your_Employees_
Disposable_Income


H26_Parmenter-Kimberly_the_Future_of_Healthcare_in_America_and_is_
Value_Based_Care_the_Sustainable_Solution


H27_Smith-Marshall_Controlling_Your_Healthcare_Spend_a_Three_Step_Guide

Data
H28_Flick-Searles_Using_Data_to_Improve_Your_Employees_Health

H29_Frye_Better_Data_Better_Answers

H30_Mayer_Using_Analytics_to_Increase_Benefits_and_Reduce_Costs

Account Based Plans
H31_Covert_Account_Based_Plan_Designs_Weighing_the_
Options_of_FSAs_HRAs_and_HSAs


H32_Cummings_HSA_plan_introduction_Design_and_
communication_are_the_keys


H33_Gilmore-Loh_Go_All_the_Way_with_HSA

Mental Health
H34_Brenner_Issues_and_Challenges_From_the_Mental_Health_Parity_Act

H35_Cutter_Hacking_Mental_Health_How_Employers_Can_Overcome_
the_Barriers_to_Success


H36_Evers-Hoyman_Mental_Health_and_the_Workplace

H37_Kuhn-Hommer_Evolving_Behavioral_Health_to_Drive_Overall_Wellbeing

H38_Verdecchia_Reducing_the_Stigma_of_Mental_Illness_in_the_Workplace

H39_Whitehead_Problems_and_Innovations_in_Mental_Health

Off-Site Health
H40_Thumser-Couch_Opening_an_Employee_Health_Clinic

H41_Weiner-Wild_Cascading_Effect_of_Physician_
Quality_on_Outcomes_and_Cost


Plan Design
H42_Fowler_the_Power_of_Choice_Supporting_Employees_
with_Personalized_Plans


H43_Frye_Predicting_The_Future_Five_Big_Benefit_Trends_Not_to_Ignore

H44_Sieger_New_World_of_Defined_Contribution_Planning

Prescription Drugs
H45_Cahn_Conducting_a_Successful_PBM_RFP

H46_Cahn_Prescription_Coverage


H47_Friedman-Golden_PBM_Contracting_Are_You_Playing_With_a_Full_Deck

H48_Hodos-Friedman_Prior_Authorization_Step_Therapy_Quantity_Duration_
Do_They_Really_Work


H49_Hodos-Friedman_Trust_but_Verify

H50_Presley_Identifying_and_Managing_Prescription_Medication_
Impact_on_Employee_Populations_for_201
7

H51_Stull_Spread_vs_Scale_the_Tradeoffs_of_Transparent_vs_
Traditional_PBM_Contracts


Wellness
H52_Britton-Schoon_Engaging_Municipal_Employees_on_a_Limited_Budget

H53_Hayes_Measuring_the_Impact_of_Health_Improvement_Initiatives

H54_Michels-Bless_Healthy_Foundations_a_Tailored_Program_
for_Health_and_Wellness

 
H55_Mortenson_Sylvester_Adopting_an_Integrated_Wellness_
Strategy_to_Drive_Engagement

 
H56_Mowry_Reilly_Creating an Engaged Culture Through Well-Being

H57_Ober_Confronting_the_Chronic_Disease_Epidemic_
Considerations_for_Global_Employers


H58_Peterson-Moonen_Toward_Competencies_for_Wellness_Promotion

H59_Reha_Connecting_the_Dots_Between_Wellness_and_Ancillary_
an_Easy_Way_to_Draw_Down_Healthcare_Costs


H60_Schmidt_Mindful_Workplace_Engaged_Employees

H61_Sobelton_Back_to_Balance

H62_Spangher_Designing_a_More_Complete_Wellness_Model

Other Topics
H63_Cooke_Current_Trends_in_Employee_Health_Plans_How_
Does_Your_Plan_Compare


H64_Coriell_Health_Insurance_and_Medical_Systems_from_
an_Informed_Patients_Viewpoint


H65_DeNucci_Healthcare_Transformation_Changing_the_
Name_or_Changing_the_Game


H66_Garner_Ask_the_Health_Care_Expert

H67_Haraden_Employee_Benefits_Broker_Consultant_Agent_
Do_You_Know_the_Difference


H68_Vincent_Where_are_We_Now_With_Cyberhacking_
Data_Breaches_Healthcare_Fraud

H69_Bhadwandin_Beyond_HIPAA_Data_Security_and_the_Benefit_Plan *added 1/25/17


Retirement

Compliance and Legislative Issues
R01_Grieb_IRS_Retirement_Plan_Correction_Program_Retooled_for_2017

R02_Komornicka_The_Future_of_IRS_and_DOL_Regulations

R03_Schultz_What_to_Expect_When_an_IRS_or_Dol_401k_Plan_Auditor_Comes_Knocking
 

R04_Spicer_Life_After_the_End_of_Amendment_Cycles_is_Your_Qualified_
Plan_Up_to_Date


R05_Vanderhei_Implications_of_Tax_Reform_on_Retirement_Plans


401(k) Litigation
R06_Solomon_401k_Lawsuits_on_the_Rise_Best_Practices_for_Plan_Fiduciaries

R07_Solomon_How_to_Avoid_Getting_Sued_Lessons_from_the_401K_
403b_Litigation_Wave


Financial Wellness and Retirement Readiness
R08_Alexander_Trends_Affecting_Your_Employee_Population_When_
Why_and_How_They_Will_Retire


R09_Eck_Evolution_of_Financial_Wellness

R10_Eck_What_Does_Financial_Wellnes_Mean_to_Employees

R11_Garnitz_Building_Long_Life_Financial_Education_in_a_Short_
Shelf_Life_Environment


R12_Kuster-Krogmeier_Financial_Wellness_Leadership_a_Tale_of_
Ostriches_Warthogs_and_Giraffes


R13_Modelski_a_Participants_Journey_Financial_Wellness

R14_Montagna_Quantum_Benefit_Communications_Preparing_for_the_
New_Age_of_Thought_Development


R15_Peterson_Helping_Participants_Understand_Longevity_Risk

R16_Peterson_Providing_Retirement_Advice_to_Participants

R17_Robertson_The_Gender_Gap_in_Financial_Wellness_and_
Retirement_Preparedness


R18_Schmitt-Shah_Retirement_Readiness

R19_Schmitz_Boosting_Employees_Financial_Wellbeing_Through_
Fiduciary_Best_Practices_and_Plan_Design


R20_Stop-Patterson_Implementing_a_Financial_Wellness_
Strategy_in_Your_Workplace


Investments
R21_Haviland_Conscious_Capitalism_ Exploring_ESG_Investing_Options_for_your_401K

R22_Jones_Target_Date_Funds_Equity_Exposure_and_Glidepaths_A Plan_Administrators_Perspective

R23_Wait_Sustainable_Responsible_Impact_Investing

R24_Lucas_the_Future_of_DC_is_Here_the_Next_Generation_of_QDIAs

R25_Modelski_Dynamic_QDIA_Oversight_and_Selection

Pension/DB
R26_Joliat-Nissen_Lessons_From_Central_States

R27_Rigby_Understanding_Risk_in_the_Management_of_Your_DB_Plan

Plan Design
R28_Blanchard_the_Good_the_Bad_and_the_Ugly_of_Plan_Design_Changes

R29_Komornicka_Retirement_Plan_Governance

R30_Komornicka_Small_Business_Retirement_Plans

R31_Modelski_Fine_Tune_Your_Plan_Through_the_RFI_RFP_Process

R32_Staab_Are Your_Service_Provider_Agreements_in_Order

R33_Bhagwandin_US_Retirement_System_Emerging_Initiatives_and_Their_Likely_Success *added 1/25/17


General

Compliance
G01_Andersen-Fisher_Form_5500_the_Devil_is_in_the_Details

G02_Solomon_New_Risks_in_Form_5500_Reporting 

G03_Eubank_FLSA_Best_Practices_to_Minimize_Exposure 

G04_Simmons_Regulatory_Red_Flags_Where_to_Spot_Them_and_How
_to_Stop_Them

G05_Solomon_Record_Retention_Under_ERISA_What_do_Plan_Sponsors_
Need_to_Keep 

G06_Solomon_the_Forgotten_T_in_LGBT_Benefits

Paid Time Off
G07_Didrikson_an_Alternate_View_of_Paid_Time_Off_Programs  

G08_Earley_Unlimited_PTO_Considerations_for_Implementation

Vendor Relationships
G09_Barnes_Impacting_the_Bottom_Line_Managing_the_Supply_Base

G10_Brown_Navigating_Vendor_Changes_and_Implementations 

G11_Cooke_Vendors_Consultants_and_Plan_Sponsors_Avoiding_the_Missteps

Benefit and Employee Communication
G12_Adamik_Benefits_Communications_That_Get_Results

G13_Bloom-McMullan_Publicizing_Your_Investment_Successfully_
Communicating_Your_Organization

G14_Buckey_Don’t_Get_Burned_by_Passive_Enrollment 

G15_Hanley_Deskless_Yet_Informed

Compensation
G16_Bingham_How_to_Navigate_Conversations_with_Employees_
About_Compensation

G17_Dinkin_the_Importance_of_Pay_Equity_Internal_and_External_
Considerations


Global Benefits
G18-Cone_Doing_It_the_Right_Way_Aligning_Global_Benefits_and_
Rewards_with_HR_Transformation

G19-FinkBurkard_Effective_Management_of_Retirement_and_Medical_
Benefits_for_a_Globally_Mobile_Workforce

G20-FinkBurkard_Ins_and_Outs_of_Providing_Medical_Coverage_to_a_
Mobile_Workforce

G21-FinkBurkard-Fields_Congratulations_Youre_Now_the_Global_Benefits_
Manager_Now_What

G22-Jeffords_When_Women_Thrive_Businesses_Thrive

Other Topics
G23-Frazia_Building_a_Successful_Coaching_Program

G24-Solomon_Devil_is_in_the_Deal_Details

G25-Stepan_Clausen_The_Age_of_Individualized_Benefits

Canadian

Group Benefits
C01_Delveaux-Taylor_Having_the_Risk_Conversation
 
C02_Forbes_Large_Amount_Pooling

C03_Lai-Harding_ Managing_Canadians_Expanding_Life_and_Career_
Expectancy_Post_65


C04_Taylor_Demystify_Your_Group_Benefits_Renewal

C05_Taylor_Reduce_the_costs_of_mental_health_claims_
through_good_management_practices


HR
C06_Friesen_Reengaging_Your_Talent_The_Career_Refresh

C07_Oram_Winning_the_War_for_Talent_is_Telecommuting_the_Answer

Pension/Retirement
C08_Oikawa_Are_You_Ready_for_the_CPP_Changes

C09_Steele_Pension_Changes_in_Canada_Implications_for_Employers


C10_Nunes_Quick_Hits_5_Ideas_About_Pensions_in_50_Minutes

C11_Ault_Canadian_Pension_Risk_Setttlement_Market

C12_Ault_Longevity_Risk_in_Pension_Plans

C13_DeBortoli_Pension_Division_on_Marriage_Breakdown

C14_Murray_Real_Assets_In_a_Multi_Asset_and_Low_Rate_Environment

C15_Oikawa_Canadian_Retirement_Trends

C16_Oram_Fintech_an_Opportunity_or_Threat_to_the_DC_
Retirement_Industry


Morneau Shepell - additional submissions

ISCEBS​​