ISCEBS Symposium Education Committee
January 9, 2020 - 4:00 - 5:30 p.m.
Snacks provided
January 10, 2020 - 8:30 a.m.
8:00 a.m. continental breakfast
Conference Room 2049
Chicago, Illinois
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 2019 Symposium
Program Report | Overall Evaluation
4. Education/Session Development
A. Retirement Track Proposals
B. General Track Proposals
C. Health Track Proposals
D. Workshops
E. Validate Industry Concerns/Responses to Survey
F. Keynotes: Monday, Tuesday, Wednesday
5. Sponsorship Program Update
6. New Business
7. Adjournment
Session Proposals
Click on the subtopic to open multiple submissions at once or individually by clicking on the proposal link.
Retirement
FW1 DeFrain: Why Employee Financial Stress Looks Different Than You Think
FW2 Melero: Financial Wellness: Are Your Hispanic Employees Engaging?
FW3 Modelski: Total Wellbeing, The Next Evolution in DC Plans
FW4 Towarnicky: It’s My Money and I Want It Now: On Demand Pay Apps
FW5 Towarnicky: Sidecar Suboptimal: Adding a Sidecar Savings Account for Emergencies
FW6 Ward/Finn: Tech Touch: The Formula for a Financially Healthier Workforce
FW8 McGrady: Financial Wellness: Delivering Value by
Bringing All the Pieces Together *New*
RR1 Comberiate: The Biggest Risk of Retiring With DC Plan
RR2 Cooper deNeuze: Retirement Data- Using Data To See Who Is Ready to Retire Or Not
RR3 Kaplan: From Accumulation to Distribution
RR4 Rehfuss/Saito: The Best New Hire You Already Have: Five Tips to Successful Phased Retirement
RR5 Storms/Spector: Retirement Life Planning: Beyond the Financials
RR6 Wernette: Engaged Participants, Retirement Readiness
PA1 Holden: Exploring the 401(k) Plan Experience of Millennials and Baby Boomers
PA2 Massa: Mergers & Acquisitions in Retirement Plans
PA3 Mayo: Retirement Plan Fraud: War Stories and Lessons Learned
PA4 Okrasinski: Best Practices for Managing Missing Participants and Uncashed Retirement Checks
PA5 Towarnicky: Optimal Liquidity: Loans and/or Hardship Withdrawals
PA6 Ferguson/MacQuattie: Mitigating Fiduciary Responsibility *New*
PC1 Beaty: 401(k) Fee Litigation Is Moving to Smaller Plans
PC2 Billings: Open MEPs Under the SECURE Act
PC3 Billings: Why You Should Consider Hiring a CEO for Your 401(k) Plan
PC4 Forker: Reducing Fiduciary Risk: Creating Your Get Out of Jail Free Card
PC5 Gallagher/Clark: Proving Prudence and Participant Loyalty: a Plan Committee Defends Itself
PC6 Grieb: Statutory and Regulatory Outlook for Retirement Plans
PC7 Mayo: Retirement Plan Operational Errors: Spotting and Correcting Them
PC8 Staab: Prohibited Transactions and Exemptions
PC9 Comerford: the SECURE Act: Adding an Annuity Option to Your DC Plan
PC10 Mayo: U.S. Benefits Update
PI1: Garnitz: Delivering on Retirement Income Management
PI2 Massa: ESG Investing in Retirement Plans
PI3 Sparling: Clarity to the Active vs Passive Debate
PI4 Regan/O’Brien: The Mainstreaming of ESG Investing *New*
PI5 Atherton: Investment Selection and Monitoring – A
Fiduciaries Risk Management Necessity *New*
DB1 Constant: A Look at the Fiscal Health of U.S. Public Pension Plans
DB2 Egelberg: Pension Plans With Adjustable Benefits
DB3 Massa: How Did I Get On the Pension Committee: a Practical Guide to Understanding DB Plans
DB4 Joyner/Scarpa: Retirement Plan Risk Keeps Growing How Do
We
Deal With It *New*
DB5 Regan/O’Brien: 2020 Capital Market Developments for
Public Retirement Systems *New*
General
BC1 Grooms/Grooms: Think Outside the Firewall-Getting Your Benefits Off the Intranet and Into the Hands That Need Them
BC2 Von Tungeln/Eshleman: Breaking Into the Zoo: Transforming Benefits Communications
BC3 Schwartz: The More You Buy, the More You Save: Using Behavioral Economics to Understand Why People Make Illogical Benefits Decisions
BC4
Atkinson/Moreno: Moneyball Strategic Framework for Compensation and Benefits *New*
BC5 Monahan: Communicating Benefits *New*
SLA1 D’Allesandro: Student Loan Repayment Program
SLA2 Schwallie: Retirement Benefits for Employees Repaying Student Loans
SLA3 Talka: Loan Repayment Program Can Reduce Turnover
TC1 Aronowitz: Cybersecurity Best Practices and Risk Management for Employee Benefit Plans
TC2 Joyner/Timmons: Defensive Data Security and Risk Management in Today's Cyber World
TC3 Mandacina: Seize the Upside of Disruption
TC4 Todd: The Cyber Experience: You Decide
TC5 Villalobos: How to Use Robotic Automation to Improve
Your Benefits Effectiveness *New*
WT1 Acaster: Generation Why: Rethinking Millennial Engagement
WT2 Card: Be a Disrupter in Benefits and Beyond
WT3 Chan: The Future of Work and Learning is Here, Are You Ready?
WT4 Dinkin: Trends Shaping the Workforce in 2020 and Beyond
WT5 Lesnick: Next Generation Benefits Leadership- Attracting and Retaining 5 Generations
WT6 Lesnick: The Benefits and Adventures of Successfully Navigating Change
WT7 Zoeller Newman: Generations, Inclusion and Engagement: Benefits for a Modern Workforce
WT8 Powell: Engagement Strategies for the Multigenerational
Workforce *New*
GL1 Koski/Richter: Asian Century: Understanding Benefits, Compensation and Compliance for 60% of the World’s Population
GL2 Koski/Richter: Closing the Blind Spots of Global Benefits and Compensation
GL3 Weltz: Global Companies Have a Duty of Care to Their Expats When Localizing Health Care Coverage
GL4
Puccino/Weinrich: The Doctor is Always In: Telehealth For the Globally Mobile *New*
OGT1 Duncan: Partnerships in Benefits: Propel or Derail
OGT2 Karnath: Unlimited Vacation – You Want to Do What?
OGT3 Leatherwood: 10 Ways to Get the Most Out of Your Tuition Assistance Program
OGT4 Mayo: Employee Benefits in Mergers and Acquisitions
OGT5 Mosteller: Executive Compensation: Where Are We Now?
OGT6 Setzkorn: Integrating STD Absence Programs With State PFML Requirements
OGT7 Solomon: Hot Topics for 2020 and Beyond
OGT8 Zinter/Cicotte: Legal Updates: Changes to Legislation Impacting Employee Benefits
OGT9 Cotti: Can You Be-LEAVE All These Changes? *New*
OGT10 Whiteman: Beyond Family-Friendly: Paid Leave as an
I&D Initiative *New*
OGT11 Monahan: Leave
Laws and Benefits *New*
Health
AP1 Black: Improving HSA Engagement
AP2 Gilmore: ICHRAs in Year One, Has the Health Plan 401(k) Arrived?
AP3 Spangher: Game Changers : The Power of Account Plans
AP4 Borden/Galvin: HSA 2.0
AP5 Sieger: HRA QSEHRA ICHRA EBHRA: What Who When and Why *New*
AP6 Sieger: Top 10 Ways to Avoid HSA Headaches When
Implementing HSAs *New*
HC1 Blair/West: Healthcare Ate My 401(k) Contribution, Part II
HC2 Blizzard: Crossroads of Value and Cost
HC3 Brice: Hurry Up and Wait for Value Based Care
HC4 Delaney/Barnhart: Indiana’s Journey Back to Health: Fiscal and Physical
HC5 Haraden: Identifying and Controlling Risk in an Employee Benefits Program
HC6 Loar: Reducing Costs and Improving Outcomes With Mobile Apps
HC7 Lovekamp: The True Cost of Convenience
HC8 Matthews/Schorsch: Redefining Quality and Value for Hospital Services
HC9 Nienhuis: Complex Care and Centers of Excellence: Helping Employers Cap Costs and Improve Care
HC10 Reiman: Reference Based Pricing: Myths and Realities
HC11 Sokol: Timing is Everything: Study Shows Early Intervention Promotes Higher Consumer Engagement and Lowers Healthcare Costs
HC12 McCreedy: Crucialist Value-Based Emergency Care
HC13 Hames: Innovation Explosion *New*
HC14 Parmenter/Jones: Using Technology to Lower Health
Benefit Cost
and Drive Engagement in Effective Clinical Programs *New*
MH1 Bahn: Going Beyond the Physical: Rethinking Voluntary Benefits to Include Mental Health
MH2 Broski: Mental Health, It Matters, Plan Sponsors Have a Key Role to Play
MH3 Hines: Addressing Teacher Stress to Increase Retention and Productivity
MH4 Knoop: Mental Health as Corporate Imperative
DC1 Allen: ACA, Where We Have Been, Where We Are Now and What’s Coming?
DC2 Kirschbaum: Direct Contracting: Benefits and Potential Pitfalls
DC3 Mendel: Drafting Group Health Plan SPDs
DC4 Silver-Malyska/Sheffield: Benefits Boot Camp
DC5 Silver-Malyska/Sheffield: Vaping is the New Smoking: Compliance Concerns
DC6 Taylor: Valued Information on ERISA Reporting with the New Health and Welfare Form 5500s
DC7 Sieger: COBRA Pitfalls: Navigating Consequences and
Solutions to COBRA Mistakes *New*
DC8 Marcott/Davis: Your Health Plan Says It Provides A Benefit,
But
Does It? Monitoring, Enforcing and Negotiating with Your
Network Teams *New*
SL1 Hoffman: Self-Funding – Stop Loss Contracts, Underwriting and Risk Transfer for Partially Self-Funded Plans
SL2 Kolli: Risk Management and Alternative Risk Financing Strategies for Self-Insured Employers
SL3 McNeill: What You Don’t Know About Stop-Loss Can Bankrupt Your Client and Ruin Your Career
W1 Britton: Data Driven Workplace Wellbeing
W2 Delaney/McMichael: Finding the Why, Providing the Resources
W3 Silver-Malyska/Sheffield: Workplace Wellbeing Update
W4 Spangher: Do You Only Have a Wellness Program?
W5 Derrick/Brockman: Best Practices of Workplace Wellness
and Employee Engagement in Government *New*
W6 Singh: Evidence of Population Level Approach That Reduced
Cardiovascular Disease Risk *New*
W7 Paralkar/Sangha: Chronic Conditions in Diverse Workplaces:
Engagement Challenges and Impactful Solutions *New*
OHT1 Covert/Ohm: Important Elements to Setting Up an Onsite Health Center
OHT2 Granitz: Improving Employee Health With an Onsite Health Center
OHT3 Nienhuis: Getting It Right: How Contracting Directly With Health Care Providers Impacts Your Employees' Wellbeing
OHT4 Schmidt: Nonpharmacologic Approaches to Managing Chronic Pain
OHT5 Tantillo: The Future of Employer-Sponsored Post-Employment Benefits in the U.S.
OHT6 Vincent: Cybersecurity, ID Theft and Health Care Fraud
OHT7 Jacobs: Four Challenges to the Structure of Health Care Today
OHT8 McGee/Barlow: Why Not Medicare For All? *New*
OHT9 Shaman: Evaluating The Benefits of a
Pharmacogenomics-Guided Medication Therapy Management Program *New*