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ISCEBS Symposium Education Committee

January 29, 2021
8:30 a.m. - 2:30 p.m. CST
Zoom

https://ifebp-org.zoom.us/j/95836271123
Meeting ID: 958 3627 1123

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.

Reminder: the proposals will not be shared on the Zoom screen as we assess them.  If you want to refer to a proposal directly as it’s discussed, it may be helpful to use separate devices; one for the meeting and for the meeting website.  You can also print them out in advance if you prefer.

Agenda

1.  Call to Order

2.  Review of Committee Function Description

3.  Highlights from ISCEBS 360: Solutions and Compliance Within a
     Changing Benefits Landscape - Executive Summary

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

PA Plan Design and Administration

PA1_Aronowitz_Derisking_Your_Plan_to_Avoid_Excessive_Fee_Risk

PA2_Baker_Fee_Allocation_What_Should_Plan_Sponsors_Consider

PA3_Ferguson-MacQuattie_Reg_BI_Who’s_Best_Interest_Plan_Sponsor
_Oversight_of_Retirement_Plan


PA4_Gaudagnoli_Advanced_Retirement_Plan_Issues

PA5_Joliat-Nissen_What_Your_Attorney_Wants_You_to_Know_
About_Your_Investments


PA6_Jones-Power_PEP_MEP_Panel

PA7_Luksco_Pooled_Employer_Plans_Next_Generation_of_Opportunity

PA8_Mason_Plan_Design_During_Difficult_Times

PA9_Rosenberg_Critical_Key_Considerations_for_401k_Oversight_Committee_Members

PA10_Towarnicky_Plan_Loans_Evil_or_Essential

PA11_Towarnicky_Sidecar_Suboptimal

PA12_Vanderhei_the_State_of_Public_DC_Plans

PA13_Staab_Getting_to_Know_Your_Financial_Institution
 

CR Regulatory Compliance and Reporting

CR1_Grieb_Statutory_and_Regulatory_Outlook_for_Retirement_Plans

CR2_Guadagnoli_EPCRS_VFCP_and_DFVC_An_Alphabet_Soup_of_Correction
_Programs


CR3_Bertossi_Getting_Value_From_the_Annual_Audit

CR4_Suter-Soefje_Benefit_Plan_Auditing_Rules_and_Results_Changes_SAS136

CR5_Gaudagnoli_Controlled_Group_Issues_and_Nondiscrimination_Testing


RR Retirement Readiness

RR1_Gold_The_Future_of_401k

RR2_Towarnicky_What_is_it_That_Milennials_Want_From_Your_401k
 
RR3_Black-Priebe_Smarter_Benefits_Choices_Can_Improve_Retirement_Readiness

RR4_Edwards-Collins_Reimagining_How_We_Save_For_Retirement
 
RR5_Armstrong_Retirement_at_Risk_Building_Financial_Resiliency_With_an
_Emergency_Savings_Fund

 
RR6_Towarnicky_Missed_Opportunities_Optimal_Retirement_Preparation

RR7_Storms-Spector_Retirement_Life_Planning_Beyond_the_Financials

RR8_Hounsell-Stone_Financial_Caregiving_Promoting_Planning_and_
Resources_to_Help_Employees



DB DB / Pension Plan

DB1_Comerford_Pension_Risk_Transfer_an_Emerging_Option

DB2_Ryan_Solutions_to_the_US_Pension_Crisis


General

CM Communication

CM1_Erb_Benefits_Communications_Go_Year_Round

CM2_Schafer_How_to_Approach_Benefit_Communication_in_Uncertain_Times



TC Total Comp / Rewards

TC1_Ashley_Nail_Benefits_and_Total_Rewards_Strategies_in_a_Post_
Pandemic_World


TC2_Dinkin_Total_Compensation_Offerings

TC3_Jesperson_Total_Rewards_Essential_to_a_Total_Inclusion_Solution

TC4_Moreno-Atkinson_Moneyball_Strategic_Framework_for_Compensation
_and_Benefits



L Leave Laws

L1_Cone_Creating_Compliant_Effective_and_Competitive_Leave_Programs_In
_a_ Complex_Environment


L2_Monahan_Leave_Laws_and_Benefits


GL Global

GL1_Comberiate_Global_Benefits_Before_and_After_COVID19

GL2_Gobran-Greig_Remote_Work_Policies_After_COVID19

GL3_Hoehne-Nicholls_Building_Inclusive_and_Caring_Cultures
 
GL4_Titgemeyer_Auditing_For_Pay_Equity


OG Other General Topics

OG1_Behrens_a_New_Political_Order_a_New_View_of_Benefits

OG2_Golon_DOL_EBSA_TBA

OG3_Covert_Creative_and_Tax_Advantaged_Ways_to_Aid_Unemployed_
Plan_Participants


OG4_Gristina_Work_Life_Benefits_From_COVID_That_Are_Likely_to_Last

OG5_Brewer-Ritter_Are_You_Compliant_Tools_and_Processes_to_Assess_
Your_Benefit_Program_Compliance


OG6_Nearman_Talent_Mobility_and_Flexibility

OG7_Riley_Annual_Enrollment_and_Virtual_Benefit_Fairs

OG8_Koonce_Gamification_Improving_Knowledge_and_Performance_in_a
_Milennial_World


OG9_Mitchell_Tales_From_the_Crypt_Technology_Horror_Stories_and
_Lessons_Learned


Health

AP Account Based Plans

AP1_Gilmore_ICHRA_the_Health_Plan_401k_Has_Arrived

AP2_Kirschbaum_HRAs_the_Most_Underutilized_Plan_Design_Option

AP3_Ellinger_Building_Health_and_Retirement_Savings_HDHP_and_HSA
 
AP4_Sieger_Top_10_Ways_to_Avoid_HSA_Headaches

AP5_SilverMalyksa-Sheffield_HSAs_Not_Just_a_Health_Savings_Account


HD Health Care Data

HD1_McGinnis_Leveraging_Data_Insights_to_Design_Benefits_Programs

 
HD2_Michaels_Goodbye_Data_Analysts_Hello_Clinicians


HC Health Care Pricing and Costs

HC1_Ashton_Compliance_and_Actuarial_Toolkit_for_Self_Funded_Health_Plans


HC2_Church-Moreno_Managing_New_Risks_in_Self_Insured_Medical_Plans

HC3_Baker-Kor_the_Real_Cost_of_Delayed_Care

HC4_Hopkins_Searching_For_the_Right_Narrow_Network_Go_Left


HC5_Joseph_Innovative_Network_Strategies_RBP_Narrow_Networks_and_ACOs
 
HC6_Zettergren-Pauls_Innovative_Network_Designs_Collaborating_with
_Health_Systems_to_Drive_Value


HC7_Mackenzie-Zhao_Things_to_Consider_When_Designing_Value
_Based_Care_Arrangement


HC8_Hines-Stimson_Improving_Maternity_Care_Through_Value_Based_Design

HC9_Wilson_Direct_Contracting_as_a_Value_Proposition

HC10_Sue_Direct_Contracting_Reference_Based_Pricing_a_Case_Study

HC11_Kampine_Health_Plan_Price_Transparency_Rule_Implications

HC12_Murphy_Price_Transparency_the_Consumer_Perspective

HC13_Rosen-Nienhuis_Shock_Claims_Reduce_Their_Impact_on_Your
_Employees_and_Plan


HC14_Landry_Bringing_Innovation_to_Benefits_Funding

HC15_Blair-West_Healthcare_Ate_my_401k_Contributions_part_2

HC16_Coleman_PEPs_MEPs_and GOPs_Are_These_Arrangements_Right
_for_Our_Plan


HC17_Larson_From_20_Trend_to_Free_How_One_Company_is_Solving
_the_Health_Care_Problem



RX Prescription Drugs

RX1_Albert_The Rollercoaster_of_Orphan_Drugs_and_Gene_Therapies

RX2_Woerndle_PAPs_Can_Make_High-Cost_Drugs_More_Affordable_for_All

RX3_Hayes_Unmasking_the_Co-Conspirators_and_Factors_Contributing_to_Your
_High_Cost_Pharmacy_Claims


RX4_Phares_Finding_the_Perfect_Fit_PBM_Satisfacation

RX5_Reed-Callahan_PBM_Performance_Guarantees

RX6_Stull-Pedrozo_Top_10_Caveats_to_Watch_For_in_Your_PBM_Contract


RC Regulatory Compliance and Reporting

RC1_Krupa_ACA_Reporting_Good_Faith_Reporting_is_No_More

RC2_Schillinger_ACA_Reporting_Avoiding_and_Disputing_IRS_Penalties

RC3_Sieger_How_to_Avoid_COBRA_Pitfalls

RC4_SilverMalyska-Sheffield_When_COBRA_Gets_Complicated

RC5_Spangher_HW_Nondiscrimination_Testing

RC6_Ashton_Understanding_Eligibility_Classes_and_Applying_Nondiscrimination_Rules


RC7_Gaudagnoli_Welfare_Benefit_Nondiscrimination_Testing_the_Forgotten_Step_Child

RC8_Bock_Guiding_Working_Seniors_Through_the_Medicare_Maze

RC9_SilverMalyska-Sheffield_an_Introduction_to_Medicare_Concepts_and_Requirements


RC10_Steger_Medicare_Compliance_and_Exchanges

RC11_Zabawa_Legal_Update_on_Wellness_Incentives

RC12_Monahan_Wellness_Programs_and_the_Law_Checking_the_Boxes

RC13_Kirschbaum_Dangerous_Intersections
 
RC14_Philippi-Beaty_Evolving_Fiduciary_Obligations_for_Group_Health_Plans

RC15_Sieger_ERISA_Compliance_to_Wrap_or_Not_To_Wrap
 
RC16_Sieger_HRA_QSEHRA_ICHRA_and EBHRA_What_Who_When_Why

RC17_SilverMalysia-Sheffield_Auditing_Plan_Compliance_for_MH_Parity
_and_Addiction_Equity


RC18_SilverMalyska-Sheffield_Vaping_is_the_New_Smoking


RC19_Allen_Top_10_Compliance_Traps_That_Are_Not_Only_Costly_But_Avoidable

RC20_Lowe_Surprise_Medical_Bills_Legislation

RC21_Schillinger_2021_Year_in_Review_Key_Changes_for_Group_Health_Plans



W Wellness, Wellbeing and Mental Health

W1_SamuelsFuerst_Creating_a_Culture_of_Wellness

W2_Safeer_Building_a_Culture_of_Health_in_the_Workplace

W3_Allen_Creating_a_Culture_of_Wellbeing

W4_Bruce_the_Wellness_Program_Your_Employees_Truly_Need

W5_Whiteman-Nag_A_Tapestry_of_Success_Interweaving_Culture
_and_Wellbeing_strategy


W6_WeinHaskell_the_Evolution_of_Wellness_Transitioning_Your_Organization

W7_Willis_Knobbe_Thriving_Employees_Winning_Enterprise

W8_Biller-Ziemer_Pandemic_Pivot_How_Minneapolis_Public_Schools_Engaged
_Employees_in_Wellbeing

 
W9_Mayo_How_Failing_Made_Us_Successful

W10_Delaney-Vann_Restructuring_Advanced_Primary_Care_to_Whole_Person_Care

W11_Domian-Cate_Intrinsically_Driven_Wellness_Program_Design

W12_Gruver_Conquer_Your_Stress_Go_From_Worrier_to_Warrior

W13_Shumway_Building_Resilience_Tackling_the_Challenges_With_
Practical_Strategies


W14_Smith_Mindfulness_Without_the_Bells_and_Beads
 
W15_Kruse_A_Comprehensive_Mental_Wellbeing_Model

W16_Knoop_Measuring_the_Return_on_Human_Capital_Investments
_Amid_a_Mental_Health_Pandemic

 
W17_Held-Stich_Mental_Health_Survey_Results_Whats_Happening_Whats
_Changing_Whats_Working


W18_Grau-ELAmin_Your_Company_Can_Save_Someones_life
 
W19_Friesen_Suicide_Risk_and_Opioid_Addiction_Whats_the_Connection

W20_Friesen_the_Path_Forward_for_Mental_Health_Navigating_Epidemic
_Alongside_Pandemic


W21_Henriksen_Onsite_Chiropractic_Care_Improving_Employee_Health
_and_Company_Profits


W22_Stephenson_Executive_Health_Benefits_With_Purpose


OH Other Health Topics

OH1_Cuomo_Vision_Health_Challenges_and_Solutions

OH2_English_Driving_Efficiency_Through_Integrated_Programs

OH3_Kirschbaum_MA_What_Does_HR_Need_to_Be_Aware_of_in_the_Transaction

OH4_Smolarz_the_Biology_of_Appetite_Regulation

OH5_Sypniewski_the_Family_Caregiving_Crisis





 

ISCEBS​​