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Important Details / Meeting Memo

Agenda

1.  Call to Order

2.  Review of Committee Function Description

3.  Highlights from 2017 Symposium
     Program Report | Overall Evaluation

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

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_Allen_How_to_Respond_to_IRS_Penalty_Letter_226J

H02_Haraden_Strategies_for_Spousal_Eligibility_Post_ACA

H03_Krupa-Ellenby_Employer_Shared_Responsibility_Payment_Notices

H04_Krupa-King_Form_and_Data_Review_Ideas_to_Proactively_
Identify_Potential_Form_1095_Inaccuracies

H55_Fox_the_Future_of_Health_Care_Reform_How_Changes_to_ACA_
Could_Affect_Your_Health_Plans

Compliance

H05_Goodman-Fattahian_Are_You_Prepared_for_Open_Enrollment

H06_Kirschbaum_Telemedicine_Onsite_Clinics_and_Other_Newfangled_Plan_Options_Traps_for_the_Unwary

H07_Luskin_Taxes_and_Fines_and_Penalties_oh_my

Health Care Costs

H08_Bishop_Value_Based_Contracts_An_Added_Cost_Cost_Neutral_
or_Cost_Savings
 
H09_Boychenko_Trends_in_Employee_Benefits
 
H10_Bushnell_Fraud_in_Employee_Benefit_Plans_and_Health_
Care_Exchanges

H11_Delaney-Allen_Six_Year_Journey_Reaps_Decline_in_Medical_Spend

H12_Hames_a_Health_Plan_Goes_Rogue

H13_Delbanco_Five_Things_You_Need_to_Ask_Your_Health_Plan_That_
Youre_Not_Already

H14_Matthews-Schorsch_Centers_of_Excellence_Hospital_Programs

H15_Rasmussen_Maximize_Engagement_with_Next_Gen_
Consumerism_Tools_Telehealth_and_Advocacy

H16_Brice-Parmenter_eACO_Fixing_the_Broken_Triangle_in_Health_Care

H17_VanceRodrigues_Partnership_Alliance_the_Emerging_Health_Care_Model

Employee Engagement

H18_Buckey_Empower_Your_Employees_to_Take_Control_of_
Their_Health_Care

H19_Gustafson_Beyond_Wellness_a_New_Paradigm_in_Engagement_
Tied_to_Business_Results

H20_Phalen-Imamovich_Building_a_Culture_of_Health_Care_Consumerism

Data

H21_Frye_Your_Future_Consolidated_Analytics

H22_Mayer_Your_Network_Discount_Analyses_Are_Useless

H23_Rawlinson_How_to_Get_the_Most_Out_of_Your_Health_Care_Data

HSA and HRA

H24_Wood_HRAs_the_Most_Pliable_Pre_Tax_Program

H25_Gilmore-Loh_Go_All_the_Way_With_HSA

H26_Sieger_Advanced_HSA_Concepts_and_Strategies

H27_Young_the_State_of_Consumer_Fluency_in_Account_Based_Benefits

Health Care Systems in North America and Beyond

H28_Boychenko_the_Business_of_Politics_in_our_Health_Care

H29_Cantwell_Healthcare_eh

Pharmacy

H30_Addelman_Demystifying_the_PBM_Traditional_Spread_Model

H31_Anderson-Reed_Tips_and_Techniques_for_Effective_
Contracting_With_Your_PBM

H32_DeNucci_Best_Practices_for_Pharmacy_Benefit_Oversight

H33_Jung_Follow_the_Dollars_How_Employers_Should_Prepare_
for_Specialty_Pharmacy_and_Contracting_With_PBM

H34_Mayer_J_Codes_Your_Plans_Biggest_Enemy

H35_McAfee_Disruptive_Innovation_and_PBMs

H36_Pincay_Isn't_That_Specialty_Various_Approaches_to_Managing_
Prescription_and_Specialty_Drugs

H37_Stull_Lessons_in_PBM_Procurement_a_Logical_Approach_to_an_
Illogical_Category

H38_Thomas_What_Managing_Pharmacy_Benefit_Cost_and_Insanity_
Have_in_Common


Wellness

H39_Chungath_Journey_to_Managing_Health_and_Creating_an_
Environment_of_Well_Being

H40_Clark_Why_Workplace_Health_is_as_Important_as_PE_
Recess_and_School_Lunch

H41_Cooper_Mental_Toughness_the_Missing_Link_in_Your_
Employee_Wellness_Strategy

H42_Mayer_Is_Wellness_Worth_It

H43_Parker_Redefining_Wellbeing

H44_Schmidt_Creating_Mindful_Workplaces

H45_Spangher-Paralkar_Creating_a_Culture_of_Wellness

H52_Campbell-Amato_Successful_Wellness_Program_Implementation_
for_a_startup_case_study

Other Topics

H46_Brown-Harrah_Addiction_in_the_Workplace_National_Epidemic

H47_Johnson-Timmons_Using_Outcomes_Based_Performance_
Guarantees_to_Drive_Vendor_Performance

H48_Kesel_Helping_Your_Working_Seniors_Navigate_Medicare_What_
Benefit_Pros_Need_to_Know

H49_Mulhausen_the_Blueprint_for_Successful_Diabetes_Management

H50_Reha_Tapping_Into_Ancillary_Benefits_to_Boost_Employee_
Wellness_and_Productivity

H51_Siemers_Arriving_Now_Rare_Disease_Therapies_500,000_and_
Higher_Plan_Sponsors_Take_Warning

H53_Cooke_Current_and_Future_Health_and_Welfare_Benefit_Trends

H54_Mulcahy_Health_and_Housing_a_Psychosocial_Approach_to_
Reducing_Costs_and_Improving_Outcomes 

H56_Nicholson-Borgstadt_Predicting_and_Disrupting_the_
Opioid_Addiction_Cycle **added 1/16/2018**

Retirement

Compliance

R01_Coleman_Best_Practices_in_Reviewing_Annual_Retirement_
Plan_Financial_Statements_and_Form_5500

R02_Davis_Employee_Benefit_Plan_Tax_and_Compliance_Considerations

R03_Grieb_IRS_Outlook_for_Retirement_Plans

R04_Mahon_Operational_Risk_Ensuring_That_the_Achilles_Heel_
of_Retirement_Plans_is_on_Good_Footing

R05_Singleton_ERISA_Legal_Compliance_Hot_Topic

R06_Solomon_Records_Retention_Under_ERISA

R07_Solomon-Rosenfeldt_Qualified_Plan_Compliance_in_a_Post_
Determination_Letter_World

R08_Green_Compliance_Issues_for_Small_Plans

R09_Lavenberg_Fiduciary_Responsibilities_and_Best_Practices

R27_Fox_Operating_Your_Plan_in_Compliance_With_Your_Plan_Document

R28_Fox_Correcing_Plan_Failures

Plan Design

R10_Blair_Benefits_Drive_Business_Strategy

R11_Blanchard_the_Good_the_Bad_and_the_Ugly_of_Plan_Design_Changes

R12_Towarnicky_Qualified_Plan_Loans_Evil_or_Essential

Financial Wellness

R13_Aschoff_Employer_Sponsored_Income_Protection_in_2018

R14_Kuster-Krogmeier_Financial_Wellness_Leadership_a_Tale_of_
Ostriches_Wart_Hogs_and_Giraffes

R15_Muldoon_Engaging_Your_Employees_in_Financial_Education

R16_Oldham_Employee_Wellness_the_Physical_the_Mental_the_Financial

R17_Stop-Patterson_How_to_Build_a_Successful_Financial_
Wellness_Program

Retirement Readiness

R18_Hudson_the_Future_of_Retirement_is_Here_Lifetime_Income_
and_Stable_Cost

R19_Towarnicky_a_Perfect_All_in_One_Financial_Wellness_Solution_
the_401k

R20_Towarnicky_Phased_Flexible_Retirement_Employment_Why_Not

R21_Towarnicky_the_Real_Retirement_Crisis_the_Best_Solution_the_
HSA_in_Your_Future

R22_Verspyck_Boomer_Women_and_Transitioning_to_and_Living_
in_Retirement

R23_Verspyck_Tick_Tock_Hourly_Wage_Earners_and_Saving_for_Retirement

R24_White_Loan_Practices_That_Reduce_Defaults_and_Improve_Outcomes

Other Topics

R25_Solomon_401k_and_403b_Lawsuit_Avoidance_Best_Practices_
for_Plan_Fiduciaries

R26_Wait_Sustainable_Responsible_and_Impact_Investing

General

Communication

G01_Kwajewski-Bruno_Communications_and_Open_Enrollment_Innovations

G02_Metsig_Rule_of_7_How_Benefit_Leaders_Can_Learn_From_
Marketing_and_Psychology

G03_Mullaney_How_Communications_Can_Drive_Better_Business_
Results_From_Your_Benefits_Program

G04_Wooton_Reaching_Your_Participants_Making_the_Case_Against_
Technology

Comp and Total Rewards

G05_Carroll_Total_Rewards_Strategy_Its_Never_Too_Late_to_Start_
From_the_Beginning

G06_Dinkin_Linking_the_World_Through_Compensation_Benefits_
Retirement_and_Perquisites

Compliance

G07_Berman_Learning_to_Love_Compliance_Avoiding_Common_Pitfalls

G08_Doyle-Washington_Paid_Family_Leave_Navigating_a_Complicated_
and_Changing_Landscape

G09_Kirschbaum_Really_I_Have_to_Do_What_Top_10_Benefits_
Mistakes_and_How_to_Correct_Them

LTC

G10_Breen_the_LTC_Ripple_Effect

G11_Riekse_Voluntary_LTC_Insurance_Whats_Next

Mergers & Acquisitions

G12_Comberiate_Mergers_and_Acquisitions_What_Every_Benefits_
Professional_Needs_to_Know

G13_Tola-Karl_the_Art_of_the_Acquisition_Standardizing_a_Best_
Practice_Approach_to_Total_Rewards_Onboarding

Cyber and Data Security

G14_Aronowitz_Risk_Management_for_Employee_Benefit_Plans_in_
the_Cyber_Era

G15_Bhagwandin_Employee_Data_Emerging_Issues_Beyond_HIPAA

G16_Cefalu-Davis_Fiduciary_Duties_and_Cyber_Liability_Risk_Management

G17_Wapples_Identity_Theft_Its_Not_Going_Away_So_What_Now

G18_Workman_Cyber_Security_and_Employee_Benefits_Beyond_
Checking_the_Box

Impact of Tax Legislation

G19_Krupa_Tax_Reform_Impact_on_Employee_Benefits_and_
Compensation_Programs

G20_Singleton_New_Year_New_Rules_the_Impact_of_New_Tax_
Law_on_Employee_Benefits

Global Benefits

G21_Andersen-Guay_Navigating_Global_Benefit

G22_Burkard_Congratulations_You_Are_the_Global_Benefits_Manager_
Now_What

G23_Koski-MullerBorle_Global_Perspectives_on_Employee_Benefits

G24_Koski-Washburne_Traveling_Global_Protecting_Yourself_
Your_Employees_Your_Organization

G25_Burkard_Effective_Management_of_Retirement_and_Medical_
Benefits_for_a_Globally_Mobile_Workforce

G26_Burkard_the_Ins_and_Outs_of_Providing_Medical_Coverage_to_
a_Mobile_Workforce

G27_Walsh_Supporting_Your_Globally_Mobile_Population

G28_Zaino_Importance_of_Travel_Benefits_to_a_Global_Mobile_Organization

Other Topics

G29_Aronson_Designing_and_Implemting_an_Effective_Student_
Loan_Assistance_Program

G30_Boychenko_Demographic_Changes_Technology_and_the_
Outlook_of_Business_Adaptation

G31_Guzzo_Helping_Women_Go_Further

G32_Jeffords_How_To_Uncover_Symptoms_of_Sexual_Harassment_
in_Your_Organization

G33_Kirschbaum_Disaster_Preparedness_for_HR

G34_Lestock_Payroll_Administration_101_for_Employee_Benefits_
Professionals

G35_Peters_Avoiding Employee_Benefit_Project_Catastrophes

G36_Solomon_the_Forgotten_T_in_LGBT_Benefits

G37_Storms_Ethical_Challenges_in_Health_Care_Medical_Plans_
and_Retirement_Plans

G38_Covert_Preparing_for_and_Excelling_at_DOL_Benefit_Plan_Audits