2014handouts 2014handouts

Symposium Session Materials

This Web page is available to provide access to Symposium session materials. Session materials are available below (in .pdf format) by clicking on the session title.

Preview the Symposium

You asked for less paper, and we've listened! Any session materials submitted in advance are available for you to review on this page. Feel free to download to your preferred device, or print out what you're interested in and bring them with you to the Symposium, along with any questions you have. (This is a great option if you prefer color copies!)

Overall Evaluation

The Symposium overall evaluation is available exclusively online. Please take a moment to provide your feedback.

Monday, September 8

	Health	Retirement	General Benefits	Canadian
8:00-9:15	The Global Economy: What's New and What's Next?
8:00-9:15	Session Evaluation
9:30-10:30	U.S. Legislative Update			Canadian Legislative Update
9:30-10:30	Session Evaluation			Session Evaluation
11:00-12:00	ACA: Looking Beyond the Tactical	The Role of Behavioral Economics in Retirement Plans	Employee Benefits at the Time of Mergers and Acquisitions	Innovations in Pension Design
11:00-12:00	Session Evaluation	Session Evaluation	Session Evaluation	Session Evaluation
1:30-2:30	Look Before You Leap: Examining the New Private Health Insurance Exchanges	Taking Target-Date Fund Evaluation to the Next Level	Health Care 2.0: How Technology Is Transforming Health Care	Best Practices in Pension Plan Governance
1:30-2:30	Session Evaluation	Session Evaluation	Session Evaluation	Session Evaluation
2:45-3:45	Advanced ACA-Compliant Planning Techniques	Fiduciary Delegation: Is It Right for My Organization?	Broke, Sick and Miserably Unhappy: Effects of Employee Health on Employee Wealth and Productivity
2:45-3:45	Session Evaluation	Session Evaluation	Session Evaluation
4:00-5:00	Health Care Reform's Impact on Disability Management: The Next Generation	Retirement for Real: Lessons Learned From Ten Years of Retirement	Medicare: What Employee Benefit Professionals Need to Know	Oh Canada: Design and Implementation Issues for U.S.-based International Corporations
4:00-5:00	Session Evaluation	Session Evaluation	Session Evaluation	Session Evaluation

Tuesday, September 9

	Health	Retirement	General Benefits	Canadian
8:30-9:30	U.S. Legal Update: Focus on Communication Issues			Canadian Legal Update
8:30-9:30	Session Evaluation			Session Evaluation
10:00-11:00	Preparing for the Future of Health Care Trends: Innovations and Navigating Generations	Evaluating and Recommending Bond and Stable-Value Funds for 401(k) Plans Ahead of a Rising Interest Rate Environment	The Future of On-Site Health Care: Trends and Compliance Land Mines FAQ's	Semiretired Benefits: Working Past Normal Retirement Age and the Impact on Sponsored Benefit Programs
10:00-11:00	Session Evaluation	Session Evaluation	Session Evaluation	Session Evaluation
11:15-12:15	Survivor: Baby Boomer Health Care Edition	Promoting Employee Financial Wellness and Positive Retirement Outcomes	Maintaining Compliance for Global Benefit Plans	The Growing Trend of Drug Coupons: What You Need to Know
11:15-12:15	Session Evaluation	Session Evaluation	Session Evaluation	Session Evaluation
1:30-2:30	Prescription Drug Benefit: Bending the Cost Curve	Begin With the End in Mind: Defining Retirement Success for DC Plan Sponsors	The Expatriate Perspective: Global Mobility Compensation and Benefits	Enhancing Employee Financial Literacy Levels
1:30-2:30	Session Evaluation	Session Evaluation	Session Evaluation	Session Evaluation
2:45-3:45	Enhancing the Employee Experience in Your Health Care Plan(s)	Increasing Regulatory Scrutiny for IRA Rollovers	Mindfulness in the Workplace
2:45-3:45	Session Evaluation	Session Evaluation	Session Evaluation
4:00-5:00	Ask the U.S. Expert	Let's Talk Retirement Challenges (for Employers/Plan Sponsors)	A Look at Total Compensation in the Era of Health Care Reform	Ask the Canadian Expert
4:00-5:00	Session Evaluation	Session Evaluation	Session Evaluation	Session Evaluation

Wednesday, September 10

	Health	Retirement	General Benefits	Canadian
8:00-9:00	Mental Illness in the Workplace
	Session Evaluation
9:30-10:30	Health Benefit Trends: What's New for 2014?	Variable Annuity Pension Plans: A Balanced Approach to Retirement Risk	Benefits for Domestic and Same-Sex Partners in a Post-DOMA World: What's New and What's Next?	Benefits Implications of a Globally Mobile Workforce
	Session Evaluation	Session Evaluation	Session Evaluation	Session Evaluation
10:45-11:45	When HHS Calls, Will Your Plan Be HIPAA-Compliant?	Reconsidering the Federal Reserve Model for Pension Plan Management	Redesigning Your Benefits Package to Increase Employee Engagement
	Session Evaluation	Session Evaluation	Session Evaluation
12:00-1:00	Wellness Engagement: What We've Been Missing	Diary of an Employee Benefit Plan Auditor: Dreams and Nightmares	Medical Identity Theft or Identity Fraud: Can You Afford the Results?
	Session Evaluation	Session Evaluation	Session Evaluation

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