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Symposium Session Materials

This webpage 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, August 24
  Health Retirement General Benefits Canadian
Retirement Income Adequacy in the U.S.: Where Are We Today?
Choice Architecture - A Tool for Ratcheting Up Benefit and Wellness Results
Massaging the Data: A Canadian Health Benefits Trend Study
Hot ACA and Health Care Issues: What You Need to Know
Increasingly Automated Plan Environments - How to Effectively Monitor Service Providers and Evaluate the Potential Expansion of Their Role to Cover Fiduciary Matters
The Benefits of Data: Making Benefit Decisions Based on Facts, Not Trends
Workplace Mental Health Laws: What You Need to Know
The Wellness Trifecta: Using Engagement, Accountability and Incentives to Create a Culture of Health

Pension Derisking: Options and Consideration
​Patient Assistance Program Primer
​Session Evaluation
HIPAA Tune-Up for Your Health Plans
Be Prepared When the DOL Comes Knocking
Same-Sex Benefits in the Era of Marriage Equality: Open Issues and Latest Trends
Changing the Conversation: Evolving Member Education and Advice
Session Evaluation Session Evaluation

Tuesday, August 25
  Health Retirement General Benefits Canadian
8:30-9:30U.S. Legal Update Canadian Legal Update
Session Evaluation Session Evaluation
10:00-11:00Engaging Employees in Their Health to Improve Outcomes and Reduce Costs
What the New Proposed "Conflict of Interest" Rule Means for Retirement Professionals

Session Evaluation Session Evaluation Session Evaluation
11:15-12:15Specialty Drug Management Solutions You Haven't Heard Before
Best Practices for Hiring a Benefit Plan Auditor
10 Questions for Strategic Global Benefits Management
Pension Reform/Innovation Update
Session Evaluation Session Evaluation Session Evaluation Session Evaluation
1:30-2:30A Rising Cost and concern: Catastrophic Medical Claimants
Personal Financial Wellness: Preparing Employees for Health Care Costs in Retirement

Know "What Matters" In Global Workplace Well-Being
Retirement Readiness: Benefits Canada Survey Findings
Session Evaluation Session Evaluation Session Evaluation Session Evaluation
2:45-3:45Do Wearable Devices Impact Health?
Hot Topics in Retirement Plan Investments
Data Breach and Cybersecurity: What Happens if You or Your Vendor is Hacked
Session Evaluation Session Evaluation Session Evaluation
4:00-5:00Ask the Health Care Expert
Ask the Retirement Expert
Let's Talk Benefit Challenges (Open Discussion for Employers/Plan Sponsors)
Ask the Global Expert
U.S. Legal Update: Followup and Discussion​Ask the Canadian Expert​
Session Evaluation Session Evaluation Session Evaluation Session EvaluationSession Evaluation
Session Evaluation

Wednesday, August 26
​Health Retirement​ General​ ​Canadian
​ ​ ​ ​Session Evaluation
9:30-10:30​ ​Workplace Wellness Survey Results: What's Happening, What's Changing and What's Working
Moving the Needle: Raising Your Employees' Financial Well-Being to Lower Their Financial Stress
When Women Thrive: Surprising Findings from Mercer's Global Gender Diversity Research
Session Evaluation
​Session Evaluation
​ ​Session Evaluation
10:45-11:45​ ​​Medicare Connector
​Prepare for the Next Generation in DC Plan Design - Retirement Income
Demystifying Section 409A: 5 Common Situations the Benefits Department Must Be Prepared to Handle
​Mail-Order Pharmacies: Pros and Pitfall
​Session Evaluation
Session Evaluation
Session Evaluation
​Session Evaluation
12:00 noon - 1:00​ ​Using Ancillary Benefits to Battle Hidden Health Threats Across Generations
Social Security - What Benefit Professionals Need to Know
Creative Benefit Communications
Dental Wellness: The Mouth is Part of the Body, and the Body is Part of the Mouth
​Session Evaluation
​Session Evaluation
​Session Evaluation
Session Evaluation
Overall Symposium Evaluation​ ​ ​ ​