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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, September 19

  Health Retirement General Benefits Canadian
8:00-9:15
 9:30-10:30
11:00-12:00
Using Behavioral Finance to Improve Retirement Outcomes
One Employer's Journey to Reinvent Time OffDrug Plan Sustainability and Current Trends - What You Need to Know
Session Evaluation
1:30-2:30
ACA Reporting Compliance and Helpful Tips for Year Two and Beyond
The Final DOL Conflict of Interest Rule: What It Means for Qualified Retirement Plans
HR's New Competencies
Pension Innovation in Canada: Where Are We and What Is Still Needed?
2:45-3:45
The 2016 Consumer Health Mindset: Four Consumer PerspectivesDerisking Your Defined Benefit Pension Plan
A Wellness Reboot: Simplifying Wellness Programs in the Workplace
Session Evaluation
4:00-5:00
Conducting a Self-Audit of Your Health and Welfare Plan
     Additional handout
Preparing for a DOL Audit
Cyberhacking Data Breach: Who Is Winning the War on PHI and PII?
What's Next? Best Practices in Employee Wellness and Health Promotion
Session Evaluation Session Evaluation

Tuesday, September 20
  Health Retirement General Benefits Canadian
8:30-9:30U.S. Legal Update: Spotlight on Fiduciary Issues
Session Evaluation
10:00-11:00You've Been Appointed as a HIPAA Officer - Now What?
Fiduciary Tidal Wave: Navigating Defined Contribution Plans' Uncharted Waters
Beyond Open Enrollment: Communication Strategies to Engage Your Workforce
Canadian Legal Update
Session Evaluation Session Evaluation Session Evaluation
Session Evaluation​
11:15-12:15A Prescription for Pharmacy Innovation
401(k) Fee Litigation: Sorting It All Out
Merging Benefit Cultures: The Q&A of M&A
Financial Education--Let's Get Personal
Session Evaluation Session Evaluation Session Evaluation Session Evaluation
1:30-2:30Rebranding Your EAP
The End of IRS Determination Letters for Retirement Plans
Globally Vocal: Real Talk From Experienced Globally Mobiles

Mental Health in the Workplace
Session Evaluation
Session Evaluation Session Evaluation Session Evaluation
2:45-3:45Health and Welfare Nondiscrimination Testing: Forecast of an Eventual Requirement
Retirement Planning in a DC World: How to SucceedEffectively Leading an FLSA Reclassification Project: Case Study
CPP Expansion--What's New and What's Next?
Session Evaluation Session Evaluation Session Evaluation ​Session Evaluation
4:00-5:00Ask the Health Care Expert
Let's Talk Retirement Benefits
Let’s Talk Benefit Challenges (Open Discussion for Employers/Plan Sponsors)
Let's Talk Global Benefits
U.S. Legal Update: Followup and Discussion
Let's Talk Canadian Benefits
Session Evaluation Session Evaluation Session Evaluation Session Evaluation ​Session Evaluation
​Session Evaluation

Wednesday, September 21
​Health Retirement​ General​ ​Canadian
8:00-9:00
Session Evaluation
9:30-10:30​ ​Retiree Health Options: The Decline of Group Retiree Health Plans: What's Next?
The Influence of Gender on Retirement Savings
Employee Benefit Group Captives: A Gateway to Self-FundingThe Sun Life Canadian Health Index: Key Learnings From Five Years of  Study
​Session Evaluation
Session Evaluation
​ ​Session Evaluation
Session Evaluation
10:45-11:45​ ​Tackling Chronic Health Conditions: A Case Study
A Cheap ERISA Audit May Cost More Than You Think--The Department of Labor's Recent Study on Audit Quality
EBPAQC |
Audit Quality
Healthy, Wealthy and Wise: Improving the Financial Well-Being of Your Workforce
Medical Marijuana: Considerations for Plan Sponsors
Session Evaluation
Session Evaluation
​Session Evaluation
Session Evaluation
12:00 noon - 1:00​ ​Moving to an Outcomes-Based Wellness Program: Best Practices and Case Study
Findings From the 2015 Society of Actuaries Retirement Risk SurveyLong-Term Care and Caregiving in the WorkplaceA Digital Property Review: Communicating Effectively in a Digital Age
Session Evaluation
​Session Evaluation
Session Evaluation
Session Evaluation
Overall Symposium Evaluation​ ​ ​ ​