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2017 Symposium ​

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

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Overall Evaluation
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Monday, September 18

  Health Retirement General Benefits Canadian
8:00-9:15
 9:30-10:30
11:00-12:00
Implications of Tax Reform on Retirement Plans
HR and Benefits Tech TrendsCanadian Legal/Legislative Update
Session Evaluation
1:30-2:30
Private Exchanges: Four Years Later
Retirement Plan Governance
Form 5500: The Devil In in the Details
Pension Change in Canada - Implications for
Employers
2:45-3:45
How to Survive a DOL AuditThe Future of DC Is Here: The Next Generation of QDIAs
​Fintech: Opportunity or Threat to the DC Retirement Industry?
​Session Evaluation
4:00-5:00
PBM Contracting: Are You Playing With a Full Deck?
What to Expect When an IRS or DOL 401(k) Auditor Comes Knocking
Navigating Vendor Changes and Implementations
Reduce the Cost of Mental Health Claims Through Good Management Practices
Session Evaluation Session Evaluation
Tuesday, September 19
  Health Retirement General Benefits Canadian
8:30-9:30U.S. Legal Update
Having the Risk Conversation​
Session Evaluation
Session Evaluation​
10:00-11:00Hacking Mental Health: How Employers Can Overcome the Four Largest Barriers to Success
Using HSAs as a Financial Planning Tool Beyond HIPAA: Data Security and the Benefit Plan
​Quick Hits: Five Ideas About Pensions in 50 Minutes
Session Evaluation Session Evaluation Session Evaluation
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11:15-12:15Current Trends in Employee Health Plans: How Does Your Plan Compare?
The IRS Retirement Plan Correction Programs --Retooled for 2017
Winning the War for Talent: Is Telecommuting the Answer?
Session Evaluation Session Evaluation Session Evaluation
1:30-2:30Creating an Engaged Culture Through Well-Being
401(k) Lawsuits on the Rise: Best Practices for Plan Fiduciaries
Unlimited PTO: Considerations for Implementation
Creating an Engaged Culture Through Well-Being
Session Evaluation
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2:45-3:45Legally Compliant Communications and the Consequences of Miscommunication
Life After the End of the Amendment Cycle: Is Your Qualified Plan Up to Date?
Connecting the Dots Between Wellness and Ancillary: An Easy Way to Draw Down Health Care Costs
​Beyond Compensation, Group Benefits and Retirement: Modern Total Reward Strategy
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4:00-5:00Ask the U.S. Health Care Expert
Let's Talk Retirement Benefits
Let’s Talk Benefit Challenges (for Employers/Plan Sponsors)
Ethical Habits to Build Trust in Business Relationships
U.S. Legal Update: Followup and Discussion
Let's Talk Canadian Benefits
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Wednesday, September 20
​ ​Health Retirement​ General​ ​Canadian
​8:00-9:00 ​
​Session Evaluation
9:30-10:30​ ​Go All the Way With HSAs
Fine-Tune Your Plan Through the RFI/RFP Process
Mindful Workplace, Engaged Employes ​
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10:45-11:45​ ​The Power of Choice: Supporting Employees With Personalized Plans
Lessons From Central States
Deskless Yet Informed
 ​Pension Division on Marriage Breakdown
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12:00 noon - 1:00​ ​Don't Fly Blind With Your Employees' Health Care Coverage - The Time for Literacy Is Now
Sustainable, Responsible and Impact Investing

Additional Handout
How to Navigate Conversations About CompensationShow Me the Benefits - Group Insurance for Active Employees Aged 65+
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Overall Symposium Evaluation​ ​ ​ ​ ​