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2018 Symposium

Symposium Session Materials

This 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 online. Please take a moment to provide your feedback.

Monday, August 27 

   Health Retirement General Benefits Canadian

8:00-9:15

Blockchain Technology for Employee Benefits

Session Evaluation
Speaker Bio

 9:30-10:30

U.S. Legislative Update

Canadian Legal/ Legislative Update

Session Evaluation
Speaker Bio

Session Evaluation
Speaker Bio

11:00-12:00

How to Respond to IRS Penalty Letter 226J

Benefits Drive Business Strategy

Tax Reform Impact on Employee Benefits and Compensation Programs

Future of Health Care

Session Evaluation
Speaker Bio

Session Evaluation
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Session Evaluation
Speaker Bio - Krupa
Speaker Bio - Ellenby

Session Evaluation
Speaker Bio

1:30-2:30

Arriving Now - Rare Disease Therapies $500,000 and Higher: Plan Sponsors Take Warning!

Operational Risk: Ensuring that the Achilles' Heel of Retirement Plans Is on Good Footing

Predicting and Disrupting the Opioid Addiction Cycle

Making DC Great Again

Session Evaluation
Speaker Bio

Session Evaluation
Speaker Bio

Session Evaluation
Speaker Bio - Borgstadt
Speaker Bio - Nicholson
Speaker Bio - Martin

Session Evaluation
Speaker Bio

2:45-3:45

Five Things to Ask Your Health Plan That You're Not Already

Financial Wellness Leadership: A Tale of Ostriches, Warthogs and Giraffes

Supplemental handout

The Blueprint for Successful Diabetes Management

Session Evaluation
Speaker Bio

Session Evaluation
Speaker Bio

Session Evaluation
Speaker Bio - Mulhausen
Speaker Bio - Cook

4:00-5:00

Your Future: Consolidated Analytics

Target-Date Funds: More Than Meets the Eye

Reaching Your Participants: Making the Case Against Technology

The Medicalization of Unhappiness

Session Evaluation
Speaker Bio

Session Evaluation
Speaker Bio

Session Evaluation
Speaker Bio
Session Evaluation
Speaker Bio

Tuesday, August 28

   Health Retirement General Benefits Canadian
7:45-8:30​Hall of Fame Award and President's Report ​
8:30-9:30

U.S. Legal Update

Benefits Benchmarking Statistics, Insights and Strategies
Session Evaluation
Speaker Bio
Session Evaluation
Speaker Bio
10:00-11:00 Go All the Way with HSA!
IRS Outlook for Retirement Plans

Supplemental handout
Helping Your Working Seniors Navigate Medicare - What Benefit Pros Need to Know

Disability Management Audit

 

Session Evaluation
Speaker Bio - Gilmore
Speaker Bio - Loh
Session Evaluation
Speaker Bio
Session Evaluation
Speaker Bio
Session Evaluation
Speaker Bio
11:15-12:15 HRAs: The Most Pliable Pretax Program

Supplemental handout
Operating Your Plan in Compliance With Your Plan Document Paid Family Leave - Navigating a Complicated (and Changing) Landscape The Legalization of Marijuana and Its Effect on Health and Welfare Plans​
Session Evaluation
Speaker Bio
Session Evaluation
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Session Evaluation
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Session Evaluation
Speaker Bio
1:30-2:30 Beyond Wellness: A New Paradigm in Engagement Tied to Business Results
Sustainable, Responsible and Impact Investing (SRI) for Qualified Retirement Plans
The Forgotten "T" In LGBT Benefits: Legal and Practical Issues to Consider in Expanding Benefits Coverage to Transgender Employees
Trends in Medication Management
Session Evaluation
Speaker Bio
Session Evaluation
Speaker Bio - Wait
Speaker Bio - Suyematsu
Session Evaluation
Speaker Bio
Session Evaluation
Speaker Bio
2:45-3:45 J-Codes: Your Plans' Biggest Enemy Nonqualified Executive Compensation Plans: Overview and Best Practices Cybersecurity and Employee Benefits: Beyond Checking the Box

Supplemental handout
Capital Accumulation Plans: The Past, Present and Future
Session Evaluation
Speaker Bio
Session Evaluation
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Session Evaluation
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Session Evaluation
Speaker Bio
4:00-5:00

The Ins and Outs of Providing Medical Coverage to a Globally Mobile Workforce

Let's Talk Retirement Benefits U.S. Legal Update: Followup and Discussion
Let's Talk Canadian Benefits
Session Evaluation
Speaker Bio
Session Evaluation
Facilitator Bio
​Session Evaluation
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​Session Evaluation
Facilitator Bio
​Let's Talk Health Care Benefits
​​Ethical Challenges in Health Care, Medical Plans and Retirement Plans
​Session Evaluation
Facilitator Bio
Let's Talk Multiemployer Benefits​
Session Evaluation
Facilitator Bio
​Let's Talk Benefit Challenges (for plan sponsors)
Session Evaluation
Facilitator Bio

Wednesday, August 29

 Health Retirement General Benefits Canadian
8:00-9:00

Keynote: Pharmacogenetics and the Value of Personalized Medication Management

Session Evaluation
Speaker Bio - Litinski
Speaker Bio - Murphy
9:30-10:30 Why Workplace health Is as Important as PE, Recess and School Lunch

Understanding the Retirement Planning Needs of Boomer Women and Hourly Wage Earners

How to Uncover Symptoms of Sexual Harassment in Your Organization

Session Evaluation
Speaker Bio
Session Evaluation
Speaker Bio - Donck
Speaker Bio - Simpson
Session Evaluation
Speaker Bio - Jeffords
Speaker Bio - Winslow
10:45-11:45 Fraud in Employee Benefit Plans and Health Care Exchanges
Best Practices in Reviewing Annual Retirement Plan Financial Statements and Forms 5500 Disaster Preparedness for Benefits and HR Sustainability Doesn't Equal Adequacy​
Session Evaluation
Speaker Bio
Session Evaluation
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Session Evaluation
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12-1

Six-Year Journey Reaps Decline in Medical Spend

A Plan Fiduciary's Best Practices to Avoid 401(k) and 403(b) Lawsuits

Designing and Implementing a Student Loan Assistance Benefit

So What? Translating Data and Jargon Into Action​
Session Evaluation
Speaker Bio - Allen
Speaker Bio - Delaney
Session Evaluation
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​Session Evaluation
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