2019 Symposium Session Proposals: Worksheet · 2019 Symposium Session Proposals: Worksheet As you review the proposals, you can use this worksheet to indicate your thoughts/reactions

2019 Symposium Session Proposals: Worksheet As you review the proposals, you can use this worksheet to indicate your thoughts/reactions on each one.

Please identify any proposals that represent a “must-have” topic for the Symposium agenda.

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Yes Maybe No Comments

Retirement

Plan Compliance

R1 Broten-Davis: Don’t Let Your Qualified Retirement Plan Be on Autopilot

R2 Falbo: Student Loan Repayment Provisions in Qualified Retirement Plans

R3 Grieb: Regulatory Outlook for Retirement Plans

R4 Komornicka: Plan Errors Correction and Prevention

R5 Mayo: Retirement Plan Operational Errors-- Spotting and Correcting Them

R6 Mayo: Successfully Restating Your 403(b) Plan

Plan Audits

R7 Coleman: How to Decrease Retirement Plan Audit Fees and Have a High

Quality Audit

R8 Mayo: Handling Government Audits of Retirement Plans

Retirement Planning/Readiness

R9 Comberiate: My Brief But Spectacular Retirement

R10 McGee: Retirement Planning in Four Parts

R11 Price-Scharf: Who Is Ready to Retire or Not

R12 Vanderhei: Challenges of Retirement in the Future Economy

R13 Towarnicky: Do Your Benefit Plans Encourage or Impede Flexible Phased

Retirement?



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R14 White-Ashton: the $2.5T Retirement Readiness Problem No One Is Talking

About Until Now

Behavioral Economics/Finance

R15 Armstrong: Saved by Design

R16 Feguson-Kozdras: Behavioral Economics Communications for Employees’

Benefit

R17 Kuster: Morphing Financial Wellness Strategies for Ultimate Impact

R18 Loos: Money Matters and the Millennial Mindset

DB Plans

R19 Massa: How Did I Get on the Pension Committee? A Practical Guide to

Understanding DB Plans

R20 Solomon-Keuneke: I Have to Worry About my DB Pension Plan Too?

R21 Wilson-Conlon: Journey of a DB Plan: What Plan Sponsors Should Know

Plan Investments

R22 Towarnicky-Surz: the Best QDIA-- It Could Be the Target Date Model

R23 Schroeder: Using Passive Strategies for Investment Consulting

Other Topics

R24 Jara: How to Properly Conduct an RFP

R25 Komornicka: Smaller Employer Retirement Plans

R26 Massa: Out of Controlled Groups



3


R27 Towarnicky: Qualified Plan Loans: Evil or Essential?



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General

Technology and Security

G1 Mitchell: the Value of Systems from a Benefits Practitioner Perspective

G2 Niemynsk:i Technology With Heart; Combining Empathy and AI

G3 SilverMalyska-Sheffield: Identifying and Responding to a Ransomware Attack

G4 Workman: V is for Vendor; Managing Privacy and Security Risks of Vendor

Relationships

Time Off

G5 Hess: Is Unlimited Vacation Right for Your Company?

G6 Monahan: Leave Laws and Benefits

G7 Setzkorn: Escape the Minefield; Navigating Paid Leave Impacts to Benefits

Policies

Communication

G8 Dinkin: Going Beyond the Norms for Benefits Communication

G9 Hanley: Building a Wellness Brand

G10 Hanley: Regaining Control of Your Online Communications

G11 Hanley: the Logic of Effective Employee Communication

G12 Lesnick: Communication at Work-Removing Barriers to Increase Productivity



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G13 Pray: Communication and Continuous Improvement-- the State of Wisconsin

Benefits Story

Workplace Culture

G14 Cone: Marching Together-- Benefits and Company Culture

G15 Jesperson-Tolbert: the Intersection of Diversity Equity and Inclusion and

Total Rewards

G16 Sears: Using Employee Benefits to Build Lead Culture

G17 Sizemore: Redefining Total Rewards to Boost Culture and the Employee

Experience

Workplace Generations

G18 Cain: Secrets to Surviving the Sandwich Generation Without Getting Eaten

Alive

G19 Calvert: Strategies to Address the Changing Multigenerational Workforce

G20 Lesnick: Recruiting Managing and Retaining 5 Generations

Global Benefits

G21 Phelps: Challenges and Effective Solutions for Non U.S. Employees

G22 Weltz-Koski: Global Employers Localize, Top Up, or What?

Student Loan Benefits

G23 Krasnow: the New ‘Wow’ Employee Benefit

G24 Speenburgh-Kerber: One Employer’s Journey to Improve Employees’ Lives



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Compensation

G25 Mayo: Executive Compensation-- Common Pitfalls in Executive

Arrangements

G26 Rooks: Transforming the Total Rewards Function

G27 Stiles-Mayefsky: Walking on Eggshells-- Effective Management of Internal

Pay Equity

Other Topics

G28 Storms: Ethical Behavioral Finance-- Not an Oxymoron for Retirement and

Health Plans

G29 Haraden: Broker or Consultant-- Which to Hire and Does it Matter?

G30 Sebranek: Mindfulness for Everyday People

G31 Cooper: Functional Mental Toughness-- Evidence Opportunity Application

G32 Trivisonno: Effectively Applying Social Security Principles to Maximize

Workers’ Compensation Settlements

G33 Siddiqi: Rewriting the Playbook for the Hourly Workforce

G34 SilverMalyska-Sheffield: Current Trends in Employment Regulations:

Harassment and Gender

G35 Peters: Staying Out of CEO’s Fire-- Reducing Employee Benefit Project

Risks

G36 Tantillo: Direct Billing Participants Without Payroll Deductions

G37 Koski Gillespie: Reframing Travel Management



7


G38 Mayo: Employee Benefit Programs in Mergers and Acquisitions



8


Health

ACA

H1 Joliat-Nissen: The Future of the ACA

H2 Kersting: In Exchange for What?

H3 Whitcher: Retiree Health Benefits Revealed the Hidden Downsides of Retiree

Exchanges

Audit

H4 Dubnansky: Best Practices for a Medical Claims Audit

H5 Monahan: Conducting a Self Audit of Your Health and Welfare Plan

HRAs and HSAs

H6 Bakich: HRAs, Skinny Plans, and Association Plans

H7 Gilmore-Loh: Individual Policy HRAs-- 2020 and Beyond

H8 Sieger: All HRAs Are Not Created Equal

H9 Sieger: Top 10 Ways to Avoid HSA Headaches When Implementing HSAs

H10 Towarnicky: the HSA in Your Future

Health Care Costs

H11 Blair-West: Healthcare Ate My 401(k) Contributions



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H12 Brice-Parmenter: the Employer Provider Contracting Handbook

H13 Carlozo: Containing Costs in 2019-- What Can Employers Do?

H14 Flick-Paralkar: Identifying Health Care Cost Savings Through Data Mining

H15 Hames: Disrupting Health Care Through High Value Providers

H16 Kelleher: Driving Results in Value Based Contracts

H17 Kirschbaum: Reference Based Pricing--Potential and Pitfalls

H18 Neary: Strike Out the Status Quo-- Designing an Unhittable Health Plan

H19 Ottley: Disrupting the Status Quo With Partial Self Insurance

H20 Parmenter-Drake: the Tipping Point in Health Benefit Cost

H21 Rosen: Finding Solutions for High Dollar and Diagnostic Odyssey Claims

H22 Sachdev: Employer-Led National Hospital Price Transparency Initiative

H23 Wilson: the Ups and Downs of Bundled Arrangements

H24 Young: Forming a Successful Health Cooperative

Prescription Drugs

H25 Bakich-Pincay: Inside the Administration’s War on Prescription Drug Costs

H26 Breimhorst-Fiedler: Rebates vs Lowest Net Cost—Why It Matters and the

Impact to PBM Vendor Procurements

H27 Elliott-Shaman: Improving Health Outcomes for Members With Chronic

Conditions



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H28 Golden: PBM 2.0-- Assessing the Viability of Alternative Models in the PBM

Industry

H29 Page-TaddeiAllen: Diabetes Epidemic-- Actionable Approaches

H30 Pincay: Isn’t That Special(ty)-- Various Approaches to Managing the Rising

Cost and Use of Prescription and Specialty Drugs

H31 Pincay: Managing Specialty Drug Costs

H32 Rayburg: an Outside the Box Approach to Controlling Pharmacy Spend

H33 Redlinger: Understanding the Changing Landscape of Pharmacy Benefits for

Employers

H34 Sennett-Meyrowitz: Partnering for Health Outcomes-- How the Rx

Passthrough Model Facilitates Saving Money

H35 Warren-Weidner: Proactive Fraud Waste Abuse Detection With Data Science

and Machine Learning

Centers of Excellence

H36 Frame: Strategic Network Partnerships

H37 Matthews-Schorsch: Centers of Excellence

H38 Nienhuis: Utilizing Centers of Excellence for Appropriateness of Care and

Cost Savings

Onsite Clinics

H39 Hines: Developing an Integrated Onsite Medical Practice

H40 Miller: Employer Sponsored Primary Care-- A Solution for Improved Health



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Telemedicine

H41 Kirschbaum: Telemedicine Onsite Clinics-- Avoid the Traps for the Unwary

H42 Luskin: Telemedicine Benefits

Health Coaching Tools

H43 Berry-Reid: Navigating the Complex Healthcare Delivery System

H44 Cook: Health Improvement Through Integrated Approaches

H45 Stop: Using Decision Support Tools to Support HDHP

H46 Vener: the Outcomes of Choosing a Personalized Advocacy Solution

Wellness

H47 Gillespie: the Evolution of Benefits and Wellness

H48 Hover: Organizational Health and Wellbeing-- the Next Frontier

H49 Mayer: Is Wellness Worth It?

H50 Raheja: Why Wellbeing is Good for Business

H51 Schmidt: Stress in the Workplace --Enhancing Employee Mental Health

Resilience

H52 Spangher :Do You Only Have a Wellness Program ?

Other Topics

H53 Koltun-Nelson: Using Actionable Insights From Survey Data



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H54 Laor: Data Analytics and the Opioid Epidemic

H55 Allen: IRS Form 5500 and Schedule J-- Are You Ready?

H56 Bakich-Lynett: Mental Health and Substance Use Disorder Plan Designs

H57 DeFrain: Impact of Employees’ Financial Stress on Productivity

H58 Gaddi: Tech With a Human Touch-- Creating Member Experiences for

Today’s Consumers

H59 Wahl: Motivating a Diverse Distributed Workforce with High Touch Digital

Intervention

H60 Powell: Generational Economics-- Engaging the Most Diverse Workforce in

History

H61 SilverMalyska-Sheffield: Regulatory Roundup and Risk Mitigation

H62 Spangher: Health and Welfare Nondiscrimination Testing-- How You Can

Ensure Compliance

H63 Reha: Offering Ancillary Benefits Can Impact Employees Productivity and

Reduce Health Care Expenses

Documents

2019 Symposium Session Proposals: Worksheet · 2019 Symposium Session Proposals: Worksheet As you review the proposals, you can use this worksheet to indicate your thoughts/reactions