Capital Chapter ISCEBS All-Day Program: May 5, 2011

The Capital Chapter of the International Society of Certified Employee Benefit Specialists is a non-profit organization that serves as an educational resource for certified employee benefit specialists and others in the employee benefits community.

The program has been approved for 6.0 (General) recertification credit hours toward PHR, SPHR and GPHR recertification through the HR Certification Institute.

The 2011 Capital Chapter ISCEBS All-Day Program

Thursday May 5, 2011

8:30 am - 4:00 pm

Location:

The Tower Club Tysons Corner - Vienna, VA

8000 Towers Crescent Drive, Suite 1700
Vienna, VA 22182
Phone: 571-335-1377
http://www.clubcorp.com/Clubs/The-Tower-Club-Tysons-Corner

SCHEDULE:

Registration and Continental Breakfast  (8:30 – 9:00 a.m.)
Welcome (9:00 – 9:05 a.m.)
Session I         Expanding Investment Options for DC Retirement Plans ( 9:05 – 10:10 a.m.)
Speaker          Andrew Prevost, President, Meltzer Retirement Services

• Plan size and its effect on investment options 
• Expanding plan offerings: GIC’s, index funds, TIPS 
• Open platforms vs. “canned” menus 
• Creating  target date funds that are plan specific
• Offering a brokerage window – who wants it, who uses it    

Session II         401(k) Fiduciary Risk – Do you know yours? (10:10 – 11:20 a.m.)
Speaker           Phyllis Klein, Senior Advisor,
                        Consulting Research Group of CAPTRUST Financial Advisors

• What are the chief duties of a Plan Fiduciary
• Who is a Plan Fiduciary? Who is not?
• Who should sit on the Investment Committee?
• Roles and responsibilities of the Investment Committee
• Are you protected by ERISA 404c?
• Plan Sponsor Liability Insurance   

Session III        Helping Your Employees to be Health Plan Savvy (11:25 – 12:35 p.m.)
Speaker           Bob Harnett, Vice President, Professional Benefits Solutions 

• Employees’ reliance on employers to provide medical information and plan usage guidance 
• What is the business case for creating savvy health plan users? 
• Deductibles, co-pays, co-insurance, EOB’s: Communication strategies for demystifying health plan language 
• Using the health plan’s tools: online account access, wellness programs, provider and facility quality outcomes research, disease management programs 
• Giving participants the tools to self-advocate with providers and insurers 
 

Lunch (12:35 – 1:35 p.m.)

Session IV       Self-funding with Stop Loss: Transferring Risk and Containing Costs  (1:35 – 2:45 p.m.)
Speaker           Ryan Siemers,  Principal, Aegis Risk LLC 

• Self funding vs. fully-insured: determining the best fit for your organization 
• Aggregate and specific coverage explained 
• Determining the right deductible for you plan: premium vs. risk tolerance 
• Effect of PPACA’s removal of individual lifetime maximums on stop loss 
• Managing the stop loss renewal or bid 

Session V        Trends in Voluntary Benefits: What’s New, What’s Working (2:45 – 3:55 p.m.)
Speaker          Jeanne Brandon, Senior Vice President, Wells Fargo Insurance  

• Emerging trends in employer-paid vs. voluntary benefits 
• Voluntary benefits as part an organization’s employee benefits strategy  
• Coordinating employer-paid and voluntary benefits to maximize cost-effectiveness and employee appreciation 
• Framework to identify the most cost-effective voluntary benefits  
• Planning and implementing the administrative requirements
     

Close (3:55 – 4:00 p.m.)

FEE: 

Members: $ 130.00
Non-members: $ 150.00
 

PAYMENT METHODS: 

Cash, Checks, and Credit Cards (Visa, MasterCard, Discover, Amex)

REGISTER: CLICK HERE

SPEAKER'S BIOGRAPHIES: CLICK HERE

Registration Contact: Sue Andres: (202) 621-0655
Email: support@capital-chapter-iscebs.org
Or Mail to: Capital Chapter ISCEBS
c/o Craig Olswang
P.O. Box 3524
Merrifield, VA 22116- 3524