San Francisco: Mid-Sized Retirement & Healthcare Plan Management Conference 2018 | University Conference Services | 25 March 2018 | The Palace Hotel, 2 New Montgomery St, San Francisco, CA 94105, USA
Venue
The Palace Hotel
The Palace Hotel, 2 New Montgomery St, San Francisco, CA 94105, USA
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| Event Date | Sun Mar 25 EDT - Wed Mar 28 EDT (over 6 years ago) |
| Location |
The Palace Hotel
2 New Montgomery St, San Francisco, CA 94105, USA |
| Region | Americas |
Details
The Mid-Sized Retirement & Healthcare Plan Management Conference offers you:
• In-depth discussions addressing the full scope of regulatory, economic, demographic and communication issues that affect employee benefit plans
• 40+ workshops to choose from, covering the most critical retirement and health and welfare topics
• Strategic, big-picture keynote sessions
• Speakers that include leading industry professionals and consultants, fellow benefits practitioners, and top benefits attorneys
• Value-added, pre-conference sessions:
Tutorial: Understanding Your Fiduciary Obligations Under ERISA
Self-Funding Forum: Basic Concepts and Advanced Tactics in Self-Funding
• Coverage of legal and fiduciary issues, plan design innovations, employee communication & engagement, and real-world cost savings strategies
• Continuing education credits through HRCI, SHRM and WorldatWork, as well as CPEs for CPAs
• A non-tradeshow environment that restricts registration exclusively to employers
Speakers
2018 Speakers
Michael E. Falcone
Vice President, East Region, NFP
Christian D. Hancey, J.D.
Partner, nixon Peabody LLP
Kate U. Saracene, J.D.
Katten Muchin Rosenman LLP
Dean M. Hoffman
Owner, Dean M. Hoffman, LLC
Marybeth Gray
Senior Vice President, Trion
Jean Young
Senior Research Analyst, Vanguard
Richard T. Allison
Chief Executive Officer, Swbc Retirement Plan Services
Paul Fronstin, Ph.d.
Director, Health Research & Education Program, Employee Benefit Research Institute
Michelle Spehr
Health and Wellness Consultant, the Benefit Services Group, Inc.
Sponsors & Partners
ACADEMIC SPONSOR
• UNC Kenan-Flegler Business School
2018 Sponsors
• NFP
• SWBC Retirement Plan Services
• March & Mclennan Agency
• Amino
• Fidelity
Franklin Templeton Investments
• FPS Trust
• Health Scope
• Innovative
• Millennium Trust Company
• Prudential
• P-solve
• Sage View
• Qualified Plan Advisors
• Trucker - Huss
• Vanguard