2017 US Annual Exhibitor Prospectus - IFEBP

www.ifebp.org/usannual

EXHIBITOR PROSPECTUS

63rd Annual Employee Benefits Conference October 22-25, 2017

Mandalay Bay Convention Center | Las Vegas, Nevada

Registration Opens: October 20 Exhibition Dates: October 22-24

63rd Annual Employee Benefits ConferenceOctober 22-25, 2017 | Mandalay Bay Convention Center | Las Vegas, Nevada Registration Opens: October 20, 2017 | Exhibition Dates: October 22-24, 2017

As the nation’s largest employee benefits conference, the Annual Employee Benefits Conference attracts over 5,000 attendees representing both pension and health funds. This is the premier event to reach the multiemployer and public sector audience. Since these trustees do not work in the same place or for the same organizations, this is the only public opportunity for these labor and management plan representatives to come together in a single forum to meet their fiduciary obligations.

Who Attends?• Multiemployer fund trustees,

administrators, business managers and association leaders

• Public sector plan trustees and staff• Third-party administrators• Benefits consultants• Investment managers and consultants• Others involved in the overall man-

agement of benefit trust funds.

Attendees at the conference are trustees with the authority and discretion to manage assets of multiemployer trust funds including:• Over $1 billion in total assets held by

the funds• Benefit payments for 24 million

American workers.

What Is the Purpose of the Funds?Multiemployer trust funds provide benefits to participants and their ben-eficiaries and include the following:

• Apprenticeship programs• Dental benefits• Disability benefits• Disease management • Employee asssistance programs• Health benefits• Life insurance • Pension and capital accumulation

plans• Pharmacy benefits• Retiree health benefits • Vision benefits• Wellness programs.

Why Should You Exhibit? The trustees and administrators who attend are committed to education and take their responsibilities seriously. You can reach the largest number of them by exhibiting at the International Foundation’s Annual Conference.

Attendees are looking for products and services on the following:

• Accounting and administrative• Banking/financial• Communication• Computer/software• Consulting services• Health services• Insurance• Investments• Legal services• Preretirement planning.

63rd Annual Employee Benef i ts Conference | Las Vegas, Nevada2

Over 3,000Multiemployer Trustees

Over 400Administrators

Over 665Public Employee Representatives

27%35%

14%20%

3% 1%

Asset Size of Pension Funds Represented

$500M-$1B $100-$499M $50-$99.9M $10-$49.9M $1-$9.9M <$1M

63rd Annual Employee Benef i ts Conference | Las Vegas, Nevada 3

How Does a Benefit Fund Work?The American Workers

WORKER

EMPLOYERA

EMPLOYERB

EMPLOYERC

UNION

BENEFIT FUND

EMPLOYER TRUSTEES LABOR TRUSTEES

BOARD OF TRUSTEESDecisions on plan provisions are determined by the Board of Trustees with assistance of outside advisors.

COLLECTIVEBARGAININGAGREEMENT

EMPLOYERASSOCIATION

Contributions from employerbased on hours worked.

What industries have multiemployerTaft-Hartley funds?

Retail

Transportation

Entertainment

Food

Hospitality

Construction

The Plans

The Bene�ts

Geographic Attendance Breakdown

REGION VIII 2%REGION X 8%

REGION IX 25%

REGION VI 3%

REGION V 23%

REGION IV 6%

REGION III 9%

REGION II 14%

REGION I 4%

REGION VII 4%

INTERNATIONAL 1%

■ Construction

■ Public Employees

■ Services

■ Retail/Wholesale

■ Finance/Insurance

■ Arts, Entertainment and Recreation

■ Manufacturing

■ Administration and Support Services

Attendee Industry Representation

Attendees Active in Purchasing Cycle

56%considering

adding or changing products or

services

59%request

additional information

48%request a proposal

50%

18%

9%

7%7%

4% 2% 3%

BENEFIT PAYMENTS FOR 24 MILLION AMERICANS

FUND OFFICE/ADMINISTRATOR


Event Schedule

Friday, October 20, 20178:00 a.m.-5:00 p.m. Exhibitor Registration and Move-In

Saturday, October 21, 20178:00 a.m.-5:00 p.m. Exhibitor Registration and Move-In All exhibits must be set by 5:00 p.m. on Saturday.

Sunday, October 22, 20178:00 a.m.-5:00 p.m. Exhibitor Registration

12:00 noon-4:30 p.m. Grand Opening and Exhibit Hall Open (Attendee guests are welcome.)

6:00-7:00 p.m. Exhibit Hall Open Opening Reception Exhibit Hall (Attendee guests are welcome.)

6:45 p.m. Prize Drawing

Monday, October 23, 20178:00 a.m.-4:00 p.m. Exhibitor Registration

10:30 a.m.-2:30 p.m.* Exhibit Hall Open

11:30 a.m.-1:00 p.m. Lunch Served in the Exhibit Hall

12:45 p.m. Prize Drawing

Tuesday, October 24, 20178:00 a.m.-2:30 p.m. Exhibitor Registration

10:30 a.m.-2:30 p.m.* Exhibit Hall Open

11:30 a.m.-1:00 p.m. Lunch Served in the Exhibit Hall

12:45 p.m. Prize Drawing in the Exhibit Hall

2:30 p.m. Exhibit Hall Closes

2:30-7:00 p.m. Dismantle—No early moveout

Note: Exhibitors may begin dismantling at 2:30 p.m. on Tuesday, October 24, 2017, and dismantling must be completed by 7:00 p.m. on Tuesday, October 24, 2017. All freight must be picked up by designated carrier by 7:00 p.m. on Tuesday, October 24, 2017 or it will be rerouted to another carrier at exhibitor’s expense. No early moveout. Please make your travel plans accordingly.

*Subject to change.


Exhibitor Information

Location of ExhibitsMandalay Bay, Shoreline B 3950 South Las Vegas Blvd. Las Vegas, Nevada 89119

Annual Employee Benefits Conference Exhibition Dates

Sunday, October 22, through Tuesday, October 24, 2017

Exhibit Space Costs10’ x 10’ In-Line Booth $5,125 10’ x 10’ Corner Booth $5,550

• Any configuration of exhibit space: Quad, triple or double will be at the per booth in-line and/or corner rate.

Space Rental TermsBefore March 31, 2017: 50% of the total cost of the exhibit space is due with contract to confirm exhibit space.After March 31, 2017: Full payment for exhibit space is due with contract to confirm exhibit space. Hotel reserva-tions will not be made without a signed contract, exhibit space payment and hotel deposit of $400 each.

Included in Your per Booth Fee• One complimentary full-conference

exhibitor registration (value $1,525)• One complimentary exhibitor

assistant (value $500)• Up to two paid exhibitor assistants

at $500 each (exhibit hall only)• Any additional personnel must be

registered as a conference registrant at $1,525.

• Networking opportunities that include luncheons and receptions in the exhibit hall

• Complimentary company listings in attendee marketing brochures, on our website and at our conferences throughout the year

• Company listing and 75-word company description in Directory of Exhibits

• Draped back wall, 10’ wide, 8’ high, 3’-high draped sidewalls, ID sign

• 24-hour exhibit hall perimeter security.See pages 14-15 for contract terms and regulations.

MembershipThe International Foundation Annual Employee Benefits Conference is a closed conference. Therefore, all ex-hibiting companies must purchase an organizational membership.

$995—2017 Organizational Membership Dues

Dues are for the 2017 calendar year (January 1-December 31) and must accompany this application. Members that are renewing: $995. Prorated dues for new members effective April 1: $750; effective July 1: $499.

Member benefits include:• Access to webcasts• Benefits Magazine• Today’s Headlines• Personalized research and more!Visit www.ifebp.org/Membership/Benefits to view all the member benefits.

The online version of this 2017 Exhibitor Prospectus is available under the Educa-tion tab on the Foundation’s website—www.ifebp.org. Please download the document in its entirety or contact: Sandra Lange at (262) 373-7657; e-mail [email protected]; or Debra Parker at (262) 373-7692; e-mail [email protected].



To Reserve Your Exhibit SpaceSelect

Preferred exhibit locations from floor plan, page 8.

Complete1. Application/Contract for Exhibit

Space, page 9.2. Exhibit Personnel Registration Form,

page 11. (For booth staff name badges, you must complete this form even if your hotel reservations were made outside the Foundation blocks.)

3. Organizational Membership Applica-tion, page 12. (Your company must be an organizational member to exhibit.)

4. Contract Terms Signature, page 15.

PaymentExhibit Space Payment Policy

• Applications will not be processed without a signed contract and a minimum 50% deposit of total cost of exhibit space(s).

• Hotel reservations will not be made without the hotel deposit payment of $400 per person.

• Balances on deposited exhibit spaces are due by March 31, 2017. After that date, assigned space will revert to the International Foundation for reas-signment and/or sale.

• Applications received after March 31, 2017 must be accompanied by payment in full.

• You will receive a confirmation letter detailing your exhibit space and personnel once payment has been received.

Return all completed forms with payment to:

International Foundation–2017 Exhibition P.O. Box 689954 Chicago, IL 60695-9954 Fax: (262) 786-8650 E-mail: [email protected]

Exhibit Space Cancellation Deadline—Wednesday, May 31, 2017

• An administrative fee of 25% of the total cost of exhibit space(s) will be charged for cancellations received in writing prior to May 31, 2017.

• No refunds will be granted after Wednesday, May 31, 2017.

• Cancellation of exhibit space automat-ically cancels(1) Hotel reservations(2) The complimentary conference

registration (value $1,525) volunteered by the International Foundation as an inclusion in the cost of booth space.

Exhibitor Registration Deadline— August 30, 2017

• All personnel staffing your exhibit space must be registered by completing the Exhibit Personnel form (page 11). This form must be completed for exhibit personnel even if hotel accom-modations are not required.

• Guests and unregistered personnel are not allowed to work the exhibit booth. A badge or any registration fees may not be shared.

• After August 30, 2017, transactions for new exhibitor and staff replacements of exhibit personnel will be subject to a $75 administrative fee payable in full at the time of the transaction. After September 13, any personnel transac-tions will be subject to a $150 adminis-trative fee and, based on transaction volume, may be processed on site.

• The Exhibit Personnel Replacement Form provided in the Exhibitor Services Manual will be the only accepted form of notification after August 30, 2017. E-mail notifications will not be accepted.

On-Site Registrations• Exhibit staff registering on site will not

be invoiced. Credit cards or checks will be accepted.

• Payment of applicable fees plus the $150 administration fee will be required.

• Exhibitors canceling booth personnel on or after the opening of the exhibit hall forfeit all registration fees.

The LocationMandalay Bay Convention Center Las Vegas, Nevada

The International Foundation has negotiated great rates for exhibitors at a selection of top hotels in Las Vegas. To receive these rates, reservations must be booked through the International Foundation. Visit www.ifebp.org for complete hotel descriptions and rate/view options.



Hotel Reservation Deadline— August 30, 2017

• The International Foundation has secured large blocks of guest rooms at special discounted rates at several hotels in Las Vegas. Rooms are assigned on a first-come, first-served basis, based on availability at time of registration.

• To receive the discounted conference hotel room rates, complete and return the Exhibit Personnel Registration Form.

• If you would like your group to be located in the same hotel, please reg-ister early.

• Hotel reservations will not be made without the completed booth applica-tion, personnel registration forms and payment.

Beware of any housing companies offering to book your hotel rooms. They are NOT acting on behalf of the International Foundation and are violating our contractual rights with the hotels.

Product Description Deadline— Friday, July 21, 2017

The Directory of Exhibits is a publication that is distributed on site to every confer-ence attendee as well as throughout the year at other International Foundation educational conferences. To be included in this directory, a description of your product or service, not to exceed 75 words, must be received no later than Friday, July 21, 2017. The International Foundation reserves the right to edit the description for publication.

Exhibitor Services ManualThe Exhibitor Services Manual will be e-mailed to the exhibiting organization’s designated event contact the week of July 17, 2017.

The e-mail will contain complete details, forms and deadline order dates for all on-site services, such as tables, chairs, electrical and other booth enhancements, as well as a designated code for online ordering.

Union JurisdictionsUnion labor may be required for your exhibit installation and dismantle.UNION RULES and REGULATIONS will be thoroughly covered in the Ex-hibitor Services Manual.

Know Your Business From the Union Perspective

As you are undoubtedly aware, many of those attending the conference are involved with or friendly toward labor unions. If activities of an exhibitor present an issue with one or more labor unions, the exhibitor could be a target of activities by one or more labor unions. This activity could disrupt the conference’s educational environment and detract from the valuable educa-tional experience of the conference. The Foundation requests that each exhibitor review its current or past activities and advise the Foundation if there are any such issues so that those matters may be discussed in advance of the Annual Conference.

Multiemployer Sector Public Sector Professional Sector/Corporate

Percentage of Attendees at Annual

73% 11% 16%

Examples of Organizations in Attendance*

Various local and international representation from IBEW, SEIU, UNITE-HERE, Teamsters, Boilermakers

City of New York, Dodge County, State of Wisconsin, Local Police and Fire

Horizon Actuarial Services, LLC, Legacy Professionals, Proskauer Rose LLP

Common Titles Labor trustee, management trustee, salaried administrator

Administrator, appointed and elected trustees

Partner, managing director, manager, analyst

Represents Electrical workers, restaurant employees, hospitality workers through health care, retirement or ancillary funds

Teachers; county, state and municipal workers; police, fire and safety workers

Attorneys, actuaries, accountants, consultants

*Funds and organizations listed are only examples. Their current and future attendance cannot be verified.

Annual Conference Attendee Information


Floor Plan

International Foundation of Employee Benefit Plans Annual Conference63rd Annual Employee Benefits Conference | October 22-25, 2017

Mandalay Bay Convention Center | Las Vegas, Nevada | Shoreline B

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DRAWING INFORMATION

EVENT INFORMATION

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DISCLAIMEREVERY EFFORT HAS BEEN MADE TO ENSURE THE ACCURACY OF ALL

INFORMATION CONTAINED ON THIS FLOOR PLAN. HOWEVER NOWARRANTIES, EITHER EXPRESSED OR IMPLIED ARE MADE WITH RESPECT TO

THIS FLOORPLAN. IF THE LOCATION OF BUILDING COLUMNS, UTILITIES OROTHER ARCHITECTURAL COMPONENTS OF THE FACILITY IS A

CONSIDERATION IN THE CONSTRUCTION OR USAGE OF AN EXHIBIT, IT IS THESOLE RESPONSIBILITY OF THE EXHIBITOR TO PHYSICALLY INSPECT THE

FACILITY TO VERIFY ALL DIMENSIONS AND LOCATIONS.COPYRIGHT 2002, MANDALAY RESORT GROUP

ALL RIGHTS RESERVED.

ENTRANCE


APPLICATION/CONTRACT FOR EXHIBIT SPACE/2017 63rd Annual Employee Benefits Conference (Ø1-17Ø1)Company/Organization Information

APPROVED BY Name ____________________________________________ Title ______________________________ E-mail _________________________________________________Company ______________________________________________________________________________ Organization # ___________________________________________________________Address _______________________________________________________________________________________________________________________________ City ___________________________________________________________ State/Province __________ Country __________ ZIP/Postal code _________________Phone _________________________________________________________ Fax _______________________________________________________________________________________________________________Website _______________________________________________________________________________________________________________________________See our policies regarding your registration/cancellation/refund/record retention/photo release and privacy at www.ifebp.org/policies.

Event Contact (Person to receive all future exhibition correspondence and information)

Name _________________________________________________________ Title ______________________________ E-mail _________________________________________________Company ______________________________________________________________________________ Organization # ___________________________________________________________Address _______________________________________________________________________________________________________________________________ City ___________________________________________________________ State/Province __________ Country __________ ZIP/Postal code _________________Phone _________________________________________________________ Fax _______________________________________________________________________________________________________________

Product/Service Category

The product or service to be displayed (please be specific):

Please check up to two (2) categories that best describe your company/services/products. ■ Accounting firm

■ Administrative services

■ Association

■ Benefit/actuarial consulting

■ Communication products and services

■ Computer/software

■ Fiduciary insurance/brokerage

■ Government agency

■ Health care/networks/other welfare benefits

■ Investment/financial

■ Legal

■ Preretirement planning

■ Publisher

■ Wellness/preventive organizations

Booth Information

Exhibit fee: (per 10' x 10' space) An organizational membership is required for all exhibitors—Application is on page 12. Includes two complimentary exhibitor personnel: one full-conference registration, one exhibitor assistant. Up to two additional exhibitor assistant badges may be purchased per exhibit space. Limit of four personnel per exhibit space. Any additional badges must be purchased at full-conference registation price.

■ $5,125 In-line booth—number of booth(s) _____ ■ $5,550 Corner booth—number of booth(s) _____ ■ Number of paid booth assistants at $500 each _____

Booth choice (Please refer to the floor plan on page 8.) Approved

1st ______________ _______________

2nd ______________ _______________

3rd ______________ _______________

Do not locate us near the following companies (We will try to accommodate.) ________________________________________________________________________ Locate us near the following companies ______________________________________________________________________________________________________ Approval to exhibit by the International Foundation will be determined by the relationship of the product/service to employee benefits.

Contractual Agreement

We hereby apply for exhibit space at the International Foundation 63rd Annual Employee Benefits Conference to be held October 22-24, 2017 in Las Vegas, Nevada. We agree to abide by the Contract Terms and Regulations (pages 14-15) accompanied by this application, which form a part of this contract between our firm (Exhibitor) and the International Foundation. We understand this is not a contract until officially accepted by the International Foundation.

ACCEPTED BY EXHIBITOR ACCEPTED BY INTERNATIONAL FOUNDATION

Signature ______________________________________________________ Signature _________________________________________________________________________________________________

Title __________________________________________________________ Title _________________________________________________________________________________________________________

Date __________________________________________________________ Date ________________________ Booth(s) assigned ______________________________________

Exhibition/Order Summary

Total booth fee $ _________

Total booth assistant(s) fee $ _________

Total (U.S. funds) $ _________

Payment Information

Full payment in U.S. funds must accompany order. Make check payable to International Foundation.

■ Check # __________________________ $ __________________________

■ VISA ■ MasterCard ■ Discover ■ American Express $ _____________________________

Credit card # ___________________________________________________ Exp. date__________________

Cardholder’s name (print) ____________________________________________________________________

More information at www.ifebp.org

Fax your application form with credit card number to (262) 786-8650

Mail or e-mail the application form with check or credit card number to: International Foundation– 2017 Exhibition, Sandra Lange, P.O. Box 689954, Chicago, IL 60695-9954 [email protected].

For more information, e-mail [email protected], or phone (262) 373-7657.

Identification sign in exhibit space to read:

_____________________________________________

_____________________________________________

PLEASE RETAIN A COPY OF THIS FORM FOR YOUR RECORDS.

63rd Annual Employee Benef i ts Conference | Las Vegas, Nevada1 0

Hotel InformationThe International Foundation has negotiated discounted rates for conference attendees at the Las Vegas hotels noted below. Reservations must be booked through the International Foundation to receive this discounted rate.

1 The Mirage*IF Block: 475 3,044 guest rooms, maximum of four guests per room. $35 charge for third and fourth guest 18+. $109 (Thursday, October 19) $159 (Friday, October 20-Tuesday, October 24) $109 (Wednesday, October 25-Thursday, October 26) A daily resort fee of $22 plus the current Clark County room tax of 12% (subject to change) will be charged in addition to the room rates set forth above. See website for resort fee inclusions.

Smartly redesigned rooms feature stylish comfort complemented by ultramodern amenities and chic upgrades. Reflecting today’s lifestyle, rooms are outfitted with a 42” LCD TV, iHome MP3 docks, cordless phones and luxurious robes for lounging in. Take advantage of the worldly selection of fine and casual dining ven-ues as you enjoy your own private oasis at the Mirage.

2 The Cosmopolitan of Las Vegas*IF Block: 850 2,995 guest rooms, maximum of four adults per room. $30 charge for third and fourth guest 18+. $229 (Thursday, October 19) $279 (Friday, October 20-Saturday, October 21) $229 (Sunday, October 22-Thursday, October 26) A daily resort fee of $15 plus the current Clark County room tax of 12% (subject to change) will be charged in addition to the room rates set forth above. See website for resort fee inclusions.

Guest rooms at the Cosmopolitan are spacious, warm and welcoming, with artful, hand-crafted touches that give each space the intimate feel of a private urban residence. Many rooms have large sliding glass doors that open onto oversized, private terraces. Marble-floored bathrooms invite guests to luxuriate in deep soaking tubs and exhilarating rain showers, and each room is outfitted with the latest technology for maximum in-room enjoyment, including sophisticated entertainment systems, Samsung plasma-screen televisions, high-speed wireless Internet access, and state-of-the-art control panels.

3 Delano Las Vegas*IF Block: 480 1,117 guest rooms, maximum of four adults per room. $35 charge for third and fourth guest 15+. $179 s/d (Thursday, October 19-Friday, October 20) $259 s/d (Saturday, October 21-Tuesday, October 24) $179 s/d (Wednesday, October 25-Thursday, October 26)

Delano Las Vegas offers an all-suite, smoke-free, luxury hotel experience located steps from Mandalay Bay, blending signa-ture elements of Delano South Beach with the distinct energy only found on the Las Vegas Strip. Boasting one of the highest standards for square footage of any hotel in the city (725 square feet per standard room), each suite features a private bedroom with spacious, spa-style bath and adjoining living room with 46” flat-screen TV, a wet bar, a desk and a powder room for a plush retreat.

4 Mandalay Bay Resort & Casino*IF Block: 1,785 3,309 guest rooms, maximum of four adults in a room. $35 charge for third and fourth guest 15+. $145 s/d (Thursday, October 19-Friday, October 20) $235 s/d (Saturday, October 21-Tuesday, October 24) $145 s/d (Wednesday, October 25-Thursday, October 26)

More than 3,000 guest rooms and suites at Mandalay Bay have been redesigned as part of a $100 million remodel. Radiating casual elegance and comfort, each room features a 42”-plus LED TV, Wi-Fi access and a mini-bar. Lofty pillow-top beds and warm textiles allow for effortless relaxation. From the real sand beach complete with a wave pool and lazy river to the Shark Reef Aquarium and award-winning restaurants, many adventures await Mandalay Bay guests.

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Meeting held at Mandalay Bay

*Union properties12% tax (subject to change without notice)


EXHIBIT PERSONNEL/HOTEL REGISTRATION 2017 63rd Annual Employee Benefits Conference (Ø1-17Ø1)Customer Information (Please print clearly)

ONLY FOUR PEOPLE PER EXHIBIT SPACE. For multiple exhibit spaces, please copy and complete this form for each 10' x 10' exhibit.

Company _______________________________________________________________ Registration/hotel coordinator ________________________________________________________

Address ________________________________________________________________ E-mail _____________________________________________________________________________________________________________________________

City ____________________________________________________________________ State/Province __________ Country __________ ZIP/Postal code _____________________________

Phone __________________________________________________________________ Fax _________________________________________________________________________________________________________________________________

Name of person from your firm who will serve as the “on-site contact” ______________________________________ Cell phone ________________________________________________________________________________See our policies regarding your registration/cancellation/refund/record retention/photo release and privacy at www.ifebp.org/policies.

Personnel Registration (Four personnel per 10' x 10' exhibit) After August 30, 2017, additional fees apply

(1) Complimentary Full first name ________________________________________ M.I. _____ Last name _______________________________________________________________

Conference Registration Title _______________________________________________________________________________________

Address __________________________________________________________________________________ ■ Business ■ Home

City ____________________________________________________ State/Province _____ Country _____ ZIP/Postal code _________

Phone __________________________________________________ Fax __________________________________________________

E-mail (mandatory for hotel confirmation) _____________________________________________________________________________

Last 4/3 digits of SSN/SIN __________________________________ Date of birth (mm/dd/yyyy) ________________________________

■ VISA ■ MasterCard ■ Discover ■ American Express $ ____________

Credit card # ____________________________________________ Exp. date __________ Cardholder’s name (print) _________________________________________________________

(2) Complimentary Exhibitor Assistant Full first name _____________________________ M.I. _____ Last name _______________________________________________________________

Exhibit Hall Only Title ________________________________________________________________________________



Phone __________________________________________________ Fax __________________________________________________





(3) 1st Exhibitor Assistant at $500 Full first name ________________________________ M.I. _____ Last name _______________________________________________________________

Exhibit Hall Only Title __________________________________________________________________________________



Phone __________________________________________________ Fax __________________________________________________





(4) 2nd Exhibitor Assistant at $500 Full first name _______________________________ M.I. _____ Last name _______________________________________________________________

Exhibit Hall Only Title __________________________________________________________________________________



Phone __________________________________________________ Fax __________________________________________________





Hotel Reservation Deadline: August 30, 2017

Hotel rooms have been secured by the International Foundation. To take advantage of special rates, all hotel requests must be made through the International Foundation.Hotel and registration confirmations will be mailed directly to the event contact unless otherwise indicated.Reservations confirmed on a first-come, first-served basis. Best available will be assigned. $400 hotel deposit required.

1st choice/rate 2nd choice/rate 3rd choice/rate 4th choice/rate 5th choice/rate

___________________________ ___________________________ ___________________________ ___________________________ ___________________________

Registration/Order Summary

Exhibit fee balance due $ _________

Assistant fee ($500 each) $ _________

Hotel deposit ($400 each) $ _________

Conference registration fee ($1,525) $ _________

After September 10, 2017 ($1,825) $ _________


Payment Information

Full payment in U.S. funds must accompany order. Make check payable to International Foundation.■ Check # __________________________ $ __________________________

■ VISA ■ MasterCard ■ Discover ■ American Express $ __________________________

Credit card # ____________________________________________________________ Exp. date ___________________

Cardholder’s name (print) ________________________________________________________________________________

■ Conference registration (complimentary)■ Hotel deposit = $400

Number of adults ________________________

Arrival date ____________________________

Departure date _________________________

■ Exhibitor assistant (complimentary) OR■ Conference registration ($1,525)

(after September 10, 2017, $1,825)■ Hotel deposit = $400Number of adults ________________________Arrival date ____________________________Departure date _________________________

■ Exhibitor assistant ($500) OR■ Conference registration ($1,525)

(after September 10, 2017, $1,825)■ Hotel deposit ($400)Number of adults ________________________Arrival date ____________________________Departure date _________________________

■ Exhibitor assistant ($500) OR■ Conference registration ($1,525)

(after September 10, 2017, $1,825)■ Hotel deposit = $400Number of adults ________________________Arrival date ____________________________Departure date _________________________

PLEASE RETAIN A COPY OF THIS FORM FOR YOUR RECORDS

More information at www.ifebp.org

Fax your registration form with credit card number to (262) 786-8650, or e-mail [email protected]

Mail or e-mail the registration form with check or credit card number to: International Foundation–2017 Exhibition, Sandra Lange, P.O. Box 689954, Chicago, IL 60695-9954 [email protected]

For hotel/staff registration information, e-mail [email protected], or phone (262) 373-7692.


MEMBERSHIP APPLICATION/2017 63rd Annual Employee Benefits Conference (Ø1-17Ø1)Customer Information (Please print clearly)

Organization applying for membership _______________________________________________________ Name of contact _________________________________

Address _______________________________________________________________________________________________________________________________

City ___________________________________________________________ State/Province __________ Country __________ ZIP/Postal code _________________

Phone _____________________________________ Fax _________________________________________________________________ E-mail _________________________________________See our policies regarding your registration/cancellation/refund/record retention/photo release and privacy at www.ifebp.org/policies.

Organization Demographics

Membership Roster

Please list the names and addresses of four of your company’s employees who are to receive all appropriate International Foundation communications and to be considered International Foundation members. Additional individuals may be added for $200 each.

(1) Full first name ________________________________________________ M.I. _________ Last name ________________________________________________

Employer ______________________________________________________ Title __________________________________________________________________

Address __________________________________________________________________________________________________________ ■ Business ■ Home

City ___________________________________________________________ State/Province __________ Country __________ ZIP/Postal code ________________

Phone _________________________________________________________ Fax ___________________________________________________________________

E-mail _________________________________________________________ Last 4/3 digits of SSN/SIN_____________ Date of birth (mm/dd/yyyy) ________________


Employer ______________________________________________________ Title __________________________________________________________________



Phone _________________________________________________________ Fax ___________________________________________________________________



Employer ______________________________________________________ Title __________________________________________________________________



Phone _________________________________________________________ Fax ___________________________________________________________________



Employer ______________________________________________________ Title __________________________________________________________________



Phone _________________________________________________________ Fax ___________________________________________________________________


Type of organization (check one):■ Accounting ■ Insurance company■ Actuarial ■ Investment management■ Administration ■ Labor union■ Bank ■ Law■ Corporation ■ Professional association■ Employee benefits consulting ■ Public employees■ Employer association ■ Trust fund■ Hospital/HMO/medical center ■ Other (specify) _______________

Indicate predominant industry in which your organization is involved (check one):

■ Agriculture, forestry, fishing ■ Services■ Construction ■ Transportation, ■ Graphic arts communications, utilities■ Manufacturing ■ Wholesale trade■ Retail trade ■ Other (specify) _______________

Number of employees covered by your benefit plan:■ 1-99 ■ 500-999 ■ 5,000-9,999■ 100-499 ■ 1,000-4,999 ■ 10,000+

Membership/Order Summary

Membership dues ($995) $ _________

Additional individuals ($200 each) $ _________


Payment Information

Dues of $995 for the 2017 calendar year (January 1-December 31) must accompany this application. Prorated dues effective April 1: $750. Prorated dues effective July 1: $499. Available to only new, not renewing, members.

Full payment in U.S. funds must accompany order. Make check payable to International Foundation.■ Check # ______ $ ___________ ■ VISA ■ MasterCard ■ Discover ■ American Express

Credit card # ___________________________________________________ Exp. date___________________

Cardholder’s name (print) ______________________________________________________________________

Apply online at www.ifebp.orgFax your application form with credit card number to (262) 786-8650, or e-mail [email protected].

Mail or e-mail the application form with check or credit card number to: International Foundation, Sandra Lange P.O. Box 689954, Chicago, IL 60695-9954 [email protected].

For information, e-mail [email protected], or phone (262) 373-7692.


International Foundation 63rd Annual Employee Benefits Conference

PRIZE DRAWINGSApplication deadline: July 21, 2017

Exhibitors are encouraged to increase their visibility by participating in the prize drawings each day! Prize drawings are scheduled for: Sunday, October 22

Monday, October 23 Tuesday, October 24

Note: All exhibitors are reminded to review the application of Form LM-10/LM-30 reporting guidelines at www.dol.gov. The International Foundation has capped prizes at a $1,000 value per individual item and a $5,000 aggregate limit per exhibiting company.

Prizes valued at $400-$1,000 will be publicized in three ways:• Conference Materials: Return application by July 21, 2017 to be listed in the Directory of Exhibits.

• IF Resource Booth: The IF Resource Booth features an electronic message center listing the prize sponsor, booth number and winners. Once you have selected a winner, please go to the IF booth with the winner’s name so it can be posted on the electronic message center. Winners will be told to report to the prize sponsor’s booth to pick up their prizes. Exhibitors are responsible for arranging the pickup or shipping of the prizes for each winner.

• IF Mobile App: The IF Mobile App will also list the prize sponsors and prize winners, along with conference details, program schedules, travel information maps and more.

Note: Prize winners and prize sponsors will no longer be publicly announced. Amplified announcements from your booth are not permitted. The International Foundation will select the date and time when your prize will be given away.

Prizes with values less than $400Prizes valued at less than $400 will be posted on the electronic message center in the IF Resource Booth. This form is not required. Once you have selected a winner, please go to the IF Booth with the winner’s name so it can be posted. Winners will be told to report to the prize sponsor’s booth to pick up their prizes. Exhibitors are responsible for arranging the pickup or shipping of the prizes for each winner.

PRIZE DRAWING APPLICATIONIf you would like your prize (valued at $400-$1,000) to be listed in conference materials, on the IF monitor and on the mobile app, you must complete and return this form by July 21, 2017.Customer Information (Please type or print)

Company ________________________________________________________________________________________________________________

Contact Person ___________________________________________ Phone _________________________________________________________

E-Mail __________________________________________________ On-Site Contact __________________ Cell Number____________________

Prize Description __________________________________________________________________________________________________________

Approximate Value: $ ________________________________________________________________ Booth # ________________________________________________________

Return to: Debra Parker International Foundation of Employee Benefit Plans [email protected] Phone: (262) 373-7692 Fax: (262) 786-8650


Contract Terms and RegulationsPROGRAM SPONSORSHIP AND MANAGEMENTThis Exhibition is produced by and subject to the terms and conditions imposed by the International Foundation of Employee Benefit Plans, Inc., hereafter referred to as the International Foundation. The International Foundation will provide exhibition management and attendance promotion.

GENERALTo preserve and maximize the educational value of the Exhibition, the International Foundation reserves the right to determine the eligibility of any Exhibitor and reserves sole control over admission policies. These terms and regulations are established for the mutual protection of the International Foundation and the Exhibitor. Acceptance of application to exhibit does not constitute, in any way, an International Foundation endorsement or approval of the Exhibitor’s products or services. The International Foundation reserves the right to make changes in the time schedule or in the general plan of the Exhibition as may be deemed to be in the best interest of the International Foundation, the Exhibitors or the Exhibition generally. All matters not specifically covered by these terms and regulations shall be subject to the decision of the International Foundation. All terms of this contract will be enforced by the International Foundation.

The International Foundation reserves the right to revise the original and approved floor plan should all space not be sold, and to relo-cate assigned and confirmed booth space.

CONTRACT FOR SPACEApplication for exhibit space, accompanied by the required deposit or payment and receipt of a product/service description, constitutes a contract for the assignment of space pending acceptance by the International Foundation. Any Exhibitor failing to occupy space is not relieved of the obligation to pay the full rental price. This contract will not be binding upon the International Foundation in the event of strikes, labor disputes, acts of God or other circum-stances beyond the control of the International Foundation.

TERMS OF PAYMENT Deposit—A minimum deposit of 50% of the

total cost of exhibit space must be submitted with the application. No application will be pro-cessed or space assigned until the deposit is received. Hotel reservations will not be made without the per person hotel deposit.

Applications received after March 31, 2017 MUST be accompanied by payment in full.

Final Payment—Payment in full for deposited exhibit space, conference registration and/or exhibit personnel fees must be received by March 31, 2017. After that date, assigned space will revert to the International Foundation for reassignment and/or sale.

EXHIBIT SPACE CANCELLATION POLICY An administrative fee of 25% of the total cost of the exhibit space(s) will be withheld for cancella-tions received in writing prior to May 31, 2017. No refunds will be granted after the date of May 31, 2017.

SHARING AND SUBLETTINGNO two (2) companies can share an exhibit space equal to 100 sq. ft. A company is defined as the same business or firm and can involve only a sin-gle line of business. Coparticipation by any other corporation or firm or its representatives in space assigned to the original applicant must be approved by prior written permission of the Inter-national Foundation and may be subject to an additional charge equal to one-half of the rental cost of space reserved, if accepted by the Inter-national Foundation. Exhibitors may not permit nonexhibiting companies’ representatives to work in their booth. Exhibitors agree not to assign or sublet the whole or any portion of the rented space.

EXHIBITOR REGISTRATIONExhibitor PersonnelDeadline—August 30, 2017A maximum of four (4) persons may be regis-tered for each 100 square feet of exhibit space rented. Each exhibit space includes two (2) complimentary exhibitor registrations. Exhibit personnel will be registered, per exhibit space, as follows:• One Exhibitor Complimentary—sessions and

exhibit space• One Exhibitor Assistant Complimentary—

exhibit space only• Up to two paid Exhibitor Assistants at

$500 each—exhibit space only. Any additional personnel require the registra-tion of an Exhibitor Registrant at $1,525 each ($1,825 after September 10, 2017) who can attend sessions and staff exhibit space. Guests and unregistered personnel are not allowed to work the exhibit space. A badge or any registra-tion fees may not be shared. Exhibitor ReplacementsDeadline—August 30, 2017Exhibitor registrations or staff replacements after August 30 are subject to an administrative fee of $75 payable in full at the time of the transaction. After September 13, 2017, any per-sonnel transactions will be subject to a $150 administrative fee and may be processed on site.

On-site registrations—Exhibitors registering on site will not be invoiced. Payment of any applicable fees and the $150 administrative fee is payable in full at the time of the transaction. Exhibitors canceling booth personnel on or after the opening of the exhibit hall forfeit all regis-tration fees.

EXHIBITOR REPRESENTATIVESEach exhibiting organization must name one person as the official on-site representative to:

1. Authorize and enter into such service contracts necessary for the installation and removal of exhibits and the provision of services.

2. Be present, registered and in the booth on Sunday, October 22, 2017 by 10:00 a.m.

3. See that booth is staffed at all times during published open hours of the Exhibi-tion to attendees. Failure to comply will result in the eviction of the organization by the International Foundation and all service charges billed to and paid by the Exhibitor.

EXHIBIT SPACE AND STRUCTURE—Exhibit Space Apparatus

1. Standard exhibit backgrounds and siderails will be provided. NOTE: It is mandatory each Exhibitor use the pipe and drapery furnished by the Official Service Contractor.

2. Carpeting is not included in the cost of booth space and must be ordered separately as it is mandatory.

3. Equipment displayed, pedestals, audiovi-sual equipment and carts, tables, racks, shelves, risers and similar display units may not exceed 48 inches in height when positioned more than half the distance from the back wall of the booth. Free-standing units, including those intended to be the focal point of an exhibit, are subject to the same rule.

4. Exhibit structures may not exceed 8 feet in height, unless approved in writing by the International Foundation Exhibit Manager prior to move-in date.

5. The extent of the curve on either end of a curved module unit cannot extend forward more than three (3) feet from back wall.

6. If draping is deemed necessary to conceal unsightly wiring or structural sup-ports, this shall be done at expense to the Exhibitor.

OFFICIAL SERVICE CONTRACTORThe Official Ser vice Contractor, GES, Inc., provides all exhibitor support services: freight, storage and handling (in and out), setup and dismantling of exhibits, display unit rental and booth decorations (carpet, tables, chairs, stools, etc.) and coordinates all inbound international freight with the official freight forwarder and selected customs broker for delivery and clear-ance on the scheduled move-in date.

All work performed in the exhibit area is under the jurisdiction of the Official Ser vice Contractor, GES, Inc. It is the responsibility of the Exhibitor to be knowledgeable of, and in compliance with, all the requirements in effect. Always refer first to the Exhibitor Services Manual for specific regu-lations and union jurisdiction regarding (1) exhibit labor and (2) freight handling, to include “hand carry” materials.

NONOFFICIAL CONTRACTORS— CERTIFICATES OF INSURANCE

1. EACs (exhibitor-appointed contractors), contracted by the Exhibitor to install and dismantle a display, must submit written notification to the International Foundation with the name of the client exhibitor, contractor, address and supervisor by September 18, 2017.

2. A Certificate of Insurance is to be mailed to the Official Contractor GES, with a copy to the International Foundation, prior to September 18, 2017.

3. The International Foundation must approve any nonofficial contractors. All EACs (exhibitor-appointed contractors) and unregistered exhibitor personnel “must be badged.” Proof of identification and affiliation will be required. Security will escort any person without a badge from the show floor and to the Official Service Contractor’s Service Desk for show management approval.

EXHIBITOR SERVICES MANUALThe Exhibitor Services Manual will be mailed electronically the week of July 17, 2017 to the exhibiting firm’s designated Event contact. The online document will contain all order forms and deadline dates for booth carpet, accessories (tables, chairs, etc.), electrical, telephone, lead retrieval, computer/audiovisual, etc., as well as all shipping, material handling information and forms.

SHIPPINGExhibitor agrees to ship, at its own ex pense and risk, all property to be exhibited. All shipments must be prepaid. Cash-on-delivery shipments cannot be accepted at any time.• Advance warehouse shipments should be

scheduled for delivery not later than Tuesday, October 17, 2017.

• Direct shipments to show site will be accepted only on Friday, October 20, 2017 and Saturday, October 21, 2017 between 8:00 a.m. and 5:00 p.m.

• Shipments should be cosigned to the Official Contractor, GES, Inc.

All shipping labels MUST include name of company, booth number and show name. Examples of both advance and direct shipment labels will be included in the Exhibitor Services Manual. NOTE: The Mandalay Bay Convention Center will refuse ALL shipments. Specific ship-ping information, methods, rates, etc., will be provided by the International Foundation and GES, Inc. Appropriate shipping and material handling forms will be included in the Exhibitor Services Manual.

INSTALLATIONMandalay Bay Convention Center, Las Vegas, Nevada 8:00 a.m.-5:00 p.m. Friday, October 20, 2017 and Saturday, October 21, 2017

1. All displays and equipment must be in place and crates removed by 5:00 p.m. Saturday, October 21, 2017. Aisle carpet will be installed and cleaned after 3:00 p.m. on Saturday, October 21, 2017.

2. The International Foundation reserves the right, should any rented space remain unoccupied at 3:00 p.m. on Saturday, October 21, 2017, to rent or occupy said space. This clause shall not be construed as affecting the obligation of Exhibitor to pay the full amount of the rental fee for space provided. If the dis-play unit is on hand, the International Foundation Exhibit Manager, at 3:00 p.m. on Saturday, October 21, 2017, reserves the right to:

• Assign any labor to set any display that is not in the process of being erected.

• Order the removal of all display mate-rials and crates not in the process of being set.

The charge for labor to complete either of these options will be billed to the Exhibitor, and the International Founda-tion shall have no liability for such work.

3. Children are not allowed on the exhibit floor at any time during installation and dismantling hours.

Page 1 of 2 (Continued)

PLEASE RETAIN A COPY OF ALL FORMS FOR YOUR RECORDS.


Contract Terms and RegulationsDISMANTLING2:30-7:00 p.m. Tuesday, October 24, 2017

1. All exhibits MUST remain intact until 2:30 p.m. on Tuesday, October 24, 2017. No goods may be packed or removed before that time. Any Exhibitor dismantling or removing materials prior to that time will forfeit its company’s right to exhibit at future International Foundation Annual Conferences and Exhibitions.

2. Freight not picked up by 7:00 p.m. will be rerouted onto another carrier at the Exhibitor’s expense.

3. All exhibiting companies are responsible for all labor and other costs associated with setup and dismantling of their own exhibits.

SECURITYThe International Foundation shall provide suffi-cient security service on a 24-hour basis for the duration of the Exhibition. Exhibitors desiring special security precautions should arrange for the International Foundation-approved private guard service at their own expense.

CONDUCT/RESTRICTIONSThe International Foundation reserves the right to restrict exhibits which, because of noise, odors, method of operations or any other reason, become objectionable or otherwise detract from or are out of keeping with the character of the International Foundation Exhibition as a whole. This reservation includes persons, gaming devices, things, live animals, printed material or conduct. The International Foundation reserves the right to approve, prohibit and/or restrict the distribution of any promotional and/or giveaway items. ONLY those products/services approved by the International Foundation at the time of application and approval may be demonstrated and/or displayed.

Exhibitors agree to abide by the following restrictions:

1. No costumed persons or mannequins may be engaged without prior written approval of the International Foundation. Once approved, the Exhibitor shall be sure their manner and appearance do not offend even the most critical.

2. Products, circulars, publications and adver-tising matter must be confined to and may only be distributed and/or operated within the assigned exhibit space.

3. Nothing shall be posted on, tacked, nailed, screwed or otherwise attached to columns, walls, floors or other parts of the building or furniture.

4. Signs, rails, etc., will not be permitted to intrude into or over aisles.

5. Exhibitors are prohibited from providing conference participants with any type of address labels, address stamps or other devices used to indicate conference participants’ home or business addresses. Violators of this policy are subject to confiscation of offending equipment and/or dismissal from the exhibition hall.

6. No gummed surface or pressure- sensitive labels, self-adhesive stickers/labels or advertising stickers will be permitted.

7. Drawings for prizes are permitted at your booth. Winners may not be announced from the booth but may be posted at a designated location. Drawings for prizes may not be conducted in function rooms, sleeping rooms or suites.

8. Giveaway and prize-drawing items are at the discretion of the exhibiting party as long as the item(s) are deemed appropriate and in good taste. Exhibitors are, however,

cautioned to review the LM-10/LM-30 filing requirements of the Department of Labor as they relate to gifting.

9. Important Policy Change Regarding Prize Drawings and Giveaways The International Foundation has capped prizes at a $1,000 value per individual item and a $5,000 aggregate limit per exhibiting company. This means that any one prize you give away cannot be valued at more than $1,000. In addition, the combined value of your “freebie” giveaways and your prize drawing(s) cannot be valued over $5,000. For further important information regarding the LM-10/LM-30 reporting guidelines, exhibitors are encouraged to review the Department of Labor’s website at www.dol.gov.

10. The Exhibitor shall not conduct outside activi-ties that are likely to take qualified attendees from the official and scheduled Conference and/or Exhibition functions.

11. Receptions, demonstrations or meetings in hospitality suites may not be conducted dur-ing scheduled and published open hours of the Exhibition or Conference.

12. Food products or beverages are not to be distributed without prior written approval from the International Foundation. All food and beverages must be ordered through cater-ing. No outside food and beverages allowed.

13. Sales/transactions, or any form of order taking for cash or credit, are prohibited within the exhibit hall by an Exhibitor, or anyone on its behalf.

14. Exhibitor agrees to treat all conference attendees with courtesy and not to discriminate against any person for any reason. The International Foundation reserves the right to remove any Exhibitor whose personnel discriminate against any persons in any manner.

15. Badges—All exhibit personnel will be required to wear the official conference badge issued at registration. Badges and registration materials will be distributed only to registered personnel. Exhibit personnel may not exchange, deface, mark or alter the badge in any manner.

16. Any oral or written communication indicating or suggesting that the International Foundation endorses or approves of the Exhibitor’s products or services is prohibited and is grounds for closing of an exhibit with no refund of fees or deposits to the Exhibitor.

SOLICITATIONThe aisles and other spaces in the exhibition and con-ference areas, not leased to Exhibitors, shall be under the control of the International Foundation. All dis-plays, equipment demonstrations, presentations, distri-bution of literature or any other type of activity shall be conducted in a professional nature, avoiding the use of sideshow or theatrical gimmicks inside the space con-tracted. Standing in aisles, or in front of any exhibit booth, for advertising purposes is strictly prohibited.

Persons connected with nonexhibiting concerns are prohibited from any dealing, exhibiting or solicit-ing within the exhibit hall, Convention facilities, or hospitality suites and suites of the International Foundation conference hotels. Exhibitors are urged to report immediately any violations of this rule to the Exhibit Manager or a member of the International Foundation staff.

SOUND/LIGHTINGAll sound and lighting must be kept at sufficiently low levels so as not to disturb other Exhibitors. Public address systems, radio broadcast, objectionable light-ing to include flood, spot, strobe, flashing and revolving lighting or other devices used only to attract attention by sound or light are prohibited. The International Foundation reserves the right to turn off the electricity supply of any Exhibitor who violates this rule.

FIREPROOFING AND SAFETYAll decorations, drapes, signs, banners, acoustical materials, plastic cloths or any other similar materials generally considered to be easily ignited shall be flame-retardant to the satisfaction of the state of Nevada and City/County Fire Marshal of Las Vegas. Compliance with all city, state and county safety, health and fire ordinances is required.

Aisles and exits shall be kept clean, clear and free of obstruction. Display literature/reserve supplies are to be limited to reasonable quantities. A reasonable quantity shall mean materials, enough to disperse in a minimum of four (4) hours, may be kept within the booth space but must be stored in a safe, neat and compact manner, out of the view of attendees. Empty boxes, crates and other items cannot be stored behind your booth. It will be the responsibility of the Exhibitor to arrange for access storage through the Official Service Contractor, GES, Inc.

Children 18 years of age and younger are not allowed on the show floor on the days of instal-lation and dismantling.

LICENSINGExhibitor shall secure any and all necessary licens-es for any (a) performances, displays or other uses of copyrighted works or patented inventions; and (b) use of any name, likeness, signature, voice or other impression, or other intellectual property used directly or indirectly by Exhibitor.

AMERICANS WITH DISABILITIES ACT (ADA)Exhibitor agrees to comply with all applicable provisions of ADA and shall indemnify the International Foundation, its officers, directors, members and agents for Exhibitor’s failure to comply with ADA provisions.

TERMINATION OF EXHIBITIf the premises where the Exhibition is to be housed are destroyed or damaged, or the Exhibition fails to take place as scheduled or is relocated or interrupted and discontinued or access to the premises is prevented or interfered with by reason of any strike, lockout, injunction, act of war, act of God, emergency declared by any government agency, or for any other reason, this contract may be terminated by the International Foundation. In the event of such termination, the Exhibitor waives any and all damages and claims for damages, and agrees that the sole liability for the International Foundation shall be to return to each participating organization the registration payment.

LIABILITY AND INSURANCEExhibitor agrees to protect, save and keep the International Foundation and the Mandalay Bay Convention Center, Las Vegas, Nevada forever harmless from any damage or charges imposed for violation of any law or ordinance, whether caused by the Exhibitor and its agents and employees or those holding under the Exhibitor, as well as to strictly comply with the applicable terms and conditions contained in the agreement between the Mandalay Bay Convention Center and the International Foundation regarding the Exhibition premises. And, further, Exhibitor shall at all times protect, indemnify, save and keep harm-less the International Foundation and the Manda-lay Bay Convention Center against and from any and all loss, cost, damage, liability or expense arising from or out of or by reason of any accident or other occurrence to anyone or anything, includ-ing the Exhibitor, its agents, employees and business entities, which arises from or out of or by reason of

said Exhibitor’s occupancy and use of the Exhibition premises or a part thereof.

The International Foundation will exercise reason-able care for the protection of Exhibitor’s materials and displays. However, the exhibiting company, on signing this contract, expressly releases the International Foundation, the named Official Service Contractor, GES, Inc., and the Mandalay Bay Con-vention Center, from, and agrees to indemnify same against, any and all claims for such loss, damage or injury. Exhibitors desiring to carry insurance on their exhibit, display, products, etc., will place it at their own expense.

STANDARD ARBITRATION CLAUSEAny controversy or claim arising out of or relating to this contract, or the breach thereof, shall be settled by binding arbitration in accordance with the Rules of the American Arbitration Association, and judgment upon the award rendered by the arbitrator(s) may be entered in any court of competent jurisdict ion.

ENTERTAINMENT GUIDELINESThe International Foundation Board of Directors has developed the following rules of conduct for the guid-ance of members relating to the entertainment of persons attending International Foundation meetings, including the annual conference, institutes and regional seminars.

1. On regularly scheduled educational conference days, entertainment of persons attending International Foundation educational functions shall be limited to the functions or gatherings commencing after 6:00 p.m. or at the conclu-sion of the educational sessions. REMINDER: One of the educational opportunities from attending this educational conference is the networking among conference registrants that occurs outside the classroom setting; and, in many cases, the networking occurs at social events such as receptions hosted by organiza-tions serving the employee benefits community. This networking may involve the exchange of experiences among registrants regarding pro-cesses, procedures or arrangements discussed during the conference, including commentary on best practices based on the experiences of those registrants. The Foundation appreciates that such organizations provide the settings for this networking opportunity and encourages the settings for those social events be used to facilitate the exchange of those ideas.

2. Trustee meetings may be conducted in conjunc-tion with International Foundation programs provided such meetings do not conflict with the schedule of educational programs.

3. Members and/or nonmembers who violate the above rules of conduct shall be refused membership in the International Foundation and shall be barred from participation in International Foundation activities for a period of time to be determined by the Board of Directors.

4. The International Foundation’s logo, or mark, is a registered trademark of the International Foundation, and any use of it is prohibited with-out a prior written license from the International Foundation for such use. An example of prohibit-ed use of the International Foundation’s logo, or mark, would be the inclusion of it on invitations to social events that may occur in conjunction with an International Foundation educational conference. In addition, neither registration for the educational conference nor registration to exhibit at an educa-tional conference entitles the registrant to use the International Foundation logo.

Responsibility of the Exhibiting Firm—to be fully familiar with these rules and regula tions and to see that each member of the firm attending the conference, either as exhibit personnel or registrant, or both, is familiar with these rules and regulations.Signature: ___________________________________ Print: ________________________________________Title: _______________________________________ Company: ____________________________________Date: ________________________________________________________________________________

IMPORTANT: Return signed copy of this page with Exhibit Space Application and retain a copy for your files. Also provide each exhibit booth staff person with a copy.


Titanium ......................................................................................................................... $35,000Two exclusive branding options to choose from:• Shuttle Buses—Your company name and logo displayed on each shuttle bus, on shuttle bus signage and

within the informational conference video played on each bus.• Internet Lounge—Your company name and logo displayed on computer screens with every Wi-Fi log-in and

recognized with prominent signage.Each option includes three complimentary conference registrations.

Platinum Plus ................................................................................................................ $25,000Six exclusive branding options to choose from:• Health Island—Brand this popular destination on the exhibit floor exclusively to your company. Use your

strategic alliances to enlist vendors to provide health and wellness screening services and education for our attendees to take back to their funds and employers.

• Lanyards—Your company logo featured on more than 5,000 attendee name badge lanyards.• Tote Bags—Your company logo printed on more than 5,000 tote bags of conference materials carried by

each attendee.• Hydration Stations—Your company name and logo included on prominent signage and on water cooler

units located in high-traffic areas of the convention center.• Mobile Device Charging Stations—Your company name and logo included on prominent signage and on

charging units located in high-traffic areas of the convention center.• Conference Notepads—Your company name and logo printed on each page of the notepad given to each

conference attendee to use during educational session note taking.Each option includes two complimentary conference registrations.

Platinum ........................................................................................................................ $15,000Sponsorship of:• Attendee Welcome Reception—Large food and beverage reception located in the exhibit hall right after the

Sunday Keynote Session PLUS a• Refreshment Break (choose day)—Served in high-traffic meeting levels. Company name and logo included on

general event signage and applicable table tent cards.Each sponsorship includes two complimentary conference registrations.

Gold ............................................................................................................................... $10,000Sponsorship of:• Luncheon (choose day)—Large-scale luncheon for all conference attendees held in exhibit hall PLUS a • Refreshment Break (choose day)—Served in high-traffic meeting levels. Company name and logo included

on general event signage and applicable table tent cards.Each sponsorship includes one complimentary conference registration.

Silver ................................................................................................................................ $5,000Sponsorship of:• Refreshment Break (choose day)—Served in high-traffic meeting levels. Company name included on gen-

eral event signage and applicable table tent cards.Each sponsorship includes one 50% discounted conference registration.

Bronze ............................................................................................................................. $2,500Company name included on sponsor banner and in on-site Sponsor Guide given to each attendee. Placement of company brochure in Sponsor Resource Area.

Sponsorships at the Annual ConferenceGain additional, high-profile exposure and impact attendees’ recognition of your organization by adding a sponsorship at the Annual Conference. Each sponsorship level includes numerous rewards before, during and even after the conference to add more value to your sponsor dollar. A full listing of rewards follows on the next page.


Bonus Sponsorship Rewards

The following FREE rewards are also included with sponsorships as outlined below. Titanium Platinum Plus

Platinum Gold Silver Bronze

Exclusive Branding

Exclusive branding and/or signage will be imprinted (with the Foundation logo) on the following sponsored items: Health Island, Shuttle Bus signs and monitors, Internet Lounge screen saver or Wi-Fi log-in page, Lanyards, Conference Bags, Hydration Station, Mobile Device Charging Station and Notepad pages. 4 4

Advertising

Two free, one-page/four-color ads in Benefits Magazine, run of book ($9,500 value) 4

BannersYour company name and logo on all applicable sponsor banners prominently placed at the Annual Conference 4 4 4 4

Your company name on all applicable sponsor banners prominently placed at the Annual Conference 4 4

Signage

Your company name and logo displayed on signage at applicable sponsored event 4 4

Your company name displayed on signage at applicable sponsored event 4

Networking Lounge

Use of Networking Lounge located in exhibit hall. Signage and lunch provided. 4 4 4

Tent Cards

Your company name and logo on tent cards placed on event tables at applicable sponsored events 4 4

Your company name on tent cards placed on event tables at applicable sponsored events 4

Registrations and Ribbons

Complimentary full conference registrations ($1,525 each value) 3 2 2 1 1/2Sponsor ribbon affixed to your company attendees’ name badges for networking purposes 4 4 4 4 4 4

Sponsor DirectoryYour company name, contact information and product/service description listed in Sponsor Directory given to all attendees and placed throughout convention center. 4 4 4 4

Your company name listed in Sponsor Directory given to all attendees and placed throughout convention center. 4 4

Sponsor Resource AreaYour company brochures (500 pieces) placed in the Sponsor Resource Areas located in high-traffic meeting room levels. 4 4 4 4 4 4

Directory of ExhibitsRecognition on thank-you page of Directory of Exhibits given to each conference attendee. Includes notation on product/service listing if exhibiting. 4 4 4 4 4 4

Free 12-month enhanced online directory listing on the International Foundation website. ($1,250 value) 4 4 4

Free 6-month basic online directory listing on the International Foundation website. ($450 value) 4 4 4

Other Acknowledgments

Recognition of your sponsorship on the International Foundation website 4 4 4 4 4 4

Recognition of your sponsorship in Foundation publications such as Benefits Magazine 4 4 4 4 4 4


DIRECTORY OF EXHIBITS ADVERTISING INSERTION/2017 63rd Annual Employee Benefits Conference (Ø1-17Ø1)Customer/Advertiser Information (Please print clearly)

Company ��

Full first name �� M.I. �� Last name ��

Title ��

Address �� ■ Business ■ Home

City �� State/Province �� Country �� ZIP/Postal code ��

Phone �� Fax ��

E-mail ��

Signature ��

See our policies regarding your registration/cancellation/refund/record retention/photo release and privacy at www.ifebp.org/policies.

Agency Information

Agency �� Contact ��

Address ��

City �� State/Province �� Country �� ZIP/Postal code ��

Phone �� Fax �� E-mail ��

Advertising Information

DistributionMore than 5,000 conference attendees will receive a Directory of Exhibits in their registration packets. Copies of the directory will also be available in the exhibit hall and at other International Foundation conferences.

DeadlinesJuly 21, 2017—Space reservations due.August 21, 2017—Creative materials due.

Mechanical Requirements• Please furnish, in order of preference: Press-optimized PDF file;

InDesign file (CS5 or lower—Mac version), including fonts and high-resolution images on CD-ROM, or e-mail self-extracting PDF or InDesign file to [email protected]; FTP instructions available—Please e-mail [email protected].

• Color ads must be provided electronically.• 150-line screen• Enclose proof specifying pub lication date and name and phone

number of contact person.• Production charges for any un satisfactory material, including any

electronic rework or con version processes, will be billed to the advertiser at cost.

Agency Discount15% agency discount will be given to all recognized agencies.

Fax your insertion form with credit card number: (262) 786-8650

Mail or e-mail the insertion form with check or credit card number to: International Foundation, Diane Mahler P.O. Box 689954, Chicago, IL [email protected]

For more information, e-mail [email protected], or phone (262) 373-7656.

Advertising/Order Summary

Advertising cost $ ��Total (U.S. funds) $ ��

Payment Information

Full payment in U.S. funds must accompany order. Make check payable to International Foundation.

■ Check # �� $ ��

■ VISA ■ MasterCard ■ Discover ■ American Express

Credit card # �� Exp. date��

Cardholder’s name (print) ��

Ad Specifications Rates Size

Black & white Four-color Width Depth

■ Outside back cover* ................................... ■ $3,445 7" x 9.5"

■ Inside front cover* ...................................... ■ $3,445 7" x 9.5"

■ Inside back cover* ...................................... ■ $3,445 7" x 9.5"

■ Full page (run of book) ..... ■ $1,715 ........ ■ $2,560 7" x 9.5"

■ Half page (vertical) ......... ■ $1,085 ......... ■ $1,900 3.25" x 9.5"

■ Half page (horizontal) ..... ■ $1,085 ......... ■ $1,900 7" x 4.5"

■ Quarter page ..................... ■ $ 735 ......... ■ $1,555 3.25" x 4.5"

With the exception of the cover positions, placement of all other advertising is at the discretion of the International Foun dation. If a certain area of the directory is requested, every effort will be made to oblige, but no guarantee of such placement can be made. Cancellations after insertion order deadline will be billed full amount of space contracted. *Premium positions are avail able on a first-right-of-refusal basis.


2016 ExhibitorsACCOUNTING

BDO USA LLPPlante Moran

ADMINISTRATIVE SERVICESA&S Financial Services LLCAmalgamated Life Insurance Co.AmWINS Group BenefitsAssociated Third Party AdministratorsBenefit Programs AdministrationBeneSys Inc.BusinessolverDecusoftDelta DentalGEMGroup Inc.HealthSCOPE Benefits Inc.HealthSmart Care ManagementKeyBank—IASNational Labor Alliance of Health Care

CoalitionsNorthern TrustScantek, Inc.Syntonic Systems Inc.TIC InternationalUnited Administrative ServicesZenith American Solutions

ASSOCIATIONBlue Cross and Blue Shield Association—

National Labor Office

BENEFITS CONSULTING/ACTUARIAL SERVICES

AIG Group BenefitsBDO USA, LLPBridgeHealth Medical, Inc.Buck Consultants, LLCCheiron Inc.DialysisPPOHealth e(fx)Horizon Actuarial Services, LLCMillimanPart D Advisors Inc.PSG—Pharmaceutical Strategies GroupSavitz Organization Inc.Segal ConsultingSegal RogerscaseySegal Select Insurance Services, Inc.Transamerica (2)United Actuarial ServicesWillis Towers Watson

COMMUNICATION PRODUCTSByrne Software Technologies, Inc.Mr. Microchip Software Center, Inc.TeladocUnion Services Agency

COMPUTER/SOFTWAREAdminaHealth LLCbasysBeacon Technologies, Inc.BeneSys Inc.BusinessolverByrne Software Technologies, Inc.Chetu Inc.CPAS, a Xerox CompanyDecusoftHealthcare Bluebook Health e(fx)HPS

Innovative Software Solutions, Inc.JBM Computer Consultants, Inc.Linea SolutionsMr. Microchip Software Center, Inc.Syntonic Systems Inc.Union ImpactViveka HealthWinMill Software

FIDUCIARY INSURANCE/BROKERAGE

Dietrich & Associates, Inc.National Vision Administrators, L.L.C.Segal Select Insurance Services Inc.Ullico Inc.Union Insurance GroupUnion Services Agency

HEALTH CARE/NETWORKS/WELFARE BENEFITS

AdminaHealth LLCAetnaAIG Group BenefitsAmerican Health CareAmerican Hearing Benefits From StarkeyAmplifon Hearing Health CareAmWINS Group BenefitsAnthem Blue Cross Blue ShieldBeltone Hearing Care NetworkBeneCard PBFBioIQBlue Cross and Blue Shield Association—

National Labor OfficeBridgeHealth Medical, Inc.CignaCVS HealthDavis Vision Inc.Delta DentalDialysisPPOEmblemHealthEnvisionRxOptionsEnvolveEPIC Hearing HealthcareePlan LLCExpress Scripts Inc.Greymatter Risk Management LLCHCC Life Medical Stop-LossHealthcare BluebookHealthSCOPE Benefits Inc.HealthSmart Care ManagementHealth Watch Inc.HearUSAHines & AssociatesHumanaKaiser PermanenteMagellan Rx ManagementMagnaCareMaxorPlus Ltd.MedFocus Radiology NetworkMedReviewMultiPlanNational Labor Alliance of Health Care

CoalitionsNational Vision Administrators LLCOptumRxProCare RxPSG—Pharmaceutical Strategies GroupRenalogicRxTESwiftMD, Inc.TeladocTelligen Health Management SolutionsTransamerica (1)

TruHearingUnitedHealthcareVisionworksViveka HealthVSP Vision CareWellDyneRxZenith American Solutions

INVESTMENTS/FINANCIALA&S Financial Services LLCAFL-CIO Housing Investment TrustAFL-CIO Investment Trust CorporationAlan Biller and AssociatesAllianz Global InvestorsAmalgamated BankAmalgamated Bank of ChicagoAmerican Realty AdvisorsArthur J. Gallagher & Co.ASB Capital Management LLCBlackRock, Inc.BMO Taft-Hartley ServicesBNY MellonBogdahn GroupBoston PartnersBoyd Watterson Asset Management, LLCBrandes Investment PartnersColumbia Threadneedle InvestmentsComerica BankDiamond Hill Capital Management Inc.GAMCO Asset Management Inc.Graystone ConsultingHamilton LaneIncome Research + ManagementINTECH Investment Management LLCIntercontinental Real Estate CorporationINVESCOInvestment Performance ServicesJanus Capital InstitutionalJohn Hancock Retirement Plan ServicesJ.P. Morgan Asset ManagementKeyBank—IASLoomis Sayles & CompanyMassMutual Financial GroupMCG AdvisorsMcMorgan & CompanyM.D. Sass Associates, Inc.Meketa Investment Group Inc.Millennium Trust CompanyMulti-Employer Property TrustNEPC, LLCNeuberger BermanNewfleet Asset ManagementNorthern TrustNorth Sky CapitalNuveenOneAmerica Retirement ServicesPacific Income AdvisersPNC Institutional Asset ManagementPrincipal Financial GroupPrudentialSage Advisory ServicesScout InvestmentsSegall Bryant & HamillSEI InvestmentsState Street Global AdvisorsTCW MetWestTransamerica (1)Transamerica (2)Ullico Inc.Ulrich Consulting GroupUnion BankUnion Plus Home Mortgage Program by

Wells FargoU.S. Bank

Victory CapitalWellington Management CompanyWilliam Blair

LEGAL SERVICESBarrack Rodos & BacineBernstein Litowitz Berger GrossmannCohen Milstein Sellers & Toll PLLCJohnson & Krol LLCLieff Cabraser Heimann & BernsteinRobbins Geller Rudman & Dowd LLPSaxena WhiteScott + Scott Attorneys at Law, LLP

PRERETIREMENT PLANNINGDietrich & Associates, Inc.Millennium Trust CompanyPrincipal Financial GroupPrudentialSage Advisory Services

PUBLISHERBenefitsLink.com

WELLNESS/PREVENTIVEAetnaAmerican Health CareAmerican Hearing Benefits From StarkeyAnthem Blue Cross Blue ShieldCignaConifer Health SolutionsDavis Vision Inc.E4 HealthHearUSAHines & AssociatesKaiser PermanenteOptumRxQuest DiagnosticsRenalogicRxTESwiftMD, Inc.Telligen Health Management Solutions

PLEASE NOTE: Neither the exhibitors nor their products or services have been reviewed, tested or screened by the International Foundation. Members should exercise caution and due diligence to ascertain the appropriateness, quality and value of the products and services for their intended purpose and the financial stability of the affected exhibitor. The Foundation does not endorse, sponsor or promote any of the products or services offered by exhibitors. As of September 8, 2016.

ED160832 1M-916160000

Additional 2017 OpportunitiesFor more than 60 years, the International Foundation has served as the premier source of education and information to the employee benefits industry. If you are targeting an audience of multiemployer/public/single employer plan trustees and administrators and its professionals, become a sponsor or exhibitor and significantly impact this hard-to-reach market.

You will have access to a coveted group of multiemployer and public employee representatives with “buying-power” roles in employee benefits. Our attendees are your target audience, and their contact information is not available to the public.

2017 Exhibit Opportunities Health Benefits Conference & Expo (HBCE)January 30-February 1, 2017 Sheraton Sand Key Resort Clearwater Beach, Florida

HBCE has been the leading source of education for health benefits professionals and wellness education experts for over 26 years. The education sessions focus on real-world experiences with employer case studies and address topics from ACA regulations to wellness program trends. HBCE draws more than 300 health benefits and wellness professionals from large public school systems, state, county and city governments, public sector health benefits and private employers. Reach an audience that includes:

• Employee benefit specialists• Wellness directors• Risk managers• Directors of human resources• Health and productivity professionals

• Senior benefits consultants and brokers.

Trustees and Administrators InstitutesFebruary 20-22, 2017 Disney’s Yacht and Beach Club Resorts Orlando, Florida Exhibit dates: February 19-21, 2017

June 26-28, 2017 San Diego Hilton San Diego, California Exhibit dates: June 25-27, 2017

The Trustees and Administrators Institutes is the premier educational program for those who serve multiemployer trust funds. With three separate institutes—New Trustees, Advanced Trustees and Administrators—this program brings together the key decision makers for the strategic and operational aspects of multiemployer plans. Participants attend with the express purpose of keeping abreast of the lat-est legal and regulatory changes and best practices and to network with peers, plan professionals and service providers.

Each year the institutes attract more than 300 multi-employer trustees and administrators.

About 75% of those who attend the institutes are not able to attend the Annual Employee Benefits Conference, allowing you to reach new trustees!

Special discounted rates for exhibitors who participate in the U.S. Annual and Trustees meetings.

63rd Annual Employee Benefits ConferenceOctober 22-25, 2017 Mandalay Bay Convention Center Las Vegas, Nevada Exhibit dates: October 22-24, 2017

As the nation’s largest employee benefits confer-ence, the Annual Employee Benefits Conference attracts nearly 5,000 attendees representing both pension and welfare funds. This is the premier event to reach the multiemployer and public employer audience.

Who attends?• More than 3,700 multiemployer trustees• Nearly 500 administrators• Over 600 public employee representativesAttendees at the conference are trustees who have the authority and discretion to manage assets of multiemployer trust funds, which are most common in the construction, retail trade, trucking and hotel and service industries. Administrators who attend are either salaried—they work solely for the fund as an employee—or contracted from a third-party administration firm.

2017 Sponsorship Opportunities Institute for Apprenticeship, Training and Education ProgramsJanuary 16-18, 2017 Loews Coronado Bay Resort, Coronado (San Diego), California

26th Annual Health Benefits Conference & Expo (HBCE)January 30-February 1, 2017 Sheraton Sand Key Resort, Clearwater Beach, Florida

Trustees and Administrators InstitutesFebruary 20-22, 2017 Disney’s Yacht and Beach Club Resorts, Lake Buena Vista (Orlando), Florida

June 26-28, 2017 San Diego Hilton, San Diego, California

Investments Institute March 13-15, 2017 Arizona Biltmore, Phoenix, Arizona

Health Care Management ConferenceMay 1-3, 2017 Loews New Orleans, New Orleans, Louisiana

Fraud Prevention Institute for Employee Benefit Plans July 17-18, 2017 Fairmont Chicago, Chicago, Illinois

36th Annual ISCEBS Employee Benefits Symposium September 17-20, 2017 Hyatt Regency Denver, Denver, Colorado

63rd Annual Employee Benefits ConferenceOctober 22-25, 2017 Mandalay Bay Convention Center, Las Vegas, Nevada

Collection Procedures Institute November 15-16, 2017 Loews Santa Monica Beach, Santa Monica, California

NEW

NEW

For more information or to reserve your sponsorship, please contact Sandra Lange at [email protected] or (262) 373-7657.

For more information or to reserve your sponsorship, please contact Diane Mahler at [email protected] or (262) 373-7656.

2017 US Annual Exhibitor Prospectus - IFEBP

Documents

Transcript of 2017 US Annual Exhibitor Prospectus - IFEBP