Employee Benefits Institute · Phil McKnight, Stinson Leonard Street LLP Colleen Meurer, Hallmark...

Debbie Boll, MRIGlobalRobert A. Browning, Spencer Fane LLPKaren S. Daugherty, Lockton CompaniesThomas Delaney, DTI Epiq SystemsDana L. Dreier, CBIZ MHM, LLC and Mayer Hoffman McCann P.C.Ron Dutton, Arthur J. Gallagher & Co./Gallagher Benefit Services, Inc.Cindy J. Dwyer, MHM Retirement Plan SolutionsRobert S. Fischgrund, CBIZ Retirement Plan ServicesThomas C. Graves, Haynes Benefits PC Law FirmJune Harryman, U.S. Department of Labor, Employee Benefits Security AdministrationSamuel A. Henson, Lockton Retirement ServicesDawn M. Hoy, Children's Mercy Hospital Brian M. Johnston, Jackson Lewis, P.C.Gerard J. Karlin, Deloitte & Touche LLP

Michelle Kelly, U.S. Department of Labor, Employee Benefits Security AdministrationTodd KnealeCraig Kovarik, Husch Blackwell LLPBob Latz, Brown & Ruprecht, PCTammy Leslie, Saint Luke’s Health SystemDaniel J. McCarroll, UMKC Law School Continuing Legal EducationPhil McKnight, Stinson Leonard Street LLPColleen Meurer, Hallmark CardsJenny C. Mosh, Lathrop & Gage LLPJim North, Jr., The Todd Organization Tim O’Grady, Sprint CorporationTroy L. Redstone, PHD. Retirement ConsultingJohn L. Utz, Utz & Lattan, LLCMark Whiting, MercerRegional Ambassador: Gwen Bryant, Hogan Taylor

2017 EMPLOYEE BENEFITS INSTITUTE STEERING COMMITTEE

OUR HISTORY

In the fall of 1986, Michael J. Baker, then Assistant Dean at the University of Missouri – Kansas City School of Law with responsibility for continuing legal education, was eager to expand the law school’s CLE offerings and create an employee benefits symposium. Mike, along with John Utz, Tom Graves, Al Martin, Myron Sildon and their steering committee created the Employee Benefits Institute.

The first program was held on June 5, 1987, at the Hyatt Regency. Approximately 120 individuals attended. Now in its 31st year, The Employee Benefits Institute has grown into one of the most important conferences in the region and has expanded its presence to include targeted workshops throughout the year and additional networking opportunities.

Celebrating 31 years of being the premier benefits conference in the Midwest

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LODGING INFORMATION

A block of rooms is reserved for Wednesday and Thursday, May 3 and 4, 2017 at a rate of $188 single or double at Sheraton Overland Park Hotel, which is connected to the Convention Center and is located at 6100 College Boulevard, Overland Park, Kansas 66211, www.sheraton.com/overlandpark. To reserve your room, call 866.837.4214 and mention the “Employee Benefits Institute.” Deadline for room reservation is April 6, 2017.

2017 Institute Chairperson: Becky Cogdill, Willis Towers Watson

Thursday, May 4, 2017Overland Park Convention Center

6000 College Blvd,Overland Park, Kansas 66211

employeebenefitsinstitute.com

Co-sponsored by the Employee Benefits Institute ofKansas City, Inc. and UMKC School of Law

Employee Benefits Institute

JOIN US AT THE

2017 Institute Chairperson:Becky Cogdill, Willis Towers Watson

Continuing Legal Education Credit: Missouri 8.4 hours | Kansas 8.0 hours

Continuing Education Credit is Available for Missouri and Kansas Life & Health Insurance Professionals; Certified Public Accountants;

Human Resource Professionals; IRS Enrolled Agents

1

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1Employee Benefits Institute 31st Annual ConferenceThursday, May 4, 2017, Overland Park Convention Center.

Register online at EmployeeBenefitsInstitute.com or complete the following form. For more information, call UMKC CLE at 816-235-1648 or e-mail at [email protected].

Registration fee: (check one) $250 Includes digital material only. $295 Includes hard copy printed material and digital material. $45 I cannot attend the seminar. Please send me the course materials.

How did you hear about us?

Registrant’s identification: (check all that apply) Attorney CPA Corporate Executive Financial Services Professional Insurance Professional HR/Compensation/Benefit Professionals Plan Administrator Insurance Office Other (please indicate)

Please select your breakout sessions

1:15pm A. Best Practices for Managing Costs and Risk in Self-Funded Health Plans B. Applying Behavioral Economics to DC Retirement Savings Plans

2:30pm C. Wellness that Works D. The Decline of Group Retiree Health Plans: What’s Next?

Name

Firm/Company

Address

City State Zip

Phone Fax

Email

Pay by check:

Please make check payable to “University of Missouri” and mail with completed form to: UMKC Law School CLE, 4825 Troost Ave, Suite 211, Kansas City, Missouri 64110

Pay by credit card: (may be faxed to 816-235-6552)

VISA Mastercard Disccover AmEx

Cardholder’s Name (as it appears on card)

Card Number Expiration Date

REGISTRATION

MOCODE KE697

Debbie Boll, MRIGlobalRobert A. Browning, Spencer Fane LLPKaren S. Daugherty, Lockton CompaniesThomas Delaney, DTI Epiq SystemsDana L. Dreier, CBIZ MHM, LLC and Mayer Hoffman McCann P.C.Ron Dutton, Arthur J. Gallagher & Co./Gallagher Benefit Services, Inc.Cindy J. Dwyer, MHM Retirement Plan SolutionsRobert S. Fischgrund, CBIZ Retirement Plan ServicesThomas C. Graves, Haynes Benefits PC Law FirmJune Harryman, U.S. Department of Labor, Employee Benefits Security AdministrationSamuel A. Henson, Lockton Retirement ServicesDawn M. Hoy, Children's Mercy Hospital Brian M. Johnston, Jackson Lewis, P.C.Gerard J. Karlin, Deloitte & Touche LLP

Michelle Kelly, U.S. Department of Labor, Employee Benefits Security AdministrationTodd KnealeCraig Kovarik, Husch Blackwell LLPBob Latz, Brown & Ruprecht, PCTammy Leslie, Saint Luke’s Health SystemDaniel J. McCarroll, UMKC Law School Continuing Legal EducationPhil McKnight, Stinson Leonard Street LLPColleen Meurer, Hallmark CardsJenny C. Mosh, Lathrop & Gage LLPJim North, Jr., The Todd Organization Tim O’Grady, Sprint CorporationTroy L. Redstone, PHD. Retirement ConsultingJohn L. Utz, Utz & Lattan, LLCMark Whiting, MercerRegional Ambassador: Gwen Bryant, Hogan Taylor


OUR HISTORY




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JOIN US AT THE





1

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1Employee Benefits Institute 31st Annual ConferenceThursday, May 4, 2017, Overland Park Convention Center.


Registration fee: (check one) $250 Includes digital material only. $295 Includes hard copy printed material and digital material. $45 I cannot attend the seminar. Please send me the course materials.


Registrant’s identification: (check all that apply) Attorney CPA Corporate Executive Financial Services Professional Insurance Professional HR/Compensation/Benefit Professionals Plan Administrator Insurance Office Other (please indicate)


1:15pm A. Best Practices for Managing Costs and Risk in Self-Funded Health Plans B. Applying Behavioral Economics to DC Retirement Savings Plans

2:30pm C. Wellness that Works D. The Decline of Group Retiree Health Plans: What’s Next?

Name

Firm/Company

Address

City State Zip

Phone Fax

Email

Pay by check:






REGISTRATION

MOCODE KE697

Debbie Boll, MRIGlobalRobert A. Browning, Spencer Fane LLPKaren S. Daugherty, Lockton CompaniesThomas Delaney, DTI Epiq SystemsDana L. Dreier, CBIZ MHM, LLC and Mayer

Hoffman McCann P.C.Ron Dutton, Arthur J. Gallagher & Co./Gallagher

Benefit Services, Inc.Cindy J. Dwyer, MHM Retirement Plan SolutionsRobert S. Fischgrund, CBIZ Retirement Plan

ServicesThomas C. Graves, Haynes Benefits PC Law FirmJune Harryman, U.S. Department of Labor,

Employee Benefits Security AdministrationSamuel A. Henson, Lockton Retirement ServicesDawn M. Hoy, Children's Mercy Hospital Brian M. Johnston, Jackson Lewis, P.C.Gerard J. Karlin, Deloitte & Touche LLP

Michelle Kelly, U.S. Department of Labor, Employee Benefits Security Administration

Todd KnealeCraig Kovarik, Husch Blackwell LLPBob Latz, Brown & Ruprecht, PCTammy Leslie, Saint Luke’s Health SystemDaniel J. McCarroll, UMKC Law School

Continuing Legal EducationPhil McKnight, Stinson Leonard Street LLPColleen Meurer, Hallmark CardsJenny C. Mosh, Lathrop & Gage LLPJim North, Jr., The Todd Organization Tim O’Grady, Sprint CorporationTroy L. Redstone, PHD. Retirement ConsultingJohn L. Utz, Utz & Lattan, LLCMark Whiting, MercerRegional Ambassador: Gwen Bryant, Hogan Taylor


OUR HISTORY




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LODGING INFORMATION








JOIN US AT THE





1

11

Employee Benefits Institute 31st Annual ConferenceThursday, May 4, 2017, Overland Park Convention Center.


Registration fee: (check one)$250 Includes digital material only.$295 Includes hard copy printed material and digital material.$45 I cannot attend the seminar. Please send me the course materials.


Registrant’s identification: (check all that apply)Attorney CPA Corporate Executive Financial Services Professional Insurance Professional

HR/Compensation/Benefit Professionals Plan Administrator Insurance Office Other (please indicate)


1:15pm A. Best Practices for Managing Costs and Risk in Self-Funded Health PlansB. Applying Behavioral Economics to DC Retirement Savings Plans

2:30pm C. Wellness that WorksD. The Decline of Group Retiree Health Plans: What’s Next?

Name

Firm/Company

Address

City State Zip

Phone Fax

Email

Pay by check:






REGISTRATION

MOCODE KE697

STANDARD SPONSORS

10:30 AM

12:00 PM

9:15 AM

11:30 AM LUNCHEON (INCLUDED IN REGISTRATION FEE) SPONSORED BY ARTHUR J. GALLAGHER & CO.

3:35 PM3:30 PM ROOM CHANGE

8:15 AM

2:30 PM CHOOSE C OR D SPEAKERSBREAKOUT SESSIONS

Co-sponsored by Employee Benefits Institute of Kansas City, Inc.

and UMKC School of Law


Continuing Legal Education Credit: Missouri 8.4 hours / Kansas 8.0 hours

Continuing education credit is available for Missouri and Kansas Life & Health Insurance

Professionals; Certified Public Accountants; Human Resource Professionals; IRS Enrolled Agents



PREMIUM SPONSORS

THANK YOUto all our sponsors


SCHEDULE CONFERENCE POWER STRIP SPONSOR: LOCKTON RETIREMENT SERVICES

7:30 AM REGISTRATION AND CONTINENTAL BREAKFAST SPONSORED BY: UTZ & LATTAN, LLC8:00 AM WELCOME & PROGRAM OVERVIEW

CONFERENCE BAG SPONSOR: BOK FINANCIAL

POST-ELECTION LEGISLATIVE UPDATE WITH ACA FOCUS

KATHRYN WILBERSenior Counsel, Health Policy, American Benefits Council

Kathryn Wilber is Senior Counsel, Health Policy at the American Benefits Council, a trade association based in Washington, D.C. representing primarily Fortune 500 companies that either sponsor or administer health and retirement benefits covering more than 100 million Americans. Kathryn assists Council members on a wide range of health policy and issues and directs the Council's activities with respect to health care reform, ERISA and other federal regulations impacting employer-sponsored health benefits. Prior to joining the Council in 2006, Kathryn was with America's Health Insurance Plans where she served for 10 years in the legal, state and federal regulatory departments. She is a graduate of Georgetown University Law Center and is a member of the Maryland and Massachusetts State Bars. She holds a masters degree from Georgetown University School of Nursing and Health Studies and a bachelors degree from Northeastern University. Kathryn began her health care career as a certified nurse-midwife, practicing in Providence, Rhode Island and Boston, Massachusetts.

U.S. LEGAL UPDATE RECENT LITIGATION

This presentation will discuss recent benefit cases and legislation.

KATHERINE A. HESSEPartner, Murphy, Hesse, Toomey & Lehane, LLP

Katherine A. Hesse is a founding partner of Murphy, Hesse, Toomey & Lehane, LLP, a multi-service law firm with offices in Boston, Quincy, and Springfield, Massachusetts. An ERISA/benefits attorney with an emphasis on public and private retirement and insured and self-insured health plans, multi-state and multiemployer trusts and joint health purchasing arrangements, she also has served as a trustee of benefit trusts and an expert witness in benefits litigation. She is on the Board and chairs the Government Liaison Committee of the International Foundation of Employee Benefit Plans and was former President of the International Society of Employee Benefit Specialists. She sits on the editorial board of Benefits Quarterly and on the Pension Editorial Advisory Board for Wolters Kluwer (publishing house for brands such as Aspen Publishing and CCH), and formerly wrote the legal column for Aspen Publishers, Inc.’s Managing Employee Health Benefits. Ms. Hesse speaks frequently on employment and benefits issues.

10:15 AM BREAK SPONSORED BY HAYNES BENEFITS PC

HOT TOPICS & ACTION ITEMS FOR RETIREMENT PLAN GOVERNANCE

JASON C. ROBERTSCEO, Pension Resource Institute, LLC, Partner, Retirement Law Group, PCJason C. Roberts, Esq. is the Founder and CEO of the Pension Resource Institute (PRI), a firm that delivers strategic consulting, compliance, training and technology-based solutions to financial institutions and plan fiduciaries serving retirement investors. He is a founder and shareholder at Retirement Law Group (RLG) a law firm specializing in ERISA, tax and investment-related matters. Prior to founding PRI and RLG, Jason was a partner and co-chair of the Financial Services Group at a leading ERISA law firm and the head of the Investment Fiduciary practice for a prominent securities industry legal defense firm. Jason has been repeatedly recognized as one of the “100 Most Influential in Defined Contribution” by the 401(k) Wire and a “Rising Star” by SuperLawyers Magazine. In 2015, he was selected by InvestmentNews as one of the “Top 40 Advisors and Associated Professionals under 40” in the financial planning industry. Jason has published numerous articles focusing on ERISA and securities compliance, fiduciary best practices and is a frequent speaker at retirement plan and financial industry conferences. He is a contributing author and faculty member for the Practicing Law Institute. Jason is currently serving a two-year term as an advisor to the finance committee for the Beach Cities Health District. Jason received his B.S.B.A. in Finance & Banking from the University of Missouri and his J.D. from UCLA Law School.

JOANN HALL SWENSONPartner, Aon Hewitt

DAVID ROSSExecutive Vice President at Hays Companies

MICHAEL WEDDELLSenior Consultant Benefits Advisory & Compliance, Willis Towers Watson

JOHN HARRISPerformance pH

RICK STORMSCEBS, Field Management, Center for Healthy Aging, Medica

ROB RUDLOFFPartner, RubinBrown LLP

Partner at Aon Hewitt, Joann is also a national best practices leader in health for the Consumer Experience Practice. She provides direction to the firm's point of view that human insights + creative strategy + friendly tech are essential in creating a compelling consumer experience. She works with her colleagues to carry out strategies to make the experience and results real for organizations. She speaks on health engagement to groups across the country. She is also the co-author of the firm’s annual Consumer Health Mindset research study with the National Business Group on Health and Kantar Futures. During her career, she has worked with various clients—from retail to agriculture to manufacturing—to communicate to their employees about health care, retirement, and employee engagement. Her clients included Kimberly-Clark, Dell, Shell Oil, Thomson Reuters, etc. She has also worked for Dayton Hudson Corporation (now Target), and started a human resources and communications function for another firm. She holds a B.A. in communications and English from Concordia College. She also has an M.B.A. from the University of St. Thomas in St. Paul. She currently serves on the Westwood Community Church leadership board and volunteers for the Minnetonka High School global VANTAGE business program.

Hays Companies specializes in providing consulting, communication, education, and brokerage services for its clients’ employee benefit and retirement programs. At Hays Companies, David’s primary responsibilities include training and development of financial tools and methodologies that improve our clients’ ability to effectively manage their employer-sponsored benefits. David’s role as a company-wide resource keeps him actively involved in the sales and management of key accounts. Additionally, David has played a leading role in the development of the company’s Population Health Management and Health Care Reform Consultancy initiatives. Prior to joining Hays Companies in 2004, David spent several years in the Financial Underwriting/Actuarial department at Blue Cross Blue Shield of Minnesota where he evaluated risk and determined pricing for both fully-insured and self-funded groups. As a secondary role, David was utilized as an educational liaison between Group Actuarial, Financial Underwriting, Marketing, Broker/Consultants, and group leaders. David periodically teaches statistics at Minnesota State University where he earned his bachelor’s degree in Finance. He is a licensed agent for health and life insurance.

Michael Weddell has over 25 years of retirement plan consulting experience, 19 of which have been with Towers Watson and its predecessor companies. Michael currently focuses on two categories of projects: 1) for qualified retirement plans, Michael has led compliance reviews, formulated discrimination testing strategies and performed related compliance tasks; 2) in addition Michael has a deeper expertise with 401(k), 403(b), ESOP, deferred compensation plans and other defined contribution retirement plans, including plan design, fee benchmarking and vendor management services. Before becoming an employee benefits consultant, Michael practiced law with a large firm in Michigan, specializing in employee benefits law. Michael enjoys public speaking, having made presentations for groups of clients, companies and industry and trade associations. Michael holds a J.D. degree cum laude from The University of Chicago Law School and a B.A. degree summa cum laude from Albion College (majoring in History and Computational Mathematics). Michael also has earned a Certified Employee Benefits Specialist designation.

John graduated from Grand Valley State University with a double major in health sciences and physical education and then went on to earn his master’s degree in health education from the University of Toledo. After his first “real job” as a college assistant wrestling coach, he became a successful entrepreneur, growing Harris HealthTrends, Inc. to a sizable company before merging it with four others to become Axia Health Management and later selling to Healthways. As a college wrestler, John was a two-time Collegiate All-American and a U.S. Olympics Trials qualifier. He was also inducted into the Grand Valley State University Athletic Hall of Fame. Born and raised in Battle Creek, Michigan, John is a devout Michigander with a home in northern Michigan where he loves to play. He also serves on a number of for-profit and nonprofit boards and is a lover of animals—his Vizsla in particular. Married for 35 years, he and his wife have two adult children, both of whom he delivered with the supervision of a doctor.

Rick Storms oversees sales and account management for Medica’s Center for Healthy Aging. Prior to joining Medica, Rick worked for two large consulting firms, an international insurance company and a national TPA. Rick has worked in the employee benefits industry for 30 years and is a frequent speaker at industry association meetings and has been published in a variety of professional journals. He is a past president of the ISCEBS Governing Council and of the Twin Cities ISCEBS Chapter. In addition to the CEBS designation, Rick holds a business and management degree from the University of Minnesota, leads Continuing Education courses and is a regular guest instructor at St. Catherine’s University.

Rob is a Business Advisory Services Partner at RubinBrown leading the Cyber Security Advisory Services team. He has more than 20 years of information security experience on security reviews, mitigation, strategy and architecture development. He consults with clients on a variety of information security projects ranging from penetration testing to security assessments to implementation of security architectures. His background includes security work for the Air Force, NSA, Pentagon and PwC. Recently serving as a Chief Information Security Officer, Rob brings strategic consulting expertise balanced with a voice of reason. Rob currently holds the following certifications: CISSP-ISSMP, CCSP, and PMP.

THE 2017 CONSUMER HEALTH MINDSET

A. BEST PRACTICES FOR MANAGING COSTS AND RISK IN SELF-FUNDED HEALTH PLANS

B. APPLYING BEHAVIORAL ECONOMICS TO DC RETIREMENT SAVINGS PLANS

C.WELLNESS THAT WORKS

D. THE DECLINE OF GROUP RETIREE HEALTH PLANS: WHAT’S NEXT?

1:15 PM CHOOSE A OR B SPEAKERSBREAKOUT SESSIONS

Insights and actions for turning struggle into savvy and creating experiences that engage your employees and their families. In her presentation, Joann will share new research and some consumer experience best practices.

What are the key behavioral economic insights and studies that have improved participant behavior in retirement savings plans? Which behavioral strategies have been underutilized? Lastly, what choice architecture changes might leading edge plan sponsors want to explore next to improve participant outcomes?

2:15 PM BREAK SPONSORED BY MHM RETIREMENT PLAN SOLUTIONS

1:00 PM DESSERT BREAK SPONSORED BY: CIGNA

Multiple studies indicate health insurance in retirement is a major concern for many people. However, the number of employers offering Group Retiree Health plans has declined steadily over the last several years. Just what is the employer’s role with retiree health insurance and what are the options for individual retirees?

No individual, organization or industry is immune from cyber attacks. Organizations with access to highly sensitive information, like benefit plans, are a bigger target for attackers. The operation and administration of benefits plans requires collecting, processing and storing data assets among multiple parties. We need to understand the type of data, the data flow, control points and the responsibilities of each party involved to minimize risks. We will review the current and emerging threats, examine plan sponsor cybersecurity concerns, discuss service provider requirements and responsibilities and the role of auditors in the process.

CYBER RISKS FOR BENEFITS

4:35 PM CLOSING REMARKS & NETWORKING SOCIAL HOUR SPONSORED BY MERCER

AetnaBloomberg BNA

blooomBukaty Companies

Colonial LifeDelta Dental of Missouri

Empower RetirementFidelity InvestmentsHaynes Benefits PC

Kansas State University Global CampusKansas City Compensation & Benefits Association

Mariner Retirement AdvisorsMosaic Life Care Business Solutions

Purchasing PowerSHRM of Greater Kansas City

Surency Life and HealthTASC

The Taben GroupThe Todd Organization

UMB Bank, n.a.UnitedHealthcare

U.S. Bureau of Labor Statistics U.S. Department of Labor - Employee Benefits Security

Administration Vanguard

VSP Vision Care

EXHIBITORS

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PREMIUM SPONSORS





























A. BEST PRACTICES FORMANAGING COSTS AND RISK INSELF-FUNDED HEALTH PLANS

B. APPLYING BEHAVIORALECONOMICS TO DC RETIREMENT SAVINGS PLANS












AetnaBloomberg BNA












VSP Vision Care

EXHIBITORS

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A. BEST PRACTICES FOR MANAGING COSTS AND RISK IN SELF-FUNDED HEALTH PLANS

B. APPLYING BEHAVIORAL ECONOMICS TO DC RETIREMENT SAVINGS PLANS












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