I.       National Healthcare Reform (PPACA)   

A.     Pocket cheat sheet

B.     An important analogy – stew!

C.     Legislation challenges in court.  Why? 

D.     Key provisions that executives need to know (W-2 Reporting, MLR, administrative headaches)

E.     Industry taxation provisions – Cost increases

II.      Wellness Initiatives with Real ROI

A.     The case for wellness

B.     The role of the employer

C.     The buzz vs. the reality

D.     Criteria for a successful wellness program

III.   Creating a Corporate Benefits Strategy

A.     Strategic benefits philosophy

B.     Benefits benchmarking

IV.  Welfare Plan Compliance at the Executive Level

A.     5500s:  what you are signing

B.     COBRA – your most probable lawsuit

C.     ERISA compliance requirements

D.     The welfare plan audit

V.    Medical Insurance – It’s Not About the “Premium”

A.     Cost of healthcare

B.     What drives premiums – the theory

C.     What drives premiums – the components

D.     How does creditability work?

E.     Components of a fully insured plan

F.     Components of self funding

G.     Some important realities of self-funding

H.     Sample renewal analysis

VI.   Benefits Cost Saving Strategy

A.     Traditional cost saving strategies

B.     Top ten employer cost saving strategies for the 21st century

C.     Know the numbers - cost and contribution modeling

D.     Other radical ideas

E.     What the future may likely hold

VII.  Retirement Plans – Plan Design and Compliance

A.     401(k) matching issues

B.     How to project matching exposure

C.     The 401(k) plan audit 

VIII.     Retirement Plans – The Plan Fiduciary and Investments

A.     Plan administration

B.     Fiduciary responsibility

C.     Fee disclosure regulations

D.     How much does the plan cost and who pays?

E.     Fund selection

F.     Fund pricing

G.     The investment review

H.     Recent cases and results