2012 Employee Benefits Symposium
  1. Overview
  2. Event Details
  3. Speaker Bios
  4. Contact Us

Welcome! The annual Employee Benefits Symposium is the premier source of employee benefits information for Executive and CFO plan fiduciaries, human resource and benefits professionals.

In this era of difficult business dynamics, it is our great pleasure to invite you to The 15th Annual Employee Benefits Symposium. Join us as we address current issues and new challenges faced by those tasked with structuring employee benefits in the competitive San Francisco Bay Area employment market. Choose from five exciting programs each tailored to fit distinct levels of experience and needs: from new HR professionals to executives and CFOs who are the backstops for fiduciary liability.




Employee Benefits Overview

Core concepts, including:

Plan design
Pricing structures
Typical costs
Participation issues
Life and AD&D Insurance
Disability insurance (short and long term)
Dental insurance
Vision insurance
Medical insurance
Basics of National Healthcare Reform
Commuter plans
FSAs
COBRA

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Expanding your Employee Benefits Knowledge

Advanced concepts
Advanced plan design structures and typical  costs
Administrative issues
Underwriting and pricing
Life and AD&D insurance
Disability insurance (short and long term)
Dental insurance
Vision insurance
Medical insurance options
Voluntary benefits
National Healthcare Reform Action Items
Commuter benefit plans
FSA operational issues
Advanced COBRA issues
HIPAA privacy and security

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Employee Benefits Strategies

Core benefits compliance issues:
 SPDs, 5500s, annual notices/disclosures
When to self insure what plans
Pricing structures and typical costs
Outsourcing administration
Benefits compliance
Benefits strategy
Benefits cost savings strategy
The welfare plan audit
Wellness initiatives
National Healthcare Reform
Advanced FSA and COBRA
Commuter benefit plans

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Dollars in Motion – Getting the Best Out of Your Benefit Plan Investment

The employee benefit plan renewal... understanding the key cost drivers and how to negotiate the best pricing from your TPA or carrier

Compliance issues that will cost you money if you ignore them!

Retirement plan pricing, design, negotiation, and the parameters that set your plan pricing

The annual plan audit: requirements, expectations, and finding value from your investment

CPAs - Earn CE Credit.

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Compliance: Process, Disclosures, Audits and Accessing Your Risk for Non-Compliance

As we review three actual federal audits we will assess the key elements of tax and new non-discrimination compliance within the core benefits areas.

We will review the key requirements of the retirement and welfare plan audits & disclosures

Wellness initiatives and their discrimination issues

National Healthcare Reform

COBRA litigation (the deep pocket killer!)

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Who: Designed for those who are new to HR and employee benefits.

Who: Designed for benefits professionals with multiple years of benefits experience who want to learn more.

Who: Designed for experienced benefits professionals who are in a decision-making capacity.

Who: Designed for executives and CFOs who have financial responsibility for benefits and retirement plans.

Who: Designed for seasoned benefits professionals responsible for benefit and retirement plan compliance.

What: A thorough dive into the core concepts of the employee benefits world.

What: Expand on core understanding of employee benefits topics. A thorough understanding of the basics is presumed in this session.

What: For those who want to learn the dynamics of pricing, plan design alternatives, benefits strategy, and core compliance issues.

What: Understanding the depths and components of benefit and retirement plan costs and contracts, as well as the role and responsibilities of the Plan Fiduciary.

What: Assess your ability to stand up against real DOL Retirement and Welfare Plan Audits. Includes an overview of PPACA plan issues. This is for compliance geeks!

Luncheon Panel Presentation The Changing Landscape of Healthcare – A Discussion with an All-Star Cast of Healthcare Providers and Insurance Executives

Timothy Carmack
Chief Financial Officer
Lucile Packard Children's Hospital

Daniel Morissette
Chief Financial Officer
Stanford Hospital and Clinics

Elizabeth Vilardo
President
Palo Alto Medical Foundation/Sutter Health

Tom Carter
Vice President of Sales and Advisor Relations
Kaiser Permanente

Daniel Rosenthal
Chief Executive Officer
United Healthcare of Northern California

Peter Welch
President
Cigna HealthCare of California

The Year in Preview: What steps you should take to keep your organization in compliance through 2012.

Jeanine DeBacker
Chair – Employment Law
Hoge Fenton Jones & Appel

Stephen Gerrish
Special Counsel
Thoits, Love, Hershberger & McLean

Jonathan Hicks
Associate
Hoge Fenton Jones & Appel

2012 EVENT SPONSORS