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Last updated: 8 April 2010
Upcoming events21 April 2010Now that Health Reform is passed, what do you do as an employer?
You are invited to a Mercer Seminar providing an update on Health Reform with a focus on the more immediate impact issues that may affect your plan for 2011. Also, we will be covering some of the other important developments affecting employer sponsored health plans. These include The Mental Health Parity Act, COBRA, HIPAA, Form 5500 filing rules and the GINA law.
For example: Many employers made plan changes effective January 1, 2010 to comply with the Mental Health Parity Act, but did you know that the DOL released regulations on January 22, 2010 that will force many plans to make further changes for 2011?
Join us for a presentation that is designed to help you evaluate the important issues going forward, now that reform is here while not forgetting the other important regulatory changes likely to affect your benefit plans for 2011 and beyond.
Presenters: Tami Simon of Mercer's Washington Resource Group Deb Gold, Senior Partner and head of Mercer's Midwest Consulting Segment
Past events by date1 October 2009 (Deerfield)Legislative Update
Mercer will be holding a seminar covering the health reform legislative update, potential financial impact, and employer considerations.
Please join Jeff Black (Chicago and Milwaukee Market Business Leader) and Linda Havlin of Mercer's Washington Resource Group for a complimentary breakfast and coffee session in Deerfield, where they will discuss managing benefit programs in the current economic and legislative environment.
The agenda will include:
29 July 2009Higher Education Networking Event
Mercer will hold a Higher Education Networking Event on July 29, 2009.
This session is designed to:
The recession has heightened awareness of the high cost of health care, our growing uninsured population and the shortfalls of our existing safety nets.
President Obama and several congressional leaders have vowed to move ahead with an ambitious restructuring of the health care system that will improve access to affordable health care to all Americans.
Changes will potentially impact every facet of the U.S. health care system. It's also possible that incremental changes will continue to be introduced as Congress weight the cost, priorities and impact of comprehensive reform.
It would be a pleasure if you were able to join us and weigh in on some of these proposed solutions with your peers from other institutions of higher education. There will be a cocktail reception immediately following.
Panelists: Amy Bergner, Principal, Mercer Washington Resource Group (WRG) Martin G. Foster, Executive Vice President and President of Plan Operations, Health Care Service Corporation Wayne M. Lerner, D.P.H., F.A.C.H.E., President and Chief Executive Officer, Holy Cross Hospital Jeff Tieman, Senior Director, Health Reform Initiatives, Catholic Health Association
20 May 2009Top 3 Issues in Healthcare: What Every CFO and HR Professional Needs to Know
Today's economy is forcing companies to evaluate all business operations. HR and Finance professionals need speed and clear direction to control costs, stay in compliance, and staff efficiently.
Please join Mercer's Health & Benefits leaders in a discussion of how to navigate the current challenges in benefits.
The following topics will be covered:
A breakfast buffet will be catered by Chicago's famous Lou Mitchell's Restaurant.
Space is limited; please RSVP by no later than May 13, 2009.
Speakers: Jeff Black, Chicago and Milwaukee Market Business Leader Linda Havlin, Global Intellectual Capital and Knowledge Management Leader Andy Sexton, Midwest Administration Implementation Specialist
29 April 2009Mercer Sentinel® Workshop -- Non-Market Risks
Mercer Sentinel invites you to attend our interactive workshop on non-market risks on Wednesday, April 29, 2009 to help institutional investors understand and evaluate non-market risks. This workshop will focus on helping investors identify operational and implementation risk sources, evaluate the potential impact on investments, and establish a framework for ongoing management and monitoring.
Recent market turbulence has highlighted the potential for non-market risks to translate into realized losses. Many high-profile frauds and losses go undetected for long periods because investors do not understand the operations supporting their investments from initiation through to performance reporting -- and the required controls surrounding each step along the way.
As investors continue to navigate the enduring financial crisis, they are becoming increasingly aware that losses and costs arise from multiple sources, including operations, lapses of internal controls, and poor execution. These non-market risks can directly impact economic performance and investment returns.
Mercer Sentinel® is hosting a half day workshop to help investors understand and evaluate non-market risks. This workshop will focus on helping investors identify risk sources, evaluate the potential impact on investments, and establish a framework for ongoing non-market risk management and monitoring.
Using the life cycle of an investment, we will highlight risks inherent throughout the investment cycle. The workshop will include:
* There is no cost to attend this event.
16 April 2009A Roundtable Discussion on the Lilly Ledbetter Fair Pay Act of 2009
As you may have been following, the recently-passed Lilly Ledbetter Fair Pay Act of 2009 will have a profound effect on employers because it will enable individuals to file pay-discrimination claims for events that occurred years earlier, exposing employers to additional new risks and making it potentially more difficult to defend claims.
The government is getting more active in the area. For example, the Ledbetter law comes on the heels of new standards implemented by The Office of Federal Contract Compliance Programs (OFCCP) for federal contractors in 2006 calling for statistical analysis of compensation to assess liability -- and we anticipate more action.
While past actions cannot be undone, employers can take immediate steps to understand any potential exposure as well as to reduce their present-day and future risks to pay-discrimination claims.
Mercer has taken a leading role in helping organizations on pay equity matters. Several years ago, Mercer developed a Pay Equity Calculator that determines the distinct "drivers" of pay in an organization and provides a software tool for an employer to identify cases of pay inequities and model the cost of remedy. Beyond the diagnostic work, we often also help to correct the systematic issues that led to inequities.
* There is no cost to attend this event.
Discussion Leaders: Janet Den Uyl (Chicago), Wendy Hirsch (Milwaukee), Stephanie Wilson (Chicago)
12 February 2009Burning Issues and Smart Moves for Unprecedented Times
Volatile economy. Health care politics. Rising costs. Many necessities. Many choices. These are truly unprecedented times. But one thing is certain:you, as a leader, will be challenged in 2009 to deal with the impact of it all in your sphere of decision-making.
And because there's so much to consider, we've taken a new twist on our traditional roundtables and have planned a hot topic round-robin - think "speed dating meets benefits" - to share with you leading thinking and fuel for that decision-making. The objective is for attendees to come away with tangible ideas you can implement.
How It Works
There are four round-robin topics listed below. You pick three when you register for this event.
When you arrive at the event, we'll give you a personalized itinerary based on your choices. You will attend a speed-roundtable on each of your topics, during which participants will share their own ideas and experiences. Each roundtable will be facilitated by a Mercer consultant who specializes in that topic.
After all of these very focused discussions, we can unwind and mingle during the cocktail reception.
Topics & Facilitators
11 November 2008Bagels and Benefits: In today's challenging economy, it's more important than ever to get the most out of your benefits investment.
Wouldn't it be great if someone could partner with you to solve day-to-day HR concerns and help you tackle Employee Benefit challenges?
Enterprise Momentum, Mercer's approach to our small and mid-sized clients is based on the core philosophy of helping organizations:
Momentum's suite of services, optimized for companies having less than 500 employees, offers best-in-class capabilities designed around a customized annual service calendar.
Please join Kerry Finnegan, the creator of Enterprise Momentum, as he demonstrates Mercer's innovative and industry-leading approach to managing employee benefits.
About the Speaker:
Kerry Finnegan is the National Enterprise Practice Leader for Mercer Health & Benefits and a member of Mercer's national management team. He is responsible for product development, account management and business development for the Enterprise market segment, which serves all clients with 500 or fewer employees.
29 / 31 October 2008
The Great Pension Scare of 2008: What are Companies Doing to Manage their Retirement Risk in this Haunting Economy?
Equity markets are down over 15% year-to-date... The subprime markets have shaken up the financial services industry and the economy on the whole... The SEC is talking about getting rid of U.S. accounting standards... Unemployment is up for the eighth consecutive month... Gas prices remain at close to all-time highs... The U.S. government is working on the biggest intervention in financial markets since the Great Depression... the ghastly state of the economy in 2008 goes on and on. Companies are being forced to cut costs, and employees are being forced to save less. In light of this frightening news, how will companies be managing their retirement risk heading into 2009?
Come hear how plan sponsors are managing risk of their retirement programs in the current environment, including:
Please join us for a facilitated discussion on managing your retirement risks in the current economic environment. Hear what your peers are doing to manage their retirement programs, what best practices are developing, and what the funded status of your plan might have looked like today if you had adopted a more risk-mitigated approach one year ago. This will provide an opportunity for you to interact with other plan sponsors and discuss the challenges your company is facing with managing retirement risk today.
9 - 10 September 2008Looking Ahead: Implications of Health Reform and the Upcoming Election
Health Care Reform Debate, Campaign 2008 Hits the Home Stretch - What to Expect
Come get ahead of the curve as Campaign 2008 hits the home stretch after party conventions where Democrats and Republicans will put the final touches on their sweeping health care reform agendas.
We will review these agendas along with more detailed presidential and congressional candidate positions, with a view to their implications for your company and its employees.
This educational seminar should help you be articulate on these with senior leadership in your organization regarding the current state-of-play and future direction of the intensifying debate.
We will also provide a reality check with respect to campaign representations about how the rest of the world delivers health care to its citizens. The information in this seminar will be delivered in a factual, non-partisan manner. 3 June 2008Claim Audits / Vendor Management Roundtable
Faced with high health care claims costs, double-digit premium increases and fewer health care coverage vendor choices, employers need help more than ever to identify ways to better manage vendors and find savings opportunities.
Dan Priga, National Business Leader for Mercer's Performance Audit Group, will discuss the current vendor landscape and provide several case studies for vendor management activities to illustrate the value of conducting audits of your vendors (medical, care management, behavioral health, pharmacy benefit managers, and dental plan administrators).
13 May 20082008 Legislative Compliance Seminar: Giving Thanks for 2008 Employee Benefits
Don't miss this free informative seminar on the most recent legal and regulatory compliance issues affecting your employee benefit plans!
Our 2008 Legislative Compliance Seminar will cover the following topics:
13 March 2008
Pension Protection Act: "Are You Ready?"
Changes required by the Pension Protection Act have come upon us like a winter storm, dumping a new law at our doorstep. While we dig out from under the pile of new rules, the IRS has issued a flurry of regulations, sometimes at the eleventh hour.
This group discussion for senior leaders will examined the decisions you need to make in reaction to PPA. Discussion topics included:
Speakers: Glenn Ayers, Marceline Pankros
6-7 February 2008
A Review of Mercer's National Survey of Employer-Sponsored Health Plans 2007: "Managing Health & Welfare Plans in a Changing Environment"
While you may have seen recent coverage of the survey in the national and local media, that's just the beginning. At this local seminar, Mercer presented detailed findings for Chicago and the Midwest region, which you can use to benchmark your own program.
In the wake of the National Survey we have conducted a follow-up survey of our Midwest clients that focuses on their strategies and planned program changes for the coming year. This Health & Benefits Pulse Survey provides a quick snapshot of what is happening in the Midwest and complements the information in our national survey.
Also covered: An open discussion of how employers are achieving cost reduction and productivity implementation of effective absence management solutions. Employee absence can cost a business significantly in direct program costs, interrupted workflows and client relationships. Mercer colleagues discussed findings from our 2007 Health and Productivity Absence Management Survey, as well as strategies for actively managing absences and achieving significant efficiencies and savings.
Speakers: Jeff Black, Ralph Colao, Debra Flynn, John Gallagher, Deb Gold, Rob Grant, James Green
28 November 2007
Recent Developments in Funding Retiree Medical Obligations
The widespread media coverage of the new collective bargaining between GM and the UAW has many plan sponsors rethinking whether they should fund their retiree medical obligations.
This group discussion for senior leaders examined the current thinking on funding retiree medical obligations. Discussion topics included:
Speakers: Arthur Noonan, Brett Schwab
24 October 2007DC Forum, DC Plan Investments: "New Approaches to Retirement Security"
This group discussion for senior leaders examined new approaches to enhancing retirement financial security for a diverse population, as well as the trend towards outsourced decision making. Discussion topics included:
Speakers: Micah Fannin, Michael Weddell
18 October 2007A Conversation with Dr. Arnie Milstein, MD - Chief Physician at Mercer Health & Benefits
Dr. Arnie Milstein's recent interview in Health Affairs with David Brailer, the nation's top health care IT expert, surfaced an estimated opportunity to reduce health care spending by over 50% while also improving quality.
Dr. Milstein led a discussion among large Midwestern-headquartered employers of tangible opportunities to trigger such major breakthroughs. He summarized barriers to learn care innovations, near-term federal policy tailwind, and the feasibility of employers catalyzing transformation or local health care industry operations.
Speakers: Dr. Arnie Milstein, MD
11 October 2007Sales Effectiveness, The HR-Sales Partnership: "How Human Resources Can Become a True Strategic Partner of Sales"
Mercer shared the striking results of its recent research into the relationship between Human Resources and Sales.
Jason Jordan, who oversaw the project, joined the Chicago office from Washing DC to lead this event.
Speaker: Steve Grossman, Jason Jordan
Past events by solutionSolution: All29 July 2009
Higher Education Networking Event
Mercer will hold a Higher Education Networking Event on July 29, 2009.
This session is designed to:
The recession has heightened awareness of the high cost of health care, our growing uninsured population and the shortfalls of our existing safety nets.
President Obama and several congressional leaders have vowed to move ahead with an ambitious restructuring of the health care system that will improve access to affordable health care to all Americans.
Changes will potentially impact every facet of the U.S. health care system. It's also possible that incremental changes will continue to be introduced as Congress weight the cost, priorities and impact of comprehensive reform.
It would be a pleasure if you were able to join us and weigh in on some of these proposed solutions with your peers from other institutions of higher education. There will be a cocktail reception immediately following.
Panelists: Amy Bergner, Principal, Mercer Washington Resource Group (WRG) Martin G. Foster, Executive Vice President and President of Plan Operations, Health Care Service Corporation Wayne M. Lerner, D.P.H., F.A.C.H.E., President and Chief Executive Officer, Holy Cross Hospital Jeff Tieman, Senior Director, Health Reform Initiatives, Catholic Health Association
Solution: Health & Benefits
1 October 2009 (Deerfield)
Legislative Update
Mercer will be holding a seminar covering the health reform legislative update, potential financial impact, and employer considerations.
Please join Jeff Black (Chicago and Milwaukee Market Business Leader) and Linda Havlin of Mercer's Washington Resource Group for a complimentary breakfast and coffee session in Deerfield, where they will discuss managing benefit programs in the current economic and legislative environment.
The agenda will include:
20 May 2009
Top 3 Issues in Healthcare: What Every CFO and HR Professional Needs to Know
Today's economy is forcing companies to evaluate all business operations. HR and Finance professionals need speed and clear direction to control costs, stay in compliance, and staff efficiently.
Please join Mercer's Health & Benefits leaders in a discussion of how to navigate the current challenges in benefits.
The following topics will be covered:
A breakfast buffet will be catered by Chicago's famous Lou Mitchell's Restaurant.
Space is limited; please RSVP by no later than May 13, 2009.
Speakers: Jeff Black, Chicago and Milwaukee Market Business Leader Linda Havlin, Global Intellectual Capital and Knowledge Management Leader Andy Sexton, Midwest Administration Implementation Specialist
12 February 2009
Burning Issues and Smart Moves for Unprecedented Times
Volatile economy. Health care politics. Rising costs. Many necessities. Many choices. These are truly unprecedented times. But one thing is certain:you, as a leader, will be challenged in 2009 to deal with the impact of it all in your sphere of decision-making.
And because there's so much to consider, we've taken a new twist on our traditional roundtables and have planned a hot topic round-robin - think "speed dating meets benefits" - to share with you leading thinking and fuel for that decision-making. The objective is for attendees to come away with tangible ideas you can implement.
How It Works
There are four round-robin topics listed below. You pick three when you register for this event.
When you arrive at the event, we'll give you a personalized itinerary based on your choices. You will attend a speed-roundtable on each of your topics, during which participants will share their own ideas and experiences. Each roundtable will be facilitated by a Mercer consultant who specializes in that topic.
After all of these very focused discussions, we can unwind and mingle during the cocktail reception.
Topics & Facilitators
11 November 2008
Bagels and Benefits: In today's challenging economy, it's more important than ever to get the most out of your benefits investment.
Wouldn't it be great if someone could partner with you to solve day-to-day HR concerns and help you tackle Employee Benefit challenges?
Enterprise Momentum, Mercer's approach to our small and mid-sized clients is based on the core philosophy of helping organizations:
Momentum's suite of services, optimized for companies having less than 500 employees, offers best-in-class capabilities designed around a customized annual service calendar.
Please join Kerry Finnegan, the creator of Enterprise Momentum, as he demonstrates Mercer's innovative and industry-leading approach to managing employee benefits.
About the Speaker:
Kerry Finnegan is the National Enterprise Practice Leader for Mercer Health & Benefits and a member of Mercer's national management team. He is responsible for product development, account management and business development for the Enterprise market segment, which serves all clients with 500 or fewer employees.
9 - 10 September 2008
Looking Ahead: Implications of Health Reform and the Upcoming Election
Health Care Reform Debate, Campaign 2008 Hits the Home Stretch - What to Expect
Come get ahead of the curve as Campaign 2008 hits the home stretch after party conventions where Democrats and Republicans will put the final touches on their sweeping health care reform agendas.
We will review these agendas along with more detailed presidential and congressional candidate positions, with a view to their implications for your company and its employees.
This educational seminar should help you be articulate on these with senior leadership in your organization regarding the current state-of-play and future direction of the intensifying debate.
We will also provide a reality check with respect to campaign representations about how the rest of the world delivers health care to its citizens. The information in this seminar will be delivered in a factual, non-partisan manner.
3 June 2008
Claim Audits / Vendor Management Roundtable
Faced with high health care claims costs, double-digit premium increases and fewer health care coverage vendor choices, employers need help more than ever to identify ways to better manage vendors and find savings opportunities.
Dan Priga, National Business Leader for Mercer's Performance Audit Group, will discuss the current vendor landscape and provide several case studies for vendor management activities to illustrate the value of conducting audits of your vendors (medical, care management, behavioral health, pharmacy benefit managers, and dental plan administrators).
13 May 2008
2008 Legislative Compliance Seminar: Giving Thanks for 2008 Employee Benefits
Don't miss this free informative seminar on the most recent legal and regulatory compliance issues affecting your employee benefit plans!
Our 2008 Legislative Compliance Seminar will cover the following topics:
6-7 February 2008
A Review of Mercer's National Survey of Employer-Sponsored Health Plans 2007: "Managing Health & Welfare Plans in a Changing Environment"
While you may have seen recent coverage of the survey in the national and local media, that's just the beginning. At this local seminar, Mercer presented detailed findings for Chicago and the Midwest region, which you can use to benchmark your own program.
In the wake of the National Survey we have conducted a follow-up survey of our Midwest clients that focuses their strategies and planned program changes for the coming year. This Health & Benefits Pulse Survey provides a quick snapshot of what is happening in the Midwest and complements the information in our National Survey.
Also covered was an open discussion of how employers are achieving cost reduction and productivity improvement through the implementation of effective absence management solutions. Employee absence can cost a business significantly in direct program costs, interrupted workflows and client relationships. The group discussed findings from Mercer's 2007 Health and Productivity Absence Management Survey, as well as strategies for actively managing absences and achieving significant efficiencies and savings.
Speakers: Jeff Black, Ralph Colao, Debra Flynn, John Gallagher, Deb Gold, Rob Grant, James Green
18 October 2007
A Conversation with Dr. Arnie Milstein, MD - Chief Physician at Mercer Health & Benefits
Dr. Arnie Milstein's recent interview in Health Affairs with David Brailer, the nation's top health care IT expert, surfaced an estimated opportunity to reduce health care spending by over 50% while also improving quality.
Dr. Milstein led a discussion among large Midwestern-headquartered employers of tangible opportunities to trigger such major breakthroughs. He summarized barriers to learn care innovations, near-term federal policy tailwind, and the feasibility of employers catalyzing transformation or local health care industry operations.
Speakers: Dr. Arnie Milstein, MD
Solution: Human Capital16 April 2009 A Roundtable Discussion on the Lilly Ledbetter Fair Pay Act of 2009
As you may have been following, the recently-passed Lilly Ledbetter Fair Pay Act of 2009 will have a profound effect on employers because it will enable individuals to file pay-discrimination claims for events that occurred years earlier, exposing employers to additional new risks and making it potentially more difficult to defend claims.
The government is getting more active in the area. For example, the Ledbetter law comes on the heels of new standards implemented by The Office of Federal Contract Compliance Programs (OFCCP) for federal contractors in 2006 calling for statistical analysis of compensation to assess liability -- and we anticipate more action.
While past actions cannot be undone, employers can take immediate steps to understand any potential exposure as well as to reduce their present-day and future risks to pay-discrimination claims.
Mercer has taken a leading role in helping organizations on pay equity matters. Several years ago, Mercer developed a Pay Equity Calculator that determines the distinct "drivers" of pay in an organization and provides a software tool for an employer to identify cases of pay inequities and model the cost of remedy. Beyond the diagnostic work, we often also help to correct the systematic issues that led to inequities.
* There is no cost to attend this event.
Discussion Leaders: Janet Den Uyl (Chicago), Wendy Hirsch (Milwaukee), Stephanie Wilson (Chicago)
11 October 2007
Sales Effectiveness, The HR-Sales Partnership: "How Human Resources Can Become a True Strategic Partner of Sales"
Mercer shared striking results of its recent research into the relationship between Human Resources and Sales.
Jason Jordan, who oversaw the project, joined Mercer Chicago from Washington, DC to lead this event.
Speakers: Steve Grossman, Jason Jordan Solution: Investment Consulting29 April 2009 Mercer Sentinel® Workshop -- Non-Market Risks
Mercer Sentinel invites you to attend our interactive workshop on non-market risks on Wednesday, April 29, 2009 to help institutional investors understand and evaluate non-market risks. This workshop will focus on helping investors identify operational and implementation risk sources, evaluate the potential impact on investments, and establish a framework for ongoing management and monitoring.
Recent market turbulence has highlighted the potential for non-market risks to translate into realized losses. Many high-profile frauds and losses go undetected for long periods because investors do not understand the operations supporting their investments from initiation through to performance reporting -- and the required controls surrounding each step along the way.
As investors continue to navigate the enduring financial crisis, they are becoming increasingly aware that losses and costs arise from multiple sources, including operations, lapses of internal controls, and poor execution. These non-market risks can directly impact economic performance and investment returns.
Mercer Sentinel® is hosting a half day workshop to help investors understand and evaluate non-market risks. This workshop will focus on helping investors identify risk sources, evaluate the potential impact on investments, and establish a framework for ongoing non-market risk management and monitoring.
Using the life cycle of an investment, we will highlight risks inherent throughout the investment cycle. The workshop will include:
* There is no cost to attend this event.
Solution: Retirement12 February 2009
Burning Issues and Smart Moves for Unprecedented Times
Volatile economy. Health care politics. Rising costs. Many necessities. Many choices. These are truly unprecedented times. But one thing is certain:you, as a leader, will be challenged in 2009 to deal with the impact of it all in your sphere of decision-making.
And because there's so much to consider, we've taken a new twist on our traditional roundtables and have planned a hot topic round-robin - think "speed dating meets benefits" - to share with you leading thinking and fuel for that decision-making. The objective is for attendees to come away with tangible ideas you can implement.
How It Works
There are four round-robin topics listed below. You pick three when you register for this event.
When you arrive at the event, we'll give you a personalized itinerary based on your choices. You will attend a speed-roundtable on each of your topics, during which participants will share their own ideas and experiences. Each roundtable will be facilitated by a Mercer consultant who specializes in that topic.
After all of these very focused discussions, we can unwind and mingle during the cocktail reception.
Topics & Facilitators
29 / 31 October 2008
The Great Pension Scare of 2008: What are Companies Doing to Manage their Retirement Risk in this Haunting Economy?
Equity markets are down over 15% year-to-date... The subprime markets have shaken up the financial services industry and the economy on the whole... The SEC is talking about getting rid of U.S. accounting standards... Unemployment is up for the eighth consecutive month... Gas prices remain at close to all-time highs... The U.S. government is working on the biggest intervention in financial markets since the Great Depression... the ghastly state of the economy in 2008 goes on and on. Companies are being forced to cut costs, and employees are being forced to save less. In light of this frightening news, how will companies be managing their retirement risk heading into 2009?
Come hear how plan sponsors are managing risk of their retirement programs in the current environment, including:
Please join us for a facilitated discussion on managing your retirement risks in the current economic environment. Hear what your peers are doing to manage their retirement programs, what best practices are developing, and what the funded status of your plan might have looked like today if you had adopted a more risk-mitigated approach one year ago. This will provide an opportunity for you to interact with other plan sponsors and discuss the challenges your company is facing with managing retirement risk today.
13 March 2008
Pension Protection Act: "Are You Ready?"
Changes required by the Pension Protection Act have come upon us like a winter storm dumping a new law at our doorstep. While we dig out from under the pile of new rules, the IRS has issued a flurry of regulations, sometimes at the eleventh hour.
This group discussion for senior leaders examined the decisions you need to make in reaction to PPA. Discussion topics included:
Speakers: Glenn Ayers, Marceline Pankros
28 November 2007
Recent Developments in Funding Retiree Medical Obligations
The widespread media coverage of the new collective bargaining agreement between GM and the UAW has many plan sponsors rethinking whether they should fund their retiree medical obligations.
This group discussion for senior leaders examined the current thinking on funding retiree medical obligations. Discussion topics included:
Speakers: Arthur Noonan, Brett Schwab
24 October 2007
DC Forum, DC Plan Investments: "New Approaches to Retirement Security"
This group discussion for senior leaders examined new approaches to enhancing retirement financial security for a diverse population, as well as the trend towards outsourced decision making. Discussion topics included:
This discussion provided an overview of new and old challenges in investment design, steps to lower fees while increasing effectiveness and perspectives on the value of emerging trends in investments.
Speakers: Micah Fannin, Michael Weddell
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