Thursday June 18th
Morning Sessions
8:30-9:00Registration and Check-in
9:00-9:30Conference Introduction
9:30-10:30What you really need to know about compliance issues other than the ACA
Bob Radecki will cover what you really need to know about important compliance issues other than the ACA. This session will explain the most important things everyone should understand about HIPAA, Plan Documents, and other compliance challenges facing employers.
10:30-10:45Break
10:45-noonThe Affordable Care Act
The focus of this session will be less on detailed compliance rules and more on a discussion of opportunities to use the ACA for new business generation and the risks the ACA poses to existing business. Special attention will be given to the ACA employer reporting requirements.
Lunch Provided
Afternoon Sessions
1:00-2:00Leveraging relationships with payroll vendors to address your clients’ ACA reporting needs
This session will be a discussion lead by Bob Radecki, President of Benefit Comply and Rick Chouteau, Sr. Vice President at Paycor. We will focus on how your firm can work with the right kind of payroll vendors to deliver an ACA reporting solution, while still maintaining your place as the employer’s trusted employee benefit plan advisor.
2:00-2:45The AON and Mercer Way
Hear how both AON and Mercer used compliance as a new business strategy and revenue generator from a former AON compliance leader and an attorney who spent 10 years in the Mercer compliance area.
2:45-3:00Break
2:00-4:002020 Vision - Flexibility and Future of Employee Benefits
Bob Seng J.D., one of the country’s leading ERISA and benefits attorneys, will discuss the details of the American Benefit Council’s public policy strategic plan “2020 Vision - Flexibility and Future of Employee Benefits". Bob was one of the co-authors of this important report which was presented to the National Press Club in 2014 and will serve as a key discussion document for future benefits policymaking at the federal level.
4:00-4:30Panel Q&A
6:00Dinner
Networking reception and dinner is included in the registration fee. More details to come.
Friday June 19th
Morning Sessions
9:00-10:15Agency Compliance Strategies
Benefit Comply works with over 25 firms across the country and each firm handles compliance differently. Bob Radecki will review different approaches taken by different firms.
10:15-10:30Break
10:30-11:15Round Table Discussion on Sales Strategies
Time will be set aside to share your thoughts and ideas with other participants in round table discussions. We will then share ideas with the larger group.
11:15-noonUsing Compliance to Generate New Business & Revenue Generating Opportunities in Compliance
This session will include specific practical ideas on how to use compliance to generate new business including
- Tactical compliance wedge issues to use in the sales process
- Case studies of actual sales wins using compliance
- How to use a compliance assessment to generate new business
- Compliance related consulting that presents the opportunity to bill clients on a fee-for-service basis.
Conference concludes at noon