Upcoming Meeting

Thursday, October 17, 2019
2019 Employee Benefits Symposium

The Chicago Chapter of International Society of Certified Employee Benefits Specialists invites you to join us for a 2019 Employee Benefits Symposium!

This education opportunity offers attendees a choice of three (3) morning sessions focused on Health and Welfare Benefits, three (3) afternoon sessions focused on Retirement Planning, or a full day of all six (6) sessions. Lunch will be provided and CE credit is pending.

All CEBS designees, students and any interested parties are able to participate.

PROGRAM:

​8:30 - 8:50 am	​Registration	​
​8:55 - 9:00 am	Introduction	​Tom Riekse, CEBS, Chapter President

HEALTH AND WELFARE

9:00 - 9:50 am	Benefits Strategy Using Benchmarking Details: How plan sponsors can use and understand current benefit trends as part of developing an overall benefits strategy. Benchmarking information will be provided to help drive the presentation	David Cooke, CEBS, USI Midwest
​10:00 - 10:50 am	Understanding Best Practices in Leave Management Details: Current state of leave management best practices, understanding and complying with various emerging individual state leave laws, and creating an equitable leave management policy for plan sponsors.	Whitney Day, Mercer
11:00 - 11:50 am	Pharmacy Benefit Details: Strategies for employers when contracting for health and prescription drug benefits, tips and best practices for employers when conducting requests for proposals for insurance companies, prescription benefit managers, and third-party administrators. In addition, common pitfalls for employers when negotiating the commercial and legal terms in the services contracts for their benefit plans.	Andrew Douglass, ReedSmith
​12:00 - 1:00 pm	LUNCH	​

RETIREMENT PLANNING

1:00 - 1:50 pm	Plan Sponsor Takeaways from 401(k) Lawsuits​ Details: Analysis of the recent $23M Anthem 401k settlement and what plan sponsor “takeaways” should be, including: overview of the Anthem 401(k) lawsuit and what went wrong with the plan, fiduciary best practices for plan sponsors so that they can avoid liability and case law examples to avoid litigation.	John Roegner, RPA, NFP
2:00 - 2:50 pm	The Impact of Long-Term Care on Employers Details:​  Financial impact to a company dealing with employee caregiving issues, resources for employers to assist employees, the impact of long-term care on an employers and employees retirement plans, the market of long-term care insurance solutions and communicating the need and resources to employers.	Jerry Manning, CLTC, JManning & Associates
3:00 - 3:50 pm	Retirement Plan Updates Details:  Updates to the EPCRS (Employee Plans Compliance Resolution System), EPCRS correction programs and online VCP applications.	Steve Grieb, JD, CEBS

​Date: 
Thursday, October 17th, 2019
 
Location: 
155 N. Wacker Drive
Chicago, IL  60606
 
Cost:     
$50 CEBS members for either morning/afternoon sessions
$75  CEBS members for full day
$100 non-CEBS members for either morning/afternoon sessions
​$150 non-CEBS members for full day

Registration:
​Please click here to register.

Questions:
Please contact, Tom Rieske, Chapter President at: 
[email protected]

Continuing Education:

Sessions at the 2019 Symposium qualify for up to seven (7) CEBS Compliance credits depending on which sessions you attend. Visit www.cebs.org/compliance for more information.

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​Illinois Insurance

Morning Session: Approved for 3 General credits

Afternoon Session: Approved for 3 General credits

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Approved for 5 HR
​General credits.

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Approved for SHRM 5
​PDC credits.