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Conference on Employee Benefits


Agenda topics, timing and speakers subject to change.

Tuesday, November 12

5:30 pm – 6:30 pm

Welcome Reception
Kick off your conference experience at the Welcome Reception. Enjoy food and drinks, network with your peers, and get access to some of the sponsors and speakers you have been waiting to meet.


Wednesday, November 13

8:00 am – 8:30 am


8:30 am – 8:45 am

Welcome & Opening Remarks
Jon Kugel | Senior Financial Manager, Compensation & Benefits | 3M Company
Chair, FEI's Committee on Benefits Finance


8:45 am – 10:00 am

Executive Compensation Update
A discussion of the latest developments in executive compensation and proxy disclosures, including say on pay, sustainability and the impact of the Tax Cuts and Jobs Act. Stock-based compensation and related issues, and the latest trends/practices in bonus plans will also be covered in this session.



  • Rani Doyle l Managing Director, EY Center for Board Matters l Ernst & Young LLP
  • Andrew Mandel l Executive Director, EY People Advisory Services l Ernst & Young LLP

10:00 am – 10:50 am

Pension Disclosures and Assumptions
Explore pension disclosures and assumptions by participating in a discussion of accounting and regulatory changes, including Accounting Standards Update 2018-14. This session will also include a focus on year-end assumption considerations, and the impact of updates to pension mortality tables on assumptions and planning.



10:50 am - 11:15 am

Networking Break


11:15 am – 12:30 pm

Trends in Healthcare
Healthcare insurance is constantly changing and understanding these changes is essential to compete in today’s competitive market. Health benefit costs still continue to rise and companies and employees struggle with these costs. Attend this session and gain insight into the trends and issues in healthcare that will impact both employees and employer. Join the discussion on the implications of recent HRA and iHRA legislation, what would Medicare for ALL mean for sponsored health plans, the escalation in speciality pharmacy and inclusion and diversity from a benefits perspective. Learn what other organizations are doing to cut down on overall healthcare costs and what new benefits are on the horizon to help with workforce planning.



12:30 pm – 1:30 pm

Networking Luncheon


1:35 pm - 2:25 pm

Regulatory and Legislative Developments: The Impact on Employee Benefit Plans
Participate in a comprehensive report on the status of regulatory, legislative, and judicial initiatives at the state and federal levels and their potential impact on employee benefits. Topics include: The Secure Act; paid leave; missing participants; 401(k) plans; student loans; and other relevant issues.


  • Charlie Clark l Director, Employee Benefits Research Group l Milliman

2:25 pm - 2:50 pm

Networking Break


2:50 pm – 3:40 pm

Employee Benefit Plan Oversight: What Officers & Directors Need to Know
Officers and Directors need to better understand their oversight and information responsibilities with regard to employee benefit plans. Learn about the responsibilities of Directors and Officers as it pertains to hiring and overseeing the plan audit, and gain insights into the role of service providers and how to implement proper documentation practices.

  • Ali Haffner l Senior Counsel, Office of General Counsel l Xerox Corporation
  • Robert Newman l Partner, Employee Benefits and Executive Compensation Practice Group l Covington & Burling LLP

3:40 pm – 4:30 pm

Trends in Pension Risk Management
Plan administrators can employ many options to effectively manage pension plan risk. Learn about leveraging lump sum distributions, annuity transfers, and other risk mitigation strategies.




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