Thursday, June 17, 2010
12:00 - 7:00 pm
The Pierre Hotel
2 East 61st Street (at Fifth Avenue)
New York, NY 10065

12:00 - 1:15 pm

Registration and light lunch

1:15 - 1:30

Welcome

1:30 - 2:30

General Session I: In the Age of New Transparency,
Are Your Members Getting the Message?

Our world is changing, and the information that funds must provide to plan sponsors, participants and others continues to evolve. Join our ERISA experts in discussing the new transparency, how it will affect you and ideas on best practices for meeting these requirements. This session will be geared toward retirement plan reporting and disclosure requirements.

Presented by:
Judy Mazo, JD, Director of Research
Claire Crawford, Senior Communications Consultant

2:30 - 2:45

Break

2:45 - 3:45

General Session II: Plans Do Not Live by Health Care Reform Alone

With all of the focus on health care reform, don't forget the need to comply with existing requirements. Join Segal's health care reform experts in this up-to-the minute discussion of health reform, its impact on other legislation and how to best craft this information for participants and others.

Presented by:
Kathy Bakich, JD, National Health Care Compliance Practice Leader
Karen Johnson, Compliance Consultant
Claire Crawford, Senior Communications Consultant

3:45 - 4:00

Break

4:00 - 5:00

Breakout Sessions I, II, III (You will choose the breakout session the day of the seminar.)

Breakout I: The Evolution of Retirement Plans – What Can We Expect When We Retire?
What is the future of retirement (DB and DC) plans? Is reform on the way? Will defined contribution plans be all that remains for workers in the future? Join us in this frank and open discussion on the direction of retirement plans and the impact it could have on all of us when we retire.

Presented by:
Darrin Owens, Benefits Consultant
Diane Gleave, ASA, MAAA, FCA, EA, Senior Actuary

Breakout II: Get the Most Out of Claims and Rx Audits
Join our experts as they lead you through the many types of audits your plans can use to make sure you are getting the best bang for your buck without cutting benefits or raising contributions. Learn how to make the most out of these audits and use case studies to discuss the impact of successful audits, what was learned and what can be learned.

Presented by:
MaryAnne Watson, HIA, MHP, Claims Auditing Division National Practice Leader
Ritu Malhotra, PharmD, Clinical Pharmacy Consultant
Margaret Lennon, Health Consultant

Breakout III: What's New in Fiduciary Insurance?
This session is an interactive discussion of issues that plans should consider related to fiduciary policies in this new era of PPA and health reform. Join us in this discussion of what to look for in policies in these changing times, and how to prepare for the worst. Case studies will be provided to illustrate best practices.

Presented by:
Brian Smith, National Fiduciary Liability Insurance Practice Leader
Matt Jackson, Fiduciary Liability Insurance Consultant
Bob Ressegue, Benefits Consultant

5:00 - 7:00

Reception