18th Annual Fund Administrators’ Seminar


Thursday, June 2, 2016
11:00am – 6:00pm
New York Athletic Club
180 Central Park South
(near 7th Avenue and 59th Street)

Dear Friends,

It is our pleasure to invite you to attend our 18th Annual Fund Administrators’ Seminar. The seminar will be held on Thursday, June 2, 2016 at the New York Athletic Club, located at 180 Central Park South (7th Avenue and 59th Street).

“Where we go from here…and how we get there” is this year’s theme. Topics that affect the plans you administer will be presented, with communications as the common thread that runs throughout the sessions. You will learn techniques that will help you “go from here to get there.” We value your participation and hope you can join us. 

We look forward to seeing you on June 2!

The Day's Events          

11:00am – noon Registration and Lunch
12:00pm – 1:00   Welcome and General Session
1:00 – 1:15 Break
1:15 – 2:30   Breakout Sessions 1A and 1B
2:30 – 3:00 Coffee Break
3:00 – 4:15 Breakout Sessions 2A and 2B
4:15 – 6:00 Reception

General Session

Communications: The Great Multiplier to Help you Get There”

Join us for an interactive and stimulating discussion of how effective communication can make a difference to your constituents and strengthen your Fund. Segal experts will offer the latest and greatest in getting messages across to those you want and need to reach. We’ll share context, techniques, examples and results of delivering benefits communications related to data, value, strategies, and processes. You may be surprised at what’s in store and won’t want to miss it.

Please note a change in the lineup. "Effective Retiree Healthcare Strategies is now Breakout Session 1A and “Data, Data, Data: How to Use Data to Improve your Health Plan” is now Breakout Session 2A.

Breakout Session 1A

“Effective Retiree Healthcare Strategies”

Retiree healthcare is an important benefit and the landscape for providing these benefits continues to evolve. Understanding these changes is imperative in developing and maintaining an effective retiree healthcare strategy that balances the needs of the retirees, the actives (future retirees) and the plan. Please join Dennis Kearney and Chris Heppner as they discuss the key developments in retiree healthcare strategy and outline how plans are taking advantage of these developments. Specifically this session will discuss Retiree Only Plans, Medicare Advantage Plans, and Medicare Prescription Drug Plans (PDP /EGWP). We will also discuss the potential for utilizing the public market place for non-Medicare retirees.


Breakout Session 1B

“Life without Retirement Plans – Appreciating the Value they Deliver”

This session will explore how life, as we know it, would be very different in the absence of retirement plans. Join Aldwin Frias and Rocky Joyner as they explore the value of retirement plans and their significance from the perspectives of their various stakeholders. The session will then discuss the importance of communicating the value of retirement plans and recent innovations and proposals to help ensure the perpetuation of these programs for future generations.


Breakout Session 2A

“Data, Data, Data: How to Use Data to Improve your Health Plan”

Through eligibility, appeals and claims, from insurance carriers and claims payers to pharmacy benefit managers, today’s health plans are awash in data. Please join Margaret Lennon and Darrin Owens as they help guide you through the reams of data available to health plan administrators and give you examples of the data that can be used to discover hidden costs and utilization practices. They will discuss uses of data that you may currently have available and suggest ways to ask the vendors you work with to give you even more useful data. They will also discuss what some funds are doing with this data to help lower costs or influence benefit utilization.


Breakout Session 2B

“Optimizing your Processes: Switching IT On to Power the Fund Office of the Future”

This session will focus on leveraging today’s emerging technologies such as Cloud Computing, mobile devices, self-service portals, electronic content and high-speed communications to help Fund Offices consider how to best evolve their information technology footprint. Join Frank Tanz and Alan Cohn as they show you how to leverage technology to improve fund office processes. By examining the powerful strategies of the past such as benefit system acquisitions, local area networks, web sites and telecommunication systems, they will explore how the power of the past is a viable force for the future.


Check back at this web page periodically for any new or updated information prior to the seminar.

Register Now

Please register by May 17, 2016.

If you have any  questions or would like more information about the seminar, please contact Sonal  Sanghvi at 212.251.5225 or ssanghvi@segalco.com.

If  you know counterparts from other organizations who would also benefit from  attending our seminar, please contact Sonal so that they can be included.          

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