Filtered Sessions

Filters: Track: Compensation & Benefits

06/27/2020

The Benefits Builder Workshop: Implementation of Responsive Total Rewards
06/27/2020 01:00 PM - 05:00 PM | Additional Fee & Registration Required

| Competencies: Communication, Critical Evaluation, Leadership & Navigation
Presenter:
Jason N. Sheffield, Employee Benefits Attorney, Health and Benefits Compliance, Willis Towers Watson
Presenter:
Tricia Collins-Schmidt, Senior Director, Midwest Health & Benefits Region Leader, Willis Towers Watson
Workplace Application:
Benefits plan design and implementation is an ever-evolving discipline; hands-on practice provides a foundation for effective implementation back in the workplace. 

With ROI expectations higher than ever, the task of benefits plan design and implementation can be a tightrope of competing interests. Responding to regulatory, legal, demographic and executive demands in the scope of plan design can be daunting, but the satisfaction of delivering a comprehensive and responsive benefits platform cannot be rivaled. This workshop is a two-part, highly interactive learning experience. In part I, you will explore benefit plan design and implementation, reinforcing your knowledge of benefits principles and law through exploring themes such as the multigenerational workforce, well-being program management, and development of a company's benefits mission statement. Then, in part II, you will immediately apply this knowledge to real world hypothetical benefit design situations in a team-based competition of strategy and tactics related to benefits plan design and implementation.

Learning Objectives:

  • Review ERISA basics;
  • Review the basics of Consumer directed Plans and Cafeteria Plans;
  • Receive an introduction to plan funding methodologies;
  • Review the basics of the PPACA;
  • Receive an introduction to HIPAA for plan sponsors; and,
  • Review benefit considerations of the multigenerational workforce.

The result of this two-part process is the reinforcement of a working knowledge of plan design schematics, built upon the practical experiences of conflict resolution and mitigation of impediments to total rewards implementation.

06/29/2020

Improving Employee Behavioral Health: Strategies for Integration Across the Benefits Continuum
06/29/2020 07:30 AM - 08:30 AM |

| Competencies: HR Expertise
Presenter:
Carrie Bergen, Account Manager, ComPsych
Workplace Application:
Focusing more on behavioral health reduces healthcare costs and improves employee attendance and performance. 

Mental and behavioral health can have a significant impact upon employee productivity, disability claims and health care costs in general. In this informative session, learn about behavioral health strategies for removing barriers to care. By expanding EAP benefits and taking a more hands-on approach to behavioral health network design, employers can greatly increase the number of employees getting access to appropriate care, while reducing absenteeism and costs.

Learning Objectives:

  • Learn how to benchmark mental health-related costs (disability claims, health care costs, productivity).
  • Gain strategies for holistic behavioral health including plan design, EAP and behavioral health network design and expanded EAP services.
  • Learn how to track behavioral health plan performance over multiples years.
  • Learn what's in store for the future of behavioral health, including clinics, telehealth, digital solutions and integration with absence management.
Show Them the Money! Improving Employee Total Compensation Literacy, Featuring Insights from Autozone
06/29/2020 07:30 AM - 08:30 AM |

| Competencies: Communication, Consultation, HR Expertise
Presenter:
Matt Harmon, Vice President, Benefits, Compensation, and HR Systems Customer Satisfaction, AutoZone
Presenter:
Misty Guinn, Director of Benefits and Wellness , Benefitfocus
Workplace Application:
Even the best compensation programs lose their value when employees don’t understand them. 

We all know that pay is only part of the equation when it comes to attracting and retaining talent. In fact, many workers say they would take a job that exchanged lower pay for better benefits and perks. But "better" is often a matter of awareness, and awareness is often lacking. This not only means your efforts go unnoticed, but also that your employees are missing out on things that could improve their lives. In this session, we explore various ways you can improve total compensation literacy among your employees. Hear best practices from AutoZone and get inspiration for how you can effectively showcase the full value of everything you offer as an employer.

Learning Objectives:

  • Discuss the importance of a well-rounded compensation package to attracting and retaining talent.
  • Identify gaps in employees' awareness, understanding and utilization of their total compensation.
  • Learn how you can consistently communicate the value of your compensation package and enable employees to take full advantage.
How One HR Leader Took on the Opioid Crisis with Benefits Data
06/29/2020 10:30 AM - 11:30 AM |

| Competencies: Business Acumen, Critical Evaluation, Leadership & Navigation
Presenter:
Diana Han, Chief Medical Officer and Executive Director, Global Health Benefits & Services , GE Appliances
Presenter:
Grant Gordon , Chief Executive Officer , Artemis Health
Workplace Application:
Are your substance abuse programs getting you the results you want? Benefits data and analytics may hold the key. 

Employees facing substance abuse and behavioral health challenges are less productive, miss more work and are often on their own to get well. Data hold the key to targeted interventions that shape employee health, healing and overall wellness. In this session, you'll hear from Diana Han, chief medical officer of GE Appliances; and Grant Gordon, CEO and co-founder of Artemis Health on the foundational data that enabled Dr. Han to take on the opioid crisis in her member population and her community.

Learning Objectives:

  • How to leverage benefits data to gain actionable insights into the employee experience.
  • Benefits strategies for assisting at-risk members with substance abuse issues.
  • How to assess the results of interventions and programs using benefits data.
To Be Exempt or Non-Exempt, That Is the Question!
06/29/2020 10:30 AM - 12:00 PM |

| Competencies: Business Acumen, Critical Evaluation, HR Expertise
Presenter:
Lauraine Bifulco, President, Vantaggio HR
Workplace Application:
Employee misclassification can cost you – but can also be avoided through diligent process design and oversight. 

Employers often misclassify employees based on not having a clear understanding of the criteria established by both state and federal government, resulting in significant cost associated with unpaid overtime, penalties and fines. The criteria for determining an employee's exempt/non-exempt status are complex and often confusing, particularly because both the Federal DOL and some states have differing requirements. Misclassifications of an employee as exempt can lead to Wage and Hour claims resulting in mandatory back pay of unpaid overtime, penalties and fines for missed rest/meal breaks in applicable states and potential departmental audits.  In addition. the rules surrounding when you can and cannot make deductions from an exempt employee's salary are confusing. The federal DOL has a long list of DOs and DON'Ts.

Learning Objectives:

  • Identify the different 'exempt' categories and understand various concepts such as 'salary test', use of 'independent judgment' and what characterizes a 'learned professional'.
  • Explore in depth the differing rules regarding vacation and sick time off and the important nuance between docking an exempt employee's salary and deducting time from sick or vacation banks.
  • Discuss how ordinary business-required changes in the workplace can trigger the accidental loss of exempt status and learn how to implement the correct policies and practices that will help avoid the loss of exempt status.
Learn How a CFO/CHRO Lowered Employee Health Care Costs and How You Can Replicate It
06/29/2020 12:20 PM - 12:38 PM |
Type: Smart Stage

| Competencies: Business Acumen, HR Expertise
Presenter:
Steve Watson, Founder #TrendBreakers | CFO | CHRO, TrendBreakers

Steve Watson was shocked when he got a 30% rate increase a few years ago. As a CFO/CHRO at his company, he had to balance not only how to recruit and retain employees but also how to pay for the benefits each year. He decided to dive into the components of the plan and what he found made him even more shocked. He found a world of waste, misaligned incentives, and frankly a plan that was set up for the insurance carriers to win and for the employer/employees to lose. So, Steve decided to rebuild his plan in a way that benefited both the employer and employees. With some small changes that didn't impact any of his employees, he was able to lower his costs by 20% for both the employer and all of the employees. Now Steve wants to share his story with you so you can replicate what he did.

ACA and ERISA Compliance: 11 Steps to Avoid (or Survive) a Department of Labor Audit
06/29/2020 01:30 PM - 03:00 PM |

| Competencies: Business Acumen, HR Expertise
Presenter:
Gary B. Kushner, CBP, President and Chief Executive Officer, Kushner & Company
Workplace Application:
Taking the appropriate steps now can help HR professionals avoid downstream pains associated with health and welfare plan audits. 

After passage of the Affordable Care Act, there are even more requirements that employers sponsoring health and other welfare plans need to ensure they comply with. During this fast-moving session, you will walk through 11 items you'll want to review to make sure you have all of the processes and documentation you'll need if your employer is ever the subject to a DOL audit of your health and welfare plans.

Learning Objectives:

  • Learn what the DOL looks for when they do an audit (and what you can do to be totally prepared).
  • Identify the pitfalls that many employers miss when sponsoring plans that can show up on audit.
  • Learn what and how to document your compliance actions in the event of an audit.
Negotiating Health Benefits 101
06/29/2020 01:30 PM - 03:00 PM |

| Competencies: Business Acumen, Critical Evaluation, HR Expertise
Presenter:
Steve Watson, Founder #TrendBreakers | CFO | CHRO, TrendBreakers
Workplace Application:
Knowledgeable HR professionals can build health benefit plans that attract and retain employees while managing costs. 

As a CFO, CHRO and licensed benefits broker, Steve Watson knows each side of the conversation when it comes to creating benefits plans because he knows what's important to each party.  In this session, Steve shares his passion for finding a better way to set up benefits plans with creative solutions that fight against the rigged system that most employers have to wade through.  Learn how to bend the cost-curve without providing inferior health coverage, as well as the four core components to successfully negotiate benefits so that your company can get the right care for the right price.

Learning Objectives:

  • Learn what is driving up medical premiums.
  • Learn how broker compensation works and how it can influence (for better or worse) the health plans that are being presented to you.
  • Learn the basics of fully-insured and self-insured plans and what makes sense for each company.
  • Learn about innovative ways that companies are cutting costs while improving the quality of health benefits.
Student Loan Debt and How Employer Repayment Programs Can Help Employers and Employees
06/29/2020 04:00 PM - 05:00 PM |

| Competencies: Business Acumen, Global & Cultural Effectiveness, HR Expertise
Workplace Application:
Helping what hurts the most – how student loan repayment programs improve talent acquisition and retention. 

Student loan debt is an ever-growing crisis, as is the competitive search for top employees. What if there were an employee benefit that could help solve both of these problems?  Student loan repayment is a benefit that helps reduce employees' student loan debt and creating goodwill for your organization, which increases employee engagement and retention. It is also a great recruitment tool.  Student loan repayment also shows that an organization cares about the financial well-being of its employees.  It's a great way to help support employees where they are financially today, and where they want to be in the future.

Learning Objectives:

  • Understand the benefits of employer-provided student loan paydown programs.
  • Alternative programs allowing employees to choose whether employer match goes toward student loan repayment, retirement plans or some to both.
  • Know the budgetary impact of these plans on employers.

06/30/2020

Making the Connection: How to Successfully Align Performance Management with Total Cash Compensation
06/30/2020 07:30 AM - 08:45 AM |

| Competencies: Consultation, HR Expertise, Relationship Management
Presenter:
John A. Rubino, CCP, CBP, GRP, WLCP, President, Rubino Consulting Services
Workplace Application:
Effectively linking pay and performance is a must, but it’s rarely done well. 

Effectively evaluating and rewarding employee performance is the cornerstone of everything that HR professionals and managers are expected to accomplish. However, many organizations are just not doing it right! The primary reasons are twofold: 1) lack of consistency in management thought and application throughout the organization, and 2) a disconnect between employee performance assessment and compensation rewards. In his interactive and entertaining session, John Rubino offers practical tools, tips and techniques that specifically address these two critical concerns, with an emphasis on how to implement the most effective mix of base and variable pay components. Also, using proven examples, John shows how to design a strategic employee evaluation methodology that really works. After all, embedding this crucial performance management and total cash compensation alignment within an organization is what every HR professional needs to accomplish to make the connection!

Learning Objectives:

  • Learn the critical importance of successfully aligning performance management with total compensation, and the ramifications of not effectively accomplishing this important task.
  • Learn the two primary reasons why this crucial alignment is not achieved in many organizations, as well as practical tools, tips and techniques that specifically address and answer these concerns.
  • Learn how to design and implement the most effective mix of base and variable pay components to achieve optimal motivational value.
  • Learn how to design and implement a strategic employee performance assessment and reward methodology that successfully aligns performance management with total compensation --- through the use of pragmatic, real-world examples proven to make the connection!
Too Much of a Good Thing? The Perks and Pitfalls of Unlimited PTO
06/30/2020 11:00 AM - 12:30 PM |

| Competencies: Critical Evaluation, Global & Cultural Effectiveness, HR Expertise
Presenter:
Marina A. Galatro, SHRM-CP , Executive HR Consultant, HR Services, ABD Insurance & Financial Services
Workplace Application:
Unlimited PTO offers solutions to many PTO challenges but know what you’re getting into before you make the leap. 

As the paid sick leave law wave continues to ripple across the country, companies are looking at ways to meet or exceed the now more than 30 different paid sick leave laws. The idea of unlimited PTO is still splashing through HR professionals' minds as an alternative way to beat the explosion of paid sick leave laws and as a way to attract and retain talent. Need to go to Hawaii for five weeks? Need a "mental health" day or two (or five)? No questions asked. What about employees who need an extended medical leave of absence? Attend this session to learn what you should know and consider before transforming your total rewards strategy to include an unlimited paid time off program. Is it a true total rewards element that attracts and retains top talent? Are they paid for the full leave duration? "Unlimited" may not really mean without limits. 

Learning Objectives:

  • Learn how to rethink paid time off.
  • Understand the catches of having an unlimited paid time off program.
  • Explore the pros and cons--does it really work for everyone?
Ugh! ANOTHER Intermittent FMLA Request
06/30/2020 11:00 AM - 12:30 PM |

| Competencies: Communication, Critical Evaluation, HR Expertise, Leadership & Navigation
Workplace Application:
Hard to assess and evaluate, intermittent FMLA requests don’t have to be the bane of HR practitioners. 

It seems like we receive an FMLA request almost every day. Continuous leaves are, generally, simple to deal with and very straight-forward; it's hard to "fake" appendicitis! Intermittent FMLA, on the other hand, can be a cringe-worthy event. This session is designed to help the HR practitioner avoid the "cringe" by reviewing the tools we have at our disposal to remain compliant AND minimize potential abuse of the system.

Learning Objectives:

  • Learn to distinguish between the alphabet soup of leave programs.
  • Learn to stay compliant and effectively manage intermittent FMLA.
  • Ease your anxiety over intermittent requests.
  • Obtain a checklist for intermittent leave management.

Presenter:  Karen A Young, President, HR Resolutions

Ugh! ANOTHER Intermittent FMLA Request
06/30/2020 11:00 AM - 12:30 PM |

| Competencies: Communication, Critical Evaluation, HR Expertise, Leadership & Navigation
Presenter:
Karen A. Young, President, HR Resolutions
Workplace Application:
Hard to assess and evaluate, intermittent FMLA requests don’t have to be the bane of HR practitioners. 

It seems like we receive an FMLA request almost every day. Continuous leaves are, generally, simple to deal with and very straight-forward; it's hard to "fake" appendicitis! Intermittent FMLA, on the other hand, can be a cringe-worthy event. This session is designed to help the HR practitioner avoid the "cringe" by reviewing the tools we have at our disposal to remain compliant AND minimize potential abuse of the system.

Learning Objectives:

  • Learn to distinguish between the alphabet soup of leave programs.
  • Learn to stay compliant and effectively manage intermittent FMLA.
  • Ease your anxiety over intermittent requests.
  • Obtain a checklist for intermittent leave management.
The Top 5 Misconceptions About HSAs and FSAs and How to Correct Them
06/30/2020 01:40 PM - 01:58 PM |
Type: Smart Stage

| Competencies: HR Expertise
Presenter:
Sherry Olson, VP of Human Resources, WEX Health

Rampant misconceptions about health savings accounts (HSAs) and flexible spending accounts (FSAs) persist in spite of their value in helping employees save and pay for health care today and in the future. WEX surveyed over 2,000 American workers with employer health insurance and identified the five most stubborn misconceptions they hold about HSAs and FSAs. In Sherry Olson's 18-minute presentation, these misconceptions will be featured  along with tips on how employers can correct them. 

It’s Time to Search for a 401(k) Service Provider. Okay, Now What?
06/30/2020 02:00 PM - 03:15 PM |

| Competencies: Consultation, Critical Evaluation, Ethical Practice, HR Expertise
Presenter:
Robert Massa, Managing Director, Qualified Plan Advisors, LLC
Workplace Application:
Choosing the right 401(k) provider has fiduciary implications for your organization and long-term effects on your employees’ well-being. 

Are you in the market for a new 401(k) service provider? Do you know how to go about the search? This session provides plan fiduciaries the tools they need to run an effective vendor search for a 401(k) plan provider while meeting all of your fiduciary obligations under ERISA.

Learning Objectives:

  • Learn the key components to be included in a vendor RFP.
  • Learn the process to review, quantify and summarize the data for your committee.
  • Learn about the project plan you’ll want to employ.
  • Learn the key things to look for (data integrity issues, contract terms, reviewing the recordkeeper’s SSAE18).
Retirement Plans’ Past, Present and Future: Perspectives on this Essential Benefit
06/30/2020 02:00 PM - 03:15 PM |

| Competencies: Business Acumen, Global & Cultural Effectiveness, HR Expertise
Presenter:
Michael A. Smoots, General Counsel, Financial Fitness for Life
Presenter:
Matthew Eickman, Director, ERISA Service Qualified Plan Advisors
Workplace Application:
See why financial education the key piece of the retirement-saving puzzle, but which oddly is often left unaddressed. 

This session is presented as a panel with three ERISA attorneys. Each lawyer has spent numerous years practicing law, in private practice, as in-house counsel, and in government regulation. Each has also spent years helping clients manage retirement plans, 401(k) plans, pensions, non-qualified plans, etc. Learn about real-world experiences that can help you avoid mistakes and improve the effectiveness of your retirement plans. Hear perspectives on how saving for retirement at work has changed over the years, as well as how workplace saving may be changing, particularly if current trends persist.

Learning Objectives:

  • Learn how you can avoid mistakes and improve the effectiveness of your retirement plans.
  • Gain a bigger picture context to the retirement plan discussion and projection of what the future may hold.
  • Learn the importance of 'why' educating employees about financial wellness is essential for employers to implement, even with inertia-based strategies, and that 'how' education is delivered is even more important.
Pay Trends with Transparency, Engagement and Performance Management
06/30/2020 03:45 PM - 05:00 PM |

| Competencies: Business Acumen, HR Expertise, Leadership & Navigation
Presenter:
Susan Hanold, VP Strategic Advisory Services, ADP
Workplace Application:
Today’s historically challenging labor market means bringing every possible weapon to bear on talent acquisition and retention. 

In today’s tight labor market, winning against competitors requires the best talent pool. Today's workforce is multi-dimensional and has a complex set of expectations and demands, which means there are many factors to consider if you truly intend to be prepared to win.  Unlike in the past where one size fit all, in today's economy companies are struggling with very different pay needs based on these different factors. Employers raise wages during labor shortages; when will this war for talent end? This makes for an interesting challenge for compensation and payroll experts. This session leverages ADP's Research Institute's latest research.

Learning Objectives:

  • Understand the latest pay trends.
  • Learn how companies are adjusting their pay practices to better align with employee expectations of transparency, pay engagement and performance management trends.
Why State Disability and Leave Programs Are Not Just for Payroll, But HR Too!
06/30/2020 03:45 PM - 05:00 PM |

| Competencies: HR Expertise, Relationship Management
Presenter:
Steve Hodgson, Director of Payroll Training, American Payroll Association
Workplace Application:
Multi-state compliance is a must for growing organizations. 

Are you a multi-state employer or is your organization thinking about expanding your business footprint in another state? If so, you need this session! Learn how the rules and regulations for disability plans and programs can impact your organization and your employees. Let’s develop and strengthen the relationship between HR and Payroll to reach our full potential together!

Learning Objectives:

  • Discover the rules and regulations for state disability and leave programs.
  • Understand the impact on your organization's policies.
  • Develop and strengthen the relationship between HR and Payroll.

07/01/2020

The Most Misunderstood Benefit: The HSA (and How to Empower Employees to Take Advantage)
07/01/2020 08:00 AM - 09:00 AM |

| Competencies: HR Expertise, Leadership & Navigation
Presenter:
Sherry Olson, VP of Human Resources, WEX Health
Workplace Application:
HSAs are a powerful compensation tool but unless employees fully understand HSAs and their benefits, the tool is often underutilized. 

The award for the most misunderstood and underutilized healthcare benefit goes to: the health savings account (HSA). In this session, you will hear from a renowned financial expert about how imperative it is that employers do the work to dispel the misconceptions that employees hold about HSAs. It is time to tell the real story about these accounts in a way that employees can understand.

Learning Objectives:

  • Why it’s up to employers to help employees to improve their financial literacy about HSAs.
  • Five common misconceptions about HSAs and concrete ways (and some scripts) to dispel them.
  • Tips to ease the healthcare decision-making process for employees and for building their health insurance literacy.
Investing in Employee Financial Health to Promote Inclusion and Resilience
07/01/2020 09:15 AM - 10:15 AM |

| Competencies: Business Acumen, Ethical Practice, Global & Cultural Effectiveness
Workplace Application:
Organizations can offer programs that improve personal financial literacy and tools that help promote employee financial well-being. 

Employee financial health is an urgent, cross-sector trending topic extending beyond employee benefits and into opportunities for technology and innovation to create a more inclusive and equitable financial health culture for global workforces. Employers are increasingly aware that their employees' health and wellbeing -- physical, emotional and financial -- has a direct impact on work performance and the company's bottom line. In response, a growing number of organizations are incorporating financial health into the product suites they offer to employers. HR professionals have a unique opportunity to lead innovation around financial health. This session helps you to leverage your organization’s unique position as both a distributor of financial products and an influencer over financial decisions, including those related to retirement plans, insurance, and pre-tax spending accounts. You will be better able to assist employees in navigating financial challenges and improving their financial health.

Learning Objectives:

  • The enormous demand and opportunity presented by workplace financial health, including its impact to a company's bottom line performance.
  • How businesses can ensure that their entire workforce has access to the products and services that will best help them build resilience and thrive.
  • How human resource teams can make the case for the importance of financial health alongside mental and medical health, and provide a framework for assessing and measuring it.
  • How organizations can adapt and sustain financial health even as work rapidly evolves across industries, including the rise in the gig economy and the decline in traditional employment structures.