New Orleans Mid-Sized Retirement & Healthcare Plan Management Conference

Plan sponsors are working harder than ever to meet the demands of retirement plan compliance while combating skyrocketing healthcare costs. Make plans now to attend the Mid-Sized Retirement & Healthcare Plan Management Conference, May 6-9, at the New Orleans Marriott. Discover real-world solutions to conquer compliance issues, contain costs, and elevate employee engagement when you join your peers in The Big Easy. This educational program, includes more than 40 in-depth workshops and big-picture keynote sessions led by retirement and healthcare experts. Experience an executive education program that 99% of past attendees would recommend to a colleague. Return to the office with the latest legislative updates, compliance directives and cost-saving strategies to enhance your most important benefit plans.


  • Opening Keynote Session: Health, Policy, Politics and Priorities
  • Fantastic networking receptions with peers and industry experts
  • Opportunity to earn 15+ continuing education credits


10:00 AM - 5:00 PM (May 06) (General)
7:00 AM - 5:30 PM (May 07 - May 09) (General)
10:00 AM - 5:00 PM ( May 06) (General)
7:00 AM - 5:30 PM (May 07 - May 09) (General)
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upto 100 DelegatesEstimated Count

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Education & Training


06-09 May 2018

Frequency One-time

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Schedule & Agenda

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Sun, 06 May09:00 AM - 05:00 PMRegistration Registration
Sun, 06 May10:00 AM - 05:00 PMPre-Conference Tutorial: Understanding Your Fiduciary Obligations Under ERISA Workshop
Sun, 06 May01:00 PM - 05:00 PMPre-Conference Self-Funding Forum: Basic Concepts and Advanced Tactics in Self-Funding Workshop
Mon, 07 May07:00 AM - 08:15 AMContinental Breakfast
Mon, 07 May07:00 AM - 04:00 PMRegistration Registration
Mon, 07 May08:15 AM - 08:30 AMWelcome/Opening Remarks
Mon, 07 May08:30 AM - 09:30 AMKeynote Address: Health Policy, Politics and Priorities Keynote
Months away from mid-term Congressional elections, health policy remains at the center of the domestic policy agenda. Legislative efforts will still be underway throughout 2018. And to the extent they stall, the executive branch agencies will seek to pursue the health policy agenda through the regulatory process. This session focuses on implications of legislative and regulatory efforts for mid-sized employers.
Mon, 07 May09:45 AM - 10:45 AMFour Concurrent Workshops Workshop
Mon, 07 May11:00 AM - 12:00 PMFour Concurrent Workshops Workshop
Mon, 07 May12:00 PM - 01:45 PMProtecting Your Fiduciaries Today & Employees Tomorrow Keynote
Join Matthew J. Eickman, J.D., for a practical, best practices guide to modernizing and improving your retirement programs. Leave with a blueprint for fiduciary processes, plan design decisions, and strategic planning and communication approaches. This blueprint will best protect your fiduciaries from the ever-increasing risk and, more importantly, lay the foundation for your employees' future retirement needs.
Mon, 07 May02:00 PM - 03:00 PMFour Concurrent Workshops Workshop
Mon, 07 May03:00 PM - 03:15 PMRefreshment Break Break
Mon, 07 May03:15 PM - 04:15 PMFour Concurrent Workshops Workshop
Mon, 07 May04:15 PM - 05:30 PMNetworking Reception Networking
Tue, 08 May07:00 AM - 08:00 AMMindfulness as a Path to Wellness Session
Forty percent of employees report that persistent stress or excessive anxiety impacts their daily lives, and over 50% of those report that stress and anxiety affect their work performance, work quality, and relationships with co-workers. While most employers offer an employee assistance program to address such issues, many employees are reluctant to use them. Employers have begun to recognize that meditation and mindfulness practices are a proven way to reduce the stress and anxiety that impact our work and our personal lives. Kate Saracene provides an overview of mindfulness and meditation practices, reviews the empirical evidence regarding how these practices change the brain and the body, and provides practical tips and strategies that can be applied in your daily office setting to improve work performance, grow relationships with colleagues, and relieve the stress.
Tue, 08 May07:30 AM - 04:00 PMRegistration Registration
Tue, 08 May08:30 AM - 09:30 AMIt’s Now or Never: Rethinking Benefits When Healthcare Has Left the Building Keynote
Join Kyle Healy for insights on how re-prioritizing your attraction and retention strategies can go a long way in future-proofing your benefits programs and preparing for the possibilities of a world where a single-payer healthcare solution doesn’t seem entirely far-fetched—and is already a reality in parts of it. Sit in on a discussion centered around progressive ideas pulled straight from employers outside the U.S., who work with nationalized healthcare every day. Learn how their creative tactics and motivated methods can net better productivity returns on your employee investments and help you stand out in a sea of sameness no matter where medical insurance goes over the next decade.
Tue, 08 May09:45 AM - 10:45 AMFour Concurrent Workshops Workshop
Tue, 08 May11:00 AM - 12:00 PMFour Concurrent Workshops Workshop
Tue, 08 May12:00 PM - 01:45 PMBeignet There, Done That: Lessons Learned for Superior Benefit Plan Management
Conference chairman Mark Friedman and a panel of benefits professionals examine legal, economic and societal issues that are causing many employers to re-think how they provide for employees’ physical and financial well-being without jeopardizing their own bottom lines. For most companies, the two most highly-valued and costly benefits—healthcare and retirement—can be the most troublesome regarding cost-effectiveness, compliance and employee engagement. The panel discusses real-world solutions, innovations and best practices for avoiding and overcoming contemporary problems in benefit plan management.
Tue, 08 May02:00 PM - 03:00 PMFour Concurrent Workshops Workshop
Tue, 08 May03:00 PM - 03:15 PMRefreshment Break Break
Tue, 08 May03:15 PM - 04:15 PMFour Concurrent Workshops Workshop
Tue, 08 May04:15 PM - 05:30 PMNetworking Reception Networking
Wed, 09 May07:30 AM - 11:00 AMRegistration Registration
Wed, 09 May08:30 AM - 09:30 AMRethinking, Rebuilding and Reinforcing Culture Keynote
Wed, 09 May08:30 AM - 09:30 AMContinental Breakfast
Wed, 09 May09:45 AM - 10:45 AMFour Concurrent Workshops Workshop
Wed, 09 May11:00 AM - 12:00 PMFour Concurrent Workshops Workshop
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New Orleans Marriott

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