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| 8:15 - 8:45 a.m. |
Check-In and Continental Breakfast |
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| 8:45 - 9:00 a.m. |
Welcome |
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James W. Brown III, NYEBC President
Mary Jo Bertrand and Susan L. Bird, Conference Co-chairs |
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| 9:00 - 10:00 a.m. |
Legal Update |
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Richard D. Hole, Bond, Schoeneck & King, LLP
Mr. Hole will present an overview of recent legislation and other legal developments affecting the benefits community. |
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| 10:00 - 10:15 a.m. |
Break |
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| 10:15 - 11:15 a.m. |
Recently Issued SPD and Claims Procedures Changes |
Representative from: U. S. Department of Labor
How will SPDs change based upon the recently issued DOL final regulations concerning SPDs and claims procedures? What new items must be added to SPDs, especially for group health plans? What are the elements of the new claims procedures regulations? Hear the answers to these and other important questions regarding SPDs and Plan benefit claims from the source of the regulations, the DOL. |
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| 11:15 a.m. - 12:00 p.m. |
Change Management |
Renee V. Downey, Eagle Consultants
Join Renee Downey as she offers some high energy thoughts on change and what you can do to make it happen more fluidly within your organization. The pace, nature and responses to change are explored in this interactive session. |
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| 12:00 - 1:45 p.m. |
Lunch |
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| The afternoon program is divided into two "highways", Pension and Health. You may choose either highway for your entire journey or travel between highways. |
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PENSION HIGHWAY
1:00 - 2:20 p.m. |
Designing and Funding Non-Qualified Deferred Compensation Plans - A Current Look |
James E. Hughes, Hancock & Estabrook, LLP
Jerome A. Lindberg, Retirement Income Services
Non-qualified deferred compensation has for many years been a prime technique in designing compensation packages for key executives. This discussion will highlight current legal/tax issues, new trends in plan design and a review of funding alternatives. |
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| 2:20 - 2:35 p.m. |
Break |
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| 2:35 - 3:20 p.m. |
IRS Presents 403b Self-Audit Suggestions |
Douglas M. Jordan, Internal Revenue Service
This workshop will be a general discussion of the Internal Revenue Code Section 403(b), Partnership for Compliance, current error trends. The discussion will cover voluntary compliance programs, procedures, methods and corrections. |
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| 3:20 - 4:00 p.m. |
Demystifying Qualified Plan Compensation Definitions |
Richard A. Hochman, McKay Hochman Co., Inc.
The definition of compensation impacts the operation of a qualified plan in multiple ways including non-discrimination testing and calculation of benefits and contributions. This workshop will provide the attendees with a roadmap through the various definitions of compensation under the Internal Revenue Code. |
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HEALTH HIGHWAY
1:00 - 2:20 p.m. |
Plan Member Rights, Responsibilities, Confidentiality, Privacy and Patient Safety: Employer and Health Plan Perspectives |
Susan H. Emhof, Univera Healthcare
Sandra Force, Univera Healthcare
Kathleen E. Garofalo, Welch Allyn, Inc.
This workshop will review the rights and responsibilities to which members of NYS health plans are entitled. It will focus on understanding the members appeal rights including external appeal, confidentiality of patient information and patient safety. |
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| 2:20 - 2:35 p.m. |
Break |
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| 2:35 - 3:20 p.m. |
Defined Contribution Approach to Health Plans |
Steven P. Chase, PricewaterhouseCoopers LLP
This session will explore the emerging concept of defined contribution healthcare benefits (DCHB). We will discuss the defining characteristics of DCHB, the market factors that are driving interest in this concept, the barriers to implementing DCHB, and variables that could accelerate its development. The presentation is based on the findings of a PricewaterhouseCoopers LLP research study that included employers, health insurers, e-health firms, policy experts, and consumers. |
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| 3:20 - 4:00 p.m. |
Health Care Cost Management: A Physician's Perspective |
Representative from: Rochester Individual Practice Association
How can health plans manage costs and enhance quality of care? This session will examine how physician participation in practice profiling, peer review, and chronic disease management can help replicate best practices through a health plan. We will also discuss managing costs through risk sharing between a health plan and participating physicians and risk sharing within a physician IPA. |
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