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Cutting Through the Benefits Jungle
MAY 9, 1996
CONFERENCE SCHEDULE
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| 8:30 - 9:00 a.m. |
Registration and Continental Breakfast |
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| 9:00 - 9:10 a.m. |
Welcome / Opening Comments |
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David H. Kernan, Chairman
NYEBC Buffalo Conference Committee |
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| 9:10 - 9:40 a.m. |
Legislative and Regulatory Update |
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Richard W. Kaiser, Hodgson, Russ, Andrews, Woods & Goodyear LLP
Mr. Kaiser opens the morning session with a review of recent developments including DOL Interpretive Bulletin on participant investment information and guidance, DOL Section 401(k) rules, IRS guidance on ERISA Section 204(h, and IRS regulations on withholding on non-qualified plans under Section 3l21(v). |
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| 9:40 - 10:20 a.m. |
Legal Aspects of Hiring and Firing |
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Daniel P. Forsyth, Esq., Flaherty, Cohen, Grande, Randazzo & Doren P.C.
Mr. Forsyth discusses the legal aspects of hiring and firing employees. He offers practical pointers for employers. |
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| 10:20 - 10:35 a.m. |
Break |
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| 10:35 - 11:15 a.m. |
Chronically Ill and Disabled Employees |
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Donald W. Abbott. MD, Unum
Gary Gieba, Esq., Albrecht, Maguire, Heffern & Gregg P.C.
State and federal laws applicable to disability issues are often confusing. Additionally, the medical community and disability insurers are also often divided on these points. In this session, medical and legal professionals address these issues. |
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| 11:15 - 11:55 a.m. |
Preparing Baby Boomers for Retirement |
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Bernard S. Rubeor, Merck & Company Inc.
Patricia A. Wiley, Ernst & Young LLP
This presentation outlines Merck & Company's design and implementation of an ongoing financial education program for employees, and the company's motivation in providing such a program. A view from the "front lines" regarding the concerns of employees is also addressed. |
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| 11:55 a.m. - 12:25 p.m. |
Outsourcing Human Resource and Benefits Functions |
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Lynda J. Phinney, Warren-Hoffman & Associates Inc.
Many employers find it difficult to dedicate staff to the daily functions involved in administering benefits and keeping up with the ever changing Human Resource arena. Ms. Phinney discusses the specifics of how to outsource these functions and the pros and cons of subcontracting this role. |
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| 12:25 - 1:45 p.m. |
Lunch |
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| 1:45 - 2:45 p.m. |
Workshop (Choose I, II, III, IV or V) |
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| 2:45 - 3:00 p.m. |
Break |
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| 3:00 - 4:00 p.m. |
Workshop (Choose I, II, III, IV or V) |
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- Workshop I: 401(k) and 403(b) Plan Basics
Cheryl Cornwell, Deloitte & Touche LLP
Thomas Veal, Deloitte & Touche LLP
Untangle the differences between these similar programs and avoid the compliance swamps peculiar to each; the help you need to avoid pitfalls recently touted by Washington regulators.
- Workshop II: More on Hiring and Firing
Daniel P. Forsyth, Esq., Flaherty, Cohen, Grande, Randazzo & Doren P.C.
This session continues the discussion on various aspects of hiring and firing. Hypothetical examples applying the legal and practical principles discussed in the morning presentation are addressed.
- Workshop III: Care of the Elderly and Disabled
Dee Cooper, RN, Buffalo Oxygen Service Inc.
Lynda J. Phinney, Warren-Hoffman & Associates Inc.
Carolyn Richel, Hospice
Bernardo Carotenuto, Aurora Park Health Care Center, affiliated with Park Associates
Many employees face the task of caring for elderly or disabled dependents. This workshop covers what employers should know in terms of resources to help employees deal with caring for the elderly and disabled dependent. What commune resources are available are also explored.
- Workshop IV: Preparing Baby Boomers for Retirement: Investment Strategies
Erik Bagin, Hewitt Associates, NY Office
Walter F. Maurer, Xerox Corporation
Our presenters focus on what employers are doing to help employees approaching retirement with investment education and financial planning.
- Workshop V: Health Benefits Zoo
Mary Lee Campbell-Wisley, Mercy Health System of Western New York
Kristy Long Hartley, Nova Healthcare Administrators
This workshop helps to sift through the meanings of the various types of health benefit programs that are presently available and what to expect in the future. The presenters explain the meanings of the acronym zoo that is cluttering up the Health Care benefits system.
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