Agenda

September 24, 2018

7:30 AM - 8:20 AM - Registration and Continental Breakfast

8:20 AM - 8:30 AM - Opening Remarks

8:30 AM - 9:20 AM - Session 1: Benefits 2020: A Legislative, Compliance and Regulatory Update

Speakers: Sam Henson, JD, Lockton Retirement Services, Director of Legislative & Regulatory Affairs

• Mark Holloway, JD, Lockton Benefit Group, Director of Compliance Services

9:30 AM – 10:20 AM - Session 2: What to Expect From an EBSA Investigation

Speaker:  Alycya Henderson, U.S. Department of Labor, EBSA, Supervisory Benefits Advisor

10:20 AM – 10:35 AM - Refreshment Break

10:35 AM – 11:25 AM - Session 3:  The Team Approach to Obtaining Successful Retirement Plan Outcomes

Speaker: Chuck Rolph, JD, MSFS, CFP®, AIF®, Director, Advanced Consulting Group, Nationwide

11:25 AM – 12:50 PM - Lunch

1:00 PM – 1:50 PM- Session 4: Healthcare in 2030 – What Will the Future Look Like? Using Benefits Programs to Attract and Retain Top Talent in an Almost Zero Unemployment World

Speaker:  Marybeth Gray, Trion Group, a Marsh & McLennan Agency LLC

2:00 PM - 2:50 PM- Session 5: Environmental, Social and Corporate Governance Investing (ESG)

Speaker: Will Collins-Dean, Sr. Portfolio Manager, Dimensional Fund Advisors

3:00 PM – 3:50 PM – Session 6:  Supply Chain Management Approach to Healthcare

Speakers: Geoff Rowson, SVP Sales, Totem Solutions
Annette Griffin, VP of Business Development, Totem Solutions

4:00 – Closing Comments and Adjournment