Celebrate – Network – Discover

Join us as we celebrate and network, while discovering successful benefit strategies for our new dynamic world.

"Participating in SBEN gives me unbiased insights and helps me learn from fellow Benefits Industry Pros." - Past Attendee


September 22, 2021

5:30 - 7:00 PM

Registration and Sponsor Setup

September 23, 2021

7:00-8:00 AM

Breakfast and Conference Registration with our Sponsors

8:00-8:10 AM

8:10-9:00 AM

Opening Remarks

General Session 1: The Latest Regulatory and Legislative Benefit Updates


Scott V. Wagner, Partner, Morris, Manning & Martin LLP

Scott Wagner counsels clients to address and solve a wide-range of employee benefits issues, including retirement plan, executive compensation, and health and welfare plan matters. Scott has extensive experience with executive compensation and equity matters, and various other federal and state laws related to health and welfare plans. Scott also often works with clients on employee benefits and executive compensation issues involved in mergers and acquisitions and other corporate transactions. 

Chelsea Deppert, Associate, Morris, Manning & Martin LLP

Chelsea Deppert provides practical guidance to employers on the technical aspects of the Employee Retirement Income Security Act (ERISA) and other state and federal laws impacting the design, implementation and ongoing compliance of employee benefit plans and programs, executive compensation arrangements, severance programs, and health and welfare arrangements. Chelsea works with employers on a broad array of issues relating to tax qualified retirement plans, such as plan operation, drafting, participant communications and compliance with ERISA’s fiduciary responsibility provisions.

9:00-9:50 AM  

General Session 2: The Importance of Diversity, Equity and Inclusion within Employee Benefits

Richard Smith, Benton+Bradford

At Benton+Bradford, Richard combines his extensive executive coaching, human resources and talent acquisition background with the instinctive ability to translate customer needs into high-impact solutions. Working with clients ranging from small, entrepreneurial non-profits to large Fortune 500 organizations, Smith understands how to align individuals and teams for business goal achievement and long-term success.

9:50-10:10 AM

Refreshment Break with our Sponsors

11:00-11:50 AM

General Session 3:  Communication Strategies for the Post Pandemic World - A Case Study

11:50-1:10 PM

Lunch Break with our Sponsors

Breakout Sessions

1:10-2:00 PM

Healthcare Track:

Healthcare Cost Management Strategies

Retirement Track:

Benefits that Remove Retirement Roadblocks

2:10-3:00 PM

Healthcare Track:

Quality Concierge as A Healthcare Benefit

Retirement Track:

Best Practices for Selecting your Next Retirement Plan Advisor


Johnny Wentzell, Principal, Jackson Lewis P.C.

Veronica Bray, CEO, Retirement Plan Advisor Search

3:00-3:20 PM

Refreshment Break with our Sponsors

3:20-4:10 PM

Healthcare Track:

Delivering Effective Mental Health Solutions

Retirement Track:

The Secure Act 2.0: What You Need to Know

4:30-6:00 PM

Hosted Reception with our Sponsors

September 24, 2021
7:30-8:30 AM

Breakfast and Conference Registration with our Sponsors

8:30-8:40 AM

8:40-9:30 AM

Opening Remarks

General Session 4: Audits, Investigations and the Latest Updates from The Dept. of Labor, EBSA

Speaker: Alycya Henderson, Supervisory Benefits Advisor,  U.S. Department of Labor
 As Supervisory Benefits Advisor, Alycya manages a staff of nine Benefits Advisors who are responsible for providing technical information, guidance, and assistance to plan participants and their beneficiaries, plan administrators, fiduciaries, third party administrators, service providers, and other interested parties regarding rights and obligations under the statutory and regulatory provisions of the Employee Retirement Income Security Act of 1974 (ERISA), Health Insurance Portability Accountability Act (HIPAA), Consolidated Omnibus Budget Reconciliation Act (COBRA), and other related legislation. Alycya holds a Juris Doctor degree from New England School of Law and a Bachelor’s degree in Business Administration from Tennessee State University.

9:40-10:30 AM

General Session 5: The Future of Work: Insights from the MIT AgeLab

Speaker: Ryan Sullivan, MIT AgeLab

Ryan leads communication workshops around the country and speaks on a variety of financial topics, with a focus on retirement research from the MIT AgeLab. To date, he has provided insights to audiences in 46 states and Puerto Rico, as well as led hundreds of webinars. Ryan seeks to balance the very human aspects of planning for later life with appropriate humor—a necessity, given the opportunities and challenges we all face as we age.

10:40-11:30 AM

General Session 6: The Next Phase of Financial and Physical Wellness

11:40-12:30 PM

General Session 7: Digital Benefits Delivery

12:30 PM

Adjournment and Grab and Go Lunches

Phone: 404.812.9132

Email:  events@sben.org  |  membership@sben.org

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