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UNC Kenan-Flagler Business School and University Conference Services announce 2016 San Francisco conference for employee benefit plan managers.

Research Triangle Park, NC, January 15, 2016 – The Mid-Sized Retirement & Healthcare Plan Management Conference is scheduled for March 20-23, 2016 at The Palace Hotel in San Francisco. This executive education conference is an unbiased source for human resources, benefits and finance professionals looking for answers to employer-sponsored retirement and healthcare plan management questions.  The San Francisco conference offers more than 40 individual workshops, along with general session keynotes and pre-conference classes. Attendees are eligible to earn continuing education credits from HRCI, SHRM and WorldatWork—and CPAs can earn CPE credits.

The keynote speakers at this conference include:

  • John E. Schadl, J.D. of Vanguard, “Forty Years of ERISA: What We’ve Learned and Where
    We’re Going”

  • Paul Fronstin, Ph.D. of Employee Benefit Research Institute (EBRI), “The Future of Employment-Based Health Benefits”

  • Joel B. Shapiro, J.D. of NFP, “Governing Your Governance”

  • Barry E. Beder of Beder Consulting, LLC, “Keeping Your Head in the Game”

In addition, a panel discussion entitled “What’s Keeping You Up at Night? Benefit Plan Management Hot Buttons and Solutions” features panelists from major corporations who will share their insights and experiences.  Panel hot topics include cost containment, prescription drug costs, plan design options, employee communication, fiduciary and regulatory considerations and much more.

Additionally, there are two pre-conference sessions to enhance participants’ value. “Fiduciary Obligations Under ERISA” provides a comprehensive look at the fiduciary duties and obligations of retirement plan sponsors, ranging from the basic rules and regulations governing fiduciary responsibility to a more advanced look at contemporary and unfolding issues. “Self-Funding: Basic Concepts Through Advanced Strategies” covers topics including stop loss protection, claims administration, disease management, pharmacy plans, data analytics and provider networks. Case studies provide participants with a thorough grounding in self-funding.

Registrants who enroll by February 12, 2016 save $200.

Some of the sponsors of the 2016 San Francisco Conference include:

  • Fidelity Institutional Asset Management

  • Innovative Rx Strategies, LLC

  • MassMutual Retirement Services

  • MetLife

  • Millennium Trust Company

  • Milliman

  • NFP

  • P-Solve

  • SageView Advisory Group

  • SWBC Investment Advisory Services

  • Transamerica Retirement Solutions

  • Trion

  • Trucker Huss

  • Vanguard

For more information or to register, please visit: or call 800-864-2063.

Don't wait to register for the 2016 San Francisco Mid-Sized Retirement & Healthcare Plan Management Conference. You'll meet influential people and maximize your opportunities for success. Start now by accessing the information below.

All information in Events In America is deemed to be accurate at the time we add it, and we take steps to verify all details and update our records when new information is provided, but as people, events and circumstances change, we caution users to independently confirm all information. and Events In America LLC make no guarantee of accuracy and assume no liability for inaccurate information.

Conference/Event Dates: 03/20/2016 - 03/23/2016
Conference/Event Hours: 7:00 am - 5:30 pm
Expo/Exhibit Dates: 03/20/2016 - 03/23/2016
First Move-In Date: 03/20/2016
Classification: B2B
Primary Industry: Human Resources
Other Industries: Business, Human Resources
Estimated Attendance: 300
Cost to Attend: $995 if registered by 2/12; $1095 if registered by 2/26; $1195 after 2/26; if you bring members of your team they are each $400 off the current fee
Audience: C-suite executives with plan fiduciary responsibilities;
Vice presidents, directors and managers of human resources and benefits;
CFOs, vice presidents and directors of finance and risk management, compliance officers, treasurers and controllers;
Employee benefits/compensation directors, managers and specialists;
Pension/savings plan managers and trustees
Venue: The Palace Hotel
Venue Phone: (415) 512-1111
Venue Type: Indoor - Hotel
Official Conference Hotel:The Palace Hotel
Conference Hotel URL:
Number of Exhibitors:15
Sponsorship: Yes
Sponsorship Details: Sponsorship opportunities are limited so don't delay. E-mail us or call 800-864-2063 to discuss availability for our San Francisco, Orlando, Chicago or Las Vegas conferences.

Booth Size Booth Cost   Available Amenities
sponsorship prices vary   Electricity: Yes - Unknown Price
  Water: Yes Price:
  Generator: n/a
  Marketing Vehicles Allowed: No
Other Booth Sizes Available: n/a

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National Sponsors:

MassMutual Retirement Services
SWBC Investment Advisory Services
Transamerica Retirement Solutions

Conference Sponsors:
Fidelity Institutional Asset Management
Innovative Rx Strategies, LLC
MFS Investment Management
Millennium Trust Company
SageView Advisory Group
Trucker Huss

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2016 San Francisco Mid-Sized Retirement & Healthcare Plan Management Conference

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