Online Library

Program Materials

After a program, PEBA tries to make available all the program handouts used during the session. Please note that due to the sensitive nature of some of our topics discussed, not all sessions will have the materials available for download. To ensure access to all program materials, please attend the program in person. When downloading the files, please be patient as many files are very large.

• PEBA Annual Forum:

Mass Career Customization: Career-Life Fit

Integrating Services and Maximizing Participation- Employer, Carrier, and Provider Presentation

Incentive Goal Setting in Stormy Water

National and Local Legislative Issues Impacting Employee Benefits Plans

Annuities in 401(k) Plans: Reaction, Risks, and Benefits

Social Media and Web 2.0

Productivity Through Employee Satisfaction

Benefits Risk Management: The Behavior Change Paradigm

Pay Matters: Critical Issues in Compensation Program Design and Communication

Healthcare Reform Readiness

Never Too Young or Too Old: Helping Employees of All Ages Prepare for Retirement

• IRS Enforcement: Focus on Executive Compensation

          Combined Towers Watson and McCarter & English Presentation

• Designing and Measuring the Effectiveness of Compensation Incentives

Towers Watson Presentation

Hay Presentation

• Strategies for Cost Containment- 3/16/10

Express Scripts Handout

Mercer Presentation

• Retirement Education: Are Your Helping Your Employees Prepare for the Retirement They Expect?- February 3, 2010
  Merrill Lynch Handout 1
  Merrill Lynch Handout 2
  Merrill Lynch Handout 3
  Mercer Presentation
  
  
• Incentive - Developing Strategies and Understanding Employee Behavior -January 13, 2010
  WellNow, Viocare & Montgomery McCracken Presentation
  
  
• The Need to Know on Retiree Health Benefits- December 8, 2009
  Mercer Presentation

 
• Deferred Compensation: How For-Profit and Not-For Profit Pros Handle It - November 18, 2009
  Morgan Lewis Presentation
  NHS Presentation
  DuPont Presentation
•  
• Benchmarking and Salary Administration: Beyond the Cookie Cutter - September 30, 2009

PriceWaterhouseCoopers Presentation


• Retirement Plan Issues for Tax Exempt Organizations - September 15, 2009
  TIAA-CREF Presentation
  Littler Presentation
   
• What Do Employees Value? (webinar) - September 9, 2009
  Jeff Green - PROXUS
  Playback Recording
   
• It's All About Communication: Delivering Difficult Messages - July 14, 2009
  Lincoln Financial Presentation
  Vanguard Presentation
  Towers Perrin Presentation



• DC Plan Design - April 8, 2009
  Fiduciary Responsibility
  Vanguard DC Plan Trends
  DC Plan Design Issues and Administrative Pitfalls



• Building a Total Rewards Strategy - April 2, 2009
  Tom Morrison- Deloitte Total Rewards Survey
  Bill Strahan- Comcast's Approach to Rewards



• Back to Compensation Basics: Job Evaluation - March 11, 2009
  Tonushree Mondal - Mercer
   
• Your 2009 Survival Kit: Managing Benefit  and Retirement Issues - February 24, 2009
  Daniel Tipton - Tipton Communications
   
• International Benefits: Managing Global Issues in 2009 - February 18, 2009
  Stuart Brown - Willis
  George Zahorcak - CIGNA International
   
• Introduction to Benefits - February 11, 2009
  Jim DiGuiseppe - Valley Forge Benefits Consulting Inc
   
• Benchmarking Investments - October 22, 2008
  Ronald Jackson - Towers Perrin
  Brian Dougherty, JD - Post & Schell
  Patrick McCallister, AIF® - Wachovia Retirement Services
   
• Measuring the Impact of Health and Productivity - September 16, 2008
  Robin F. Foust, BS, PAHM - Zoe Consulting
   
• Phased Retirement - The Talent Wars and Succession Planning - July 16, 2008
  Patrick McCallister - Wachovia Retirement Services
  Conlin England - Wachovia Retirement Services
  Debbi D. Bromley - GENEX Services
   
• Introduction to Benefits II - More than Just Medical - June 25, 2008
  Ed Rodgers - Mercer
  Andrew Rosa - Comcast
  Carol Wellings - Aon Consulting
   
• Executive Compensation - The Aftermath of the Proxy Regulations - June 3, 2008
  Erin Bass-Goldberg - Frederic W. Cook & Co., Inc.
  handout 1, handout 2, handout 3
   
• Fiduciary and Governance Issues - May 6, 2008
  Lisa Arko - Watson Wyatt Worldwide
  Jim Edwards - Molewski Financial Partners
  Brian Pinheiro - Ballard Spahr
  Wes Schantz - Molewski Financial Partners
   
• Medical Underwriting - March 27,  2008
  Maureen Lee - Charon Planning
  Elizabeth Patterson - Charon Planning
   
• Introduction to Defined Benefit Plans and Defined Contribution Plans - February 26, 2008
  William Belanger, J.D. - Towers Perrin Professional Development Institute
   
• Introduction to Benefits I - January 30, 2008
  Cheri Wren - Independence Blue Cross
  Tim Neary - AETNA
  Cory Easton - Express Scripts, Inc.
  Sara Zook - MetLife
  CIGNA Handouts
  - CIGNA Funding Fact Sheet
  - CIGNA Express
  - Health Care Trend & Cost
  - What could be easier?
  - CIGNA Choice Fund Experience Study