Library

HANDOUTS (Please be patient, files may take some time to download)

PROGRAM HANDOUTS
 

• Year-End Retirement Plan Compliance Checklist (webinar) - November 19, 2009
  Jason Brodsky - Towers Perrin
  Playback Recording
   
• Deferred Compensation: How For-Profit and Not-For Profit Pros Handle It - November 18, 2009
• Incentive - Developing Strategies and Understanding Employee Behavior - October 14, 2009
• Benchmarking and Salary Administration: Beyond the Cookie Cutter - September 30, 2009
• Retirement Plan Issues for Tax Exempt Organizations - September 15, 2009
   
• What Do Employees Value? (webinar) - September 9, 2009
  Jeff Green - PROXUS
  Playback Recording
   
• It's All About Communication: Delivering Difficult Messages - July 14, 2009
• Fiduciary Issues - Fees and Governance - June 23, 2009
• Corporate Wellness: Measuring the Impact of Biometric Screening - June 3, 2009
• Equity Compensation - May 6, 2009
• DC Plan Design - April 8, 2009
• Building a Total Rewards Strategy - April 2, 2009
• Your 2009 Survival Kit Part II: Managing Compensation Issues - March 24, 2009
• 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
   
• International Compensation Issues and Trends - December 13, 2007
  Mark Allen - Tyco Electronics
  Ted Leisenring - Windenergy LLC
  William Sheriden - National Foreign Trade Council
   
• Managing the Compensation Function in the 21st Century - November 14, 2007
  Patricia Schaeffer - Talent Strategy Partners
  William Strahan - Comcast
  John Touey - Salveston Stetson Group
   
• Compensation and Benefits in the Nonprofit and Government Sector: - October 30, 2007
  Making Sense of the New Rules
  Cristina G. Cavalieri - Thomas Jefferson University
  Charles Catagnus - Lincoln Financial Group
  Mary Burke - Villanova University
   
• Creating a Work-Life Strategy for Today's Marketplace - July 20, 2007
  Andrea Moselle, AstraZeneca
  Jean Aube, Deloitte
   
• Going the Extra Mile for Your Executives - June 26, 2007
  Jeff Green, Proxus Human Resources Management
   
• End of the Road for the DB Plan: Options for a New Route - June 12, 2007
  Dr. Jack Vanderhei, CEBS
  Stephen Rosen, EA, CPC, FCA
   
• Communicating Compensation Roundtable - June 7, 2007
  Bernadette Nace & Craig Johnson, Mercer Human Resource Consulting
  Marty Buckley, AmerisourceBergen
  Ted Duncombe, Vanguard
   
• The Challenging World of Executive Compensation - June 5, 2007
  Joe Hessenthaler, Towers Perrin
   
• 25th Annual Forum - April 19, 2007
  A2: The Emerging Workforce and the Implications to Benefits
  A5: A Practical Guide to Managing Health, Productivity and Absenteeism Costs
  B1: Executive Compensation: The Heat is On
  B4: Transforming Healthcare: How We Can Achieve Meaningful & Sustained Change
  B5: Consumer Driven Healthcare: Hitting the High Points
   
• International Roundtable - March 15, 2007
  Ed Dombkowski, Buck Consultants
  Allen Koski, CIGNA International
  Donna Reilly, Southco, Inc.
   
• Alternative Funding 101 - February 22, 2007
  Ralph Borzillo, Aetna
   
• Selecting & Managing Your Vendors - February 13, 2007
  Kevin Nolan, Buck Consultants
  Gregg Levinson, Buck Consultants
  Joseph Tierney, Prudential Financial
  Allen Kobernick, Blue Sky Productions
   
• The Retirement Engagement: Can we afford it? - January 24, 2007
  Charles J. Clark, Aon Consulting
  Mark Durkovic, DuPont, 2nd Handout
  Joseph T. Kelly, EwingCole
  Stephen P. Utkus, Vanguard Center for Retirement Research
   
• Limiting Fiduciary Liability Exposure - November 16, 2006
  I. Lee Falk, Morgan Lewis & Bockius LLP
  William Brown, Merrill Lynch
  Patrick Forde, Great West Retirement Services
   
• The Pension Protection Act of 2006 and Beyond - October 17, 2006
  Brian H. Graff, Esq., APM, ASPPA
  Jacquelyn M. Gray, Esq., Ballard Spahr Andrews & Ingersoll, LLP
   
• Aligning Compensation with Career Paths - September 14, 2006
  Esperanza Martinez Neu, AmerisourceBergen
  Mary Alice Riccobono, AmerisourceBergen
  Patricia Schaeffer, Talent Strategy Partners
  PEBA Presentation
  Case Study
  Development Needs Assessment Form
  Development Plan Template
  Replacement Chart- Succession Planning
   
• Managing Disability and Paid Time-off In the 21st Century-July 21, 2006
  Chuck Lamonica, Mercer Health & Benefits
  Colleen M. McMurray, CIGNA
   
• 24th Annual Forum - April 20, 2006
  
  A2: Beating the Odds of High Medical Cost Increases Through Wellness Incentives
  Michael F. Carter, Hay Group

A4: Benefit Administration Doesn't Have to Be a Gamble
Rich Gordon, Charon Planning
Patrick Donahue, Saint Barnabas Healthcare System
Janell Lockhart, Opis Management, Inc.

A5:Achieving Drug Costs That Won't Break the Bank
Kevin O'Hara, Corporate Synergies

Legislative Update:
Brian Dougherty, Morgan Lewis (1)
Brian Dougherty, Morgan Lewis (2)

B4:Consumer Driven Health Plans
Michael Casey & Carol Wellings, Aon (presentation)
     Content Outline
     Vendor Scorecard
     CDHP disc guideline
     CDHC timline

• Executive Compensation - March 9, 2006
  Richard F. Meischeid, Towers Perrin
  Steven Balsam, Ph.D., C.P.A., Fox School of Business - Temple Univ.
  Gail P. Granoff, Rohm and Haas Company

• Mini-Med Plans - January 19, 2006
  This file contains the presentations of all three speakers.
  Mini Medical Plans - presentations
  Mini Medical Plans - article
   
• Domestic Partners - December 2005
  Rhonda K. Grubbs
  Dottie McFalls

• ERISA - November 10, 2005
  Brian M. Pinheiro, Esq.
   
• Washington Update - October 19, 2005
  Brian Graff, Esq., ASPPA
  Mona Ghude, Esq.,  Drinker Biddle & Reath LLP
   
• Total Rewards - September 15, 2005
  Jennifer Greer, GlaxoSmithKline
   
• The Art of Negotiation - July 15, 2005
  Jim Glasgow, Villanova University
  Negotiation/Conflict & Relationship Management
   
• Voluntary Benefits - June 15, 2005
  David Brandies and Marianne Deska
  Total Package Partners, Inc.
   
• Retirement Plans - March 2005
  Weiss
  Watson Wyatt
  Towers
   
• Tax Law & Accounting Changes - February 2005
  Presentation 1
  Presentation 2