Program Schedule

Co-Sponsored by:


9:00 a.m. to 10:00 a.m. Registration and Continental Breakfast
10:00 a.m. to 10:15 a.m. Welcome and Seminar Overview
10:15 a.m. to 11:00 a.m.

Overview of Healthcare After the Act

Overview of Healthcare After the Act President Obama signed healthcare reforms into law at the end of March. The laws require development and implementation of numerous new regulations in a very short time period that will broadly affect the business of healthcare in the US. Ed will provide an overview of key provisions and identify strategies to grow your business and that of your clients in this new environment.

Ed Dougherty
B & D Consulting

11:00 a.m. to 11:30 a.m.

Captives - Self-Funding - Stop-Loss - Creative Solutions

With the major aspects of the healthcare reform legislation looming on the 2014 horizon now is the time to start thinking about hot to address employer groups' concerns regarding their employees' health benefits needs. "Same old same old" will not cut it. Creative thinking and new choices are required. This session will focus on how to leverage alternative risk vehicles and supplemental products in the benefits market. It will explore how the combination of self-funding, stop/loss, use of captives, and supplemental insurance can be used to provide creative solutions in the face of healthcare reform.

Daniel Lebish
HM Insurance Group

11:30 a.m. to 11:45 a.m. Networking Break
11:45 a.m. to 12:15 p.m.

Impact of Health Care Reform on Program Pricing and Stop Loss Reinsurance

This session will explore the impact of various provisions in the healthcare reform legislation on primary coverage pricing as well on the pricing, structure and availability of stop loss reinsurance. Each of the co-presenters has over 20 years of experience in a variety of aspects related to health insurance programs including program design, pricing, experience analysis, and measuring/monitoring performance relative to program objectives.

Rick Nelson, FSA, MAAA
Towers Watson - St. Louis, MO

Mark Olson, FSA, MAAA
Towers Watson - Boston, MA

12:15 p.m. to 1:15 p.m. Working Lunch
1:15 p.m. to 2:00 p.m.

A Shot-Gun Marriage for Your Self-Insured Health Plan . . . . for Better or for Worse?

Like it or not, Uncle Sam is about to set up permanent housekeeping with your self-insured health plan. The new mate brings you a nice diamond ring, but is likely to be the controlling type. What's in it for you? And what are you in for? This session will take a look at the help that health reform may bring, including early retiree reinsurance, small plan tax credits, and new options for finding group coverage. We will analyze the new array of constraints on group health plan design – both the minimum and the maximum limits – as well as new procedural burdens like auto-enrollment, free choice vouchers, additional tax and quality-of- care reporting, and new claims appeal steps. We will also explore some strategic decisions that employers will face anew, and review the timing, including effective dates of major changes and the issues that employers should address in the short run.

Mike Nader & John Purcell
Baker & Daniels LLP

2:00 p.m. to 2:30 p.m.

Using Group Captives for Cooperatives

The new healthcare legislation envisages a number of ways that organizations can leverage their health insurance buying power through Exchanges and co-operatives. Associations and employer groups can use group captives to form their own co-operative programs now that will be well positioned to take advantage of health reform incentives as they roll out.

John Cassell
Spring Consulting Group

2:30 p.m. to 2:45 p.m. Networking Break
2:45 p.m. to 3:30 p.m.

The Dangers of State Oversight in Health Care Reform: Where is ERISA Preemption?

Tess Ferrera, Esq.
Miller & Chevalier

3:30 p.m. to 4:00 p.m.

Using Captives to Smooth Out Medical Stop-Loss Insurance Expense
Learn how a health care TPA formed a captive which has helped to stabilize the medical stop-loss premium costs for their self-insured employer clients while preventing the need to “laser” individual plan participants. This truly innovative ART program has a successful long-term track record and is a great example of how captive insurance can be used to compliment an existing self-insured arrangement.

Rod Kastelitz
Employee Benefit Management Services, Inc. (EBMS)


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2020 Annual Conference
Renaissance Washington, DC Downtown Hotel
May 5-6, 2020




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