With ROI expectations higher than ever, the task of benefits plan design and implementation can be a tightrope of competing interests. Responding to regulatory, legal, demographic and executive demands in the scope of plan design can be daunting, but the satisfaction of delivering a comprehensive and responsive benefits platform cannot be rivaled. This workshop is a two-part, highly interactive learning experience. In part I, you will explore benefit plan design and implementation, reinforcing your knowledge of benefits principles and law through exploring themes such as the multigenerational workforce, well-being program management, and development of a company's benefits mission statement. Then, in part II, you will immediately apply this knowledge to real world hypothetical benefit design situations in a team-based competition of strategy and tactics related to benefits plan design and implementation.
Learning Objectives:
The result of this two-part process is the reinforcement of a working knowledge of plan design schematics, built upon the practical experiences of conflict resolution and mitigation of impediments to total rewards implementation.
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Jason Nathaniel Sheffield
National Director of Compliance
Baldwin Risk Partners
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Jason Sheffield is BRPs National Director of Compliance for the Baldwin Regulatory Compliance Collaborative. He oversees the ongoing evolution of our firm's national compliance operations. Jason develops, designs and implements educational programming and compliance assuredness services by creating timely and relevant solutions designed for the benefit of our clients and colleagues, our industry partners, and the general benefits community. Jason has practiced employee benefits law and consulting for nearly two decades, representing individual, corporate, and tribal interests at the local, state, and federal levels. He has advised clients and provided representative services before administrative agencies such as the DOL, the IRS, CMS, OCR, several state-level treasury authorities, and others. He has experience with both qualified and non-qualified retirement plans, executive compensation matters, and extensive experience respecting health and welfare plan matters. Jason received his undergraduate degree from Georgia State University (magna cum laude) and his Juris Doctor from Western New England College School of Law. He is admitted to the State Bar of Georgia.
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Tricia Collins-Schmidt
Senior Director, Midwest Health & Benefits Region Leader
Willis Towers Watson
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With over 20 years of industry experience, Tricia is responsible for overall client satisfaction and delivery of Willis Towers Watson’s configurable benefit solutions to meet the unique needs of each organization. As a national leader, she advises our teams on how to deploy a holistic approach to health and benefits design and delivery using our deep market insights to develop cutting edge strategies and solutions that benefit both employers and employees. As a dynamic speaker, Tricia has been a featured at the Conference Board, Retail Symposium, and the Argentum Senior Living Conference.