There is a lot of non compliance in the market; employers who don’t have plan documents or distribute SPDs, don’t know the 5500 filing requirements or have discriminatory plan designs. HIPAA Privacy and Security training is rarely provided to small groups who have access to PHI and health care reform is imposing new rules that affect many plans. Knowing what holes to look for in an employer’s compliance can help brokers attract business from groups who are out of compliance as well as protect their clients form potential fines. If the competition brings these issues to the client first the broker could lose the case. (Compliance Checklist Provided To Attendees At Session)

Getting new business and sustaining the business you have many times is determined by how you build the relationship and what you do to sustain it. This interactive course will lead you through the process of networking with human resource professionals, CEO's and CFO's, how to determine what is the value that company seeks, and finally how to deal with the different objectives of those involved in the final decision. We will also stress on how to break the gate keeper and get to human resources, what drives HR and why they are so tough to deal with just to get a census.

Massachusetts has had health care reform for five years. Hear how it has impacted employers and brokers and how can we learn from this experience, no matter which way the Supreme Court rules in June.

Professional Employer Organizations (PEOs) have made significant inroads in the small business benefits market, taking valuable clients and opportunities from brokers in the process. However, by understanding the PEO value proposition and forming a strong defense, you can protect and grow your book of business despite the PEO challenge.

A recent survey from Mercer found that worksite clinics are becoming an increasingly popular way to control health care spending and even enhance employee productivity.Until recently, work site clinics were largely popular only at Fortune 500 companies, however the trend is now spreading to local governments and mid-size companies of 250 or more employees. The presentation will focus on the key concepts of this new generation of worksite clinics and how they will drive significant reductions in healthcare costs for employers.