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Join us for the 2024 WP&BC Spring Seminar

April 25, 2024 - Hotel Motif - Seattle


9:30 AM Registration

10:10 -10:15 - Welcome and Introduction

10:15 - 11:15 - Opening Session

Washington Update

Will Hansen – Executive Director of Plan Sponsor Council of America and Chief Government Affairs Officer

American Retirement Association

This session will provide an insider perspective on the latest legislative and regulatory activity that affect your administration of a retirement plan for your employees. 

11:15 - 11:30 - Break

11:30 - 12:45 - Lunch and session

Executive Benefit Trends & Best Practices 

Presenters:  Suzette Clark, Lockton and Bruce McNeil, Leech Tishman

Moderator: Matt Maier, Lockton

This session will discuss current plan design and administration trends that plan sponsors are using to maximize the value of their executive deferred compensation plans. We will also review best practice strategies that companies are using to improve the participant’s experience and potentially improve the financial impact on the company's Balance Sheet and P&L. 

12:45 - 1:00 - Break

1:00-1:50 - Education Session Breakouts (choose session onsight)

Payroll HRIS Trends & AI

Presenters:  Karim Lessard, 7 Simple Machines and Will Hansen, American Retirement Association

Redefining Benefits and Cost Containment Strategies in an Evolving Healthcare Landscape

Presenters: William Norris, Moss Adams and Jon Parker, Aon

This session will dive into today's evolving economic landscape and the impact on plan sponsor's total rewards trends and budgets.  We will explore the expanding workforce needs and market innovations that are driving a shift in how healthcare and benefits plans are evolving to address the pressure between budget and employee expectations. We will also discuss how medical claims auditing of benefit plans can serve as a key strategy in preserving valuable healthcare benefit dollars and managing financial risk. The session will explore key cost containment considerations for organizational leaders and HR professionals.

1:50-2:05 - Break 

2:05 - 2:55 - Education Session Breakouts (choose session onsight)

Litigation Update 

Presenters:  Richard Birmingham and Christine Hawkins

Davis Wright Tremaine LLP

Rich Birmingham and Christine Hawkins, “ERISAgators” at Davis Wright Tremaine, will present on recent ERISA litigation trends - including excessive fee litigation, plan forfeitures, cybersecurity, and the status of ERISA preemption - and discuss how fiduciaries can best prepare for and defend against ERISA claims.

Pharmacy Trends Panel

Panelists: Chris Brown, McAteer PB; Mark Lyons, Amazon Pharmacy;

Nathan Mathews, Milliman; Robyn Piper, Piper Jordan

Moderator:  Cris Jones; Barlow Coughran Morales & Josephson, P.S.

This panel discussion dives into hot topics such as GLP-1, Biosimilars Update and New Pricing: NADAC, Mark Cuban Cost Plus Drug Company, Amazon. They will also explore the Future of Pharmacy: changes to rebates (POS Credits, GPO influences; digital prescriptions; drug dispensing/specialty lite and gene/cell therapy. The panel will discuss applicable laws and court cases surrounding: compensation (vendors and consultants/brokers), access to data/CAA J&J Lawsuit; oversight and monitoring; active management and legislative and regulatory changes.

2:55 - 3:15 - Break

3:15 - 4:05 - Closing Session 

Fiduciary Best Practices from a Plan Sponsor - Fireside Chat

Presenters:  Bill Bercek, Amazon and Heather Brazee, Zillow

Moderator: Justin Truckenbrod, Lockton 


Plan to extend your stay - visit with colleagues, speakers and sponsors.

Enjoy some relaxation time. We have ordered great weather for a rooftop visit!

4:05 - 6:00 pm - Cocktail Reception and Hors d’oeuvres at Frolik (Rooftop Bar)

Please feel free to reach out to WP&BC with any questions.

Direct Questions To:

WP&BC Seattle
(206) 653-7259 - Phone


WP&BC - Seattle Chapter
1402 Lake Tapps Pkwy SE, Ste. F104-133
Auburn, WA 98092

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