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Take a single course in a specific area or take three courses to earn a Certificate of Achievement in the discipline of your choice. Find solutions for today’s challenges and prepare for tomorrow’s opportunities through an enriching learning experience that combines valuable materials, outstanding instruction and networking opportunities.
Investment policy statement
Fund selection process
Effective communication and education
Legal and regulatory update
Benefits of Attending
Learn from industry experts and your peers.
Gain valuable written materials and resources.
Discuss the strategies that plans are implementing today and considering for tomorrow.
Connect with others who are dealing with similar issues.
Demonstrate your knowledge through interactive exercises and case studies.
Who should attend
Human resource generalists who deal with plan participants
Administrative and customer service staff
Representatives of insurance companies and third-party administrators
Professionals in all service areas, including consulting, law and financial service
Communication, marketing and sales professionals
Benefit plan trustees who need to understand the technical aspects of the plans they serve
Mr. Ahl is a consulting actuary at FACT with over 20 years of experience
in consulting on issues related to qualified and nonqualified pension
plans, medical, dental and life insurance plans. His extensive experience
includes consulting on issues relating to the Affordable Care Act, plan
As senior manager, ACA Services with Ernst & Young (EY), Mr. Krupa is
an Affordable Care Act (ACA) subject matter professional in EY’s Indirect Tax practice. He advises clients on matters related to ACA reporting
including data requirements, measurement options, compliance requirements and ot...
Whether she is preparing to teach a course about Choice Based Benefits or reading a new book at home about the pre-Civil War era, Rae Anne Beaudry is constantly learning. “I have been in the employee benefits arena as an agent, intermediary or consultant for more than 20 years, and I learn someth...
Dr. Lemkin is president and co-founder of Med-Care Management Inc.,
a company specifically founded to provide utilization management services to jointly trusteed health and welfare funds. She has developed a
data management system to analyze utilization, monitor quality issues
and identify trends...
Mr. Callahan serves as president of Edu4Retirement, Inc., a financial servicing firm specializing in planning and investing for retirement. He is also a principal with Retirement Plan
Advisory Services, LLC, which provides qualified retirement plan compliance-related services to broker-dealers an...
Mr. Draper is a senior manager in the Ernst & Young LLP People Advisory Services (PAS) practice in Dallas. He has over 20 years of actuarial and employee
benefits consulting experience. At EY, Mr. Draper developed the actuarial
components of the firm’s Affordable Care Act (ACA) benefits model...
Mr. Dunlop is an integrated marketing , communications, sales and administrative officer with a strong focus on product and business development and implementation. His main concentration is in financial services, annuities and health and welfare programs with additional success in integrating di...
Larry has over 35 years experience in working in sales. His focus is helping clients gain greater value from their sales channels. His experience includes customer segmentation, sales strategy, sales process and execution, building sales models, skills, competency models, sales training including...
I have over 20 years of benefits management experience. I am responsible for the administration of self-funded health & welfare Section 125 plans, including medical, dental, vision, life, STD, LTD, FSA, HSA, wellness and leave programs, 401(k), SERP and Pension plans, union benefits, vacation...
Mr. Egelberg is a consulting actuary in the Times Square office of FACT.
Prior to joining FACT, he coordinated the development of another major
firm’s nationwide actuarial and consulting services to U.S. multiemployer funds. Mr. Egelberg has 35 years of experience with retirement
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