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E-Seminars

*These presentations are provided for educational purposes only. You should consult an ERISA attorney or tax advisor for any and all advice related to your plan.

E-Seminar
Date Conducted
Speakers

BEST PRACTICES: Driving Employee Participation in a CDHP at Open Enrollment

Click link above to view presentation. This will require Windows Media Player. To download this program, click here.

Thursday, June 25, 2009 :: 2:00 pm

Nancy Brock, Vice President, UnitedHealthcare

Jim Tincher, Director of Customer Insights, OptumHealth Bank

Moderator: Mark Friedman, University Conference Services

 

E-Seminar
Date Conducted
Speakers

Legislative Update: Issues Impacting Retirement Plans

Click link above to view presentation. This will require Windows Media Player. To download this program, click here.

Thursday, June 4, 2009 :: 2:00 pm

Michael Falcone, Senior Plan Consultant, 401(k) Advisors

Joel Shapiro, Director of ERISA Compliance, 401(k) Advisors

Moderator: Mark Friedman, University Conference Services

 

E-Seminar
Date Conducted
Speakers

Communicating with Plan Participants in Times of Market Volatility

Click link above to view presentation. This will require Windows Media Player. To download this program, click here.

Click here to download a PDF of the Powerpoint slides from the presentation.

Wednesday, November 12, 2008 :: 2:00 pm

Scott Coopersmith, Vice President of Participant Communication, Diversified Investment Advisors

Stuart Ritter, CFP®, Assistant Vice President, T. Rowe Price Investment Services, Inc.

Moderator: Mark Friedman, University Conference Services

 

E-Seminar
Date Conducted
Speakers

Legislation, Litigation, Investigation…What Investment Fiduciaries Are Doing to Avoid Making Headlines

Click link above to view presentation. This will require Windows Media Player. To download this program, click here.

Click here to download a PDF of the Powerpoint slides from the presentation.

Tuesday, December 11, 2007 :: 2:00 pm

Bill Kline, Vice President, CAPTRUST Financial Advisors

Moderator: Mark Friedman, University Conference Services

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