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Event Details

    Benefits - A Panel Discussion

    Date: February 13, 2018, 11:30am – 1:00pm
    1031 New Hampshire St.
    Lawrence, Kansas

    **Parking is available across the street and in the parking garage one block north.
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    Start Times:

    11:15 am Registration Begins

    11:15 am Buffet Lunch Available

    11:45 am Opening Business, Chapter Announcements

    12:00 pm Presentation

    1:00 pm Meeting Adjourned

     Click here to register for this event!


    • Member - In Advance - $20
    • Member - Late Registration (after 01/05/2018) - $25
    • Guest - $30

    Program:  Benefits - A Panel Discussion

    The benefits panel will discuss hot topics, trends, including 401(k) retirement plans, taxes, DOL/audit avoidance, and wellness.

    Workforce Wellness Initiatives

    • Best Practices – What’s working?  What has worked in the past?
    • Lessons Learned – What hasn’t worked well?  How have organizations shifted and changed programs, options, tactics
    • Coming Soon – What are organizations implementing and considering for the present and near future?
    • Approach – Proactive ways employers and HR professionals are controlling health care costs

    Health Coverage Trends, Changes and Impact on Employees, Utilization, and Organizations

    • High deductible plans
    • Health Savings Accounts
    • Self-funded plans
    • Healthcare costs
    • Data and reporting
    • Prescription changes
    • Tax reform impact on benefits

    Retirement Plan Trends

    • Tax reform impact on benefits
    • 401(k) Plans, SIMPLE IRA plans, Retirement options
    • Regulatory changes over the past year
    • Impact of regulatory changes on HR, employers, employees
    • What additional reg changes are in store
    • What changes are anticipated

    Department of Labor Audits

    • How to proactively prepare for a potential DOL audit
    • What are organizations doing to mitigate risk


    Tony Hayden - Tony has been a financial advisor for Keating & Associates, Inc. / Raymond James Financial Advisory Services for 25 years. Tony advises in the following capacities: Retirement planning & financial planning for individuals and families, investment advisory services, business succession planning, estate planning, non-profit consulting, and retirement plan services.

    Charlie Upton - Charlie is Executive Director of the Employee Benefits Division with Integrity Midwest Insurance, a full-service Property and Casualty and Employee Benefit Consulting firm. He works with HR managers and owners of various sized companies assisting with employee benefit plans, including group health, dental, disability, and life insurance and specializing in Health Care Reform, individual coverage and benefit consulting. He began working with Integrity Midwest Insurance in March/2015 and has been working in the employee benefit industry since 1997. Charlie’s previous work history includes radio and television advertising sales in the Lawrence, KS area. Charlie received his BA Degree in Psychology from the University of Kansas. When Charlie is not working with his clients and prospective clients, he enjoys spending time with his wife and two children at his home in Lawrence, KS.

    Rich Cornell - Rich has served employers and their teams in the employee benefits arena for 26 years.  He focuses on proactively educating groups about maximizing value, awareness, and proactively containing costs.  He's married with two kids and enjoys biking, gardening and cooking.  Rich is serving as Vice President of Development for Jayhawk Chapter of SHRM, and he is the immediate Past President of the Lawrence Breakfast Optimist Club.

    We look forward to seeing you on Tuesday, February 13th!