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Plays Well With Others — A Blueprint for Assessing
and Managing Outside Vendors | IN4
Matthew Kaiser, Vice President and Managing Director, Lockton Benefits Group, Lockton Companies
Few companies are able to run their benefits programs without depending on third-party wellness vendors,
service bureaus or HR-technology firms. However, when you offload key responsibilities or data to outside
partners, you must consider the risks and how to lessen the chance of trouble. Disruptive technology startups
may offer exciting solutions to your company’s problems, but your career depends on how you manage
the liability that remains within your organization. Matthew Kaiser will give you a clear understanding
of both the liability and relationships you need to manage, as well as the tools you need to develop an
intentional and systematic way of evaluating potential vendors and managing their performance.
Assess potential vendors without long performance track records or even profitability
Establish and steward your service-level agreements
Use risk management and contract negotiation to protect against potential data breaches
Staying a Step Ahead in the Ever-Changing World
of Voluntary Benefits | IN5
Matt Eurey, Vice President of Total Rewards, Lowe’s Companies
Paul Barden, CEO, Pacific Resources
Thursday, April 20 | 1: 30 - 2: 30 p.m.
Voluntary benefits have become an essential complement to an employer’s core benefits offerings as
new ways are sought to help employees make the most out of their paychecks and minimize everyday
expenses. This is a particularly complex challenge for a company such as Lowe’s, which has a large
and varied workforce. Learn how voluntary benefits have changed over the years and what you can do
today to offer your employees a valued voluntary benefits program by getting creative with your benefits-plan design, leveraging employer scale and ensuring effective benefits delivery.
Better understand today’s voluntary benefits marketplace and how it augments an employer’s
core benefits strategy
Develop a cost-effective voluntary benefits program that acts as an attraction and retention tool,
and is aligned to your overall benefits strategy
Help employees make smarter decisions for their unique situations
Benefits by Generation: Tackling the Employer Implications | IN6
Steven A. Nyce, Senior Economist, Willis Towers Watson
Shane Bartling, Senior Retirement Consultant, Willis Towers Watson
Friday, April 21 | 9: 15 - 10: 15 a.m.
How do generational attitudes and preferences factor into benefits preferences? What have Millennials,
Gen Xers and Boomers told us? What should the employer’s role be in addressing the health and financial
well-being of employees? Steven A. Nyce and Shane Bartling will explain what Willis Towers Watson’s
latest research tells us about the way in which various generations currently view benefits — and what it
means for employers today.
Explore how national and global workforce trends in financial worries, health concerns and
benefits preferences differ by generation
Apply research data to improve employee engagement, productivity and well-being
Identify the best strategies for your organization, based on its generational mix and culture