PLEASE JOIN US FOR OUR SPRING SEMINAR
with our speakers:
- Stephen W. Forbes, J.D., LL.M.
- Nathan Mathews, VP & Senior Pharmacy Benefits Consultant, Milliman
- Joe Tate, Principal at Boost HR & Recruiting
GBS Retire: 2200 South Main Street, Suite 600, South Salt Lake City, UT 84115
Date: Friday, May 17th, 2024
Time: 8:30 am MST
Event Agenda:
8:30AM-9:00AM – Breakfast
9:00AM – 10:10AM – Stephen Forbes, J.D., LL.M:
Correction of Elective Deferral Failures | Roth Employer Contributions
Secure 2.0 made many important changes, however, one of the more impactful changes is the change to the self-correction program (Section 305). In this session, we will focus on correction of one of the more common failures – elective deferrals. We also will discuss another important SECURE 2.0 change – Roth employer contributions. Come with your questions!
10:20AM – 11:20AM – Nathan Mathews, VP & Senior Pharmacy Benefits Consultant, Milliman
Pharmacy Benefits Management, Who, What and Why. During the presentation, we will discuss the basics of managing a prescription drug plan, pharmacy economics and supply chain and recent hot topics including GLP-1 and Biosimilars, Johnson & Johnson class action lawsuit (e.g., plan sponsors fiduciary responsibilities) and more.
With the dynamics of healthcare constantly evolving, now is the perfect moment to enhance your expertise and stand out in your field. Pharmacy continues to be the driving force behind increasing healthcare costs which has created a need for more active management. We will dive into pharmacy benefit management and help you become more knowledgeable and conversant in this ever-evolving area of benefits.
11:30AM – 12:30PM – Joe Tate, Principal at Boost HR & Recruiting
Carpe Diem! How True Leaders ‘Seize the Day’ In this session we will explore how leaders navigate and meet the immediate demands of our hectic world. We will explore how we can build a team in 18 minutes. How can we get out of our own path and provide a direction for others and creativity ahead. Elements of success in time and energy management will be discussed. We will share ‘pro-tip’ ideas and we will all eat the frog.
12:30PM – Lunch Begins
About our speakers:
Stephen W. Forbes, J.D., LL.M.
Stephen is an ERISA attorney and educator with 36 years of experience practicing and teaching in the retirement plan area. Recently, Mr. Forbes received ASPPA’s 2019 Educators Award. Stephen was vice president of SunGard in charge of Relius Education. He teaches seminars, conferences and webcasts on retirement plan compliance, design and correction. He also provides professional consulting. Mr. Forbes has drafted qualified plan, 403(b), 457(b), 409A and IRA documents. He was the author of “The Form 5500 Filing Guide” and the co-author of “The Pension Library.” Mr. Forbes was a Tax Law Specialist at the IRS National Office (Employee Plans Division) where he trained IRS employees, wrote IRS Notices and Revenue Rulings and participated in several Treasury regulations committees.
Nathan Mathews, MBA, Pharmacy Benefits Consultant.
Nathan grew up in Oregon but moved to Utah in the early 90’s to attend BYU where he graduated in Mechanical Engineering. After working as an engineer for several different organizations in the Salt Lake market he completed an MBA in Finance and Marketing at the University of Utah. For the past 15 years Nathan has been assisting employers and health plans in all aspects of pharmacy benefits management including, vendor procurements, auditing, and ongoing management of their prescription drug manager (PBM).
Nathan recently relocated back to the Salt Lake area after spending the last 13+ years living in San Diego and NYC. He loves sports, hiking and spending time with his wife and three children. He is a BYU fan and hopes that someday he will be able to experience winning a 1st round game in the NCAA Tournament.
Nathan is a connector and enjoys helping others find jobs in human resources. He is the creator of the hashtag #HROpportunities and you may have seen his many reposts of HR jobs on LinkedIn
Joe Tate, Principal at Boost HR & Recruiting
Joe founded Boost HR & Recruiting with Shawn Plowman in 2019, with offices in Phoenix, AZ and SLC, UT. Joe is an expert in Leadership development, HR Consulting and employment law. He is a graduate of the University of Utah. He has consulted with over 1,000 small, medium, and large companies. In 2021 he was recognized by Utah Business Magazine for this HR achievements. Father of four, husband of one, powder-skiing junkie, guitar player, practical joker and teacher. Mountain school coach – Snowbird, UT. Proud Murray-ite.
Pricing:
$75 for members
1st member guest is free - PLEASE BRING A GUEST!
Additional member guests $25 each
$100 for non-members
The fee can be paid online with a credit card. Please RSVP by 4:00 p.m. on May 15th, 2024, to ensure we have space available for you.
If you require any assistance or would like to notify us of your dietary restrictions, please do not hesitate to contact us at info@wpbcsaltlake.org. If you know someone who may be interested in attending our meetings, please feel free to forward this email.
Western Pension & Benefits Council, Salt Lake Chapter
ATTN: Doug Myers
155 N 400 W | Ste 400
Salt Lake City, UT 84103
