SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Director of Retirement Rob Massa, Benefits Strategy Consultant Suzannah Gill and Principal Rosemary Manning Hughes will present at the 35th Annual ISCEBS Employee Benefits Symposium at the Hilton Baltimore in Baltimore, Maryland.
Massa will discuss “Preparing for a DOL Audit” on Monday, September 19 at 4 p.m. and Gill and Hughes’ session “Beyond Open Enrollment: Communication Strategies to Engage Your Workforce” will take place on Tuesday, September 20 at 10 a.m.
With retirement plans facing ever-increasing levels of scrutiny from both regulatory agencies and participant class-action suits, it is more important than ever to keep your plan in compliance. In his session “Preparing for a DOL Audit,” Massa will discuss how to prepare for a DOL audit including the various issues and common errors that trigger an audit, the building blocks to prepare for an audit and best practiced for establishing a fiduciary audit file.
The session will include the following takeaways:
* Possible audit triggers
* Identifying and mitigating common failures and errors
* Fiduciary audit file best practices.
Companies are continuing to spend a tremendous amount of time and money providing strong benefits to their employees. However, more often than not it is found that employees are unaware of these benefits and how to maximize their value. In their session “Beyond Open Enrollment: Communication Strategies to Engage Your Workforce,” Gill and Hughes will demonstrate the keys to a successful communications campaign. They will also discuss how an ongoing outreach program can empower employees to understand their benefits to the fullest, while also reducing the workload to your HR team.
The session will explore different channels of communications and will include the following takeaways:
* New and innovative communications channels
* Types of communications most effective to different employee populations and company structures
* Impact of an effective communications campaign on employee engagement.
Click here to see the full agenda: https://www.iscebs.org/Symposium/Pages/ProgramDetails.aspx.
About Rob Massa, Director of Retirement, Ascende – an EPIC Company:
Rob Massa (pictured above) joined Ascende as the retirement practice leader in 2010, and in 2011, led the introduction of Ascende Wealth Advisers, Inc. He oversees a team of retirement professionals who work with clients and investment committees to help them develop meaningful retirement plan strategies, manage compliance requirements and fiduciary duties, educate employees and make informed decisions in plan operations.
About Suzannah Gill, benefits strategy consultant, EPIC:
Joining EPIC’s employee benefits consulting team in Atlanta as a benefits strategy consultant, Suzannah Gill brings a breadth of benefits consulting experience to EPIC.
About Rosemary Hughes, senior consultant and principal, EPIC:
Rosemary Manning Hughes is a senior consultant and principal in EPIC’s Stamford, CT and New York, NY offices. She brings over 25 years of experience in the employee benefits industry.
About ISCEBS Employee Benefits Symposium:
For 35 years, the Symposium has been the must-attend event for thousands of corporate benefits professionals. Designed with a variety of U.S., Canadian and globally oriented sessions, the Symposium is an unparalleled opportunity to learn from and alongside hundreds of industry colleagues, experts and leaders. Solution-oriented workshops, discussions, case studies and strategic sessions offering practical, timely takeaways are designed with your professional needs in mind.
About EPIC:
EPIC is a unique and innovative retail property and casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a “Best Place to Work” in multiple regions and as a “Best Place to Work in the Insurance Industry” nationally.
EPIC now has more than 850 team members operating from offices across the U.S., providing Property Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 13,000 clients.
With more than $200 million in revenues, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by the Carlyle Group, the company continues to expand organically and through strategic acquisitions across the country.
For additional information, please visit http://www.epicbrokers.com/.
