Conference Forum
March 9-11, 2016

Event Information

Wespath Benefits and Investments (Wespath) invites conference benefits officers and treasurers to attend the March 2016 Conference Forum.

The Conference Forum will begin at 1:00 p.m. on Wednesday, March 9 and will conclude on Friday, March 11 by noon.

Forum attendees will:

  • Learn about enhancements to the retirement plans and services
  • Hear updates on the Affordable Care Act and trends in health plans
  • Continue discussion on General Conference 2016 legislation and implementation considerations
  • Receive an investments and economic update
  • Participate in two breakout sessions on topics of your particular interest
  • Network with other conference leaders across the denomination

Click here to view the agenda.

Registration for the Conference Forum is closed.


The Hyatt Lodge at McDonald's Campus
2815 Jorie Boulevard
Oak Brook, Illinois 60523
Phone: 1-630-568-1234


Wespath will pay for one person per plan sponsor to attend this event. Additional attendees are the responsibility of the plan sponsor.

The registration fee for additional attendees is $159.00 per person, which includes meals, breaks and event materials. Hotel rooms are $149.00 plus tax.

Registration for the Conference Forum is closed.

Travel Arrangements

Wespath will make your travel arrangements for this event (please reference the travel policy). Once you complete the registration process, a representative from Travel Leaders will contact you within 48 hours with travel options for consideration. An itinerary will then be provided to you based on your final arrangements.


Lunch and dinner on Wednesday, March 9, breakfast an lunch on Thursday, March 10 and breakfast on Friday March 11 will be provided.


Wespath will pay for one person per plan sponsor to attend this event for Wednesday, March 9 and Thursday, March 10, unless otherwise approved by the Meeting and Event Planner. Hotel accommodations will be based on your registration form.

Ground Transportation/Directions

A confirmation e-mail will be sent to you within one week of the event. This e-mail will include your hotel confirmation number and travel directions to this event. For assistance while traveling, contact Anne Green, Meeting and Event Planner, on her cell phone: 1-847-778-0556.


Casual dress is recommended for this event. Please be sure to dress in layers as the temperature in the meeting rooms may vary.


Wednesday, March 9
11:00 a.m. - 1:00 p.m. Lunch
1:00 - 1:30 p.m. Welcome, Announcements & Opening Prayer
General Secretary Address
1:30 - 4:30 p.m. General Conference 2016 Topics and Legislation Implementation Considerations
4:30 - 5:30 p.m. Investment Program & Economic Update
5:30 p.m. Break for the Day
6:00 p.m. Fellowship Dinner

Thursday, March 10
8:00 - 9:00 a.m. Breakfast
9:00 - 9:15 a.m. Welcome, Announcements & Prayer
9:15 - 10:15 a.m. Retirement Plans & Services
• Defined Benefit Plan Funding Update
10:15 - 10:30 a.m. Break
10:30 a.m. - 12:00 p.m. Retirement Plans & Services (continued)
• Participant Engagement & Church Plan Clarification Impact
• Contribution Management: Overview and Advantages
12:00 - 1:30 p.m. Lunch
• HealthFlex Conferences Lunch Meeting
1:30 - 3:00 p.m. Center for Health Strategies and Updates
• Affordable Care Act Update
• Group Health Plan Changes & Experience / Results to Date
    o Group Plan Replacement with Health Insurance Allowances
    o HealthFlex Exchange
3:00 - 3:15 p.m. Break & Transition to Breakout Sessions
3:15 - 5:45 p.m. Breakout Sessions (There will be 2 breakout session opportunities in this timeframe)
• Benefits Access for Participants and Plan Sponsors
• Sponsoring UMPIP for Clergy – Tools & Support
• Benefits Reserves: Approaches and Processes for Determining How Much is Enough
• Investment Topics of Interest
    o Benchmark Selections and relative Fund Performance
    o Wespath support for CBOPs and Investment Committees
5:45 p.m. Day Concludes; Free Evening
6:15 p.m. Shuttles depart to area restaurants

Friday, March 11
7:30 - 8:30 a.m. Breakfast
8:30 - 8:45 a.m. Announcements: Wespath, AUMCPBO, NAACT
8:45 a.m. - 12:00 p.m. Legal Updates
Comprehensive Benefit Funding Plan Automation Project – Scope & Status
Cyber Security & What Your Conference Can Do
12:00 p.m. Event Ends; Sending Forth

* Agenda subject to change.


Registration for the Conference Forum is closed.


Meeting Agenda: Contact Ross Lundstrom, 1-800-269-2244 ext. 4224 or Dale Jones at 1-800-269-2244 ext. 2715
Hotel and Registration: Contact Anne Green, 1-800-269-2244 ext. 4560
Travel Arrangements: Contact Travel Leaders at 1-800-544-2307


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