2021.08.26 401k Summit


Simplify Your Life with Systems

In HR, your time can be stretched thin. The last thing you want to be doing is manually connecting the dots. In this session, Gavin will be going over ways to simplify some of your daily HR tasks through systems.

Gavin Johnson, HCM Consultant at Global Upside Ever since I can remember I’ve loved connecting things.  Over the years I’ve grown to love connecting the dots to fix problems.  There are so many complexities to navigate in HR systems and not every company is exactly the same.  I’ve found joy and pleasure in being able to use my ability to solve problems and connect things to take the burdens off of HR professionals' shoulders.  There are many intricacies when navigating  HR technology.  I love taking complexities and making the life of those I work with easier. 

     Health Insurance Trends

In this presentation, Trevor Cottam and Karyn Springer will be discussing the current healthcare environment, what value-based care is, and how value-based care can help your organization.

Karyn Springer MD, Family medicine at Intermountain’s North Orem Clinic, Chair of the Intermountain Medical Group Board After graduating from Stanford University with a Bachelor of Science in Biology and a Bachelor of Arts in Psychology, Dr. Springer received her medical degree from the University of Utah School of Medicine then completed her residency at the Utah Valley Family Medicine Residency.  Dr. Springer is the Medical Director for Intermountain’s Utah Valley LiVe Well Center in Provo, Utah, and has been part-time faculty at the Utah Valley Family Medicine Residency.  She is currently a member of the Intermountain Board of Trustees, the Intermountain-Stanford Medicine Executive Board and Culmination Bio, LLC Board of Managers.  Her past roles include interim Associate Chief Medical Officer for Primary Care at Intermountain Healthcare and region InstaCare Coordinator.

Trevor Cottam, System Service Line Director for Primary Care at Intermountain Healthcare Trevor Cottam serves as the System Service Line Director for Primary Care at Intermountain Healthcare where he leads the Medical Groups efforts in strategic and operational initiatives for adult Primary Care and Pediatrics.  He has been with Intermountain for 12 years, more than half of that time working with the Medical Group where he has partnered with Physicians and APPs to bring high quality care to our communities we serve.  Trevor has a passion for creating clinical care environments that support our mission in ‘helping people live the healthiest lives possible’ and supporting our caregivers in delivering extraordinary care.

401(k) Pitfalls, An Auditor’s Perspective

This session aims to help participants stay informed, identify common pitfalls, and simplify their plan audit. We will go over checklist items on the common problems that pop up in annual audits and ways to avoid them. So, whether you're looking for ways to have a smoother audit this year or it's your first time, this session will help you stay informed.

Diane Nesbit, CPA, Partner at Larson & Company Diane has over 21 years of experience in public accounting and has been with Larson & Company since 2000. Diane specializes in working with employee benefit plans, traditional and captive insurance companies, and nonprofit organizations.

Diane’s expertise includes all accounting and auditing standards and regulations as specified by the AICPA, ERISA, DOL, and FASB. Diane is currently serving as President-Elect for the Salt Lake City Chapter of the Western Pension & Benefits Counsel (WP&BC) and also serving as the Co-Chair of the Utah Chapter of the We Inspire Promote Network (WIPN).

Diane loves spending time with her family, reading and traveling.

How to Correct 401(k) Mistakes  

One of the common fears 401(k) plan sponsors have is making mistakes. So, what do you do when mistakes happen? Lori will be going over correcting common 401(k) mistakes.

 Lori Reay CPA CPC QPA QKA, Partner of DWC Lori has nearly 20 years of experience working in the retirement plan industry. She works closely with financial advisors and clients to design and implement plans that meet their goals and objectives.

Lori is a former recipient of the American Institute of CPAS Women to Watch Emerging Leaders Award. She is currently President of the Salt Lake Chapter of the Western Pension and Benefits Council, ad hoc committee member for the ASPPA Retirement Plan Academy, and has served on the Retirement Plan Fundamentals Certificate Taskforce. She is a former member of the Utah Valley University Alumni Board, including one-year term as the Vice President of Finance and Development, and a former member of the Utah Valley University Gift Planning Advisory Board.

 Benefits and Culture

Developing a strong company culture is essential. Employee benefits can be a vital part of your company culture. We will be discussing how to craft a benefit offering that aligns and promotes the culture you want.

Sidney Bruce SHRM-SCP, Founder of Mod HR As an entrepreneur and female minority business owner, my passion stems from connecting people from all walks of life to achieve greatness together. As the founder of ModHR, I’ve worked hard to become a trusted partner within the fractional HR space with a reputation for tackling challenges with disruptive and innovative solutions. With transparency, diligence, and commitment, ModHR has helped dozens of companies take their HR departments to a new level of efficiency and empowerment. My long-term connections in the industry are grounded in trust and respect.

Through my non-profit organization Together, Let’s Face It, we seek to give voices to the voiceless, especially among underrepresented and disenfranchised communities. I strongly believe in the power of storytelling and personal, face-to-face interactions that are educational, judgement-free, and safe. By gathering concerned individuals and leaning in on hard topics such as police and civilian tensions, I help people get out from behind their keyboards and learn from each other in a meaningful and constructive way.

Prior to launching my own business, I spent a decade building a successful career in corporate America, serving as the human resource director for CW Group, and as a Director of Financial Aid at Taylor Andrews Academy. As a second-generation entrepreneur, I’ve applied a lifetime of business acumen to my work and see each day as a new opportunity to bring out the best in people and improve the world around me.

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Simplifying Life with Systems

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Value Based Care: The Solution to Healthcare

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401(k) Pitfalls An Auditor's Perspective

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When Bad Things Happen to Good Plans

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Benefit + Culture