Align Insurance, Retirement, and Technology to reduce cost and complexity.
A focused executive briefing on eliminating friction and making better decisions by coordinating benefits, contributions, and systems.
Who it's for:
HR Leaders | CHROs | CFOs | Business Owners | Operations Leaders
Trusted by employers navigating healthcare cost pressure, workforce change, and compliance complexity.
The Problem
Employee benefits are expensive, disconnected, and managed without a unified strategy. Most organizations:
Manage healthcare, retirement, and HR systems independently
Resulting in conflicting incentives, redundant effort, and missed leverage.
Spend more each year without materially improving outcomes
Higher cost. Same participation. Same employee confusion.
Pay for tools and platforms that are poorly adopted or underutilized
Features exist. Value doesn't materialize.
Make high-impact decisions without clean data or coordination
Leaving leadership reactive instead of intentional.
This session connects the dots.
What You'll Learn
In under an hour you'll leave with:
A framework for optimizing benefits holistically, not piecemeal
Clear examples of what actually drives savings and engagement
Practical ideas you can evaluate immediately, with no vendor pressure
Location & Time
Thursday, March 19th | Live Virtual Event (Zoom)
Session time: 12:00 p.m.-1:00 p.m. Central Time
Agenda & Speakers
Each session addresses a different part of the same system, and where misalignment creates unncessary cost and friction.
Healthcare & Benefits Optimization
Blake Erickson, DSP Insurance Services
- Where employers overspend and why it's rarely visible
- Plan design and funding decisions that materially impact cost and risk
- How healthcare choices ripple into retention, productivity, and finance
- Where healthcare decisions break down when they aren’t aligned with HR, Finance, and retirement strategy
Learn more about Blake on LinkedIn or DSP's website.
Retirement Optimization
Michael Edward Sparrow, CFEd, WealthWave
- Improving participation and savings outcomes without increasing employer cost or complexity
- Smart plan design: auto-features, education, and behavior change
- Financial stress as a measurable workforce issue, not just a personal one
- Aligning retirement strategy with total rewards and retention
Learn more about Michael on LinkedIn.
HRIS Optimization
Nick Munagian, Paylocity
- Moving beyond payroll to system-level operational efficiency
- Reducing system sprawl and administrative friction
- Using HR data to support leadership decision-making
- Improving adoption and employee experience without adding tools
Learn more about Nick on LinkedIn.
