Benefits Bonanza

Benefits Bonanza

Consider your benefits package. 80% of employees cite benefits as a core component of an employer’s value proposition. As schools seek to attract and retain top talent, a creative and competitive benefits package is essential.

Learn about a variety of employee benefits solutions at NBOA’s first-ever Benefits Bonanza, August 18 – 19 from 12 to 4 PM ET. This virtual speed-networking style event will give independent schools a chance to evaluate and expand their employee benefits options, and to explore outsourcing benefits administration.

Over the course of two afternoons, participants will have a chance to hear and ask questions from numerous benefits providers in an interactive event platform. Join us in this unique setting and begin to envision your school’s new benefits package. Short on time? Come for one hour or stay both days!


Email or call 202-407-7140


Aug 18 - Aug 19, 2021





Wednesday, August 18

Health/Wellness & Retirement Plans

12:00 - 4:00 PM ET

  • Taking the Lead: The Convergence of Health and Retirement Benefits

    Wednesday, 12:30 - 12:50 PM

    With the arrival of new disclosure guidelines for healthcare benefits, independent school HR and finance professionals can now manage their healthcare and retirement plans synchronously. Learn how converging health and retirement benefits can help schools save time and money and become healthier, more financially secure participants.

    Presented by: RCM&D

  • Manage Your Employee Health Insurance Plan — Don't Let It Manage You

    Wednesday, 1:00 - 1:20 PM

    How can schools reduce costs and better manage their employee health insurance plan over the long term? Paying for health insurance within a larger group of independent schools will reward individual schools when they perform well and protect them when they do not. Learn more about how schools can achieve full cost transparency and the flexibility to design a plan that is best for their employees.

    Presented by: Oswald Companies

  • You Can't Afford Your Medical Insurance!

    Wednesday, 1:30 - 1:50 PM

    Most educational institutions who purchase medical insurance on a fully insured basis are unaware of the amount of premium they may be wasting by being a part of an insurance company pool. In this presentation we will introduce several alternatives to fully insured medical insurance with a heavy emphasis on a proprietary, hugely successful solution offered by HUB International: a captive for schools.

    Presented by: HUB International

  • Self-Funded Health Insurance and Captive Solutions

    Wednesday, 2:00 - 2:20 PM

    Join other Independent Schools working together to control their healthcare spending. Find the path to a self-insured, health insurance program with full transparency, cost control solutions, low-cost prescription programs, everything needed to meet the unique needs of your School.

    Presented by: Rowley

  • The Health/Wealth Continuum

    Wednesday, 2:30 - 2:50 PM

    For school employees facing retirement, concerns about health care cost loom larger than ever. To alleviate concerns and help independent school faculty and staff build their futures, financial wellbeing needs to be at the forefront of our planning. Learn how schools are using their health care plan’s consumer tools and tax-advantaged accounts to prepare today’s employees for tomorrow’s health care decisions.

    Presented by: Borislow Insurance

  • Need Help With Your Retirement Plan Compliance Responsibilities?

    Wednesday, 3:00 - 3:20 PM

    With requirements constantly changing and new regulations coming out more regularly, managing a retirement plan has become far more complicated and time consuming. No longer can plan sponsors assume everything is handled automatically and on their behalf for the plan. How do you as the plan sponsor manage your responsibilities and navigate new changes? Do you need help? What responsibilities can and should you delegate? Join us to learn how New Pinnacle Consulting Group can assist with your retirement plan responsibilities.

    Presented by: New Pinnacle Consulting Group

  • Achieving 403(b) Plan Compliance While Reducing Cost and Administrative Tasks

    Wednesday, 3:30 - 3:50 PM

    How does a school achieve full 403(b) plan compliance and deliver a critical benefit without adding to cost or management time requirements, and without having to abandon the investment funds familiar to faculty and staff? Learn more about a solution that can improve the process, reduce school and employee cost, and mitigate risk to the school and plan fiduciaries, all delivered through a dedicated, multi-disciplined service team.

    Presented by: USI

Thursday, August 19

Alternative Benefits & Benefits Administration

12:00 - 4:00 PM ET

  • Key Employee Benefit Trends For Independent Schools

    Thursday, 12:00 - 12:20 PM

    COVID-19 brought unprecedented change to how independent schools engage with their workforce. Simultaneously, there has been an explosion of innovation in the health-tech and fin-tech sectors. This confluence of challenge and opportunity has transformed the way progressive schools look at their benefit offerings and how they are financed. This presentation will touch on emerging trends that chief financial officers, business managers and human resource professionals should know about, including defined contribution healthcare, financial wellness programs and employee engagement.

    Presented by: NFP

  • Are You Getting the Most From Your Broker?

    Thursday, 12:30 - 12:50 PM

    Most benefit brokers are paid a commission from the carriers for the services they provide, and depending on the premiums you pay, this can add up to a lot! So, what does your broker provide for the commissions they receive? Are you just receiving the bare minimum? Join our session to learn more about what you should be getting from your broker.

    Presented by: Gallagher

  • Benefits of the Future

    Thursday, 1:00 - 1:20 PM

    In an ever-changing landscape of employee benefits, the traditional benefits package no longer has the same appeal to today's faculty and staff. Meanwhile, plan costs have soared. Schools that seek to be an ""employer of choice,"" attracting and retaining top talent, must seek new, innovative benefits that will help them to do so. In this presentation we will introduce and explore a handful of those benefits, including student loan repayment, dependent care programs, infertility benefits and a one-size-fits-one approach to wellness programs.

    Presented by: HUB International

  • HR Solutions for Schools

    Thursday, 1:30 - 1:50 PM

    TriNet will provide a brief organizational overview of its full comprehensive HR solutions for payroll, HR support, technology, health and other benefits for administrative staff, as well as risk management.

    Presented by: TriNet

  • Superior Compensation for Key Employees at Not-for-Profits

    Thursday, 2:00 - 2:20 PM

    This session will focus on a unique benefit plan designed for key officers at independent schools that can eliminate taxes for highly compensated employees, mitigate Form 990 Schedule J optics and allow the organization to recoup the full cost of the benefit (with interest), while accounting for the program as an asset on the balance sheet.

    Presented by: NFP

  • Using Technology To Make Benefits Better for Staff, Schools, and Brokers

    Thursday, 2:30 - 2:50 PM

    Today’s hiring and staff retention environment demands that independent school leaders and their brokers are designing and offering a competitive benefits package. But how does your school present, organize and manage that benefits package behind the scenes? And does that process make it easier or harder for your broker? Join us to learn more about industry trends and benefits automation solutions that make the process easy for everyone.

    Presented by: Checkwriters

  • If I Had Only Known

    Thursday, 3:00 - 3:20 PM

    As advisors, we help our clients focus on the need for appropriate death benefits, investment strategies and wealth creation. Too many of us stop there. Yet this leaves a gap that all too often leaves the families in chaos — especially in those initial, grief-filled moments immediately following a death. To avoid that gap, part of our advisory services deal with helping faculty and staff get their affairs in order so survivors never need to say, “If I had only known.”

    Presented by: Borislow Insurance

  • Top 5 Independent School Challenges in Employee Benefits

    Thursday, 3:30 - 3:50 PM

    As leaders in the Bolton/IMA Education Practice Group, we will share the five most relevant challenges we discuss with our independent school clients and their benefit programs, including small vs. large group rates and contribution strategies; top compliance failures; emerging online enrollment strategies; "active work" insurance contracts; and school year calendars and deductible/out-of-pocket accumulations.

    Presented by: Bolton/IMA