AIS Audioconferences - Reconciling Part D Enrollment Data: Strategies to Avoid Becoming an Enforcement Target; Wall Street’s 2009 Outlook for Health Plans: Prognosis for the Industry and Individual Plans


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35 Employer Case Studies In Consumer-Directed Care
2007 HSA Compliance Guide
AIS's Directory of Health Plans
Consumer-Directed Health Care: Facts, Trends and Data
HSA Directory and Resource Guide
Inside Consumer-Directed Care
New Developments in HSA and Other Consumer-Directed Health Product Plan Design

Print an order form: If you do not wish to place your order online, click here to download a printable order form (PDF file), then submit your order via fax or mail, as directed on the form.

Newsletters


INSIDE CONSUMER-DIRECTED CARE brings you timely news and insightful analysis on how the trend toward consumer-directed health plans will affect utilization of medical services, insurance premiums, and your bottom line. You'll get concise details on topics like who's getting what contracts, how plans are being structured, how to get employees to buy in, critical factors for plan success, whether incentives will foster use of cost-effective care, and how plans and employers will educate and communicate with beneficiaries. Get reliable intelligence on what's working and what's not and why. 24 issues annually ($446 per year) or 2-month intro ($82 for 4 issues); both include print copy and e-mail delivery.

Books, Directories & Reports

35 EMPLOYER CASE STUDIES IN CONSUMER-DIRECTED CARE: Tips and Strategies From Employers that Are Pioneering HSA- and HRA-Based Health Plans profiles dozens of large and small employers that have introduced an account-based consumer-directed health plan. These profiles include enrollment results and detailed plan design information (e.g., annual deductibles, HSA and HRA contributions, coinsurance, preventive care coverage, out-of-pocket maximums), and are based on interviews with the benefits consultants and human resources executives who developed the plans and educated employees about how they work. ($69) PDF version also available via e-mail.
2007 HSA COMPLIANCE GUIDE: A PRIMER ON THE MOST CRITICAL TREASURY, IRS AND DOL GUIDANCE covers seven rounds of guidance issued by the Treasury Dept., Labor Dept. and the IRS between early 2005 and early 2007. Includes in-depth analysis — plus the actual government guidance(s) — on the rules that clarify how HSAs are to be treated, and offers a sneak peek at some of the questions and answers that will likely be included in the soon-to-be-released “HSA Grab-Bag” guidance. ($69) PDF version also available.

AIS’s DIRECTORY OF HEALTH PLANS, the most comprehensive resource available on the U.S. health plan market — more than 500 pages of thoroughly researched and verified information. It contains the most up-to-date enrollment data and contact information for health plans and primary care preferred provider networks operating in the U.S. Database also available on CD. ($622)
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CONSUMER-DIRECTED HEALTH CARE: FACTS, TRENDS AND DATA is a comprehensive resource providing timely, reliable intelligence on rapidly changing market conditions — and what's working and what's not — in consumer-directed health (CDH) plans. It features case studies, results, plan designs, strategies, directories … and other practical information, including in-depth coverage of HSAs, and enrollment and trend information. It summarizes the liability and legal concerns raised by CDH care, strategies for incorporating the pharmacy benefit into CDH care, and much more. ($364)

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HSA DIRECTORY AND RESOURCE GUIDE, a comprehensive directory of HSA firms containing up-to-date information on more than 400 HSA administrators and custodians — with names, titles and mailing addresses for more than 1,200 HSA executives. Also features information on fees, geographic area, number of accounts, deposits, product descriptions and more. ($447, includes companion CD-ROM)
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NEW DEVELOPMENTS IN HSA AND OTHER CONSUMER-DIRECTED HEALTH PRODUCT PLAN DESIGN: Trends, Recent Developments, Case Studies, and Tools and Resourcesprovides an overview of the major trends influencing the CDH market, case studies of how plans of various designs were implemented and introduced by the major players and experts in the field, and insights about the direction of CDH plan design today and in the future. ($69) PDF version available.
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Audioconferences

Meetings are listed below in reverse chronological order,
with the most recent first.

DEBIT CARDS AND HEALTH PLANS: HOW NEW IRS RULES WILL SAVE MONEY AND IMPROVE MEMBER SATISFACTION, a recording of a 90-minute audioconference held on September 23, 2008. Chris Byrd, executive vice president of operations and development at Evolution Benefits, Inc., John Duisberg, manager of business development at Availity L.L.C., and Michael Plumb, a business development consultant for Blue Cross and Blue Shield of Florida, will discuss the effect IRS rules regarding the Inventory Information Approval System (IIAS) will have on health care transactions, the cost savings involved when debit cards eliminate virtually all health plan paperwork, and the impact this revolution could have on member satisfaction. ($329)
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NEW HSA ‘GRAB BAG’ GUIDANCE: BOTTOM-LINE IMPACT ON HEALTH PLANS, EMPLOYERS AND BANKS, a 90-minute audioconference on August 6, 2008. Hear a thorough analysis of the long-awaited HSA guidance from two of the nation’s most experienced authorities in the field — Roy Ramthun, president of HSA Consulting Services, and John Hickman, Esq. head of Health & Welfare Benefits in the Employee Benefits and Executive Compensation Group at Alston & Bird, LLP in Atlanta. ($329)
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HSAs AND PREVENTIVE DRUGS: HOW TO REDUCE YOUR RISKS WITH THE IRS, a CD of a 90-minute audioconference held on December 18, 2007. Get advice on how to determine whether a preventive drug can be covered outside of the deductible and ensure that the health plan remains HSA-compliant. Speakers are: John Hickman, Esq., head of Health & Welfare Benefits in the Employee Benefits and Executive Compensation Group at Alston & Bird, LLP in Atlanta, Nancy Summa, a product manager for consumer-directed products at Aetna, and Tracy Grunsfeld, Medco’s vice president of insured and emerging markets. ($329)
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HSA LANDMINES: SOLVING TRICKY COMPLIANCE PROBLEMS BEFORE OPEN ENROLLMENT BEGINS, a CD of a 90-minute audioconference held on July 26, 2007. Get reliable intelligence about what you can do to better inform employers and employees about HSAs, and avoid compliance landmines, before the open-enrollment period — from Alston & Bird, LLP’s John Hickman, Esq., and Deere & Company’s Duane Olson. ($322)
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OVERCOMING SERVICE AND OPERATIONAL PITFALLS IN CONSUMER-DIRECTED HEALTH CARE: WHAT HEALTH PLANS MUST DO NOW, a CD of a 90-minute audioconference held on May 15, 2007. Get reliable intelligence about how to create and keep the customer-service capabilities that CDH demands, from Carlton Doty, a senior analyst at Forrester Research, Inc., William Thomas, co-president of The Internet Coupon Exchange, and Nathaniel Brinn, CEO of HSA Bank and executive vice president of corporate development at Webster Bank, a subsidiary of Webster Financial Corp. ($322)
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DEBIT/CREDIT CARDS AND CDH: HOW REMAINING PAYMENT AND PAPERWORK PROBLEMS WILL BE SOLVED, a CD of a 90-minute audioconference held on March 15, 2007. Three experts — Chris Byrd, executive vice president at Evolution Benefits, John Prince, CEO of UnitedHealth Group's Exante Financial Services, and William Fandrich, product executive for CIGNA's new HealthePass card program, — discuss the effect recently released IRS guidance will have on health card transactions, the very latest information about credit- and debit-card technology, and specific steps that remain for their successful integration into CDH plans. ($322)
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CONSUMER-DIRECTED CARE AND CHRONIC CONDITIONS: HOW TO DESIGN PLANS THAT TARGET HIGH-COST MEMBERS, a CD of a 90-minute audioconference held on October 11, 2006. Learn how incorporating a wellness component into HRAs and HSAs can reduce health costs by giving employees more of a stake in their own health — from Michael Parkinson, chief health and medical officer at WellPoint, Inc.'s Lumenos division, Fred Volkman, chief medical officer with Fiserv Health's Avidyn Health division, and Michael Parker, director of human resources at Richmond Behavioral Health Authority. ($292)
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TREASURY'S JULY 28 HSA COMPARABILITY GUIDANCE: MAKING THE MOST OF THESE NEW INCENTIVES, a CD of a 90-minute audioconference held on August 23, 2006. Get timely, highly practical guidance on how to comply with new HSA comparability rules — and boost enrollment in HSA-based plans — from John Hickman, Esq. of Alston & Bird, LLP, and Jay Garriss of Buck Consultants. ($292)
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DEBIT AND CREDIT CARDS: HOW AND WHEN THEY WILL SOLVE CDH/HSA PAYMENT PROBLEMS, a CD of a 90-minute audioconference held on July 26, 2006. John Prince, CEO of Exante Financial Services (a division of UnitedHealth Group), Chris Byrd, executive vice president at Evolution Benefits, and Craig Swanson, a founding partner of The Sequoi Group, discuss the existing and future capabilities of health credit- and debit-card technology, as well as specific steps that remain for their successful integration into CDH plans and other high-deductible products. ($292)

NEW HSA PROPOSALS FROM THE BUSH ADMINISTRATION: HOW WOULD THEY IMPACT YOUR ORGANIZATION? a CD of a 90-minute audioconference held on February 23, 2006. Roy Ramthun, special assistant to the president for Economic Policy and the senior advisor to the president on health policy, details the White House’s plan to expand HSAs, and answers questions about the president’s blueprint to improve the health care system. ($292)

HSA ENROLLMENT SUCCESS STORIES: HOW TWO EMPLOYERS SUCCEEDED WHEN MANY OTHERS FAILED, a CD of a 90-minute audioconference held on February 1, 2006. Laureen Riley Feinman, of Colonial Pipeline Co., and Laura Kennedy, formerly with Blackbaud, Inc., share proven strategies that can help you dramatically increase your organization’s HSA enrollment. ($292)

AVOIDING PITFALLS IN HSA PARTNERSHIPS: STRATEGIES FOR HEALTH PLANS AND ADMINISTRATORS, a CD of a 90-minute audioconference held on August 25, 2005. Kathy McCormick, senior vice president of business development at HSA Bank, and Brad Arends, a principal at Alliance Benefit Group Financial Services, Inc., dispense practical advice on developing partnerships that help enrollees get the most from their HDHP and their HSA. ($267)

CONSUMER-DIRECTED CARE: SECOND-GENERATION PLAN DESIGNS FOR 2006, a CD of a 90-minute audioconference held on June 30, 2005. Definity Health co-founder Craig Swanson and Great-West Healthcare's Charles Steele give you reliable information on second-generation plan design elements you can expect to see in 2006 ... along with plan-design pitfalls you should avoid. ($267)
10 HSA LANDMINES … AND HOW TO AVOID THEM, a CD of a 90-minute audioconference held on January 27, 2005. John Hickman, head of Health & Welfare Benefits of the Employee Benefits and Executive Compensation Group at the law firm Alston & Bird, LLP and Ron Bachman, head of PricewaterhouseCoopers' human resource services practice, detail 10 HSA compliance traps and how to avoid them. ($267)
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PLAN DESIGN FOR CONSUMER-DIRECTED HEALTH CARE: EMPLOYER ROUNDTABLE ON SUCCESS FACTORS AND PITFALLS, an audio CD of a 90-minute program held on November 10, 2004, shows you which plan design factors are critical to the success of consumer-directed health (CDH) plans, and where other employers have experienced difficulties you can avoid. Speakers are Janice Pushaw, director of global benefits at Whirlpool Corp.; Vicki Robinson, manager of insurance services from the City of Las Vegas; and Tracy Thompson, benefits manager with Apogee Enterprises. ($267)
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CONSUMER-DIRECTED HEALTH CARE: WHERE IT IS HEADING, WHY AND WHEN, an audiotape of a 90-minute program held on April 28, 2004, provides an overview of the current consumer-directed health (CDH) movement and projections of where CDH is likely to take the health care industry. Speaker is Regina Herzlinger, professor of business administration at Harvard Business School and a leading national authority on consumer-directed care. ($267)

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AN OVERVIEW OF NEW TREASURY DEPT. GUIDANCE ON HSAs: DEFINING PREVENTIVE CARE AND RX DRUG CARVE-OUTS FOR HSAs, an audiotape of a 90-minute program held on April 13, 2004, discusses the impact new Treasury Department guidance about health savings accounts (released in March 2004) will have on health plans, consumer-directed plans and employers. Speaker is John Hickman, Esq., head of Health & Welfare Benefits of the Employee Benefits and Executive Compensation Group at Alston & Bird, LLP, in Atlanta. ($267)


HOW TO STRUCTURE PHARMACY BENEFITS IN CONSUMER-DIRECTED HEALTH PLANS, an audiotape of a 90-minute program held on October 29, 2003, provides valuable insights into the latest strategies being used to incorporate pharmacy into CDH plan design. It gives you real-life examples and solid solutions — direct from the field — about which plan designs are most effective and which to avoid. Speakers are Forest Benedict, vice president of human resources at Louisiana State University in Baton Rouge; and Rodger Kormylo, Team Leader and founding member of Medco Health Solutions, Inc.'s Consumer-Driven Health Plan Task Force. ($267)
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