Skip to Page Content

Event Details

    April 23rd, 2025 Annual Benefit Strategies and Trends

    Date: April 23, 2025, 8:00am – 9:30am
    Organizer:
    Zach Rice and Maureen Hagen: VP of Professional Development
    Location:
    NIU Rockford
    8500 E State St,
    Rockford, IL 61108
    Price:
    No Cost for RASHRM Members / $50 Non-Members
    Event Type:
    Meeting
    iCal link
    Add to Calendar

    Register via the link below:

    https://rockford.shrm.org/forms/april-23rd-2025-annual-benefit-strategies-and-trends

    AGENDA:

    8:00-8:15:   Register and light breakfast provided
    8:15-8:20:   Welcome from the Board
    8:20-8:30:   Word from Sponsor - Merrill Lynch 
    8:30- 9:30:   Presentation

    PRESENTATION INFORMATION: 

    This meeting will provide insights into cost trends and plan designs across various employer sizes and industries. The speaker will emphasize the importance of aligning financial benefits with overall employee benefits strategies to enhance employee engagement and retention. 
     

    Potential Benefit Topics Discussed during the meeting:

    • Current Employee Benefit Trends: An overview of the latest developments in employee benefits, including health care cost trends and plan design innovations.​
    • Strategies for Attracting and Retaining Talent: Discussing how to structure benefits packages to meet the evolving needs of employees and remain competitive in the job market.​
    • Compliance and Regulatory Updates: Providing information on current laws and regulations affecting employee benefits and how to ensure compliance.​
    • Integrating Financial Benefits: Exploring ways to combine health, retirement, and other financial benefits to create a comprehensive and appealing benefits package.

    PRESENTER: Zach Rice, M3 Insurance

    Zach Rice is the Director of Employee Benefits - Rockford at M3 Insurance, specializing in employee benefits consulting. He builds and maintains strong relationships with clients and insurance carrier partners, helping organizations design and implement effective benefit programs that align with their evolving needs.

    In addition to managing and growing his book of business, Rice leads employee benefits efforts in Illinois and Southern Wisconsin. He collaborates with the M3 Rockford team to drive business development, execute market strategies, and foster key partnerships with business leaders, insurers, and community organizations.

    Rice holds a bachelor's degree in sales and marketing from Illinois State University and has 17+ years of industry experience, including roles with a national brokerage consulting firm and on the insurance carrier side, specializing in medical, life, disability, and absence management. 

      Sponsor: Merrill Lynch  

      Thank you to our monthly sponsor.  We appreciate your organization being a resource to our community!

      Marc Gasparini, C(k)P®, CPFA®, CRPS ™, CRPC
      First Vice President
      Senior Financial Advisor
      Senior Retirement Benefits Consultant
      973 Featherstone Road, Suite 340, Rockford, IL 61107
      Telephone: 815 654 6359 Cell: 815 275 0439
       
      Aaron Davis, AWMA™, CRPC™, CPFA®
      Financial Advisor
      Retirement Accredited Financial Advisor
      973 Featherstone Rd, Ste 340, Rockford, IL 61107
      Telephone: 815-654-6373    Cell: 779-274-0197

       

      Sponsor Bio: The LWG Group designs cost effective corporate retirement plans which include 401(k), defined benefit and nonqualified platforms for businesses that hold employee economic empowerment as a core value. By evaluating each company’s specific needs and leveraging strong relationships, we provide customizable solutions with world-class options. We take a proactive approach to implementation, provide rigorous documentation, and ongoing monitoring throughout our relationship. In addition to business solutions, our team also provides private individual wealth management services.

       

      We look forward to seeing you there!

       

      Rockford Area SHRM is a professional association serving the greater Rockford area. We are dedicated to professional development and building community for individuals who regularly engage in some aspect of the human resources profession.

      The mission of Rockford Area SHRM is to advance the human resources professional by providing opportunities to share best practices through experiences, education and networking.

      Members of the Rockford Area SHRM are able to attend most events at no additional cost. You will find events at https://rockford.shrm.org/. Be sure to register for events through the website.