Michigan Planners.

This webinar will dive into the key requirements of the Employee Retirement Income Security Act (ERISA), covering everything from fiduciary responsibilities to plan administration. Learn about ERISA’s impact on retirement plans, health benefits, and more, while gaining actionable insights to ensure your organization stays compliant and protects employees’ benefits.

Kick off the series with a simple, clear look at what AI really is and how it’s already being used in benefits, claims, and accounting. We’ll walk through tools like ChatGPT and Copilot, show real examples in action, and talk about how to use AI safely and responsibly. Why it matters: This is the foundation. […]

AI only works well if you ask it the right way. This session teaches you how to “talk” to AI clearly so it gives you accurate, helpful results. You’ll learn simple techniques to get better answers, faster and even how to build a set of go-to prompts for things you do often. Why it matters: […]

Imagine having your own AI assistant that knows your company’s tone, tasks, and policies. This session shows you how to create just that: an AI agent trained on your materials, ready to help with claims, communication, or internal support. Why it matters: This turns AI from a fun tool into a real part of your […]

Instead of one general AI, what if you had a small “team” of AI helpers, each doing a specific job like reviewing documents or answering benefit questions? You’ll learn how to break down big tasks into smaller pieces and let different AI agents handle each one. Why it matters: This is how you scale your […]

Host: Michael DiLorenzo, CEO, Michigan Planners & Aaron MacDonald, Chief Strategy Officer, Michigan Planners Health Savings Accounts (HSAs) are more than just a tax-advantaged benefit—they’re a powerful long-term cost containment tool. This session will focus on how employers can leverage HSAs to lower costs, engage employees, and support consumer-driven healthcare. We’ll cover best practices, contribution […]