Featured Webinar

Financial Wellness – Negotiating Lower Plan Fees

Thursday, May 30, from 10:00am - 11:00am PDT
Presented by Joe Park, Director of Retirement Services for Burnham Gibson Wealth Advisors.

Everyone loves to get a good deal. While some products, such as gasoline and appliances, are relatively easy to comparison shop for, retirement plans are much more challenging as they can vary greatly in terms of their investment offerings and services.

Based on guidance set forth in ERISA 408(b)(2), retirement plan sponsors carry a fiduciary mandate to ensure that their retirement plan fees are "reasonable." During this webcast, we will highlight best practices your organization can use to:

  • Dissect the components of your plan's current fee structure,
  • Learn key factors that impact pricing,
  • Avoid pitfalls when benchmarking your plan, and
  • Maximize negotiating leverage with your existing provider.

Meet the Presenter
This webinar will be presented by Joe Park, Director of Retirement Services for Burnham Gibson Wealth Advisors, Inc. Burnham Gibson is an independent Registered Investment Advisory Firm that specializes in consulting corporate clients in the retirement plan space and was recently named a Top DC Advisor Team by the National Association of Plan Advisors.

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Previous Webinars

Mitigating Employees' Risk of Identity Theft

Webinar originally presented: April 30, 2019 by Paige Hanson, Chief of Identity Education at Symantec LifeLock.

By disrupting employees' personal lives and eroding their productivity, identity theft can bring about major stress, distractions, and downtime for your workforce, which, in turn, can potentially cost your company money. Recognizing these risks, organizations have taken on increasing responsibility to help protect against identity theft.

During this webcast, we will highlight best practices your organization can use to:

  • learn the basics of identity theft and the ins and outs of digital safety,
  • assess employees' vulnerability to identity theft,
  • learn how thieves are getting ahold of consumer identities, and
  • provide employees with essential resources to respond quickly and effectively in case they experience identity theft.

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Smarter Healthcare - Improving Outcomes and Reducing Cost Through Better Rx Management

Webinar originally presented: March 26, 2019 by Chris Wilson, Vice President of Consultant Relations at CVS Caremark, and Doug Ramsthel, CFP, Senior Vice President & Partner at Burnham Benefits.

The current healthcare system is complex, fragmented, and based on an episodic, fee-for-service model that is often wasteful. Each year, avoidable healthcare spending costs the nation up to $300 billion due to ineffective coordination of medications and overall disjointed care.

Chronic health conditions such as diabetes, heart conditions, and cancer affect half of all American adults. What's more, one in four Americans find themselves dealing with two or more of these diseases at a time.

During this webinar we will address how plan sponsors are looking for innovative clinical programs and tools that allow them to:

  • Address the care and cost of patients with chronic and complex conditions
  • Reduce complexity of the healthcare system and simplify the patient experience
  • Enhance connectivity by sharing information across the care ecosystem, enabling more appropriate, timely clinical intervention and decision-making
  • Provide choice and personalization thorough additional communication choices and tailored messages specific to patient needs

Additionally, we will discuss changes and trends in the pharmacy benefits industry, including what the vertical integration of health plans and PBMs could mean for the future of companies and their employees.

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Leave, Leave Everywhere, What Every Employer Should Know

Webinar originally presented: February 28, 2019 by Jenny Merrithew, MBA, ACS, Sr. Director leading Cigna's Group Life, Accident, Leave and Disability Solutions.

Leave is like the weather -- wait 10 minutes, and everything can change! In this session, we will review some basics you might be familiar with and ADA items to bear in mind with paid leave changes in 2019 -- a few items might surprise you.

Covered topics:

  • FMLA - highlight a few key items to explain how some of the new state laws will or will not run concurrently with the grandfather of them all
  • ADA - outline some key accommodations to consider. This requires careful and thoughtful process and decision making--before, during and even as a leave. We are finding more often employers struggling to ensure a consistent, fair and compliant process for ADA requests.
  • Paid Leave - outline the activity emerging state by state and what it means to you. Through examples, you will see the amount of protected time workers can take. Many states are building protected time that DOES NOT match that of FMLA.
  • What to Be Prepared For - outline 2019 with key dates and timelines and learn how to remain one step ahead of the challenges both paid and unpaid leave bring.

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2018 in Review: How the Changes in the Law Will Affect You in 2019

Webinar originally presented: January 9, 2019 by Richard Asensio, JD..

Learn about significant new case law developments from 2018 and strategies to comply with changes to the law, including:

  • the Epic Systems case confirming that class action waivers in arbitration agreements are lawful
  • the Dart Container case identifying the proper method to calculate overtime for flat-sum bonuses
  • the AHMC case discussing when time rounding is allowed
  • the Dynamex case imposing a new test for classification of independent contractors, and
  • the Starbucks case holding that the "de minimis" rule for off-the-clock work does not apply in California.

Lastly, we will switch gears and summarize key 2018 changes under the Affordable Care Act, including the potential impact of Texas v. United States, the recent District Court decision finding the law unconstitutional, and discuss other significant health and welfare benefit legislative and regulatory developments impacting plan sponsors in the year ahead.

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Wellness Program Challenges and Opportunities for 2019

Webinar originally presented: October 25, 2018 by Richard Asensio, JD., and Starla Osborne.

With the 2019 plan year just around the corner, this webinar will discuss the current status of the various federal laws regulating wellness programs, specifically in light of the AARP v. EEOC court ruling last year resulting in the vacating of final Americans with Disabilities Act (ADA) and Genetic Information Nondiscrimination Act (GINA) regulations as they pertain to the offering of wellness program incentives, effective January 1. We will also cover best practices, as well as specific trends in program designs we are seeing in the marketplace today.

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HR Concerns in the Modern Era

Webinar originally presented: September 12, 2018 by presented by Burnham's Director of HR & Operations Vanessa Scarbo and Aaron Olsen, a partner in the Fisher Phillips San Diego office.

As HR professionals and organization leaders, you are asked a multitude of questions daily. How do you answer the out-of-the-blue, off-the-cuff questions and ensure your answers are both legal and respectful?

This presentation will provide legal parameters around discussing the following topics:

  • Appearance: dress code, personal grooming, tattoos and piercings in the workplace, fragrance
  • Marijuana use by employees, vaping in the workplace
  • Nursing mothers
  • Concealed carry permits

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Simplifying Benefits Administration and Employee Engagement Challenges

Webinar originally presented: June 27, 2018 by Voluntary Benefits Consultant Whitney Ehret and Benefit Technology Specialist Meagan Felish.

With the shift in workforce dynamics and talent acquisition becoming more competitive, your benefit offerings need to make an impression on industry professionals.

This presentation will demonstrate how to:

  • Navigate the complex world of voluntary benefits and technology
  • Choose an ideal long-term partner
  • Creatively enhance employee benefit education
  • Pair optimal voluntary benefit offerings with technological efficiency

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Avoiding Liability for Sexual Harassment in the #MeToo Era

Webinar originally presented: May 31, 2018 by James J. McDonald, Jr., Managing Partner, Fisher & Phillips LLP.

Recent focus on sexual harassment in media, entertainment and government has caused sexual harassment to be top of mind again, likely bringing a new wave of harassment claims and lawsuits against employers of all types. This presentation will take you beyond the basics and show you how to write an effective policy against harassment, how to train managers and supervisors to avoid using poor judgment in situations that often lead to harassment claims, and how to respond effectively to complaints to prevent them from becoming lawsuits.

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The Rising Cost of Drugs and Your Health Benefits: Is There a Prescription?

Webinar originally presented: March 22, 2018 by Doug Ramsthel, Dr. Amy Lee, MD and Chris Brown.

With this focus in mind – and to assist you in meeting your fiduciary obligations in the event of an IRS or DOL audit – this webinar will take you through the necessary steps for performing a check-up on your health and welfare plans. We will also feature a discussion of common pitfalls, practical compliance tips, and best practices to help prevent, or at least minimize your exposure to an audit.

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IRS & DOL Audits: Being Prepared When They Come Knocking

Webinar originally presented: February 28, 2018 by Marilyn Monahan, Richard Asensio, and Nathan Ackeret.

The Internal Revenue Service (IRS) and Department of Labor (DOL) recently increased scrutiny regarding compliance issues, due to the ever-increasing number of laws and regulations impacting health and welfare plans, coupled with the rise in complaints filed by plan participants. With this focus in mind – and to assist you in meeting your fiduciary obligations in the event of an IRS or DOL audit – this webinar will take you through the necessary steps for performing a check-up on your health and welfare plans. We will also feature a discussion of common pitfalls, practical compliance tips, and best practices to help prevent, or at least minimize your exposure to an audit.

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Compliance Update: Preparing for 2018

Webinar originally presented: January 11, 2018 by Vice President and Director of Compliance, Richard Asensio, JD.

With the onset of a new administration in Washington, D.C., 2017 saw repeated efforts to dismantle the Affordable Care Act (ACA) and make changes to other significant federal regulations, resulting in the past year being a tumultuous one for employers from a compliance perspective, to say the least.

In light of all this uncertainty and challenges facing us in the coming year, please join us for our annual review of 2017's significant health and benefit legislative developments and 2018 compliance deadlines under the Affordable Care Act and other federal legislation. To assist you in kicking the new year off on the right foot, this presentation will include action items and best practices to assist you in preparing for these deadlines.

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California Employment Law: Key Updates for 2018

Webinar originally presented: October 26, 2017 by Nicole Kamm and Tal Burnovski Yeyni, employment defense attorneys at Lewitt Hackman.

As employers prepare to ring in the new year, they also have to consider the federal, state and local laws affecting personnel. Join us for our 2018 employment law update, geared specifically for employers, management, and HR representatives.

Nicole Kamm, Esq. and Tal Burnovski Yeyni, Esq. will cover key issues affecting California employers, including:

  • Parental leave
  • Ban the Box
  • Salary history and other questions that may not be asked of job candidates
  • Handling harassment and discrimination claims
  • Liability for retaliation
  • Recent court decisions regarding day of rest rules, and more.

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Ask the Experts: FMLA 2.0

Webinar originally presented: October 26, 2017 by CareWorks experts – Account Executive, Meagan Finegan, Chief Sales Officer, Scott Vaka, Assistant General Counsel, Lori Clary, and Vice President of Operations - Claim Services, Matt Howes.

During this webinar, the CareWorks Absence Management Compliance and Legal experts will dive into your challenging questions on navigating the ever changing FMLA regulations. We will highlight current leave management trends and resources to help ensure minimal risk exposure and true compliance. After this webinar you will have valuable strategies to improve your absence management program and drive better outcomes.

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Compliance and Marketplace Update: Navigating Through an Uncertain Benefits Landscape

Webinar originally presented: September 27, 2017 by Richard Asensio, and Nathan Ackeret.

With the Affordable Care Act (ACA) still the law of the land, at least for the short-term, this webinar will provide an overview of important developments in other federal and state benefit legislation impacting employee benefit plans (and in turn, employers). We will then switch gears and focus on carrier innovations that are occurring in the marketplace designed to achieve high quality delivery of service, and at the same time, contain medical costs. Specifically, we will discuss the rise of accountable care organizations, or ACOs, their innovative aspects, how they operate, and the value they present to employers and individuals.

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Self-Insuring your Health Plan – Budgeting for the known costs, and insuring for the unknown

Webinar originally presented: May 24, 2017 by Doug Ramsthel, Cathy Gee, and Ray Tunnell.

Is it possible to avoid paying ACA fees and state taxes while at the same time getting more actionable data on the use of your company's health plan? The answer could be yes, and self-funding, or partial self-funding has often been proposed as such a solution, but is it right for you and your company? Learn some of the basics, the pros and cons, and what makes a company a good fit for self-funded strategy.

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How Millennials are Transforming Employee Benefits

Webinar originally presented: April 26, 2017 by Ann Stawicki, Senior Consultant at Burnham Benefits and Katy Triefenbach, Co-Founder and CEO of Stage 1 Financial.

Millennials are the biggest age grouping in American history; at 80 million strong, society is and will continue to change to accommodate this important demographic. This generation was raised by the "Me" generation (baby boomers) and is sometimes called entitled, lazy, shallow, and selfish. Conversely, they are well-rounded, enjoy work-family balance and are extremely tech savvy. What does all of this mean for employers? This presentation will help you understand this age group and shape your benefits plan to address the needs and wants of your modern work force.

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Employee Friendly California vs. Employer Friendly White House: Managing Employees in a State of Contrast

Webinar originally presented: March 22, 2017 by John Polson, Partner in the Irvine office of Fisher Phillips.

California implemented a variety of new employment laws and regulations in 2017, and there are over 40 employment related bills pending in Sacramento that could go into effect in 2018. Meanwhile, Congress and the new administration are moving quickly in attempts to radically change the Federal legal landscape for employers. What does all of this mean for California employers? This presentation will help you respond to what has happened so far, and prepare for what may happen in the future.

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The Future of the Affordable Care Act: The First Forty Days of Trump

Webinar originally presented: March 1, 2017 by Vice President and Director of Compliance Richard Asensio, JD., Senior Vice President Scott Aston, and Vice President Cathy Gee.

Repealing and replacing the Affordable Care Act (ACA) is a top priority for the Trump Administration. In this webinar, we will assess specific actions taken during the first 40 days of the new administration to amend, replace, and/or repeal the ACA. Also, we will discuss likely changes you should expect to see in a Trumpcare health care reform law, including the various proposals put forward to replace the ACA, thus far.

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Preparing for 2017: Will Obamacare be Trumped?

Webinar originally presented: December 14, 2016 by Vice President and Director of Compliance, Richard Asensio, JD.

This webinar will review the year's significant health and benefit legislative developments, with a specific emphasis on the presidential election results and the implications for the survival of the Affordable Care Act (ACA). We will also discuss upcoming compliance deadlines and action items to consider for 2017, assuming business as usual. In addition, we will cover the legislation likely to replace the ACA, as well as other changes we should expect to see in the coming months.

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Benchmarking and How to Best Utilize it in your Employee Benefits Strategy

Webinar originally presented: August 24, 2016 by Doug Ramsthel, Senior Vice President, and Ryan Meissner, Director of Technical Finance.

Employers offer a benefits plan to attract and retain employees, but how do you know you as an employer are accomplishing these goals? An important step in this process is knowing how your benefits compare against other employers. This is where benchmarking can be very useful in providing you with a starting point, but like any instrument, it must be used correctly. What data should you as an employer use as your basis for comparison? Should you use same industry? Same demographics and geography? How narrow and specific do you need your benchmarking data to be in order to maximize overall meaningfulness and value?

This webinar will provide an overview of benchmarking, the importance of using statistics efficiently and correctly, and best practices on how to use benchmarking data in establishing your benefits strategy.

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Healthcare Spending and Hyptertension: The Cost of High Blood Pressure

Webinar originally presented: July 27, 2016 by Dr. Gaytri Gandotra, a physician trained in both Internal Medicine and Nephrology.

Hypertension affects 70 million American adults, or 1 in 3. It remains prevalent irrespective of age, sex, and race. High blood pressure is the #1 risk factor associated with heart disease, stroke, and kidney disease. These facts make it a major topic of interest for Medicare, Medicaid, private health plans, and other insurers.

Direct healthcare spending to treat hypertension totaled $46 billion in 2014, with almost half ($23 billion) in the form of prescription drugs. The remaining included the cost of health care services, physician visits, hospital admissions and sick leave.

Healthcare costs are undermining business profits and successes. Employers not only pay higher medical costs, but it also leads to lower productivity, higher disability and injury rates and more workers' compensation claims.

The purpose of this webinar is to raise corporate awareness of the importance of early recognition and treatment of hypertension. This will reduce the both the frequency and impact of disease. Addressing hypertension creates a healthier, more productive workplace.

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The Gig Economy and Your Independent Contractors

Webinar originally presented: June 15, 2016 by John Polson, Partner in the Irvine office of Fisher Phillips.

Lawsuits involving Uber drivers put a spotlight on the evolving Gig Economy and the growing number of independent contractors who no longer consider themselves employees. You may only use a handful of independent contractors in your business, as opposed to the hundreds of thousands affiliated with the Uber lawsuits. However, the challenge is the same for you as it is for Uber - are those people really independent contractors? If you have misclassified them as independent contractors and you should be paying them as employees, there are many serious consequences.

This presentation will provide:

  1. an overview of the expanding Gig Economy and how it affects your business;
  2. an education on the current status of independent contractor law; and
  3. practical advice for avoiding independent contractor issues in your company.

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Informational Webinar: FMLA 2.0: Strategies for Intermittent Leaves, ADA, California Leave Laws and How They Interact with FMLA

Webinar originally presented: May 18, 2016 by Account Executive, Meagan Finegan, and Chief Sales Officer, Scott Vaka, both with CareWorks Absence Management.

Managing FMLA and other leaves of absence is intricate - and expensive - to maintain the status quo. CareWorks Absence Management will lend thoughtful insight on navigating the ever changing FMLA regulations to ensure consistency and compliance while applying best practice strategies for your program. We will also discuss the delicate relationship of FMLA, ADAAA and California leaves within the process.

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Compliance Update - Privacy Issues in 2016: HIPAA and Cyber Security

Webinar originally presented: April 20, 2016 by Vice President and Director of Compliance, Richard Asensio, JD, Vice President, Denise Feldman, and Take Ctrl President, Ryan Markel.

In light of the Office of Civil Rights' recently launched program designed to audit compliance with the Health Insurance Portability and Accountability Act (HIPAA)'s privacy, security and breach notification rules, this webinar will provide plan sponsors and business associates with compliance tools needed to prepare them for a potential HIPAA audit.

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Compliance Update - Employer Reporting: Helpful tips for completing your 2015 Forms and preparing for 2016

Webinar originally presented: February 17, 2016 by Richard Asensio and Helen Vits.

For employers subject to the IRS reporting and disclosure requirements under Internal Revenue Code Section 6056 (those with greater than 50 full time equivalent employees), we will provide useful information for you to begin preparing now to be in compliance for 2016, as well as assist those employers who are taking advantage of the recently granted two-month delay to comply with 2015's requirements. This webinar will provide specific scenarios to assist you in preparing the Forms 1095-C for your full time employees as well as address questions from attendees regarding other issues encountered in this year's reporting process.

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Compliance Update - A Review of the 2015/2016 Legislative Landscape

Webinar originally presented: December 16, 2015 by Richard Asensio.

With 2015 soon coming to a close, this webinar will provide a look back at this year's significant health and benefit legislative and judicial developments, as well as discuss upcoming compliance deadlines and action items to consider for 2016. Our primary focus will be the Affordable Care Act (ACA), but we will also cover other significant federal and state law developments impacting employers.

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Compliance Update - Preparing for the Cadillac Tax

Webinar originally presented: October 21, 2015 by Richard Asensio and Ryan Meissner.

With the effective date of the Affordable Care Act (ACA)'s pending Cadillac Tax provision just two years away, employers should begin to prepare now for its arrival. This webinar is designed to provide an overview of the basic principles of the Cadillac Tax. We will discuss certain issues recently addressed by the IRS, as well those not yet addressed. In addition, we will share some recommendations to minimize exposure to the Tax, and update you on current legislative initiatives to repeal the Tax.

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Compliance Update - Complying with ACA's 2016 Employer Reporting and Disclosure Requirements

Webinar originally presented: August 12, 2015 by Catherine Seitz and Helen Vits.

This webinar is a sequel to our webinar earlier this year that discussed the nuts and bolts of the required employer reporting and disclosure requirements under the ACA. As the 2016 reporting and disclosure deadlines are fast approaching, the objective of this webinar will be to provide you with a review of these requirements, focusing on the preparation requirements for the recently released draft 2015 Forms 1094-C and 1095-C. We will also provide you with assistance regarding the vendor selection process and bring you the latest developments from the IRS, including information about the electronic filing process.

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Compliance Update - Complying with California's New Paid Sick Leave Law and Issues with Administering other Leave Requirements

Webinar originally presented: June 24, 2015 by Richard Asensio and Christine Trinh (The Larkin Company).

This webinar will discuss employer action items needed to comply with AB 1522, California's new paid sick leave law that takes effect July 1, 2015, as well as an overview of leave administration issues in coordinating FMLA with other California leave requirements presented by the Larkin Company, specialists in leave absence management.

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Compliance Update - Assuring your Wellness Program Complies with the ADA and other Federal Laws

Webinar originally presented: May 6, 2015 by Richard Asensio and Ryan Meissner.

This webinar will discuss recent guidance in the area of employer wellness programs, including the EEOC's proposed rule that would amend the Americans with Disabilities Act (ADA), how the proposed rule interacts with requirements imposed by other Federal laws, including HIPAA and the Affordable Care Act (ACA), and what employers need to do to make sure their wellness program is compliant.

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Wellness - Managing Stress Through the Holidays

Webinar originally presented: December 10, 2014 by Cathy Rodriguez.

Stress is the #1 workforce risk issue, ranking above physical inactivity and obesity. It impacts not only our healthcare system but also the organization. In this webinar, we will discuss the cost of stress and the actions that can be taken to help identify and reduce it effectively. We will be walking through the six-step stress prevention model and show you how to use this model in your organization.

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Compliance Update: Employer Reporting Responsibilities under the Affordable Care Act

Webinar originally presented: June 18, 2014 by Richard Asensio.

This webinar provides a detailed overview of the final regulations on the ACA information reporting requirements under Code Sections 6055 and 6056 regarding the employer shared responsibility ("play or pay") mandate. The deadlines for these reporting requirements are soon approaching, with mandatory reporting for most employers to both covered employees and the IRS due in early 2016 for the 2015 calendar year. This webinar is intended to assist employers in understanding the compliance requirements, describe the specific employer reporting responsibilities, including the distinction between the requirements of sponsors of self-insured health plans versus those of fully-insured health plans, discuss the complex reporting methodologies involved in complying, as well as what employers should be doing now to prepare.

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