
November 9, 2007
Volume 51, Issue 42
National Magazine Dubs Wisconsin "Health Care USA"
"Wisconsin hospitals continue to outperform their national counterparts"
Wisconsin hospitals were recognized in the magazine Health Executive as a "top performer" based on recent reports that evaluated care at the state level. Most notably, the article mentions that in June, the Agency for Healthcare Research and Quality (AHRQ) ranked Wisconsin number one in the nation for health care quality.
Wisconsin Hospital Association President Steve Brenton said, "We’ve got three things going on in this state that have allowed us to be a leader. We’re highly integrated compared to most of the country, there is a long history here of provider collaboration and we’ve had physician champions driving performance measurement and improvement.
According to the article’s author, those three keys have unlocked the door between what health care in American is and what it could be. "It’s a door Wisconsin is just beginning to step through, leading the way for the rest of the country to follow," according to writer Mike Sharkey, who authored the Health Executive article.
In addition to the AHRQ ranking, Wisconsin was rated ninth in the country in overall health system performance by The Commonwealth Fund.
Sharkey points out that Wisconsin hospitals are not just performing, they’re publicly reporting their results. That, said Brenton, truly has set Wisconsin health care apart from the rest of the country. WHA launched CheckPoint (www.wiCheckPoint.org) in 2004—the first quality reporting Web site in the country, with 98 percent of the hospitals reporting results on CheckPoint.
"It’s not just larger hospitals," Brenton said. "Half of our hospitals are critical access or rural hospitals, and they are all reporting on CheckPoint. Some of them struggle to have enough procedures to report, but they’re all committed and that’s critical," he added.
WHA works closely with MetaStar, Wisconsin’s quality improvement organization, to assist hospitals in meeting their quality and safety benchmarks. From the beginning, there was a strong commitment to "raise all boats" and improve the quality and safety in all Wisconsin hospitals.
"It is wonderful to see hospitals, some of whom are competitors, coming together in the same place to openly share the work they are doing," Greg Simmons, MetaStar president and CEO said in the article. "It speaks to the strong commitment of these hospitals to ensure they provide high quality, safe care to their patients," he said.
There is much work to be done, according to Brenton, who describes Wisconsin as being in the second inning of an extra-inning ball game.
"If that’s true, in most states, the first pitch has yet to be thrown," Sharkey concluded.
The Health Executive article is in this week’s packet and it is posted at:
www.wha.org/healthExecutive10-07.pdf.Top of page
Guest Column: Legislature Needs to Pass Hospital Tax
By John Oliverio, President/CEO, Wheaton Franciscan Healthcare
[This opinion editorial was published in The Business Journal on 11/2/07.]
If you learned about a "no strings attached" investment opportunity that required you to invest $1, with an immediate return of $2.50, would you even think twice about passing it up?
Believe it or not, that’s what the state of Wisconsin did when lawmakers approved the new state budget last week. The Legislature took a pass on an incredible opportunity to address the underfunding of Medicaid by adopting the provider assessment.
The provider assessment is a tried and true funding mechanism that allows many other states to collect a payment from hospitals, send that revenue to the federal government, and secure matching funds that are returned to the hospitals in the form of increased Medicaid payments.
Hospitals have seen no increase in Medicaid reimbursement in 12 years, and during that time, our operating costs have risen dramatically. Statewide, Medicaid reimbursement covers only 48 percent of the actual costs of providing care. It is unacceptable to leave this issue unaddressed.
The assessment would have brought more than $400 million of new money into the state. Wisconsin deserves this money. We rank close to the bottom of the 50 states for the federal dollars we get to treat Medicaid patients, and this plan would have changed that.
Last year, Wheaton Franciscan Healthcare was reimbursed $79 million less than what it cost to provide care to the Medicaid patients we treated.
That shortfall was inevitably cost-shifted to commercial payers, which results in higher health care costs for employers. If we had received improved funding, it would have had an impact on our price structure.
It’s not too late. Lawmakers need to reconsider this issue by introducing and passing separate legislation to enact the provider assessment now. Let’s all do the right thing this time and bring needed federal funds to our state.
Top of page
Political Action Spotlight: Fundraising Campaign Update: $5,000 Needed to Reach Goal
To date, 611 individuals have contributed to the 2007 Campaign. This includes CEOs, employees, volunteers, and trustees affiliated with 102 health care organizations from around the state that together have contributed nearly $190,000. This accounts for 97 percent of the $195,000 fundraising campaign’s monetary goal, which if achieved, will be the highest annual total raised in the Campaign’s history.
Contributors by name and affiliated organization are published on a monthly basis and are listed below. Contributors are listed by contribution amount categories and in the order the contribution was received.
For more information, contact Jodi Bloch at 608-217-9508 or Jenny Boese at 608-274-1820.
Contributions Ranging from $1 - $249
Ayers, Mandy Wisconsin Hospital Association
Callies, Julie WHA Information Center
Reichert, Kevin Froedtert Memorial Lutheran Hospital
Kruse, Joe Franciscan Skemp Healthcare-La Crosse
Gerke, Mary Lu Gundersen Lutheran Medical Center
Hiatt, Emily Gundersen Lutheran Medical Center
Schneider, David Langlade Memorial Hospital
Harm, Sandy Lakeview Medical Center
Coller, James St. Mary’s Hospital Medical Center
Policello, Louise Bay Area Medical Center
Schamberg, Jay, MD Aurora Health Care
Bonnett, Joseph Beaver Dam Community Hospitals
Baker, David Saint Michael’s Hospital
Jelle, Laura St. Clare Hospital and Health Services
Buss, Diane St. Mary’s Hospital
Prince, Nancy Aspirus Wausau Hospital
Tierney, Mary Alice Aurora Health Care
Quade, Steve Door County Memorial Hospital
Anderson, Mary Hayward Area Memorial Hospital and Nursing Home
Marcouiller, Don Memorial Medical Center - Ashland
Reinke, Kathy Shawano Medical Center
Walker, Troy St. Clare Hospital and Health Services
Marsch, Jean St. Vincent Hospital
Myers, Robert Vernon Memorial Healthcare
Korff, Sally St. Nicholas Hospital
Werner, Andrea Bellin Memorial Hospital
Dettman, Amy Bellin Memorial Hospital
Adams, Daniel Memorial Medical Center - Ashland
Hinz, Russ Aurora Health Care
Thompson, James Aurora Health Care
Casey, Candy Columbia Center
Heider, Lisa Community Memorial Hospital
Lindquist, Keith Cumberland Memorial Hospital
Klinge, Ann Memorial Medical Center - Ashland
Santini, Kathy Memorial Medical Center - Ashland
Tandberg, Christine Sacred Heart Hospital
Skifton, Russell Saint Michael’s Hospital
McCloskey, Lynne Saint Michael’s Hospital
Mickelson, Ronald St. Clare Hospital and Health Services
Olson, Keri St. Clare Hospital and Health Services
Elsen, Mary Pat St. Clare Hospital and Health Services
Stelzer, Jason St. Clare Hospital and Health Services
Watts, Susan St. Vincent Hospital
Bell, Kristine Aspirus Wausau Hospital
Bosio, David Aspirus Wausau Hospital
Burtch, Sue Aspirus Wausau Hospital
Hinker, Jennifer Aspirus Wausau Hospital
Thorpe, Marya Aspirus Wausau Hospital
Bliven, David Aspirus Wausau Hospital
Cohen, Joan Aspirus Wausau Hospital
Kopplin, Jean Aspirus Wausau Hospital
Murphy, Michael Aspirus Wausau Hospital
Tate, Marceline Aspirus Wausau Hospital
Arendt, Kathleen Aspirus Wausau Hospital
Bouvat, Dale Aspirus Wausau Hospital
Burgener, Jean Aspirus Wausau Hospital
Danner, Forrest Aspirus Wausau Hospital
Lucas, Roger Aspirus Wausau Hospital
Burgett, Lyle Aspirus Wausau Hospital
Drengler, Kathryn Aspirus Wausau Hospital
Scinto, Jeanne Aspirus Wausau Hospital
Sczygelski, Sidney Aspirus Wausau Hospital
Sullivan, Anne Memorial Medical Center - Ashland
Rothfuss, James Meriter Hospital
Mohr, Carol Sacred Heart Hospital
Rodriguez, Debra St. Clare Hospital and Health Services
Brenny, Terrence Stoughton Hospital Association
Bjork, Ted Westfields Hospital
Plaisance, Christopher Aspirus Wausau Hospital
Weiland, Sonja Aspirus Wausau Hospital
Cox, Tamarah Aspirus Wausau Hospital
Campbell-Kelz, Nancy Aspirus Wausau Hospital
Dorpat, Denice Aspirus Wausau Hospital
Todd, Jeffrey Aspirus Wausau Hospital
Carrier-Diemer, Peggy Aspirus Wausau Hospital
Roundy, Ann Columbus Community Hospital
Waldoch, Timothy Froedtert Memorial Lutheran Hospital
Borgstrom, Jim Memorial Health Center
Schraufnagel, Patricia Memorial Medical Center - Ashland
Pinekenstein, Barbara Meriter Hospital
Bessen, Paulette Saint Michael’s Hospital
Misiewicz, Barbara St. Mary’s Hospital of Superior
Fochs, Mary Aspirus Wausau Hospital
Lakey, Sandy Aspirus Wausau Hospital
Maas, Pamela Aspirus Wausau Hospital
Ellis, Nancy Aspirus Wausau Hospital
Gengler, Tim Aspirus Wausau Hospital
Reider, Rodney Aurora Health Care
Roraff, Greg Memorial Health Center
Bush, Nan Bellin Memorial Hospital
Peters, Kenneth Bellin Memorial Hospital
Watson, Christopher Bellin Memorial Hospital
Fry, Robert Bellin Memorial Hospital
Rocheleau, John Bellin Memorial Hospital
Roethle, Linda Bellin Psychiatric Center
VanStraten, Randy Beloit Memorial Hospital
Trachte, Kathryn Saint Michael’s Hospital
DeWitt, Pamela St. Joseph’s Community Health Services
Coblentz, Kathy Jo St. Joseph’s Community Health Services
McCoic, Kristie St. Joseph’s Community Health Services
Lorenz, Bruce Aspirus Wausau Hospital
Gantner, Sue Aspirus Wausau Hospital
Erickson, Robert Aspirus Wausau Hospital
Cotone, Candace Cumberland Memorial Hospital
Pengra, Mary Sacred Heart Hospital
Bergeron, Brant Saint Michael’s Hospital
Jensema, Christine St. Nicholas Hospital
Pfaff, Stephanie Tri-County Memorial Hospital
Yunk, Dennis Agnesian HealthCare
Fulwiler, Terry Bellin Memorial Hospital
Maurer, Mary Holy Family Memorial Medical Center
Jacobsen, Joan Meriter Hospital
Bundner, Mark Meriter Hospital
Greene, Roxanne Our Lady of Victory Hospital
Facey, Alice St. Clare Hospital and Health Services
Dwyer, Maxine St. Mary’s Hospital
Schaefer, Joyce Amery Regional Medical Center
Decker, Dawn Aspirus Wausau Hospital
Holmes, Sheri Aspirus Wausau Hospital
Jay, John Community Memorial Hospital
Tietz, Llewellyn Community Memorial Hospital
Twomey, Patrick Hayward Area Memorial Hospital and Nursing Home
Meicher, John St. Mary’s Hospital
Stenson, Jill Agnesian HealthCare
Raaum, Karl Froedtert Memorial Lutheran Hospital
Bagemihl, Katherine Froedtert Memorial Lutheran Hospital
Connell, Marilyn Froedtert Memorial Lutheran Hospital
Neikirk, Jon Froedtert Memorial Lutheran Hospital
Pandl, G. John Froedtert Memorial Lutheran Hospital
Ragalie, Elizabeth Froedtert Memorial Lutheran Hospital
Clapp, Nicole Grant Regional Health Center
Peickert, Barbara Hayward Area Memorial Hospital and Nursing Home
Herbert, William Meriter Hospital
Studer, Vince Shawano Medical Center
Sparks, Steven St. Mary’s Hospital
Ambs, Kathleen St. Mary’s Hospital
Dalebroux, Steve St. Mary’s Hospital
Schwoegler, Mary St. Mary’s Hospital
Taplin Statz, Linda St. Mary’s Hospital
Beglinger, Joan St. Mary’s Hospital
Halberslaben, Holly St. Mary’s Hospital
Marggi, Michele St. Mary’s Hospital
Rothenbuehler, Gary St. Mary’s Hospital
Leonard, Mary Kay St. Mary’s Hospital
Sauk, Michael
Rice, Jay Wheaton Franciscan - Milwaukee
Tate, Missy Agnesian HealthCare
Bellin, Carolyn Froedtert Memorial Lutheran Hospital
Furlong, Marian Hudson Hospital
Evenson, Wendy Sacred Heart Hospital
Kowalkowski, Carolyn St. Joseph’s Hospital
Ott, Virginia St. Joseph’s Hospital
Giedd, Jan St. Joseph’s Hospital
Klay, Lois St. Joseph’s Hospital
Wynimko, Susan St. Joseph’s Hospital
Jablonske, William St. Joseph’s Hospital
Goodyear, Penny Wheaton Franciscan - Milwaukee
Baalrud, Laura St. Joseph’s Hospital
Fedie, Robin St. Joseph’s Hospital
Corradi, Frank St. Joseph’s Hospital
Fuchs, Thomas St. Joseph’s Hospital
Rubenzer, Deanne St. Joseph’s Hospital
Petersen, Susan Aspirus Wausau Hospital
Penovich, Carrie Aurora Health Care
Meyer, Markie Community Memorial Hospital
Churitch, Karen Hayward Area Memorial Hospital and Nursing Home
Lachecki, Theresa Memorial Medical Center - Ashland
Ose, Peggy Riverview Hospital Association
McKay, Jean Sacred Heart Hospital
McKee-Ghalib, Paula Sacred Heart Hospital
Roshell, Diane Sacred Heart Hospital
Pittenger, Jeannie Sacred Heart Hospital
Ackerman, Jamie Sacred Heart Hospital
Albrecht, Linda Sacred Heart Hospital
Bauer, David Sacred Heart Hospital
Stack, John Sacred Heart Hospital
Stone, Stacy Sacred Heart Hospital
Axelsen, Kathern Sacred Heart Hospital
Block, Jennifer Sacred Heart Hospital
Bryans, Richard Sacred Heart Hospital
Carlson, Carol Sacred Heart Hospital
Danzinger, Marcia Sacred Heart Hospital
Gullicksrud, Lynn Sacred Heart Hospital
Johnson, Jean Sacred Heart Hospital
LuCore, Michael Sacred Heart Hospital
Mackey, Theresa Sacred Heart Hospital
McFarlane, Marge Sacred Heart Hospital
Nezworski, Joseph Sacred Heart Hospital
Nulsen, Kate Sacred Heart Hospital
Poquette, Jane Sacred Heart Hospital
Powell, Stacey Sacred Heart Hospital
Richbourg, Mary Sacred Heart Hospital
Segerstrom, Amy Sacred Heart Hospital
Sime, Wayne Sacred Heart Hospital
Skulan-Balmer, Anna Sacred Heart Hospital
Sprengeler, John Sacred Heart Hospital
Storing, Sandy Sacred Heart Hospital
Worthing, Kelli Sacred Heart Hospital
Wrobel, Roberta Sacred Heart Hospital
Hink, Dawn Sacred Heart Hospital
Pielhop, Judy Sacred Heart Hospital
Barkovich, Catherine Sacred Heart Hospital
Beckler, Rick Sacred Heart Hospital
Bloom, Deborah Sacred Heart Hospital
DeMars, Nancy Sacred Heart Hospital
Dwyer, Amy Sacred Heart Hospital
Folstad, John Sacred Heart Hospital
Johnson, Kimberly Sacred Heart Hospital
Leonard, Thomas Sacred Heart Hospital
Lien, Kristine Sacred Heart Hospital
LuCore, Patricia Sacred Heart Hospital
Ness, Nita Sacred Heart Hospital
Padilla, Gilbert Sacred Heart Hospital
Preston, Mark Sacred Heart Hospital
Schultz, Rebecca Sacred Heart Hospital
Spindler, Greg Sacred Heart Hospital
VanDeVoort, John Sacred Heart Hospital
Hon, Ronald Sacred Heart Hospital
Larson, Piper Sacred Heart Hospital
Palecek, Steve Sacred Heart Hospital
Peiffer, Susan Sacred Heart Hospital
Brunner, Pam Sacred Heart Hospital
Ganahl, John Sacred Heart Hospital
Gjolberg, Skip Sacred Heart Hospital
Hassemer, Robert Sacred Heart Hospital
Prock, Gail Sacred Heart Hospital
Galfano, Victor Sacred Heart Hospital
Huettl, Patty Sacred Heart Hospital
Kaiser, Ann Sacred Heart Hospital
Larson, Sondra Tri-County Memorial Hospital
Gormican, John Agnesian HealthCare
Mulder, Doris Beloit Memorial Hospital
Pollard, Dennis Community Memorial Hospital
Wilde, Nancy Community Memorial Hospital
Zorbini, John Community Memorial Hospital
Nelson, Mark Sacred Heart Hospital
Smith, Julie Sacred Heart Hospital
Sorenson, Heather Sacred Heart Hospital
Soward, Cindy Sacred Heart Hospital
Werlein, George Sacred Heart Hospital
Wise, Richard Sacred Heart Hospital
Schnell, Carol Sacred Heart Hospital
Sorenson, Jim Sacred Heart Hospital
Stai, Linda Sacred Heart Hospital
Anderson, Mark Sacred Heart Hospital
Schoff, Dennis Sacred Heart Hospital
Hedrington, Brian Sacred Heart Hospital
Schneck, Judy Sacred Heart Hospital
Zemaitis, Tom Sacred Heart Hospital
Aminpour, Ali Sacred Heart Hospital
Bowman, Andrew Sacred Heart Hospital
Flanagan, Tracy Sacred Heart Hospital
Piper, Barbara Sacred Heart Hospital
Schroeder, Larry Sauk Prairie Memorial Hospital
Selberg, Heidi St. Mary’s Hospital Medical Center
Hoege, Beverly Reedsburg Area Medical Center
Lange, Mark Aspirus Wausau Hospital
Lynch, Susan C. Franciscan Skemp Healthcare-La Crosse
Forman, Elizabeth Froedtert Memorial Lutheran Hospital
Dagnon, Patricia Prairie du Chien Memorial Hospital
Comerford, Angela Sacred Heart Hospital
Eady, Diane Sacred Heart Hospital
Friberg, Manny Sacred Heart Hospital
Hassel, Joy Sacred Heart Hospital
Helland, Robin Sacred Heart Hospital
Maxey, Rita Sacred Heart Hospital
Zamora, Nicole Sacred Heart Hospital
Olson, Bonnie Sacred Heart Hospital
Bergmann, Ann Spooner Health System
Busch, Rebecca Spooner Health System
Fenno, James St. Joseph’s Hospital
Oberweis, Rita St. Joseph’s Hospital
Larson, William St. Joseph’s Hospital
Smalley, Scott St. Joseph’s Hospital
Christianson, Roger St. Mary’s Hospital
Goffinet, Jo St. Mary’s Hospital
Hofer, John Bay Area Medical Center
Arriola, Josephine Sacred Heart Hospital
Gingras, Jeanne St. Joseph’s Hospital
Oberweis, Joseph St. Joseph’s Hospital
Rhodes, Roger Wheaton Franciscan - Milwaukee
Whiteaker, Les Memorial Medical Center - Ashland
Clark, Dennis St. Joseph’s Hospital
Wulff, Gary St. Joseph’s Hospital
Marshall, Linda St. Clare Hospital and Health Services
Reinke, John Bay Area Medical Center
Lerch, Shawn Columbus Community Hospital
Cranberg, Judith Froedtert Memorial Lutheran Hospital
Harrop, Pauline Meriter Hospital
Cherrier, Lori Columbus Community Hospital
Berard, Celse Riverview Hospital Association
Lessing, Tim Columbus Community Hospital
VanPay, Christa Door County Memorial Hospital
Guffey, Kerra Meriter Hospital
Gruendler, Deirdre The Monroe Clinic
Tell, Marge Riverview Hospital Association
Schaetzl, Ron St. Clare Hospital and Health Services
Hurt, Rhonda St. Joseph’s Hospital
Hayhoe, Glenna St. Joseph’s Hospital
Koehler, Robert St. Joseph’s Hospital
Johnson, Joanne St. Mary’s Hospital
Wilke, Julie The Monroe Clinic
Needham, Jean Westfields Hospital
Lopas, Mary Door County Memorial Hospital
Kwiesielewicz, Nancy Good Samaritan Health Center of Merrill
Gruber, Richard Mercy Health System
Chan, Wing Meriter Hospital
Possin, Charles Meriter Hospital
Westbrook, Diane River Falls Area Hospital
Nohelty, Peter Sacred Heart Hospital
Weiland, Theresa St. Clare Hospital and Health Services
Horn, Diane St. Joseph’s Hospital
Pehlke, Joan St. Joseph’s Hospital
Melby, Shirley Tri-County Memorial Hospital
Lawson, Patricia Upland Hills Health
Lee, Teri Upland Hills Health
Wilson, Deanna Upland Hills Health
Heniff, Jean Wild Rose Community Memorial Hospital
Fish, Linda Aspirus Wausau Hospital
Andersen, Travis Calumet Medical Center
Holub, Gregory Door County Memorial Hospital
McKuen, Sandra Door County Memorial Hospital
Scieszinski, Robert Door County Memorial Hospital
Braun, James Flambeau Hospital
McGarigle, Kristine Good Samaritan Health Center of Merrill
Dittrich, Peggy Memorial Health Center
Tuttle, Kathryn Memorial Medical Center - Ashland
Caven, Michael Memorial Medical Center - Ashland
Brown, Janet Moundview Memorial Hospital and Clinics
Stellflue, Nancy Tri-County Memorial Hospital
Gamroth, Charlotte Tri-County Memorial Hospital
Helin, Michelle Upland Hills Health
McCarthy, Steven Upland Hills Health
Scheel, Vicki Upland Hills Health
Lyons, James Waukesha Memorial Hospital
Juckem, Elizabeth Columbia St. Mary’s-Milwaukee Campus
Harnisch, Betty Memorial Medical Center - Ashland
May, Carol Mercy Health System
Nowicki, Judy Ministry Health Care
Beehn, Holly Ministry Health Care
Klein, Joan Ministry Health Care
Olson, Kathryn M. Saint Joseph’s Hospital
Clark, Julie Ann St. Joseph’s Hospital
Appleton, Karl St. Vincent Hospital
Kehrberg, Mark, MD Affinity Health System
Tirado-Kellenberger, Norma Agnesian HealthCare
Marquardt, Amy Columbia St. Mary’s-Columbia Campus
Marnell, John Hudson Hospital
Halberg, Carole St. Mary’s Hospital
Pechan, Marlene St. Mary’s Hospital
Mary Brazys WHA Financial Solutions, Inc.
Contributions Ranging from $250 - $499
Braddock, Michelle WHA Financial Solutions, Inc.
Klauck, James Froedtert Memorial Lutheran Hospital
Cryns, Janice Children’s Hospital of Wisconsin
Kinsella, Connie of Wisconsin Hospital and Clinics
Groepper, Ron Wheaton Franciscan Healthcare - St. Joseph
Curran, Joan Gundersen Lutheran Medical Center
Bayer, Tom St. Vincent Hospital
Miller, Kimberly Beaver Dam Community Hospitals
Roller, Rachel Aurora Health Care
Iding, Laura Froedtert Memorial Lutheran Hospital
Meyer, Miles Meriter Hospital
Baer, James Shawano Medical Center
Johnson, Charles St. Mary’s Hospital
Wilk, Leonard Aurora Sinai Medical Center
Carlson, Dan Bay Area Medical Center
Mantei, Mary Jo Bay Area Medical Center
VanCourt, Bernie Bay Area Medical Center
Grundstrom, David Flambeau Hospital
Klein, Jacqueline Lakeview Medical Center
Biros, Marilyn SSM Health Care-Wisconsin
Fields, Mary Aurora Health Care
Abels, Maya Aurora Health Care
Capstran, Barbara Aurora Health Care
Harding, Edward Columbus Community Hospital
Schroeder, Patricia Oconomowoc Memorial Hospital
Neet, Bradley Saint Michael’s Hospital
Hessert, Peter Aspirus Wausau Hospital
Nevers, Rick Aspirus Wausau Hospital
Olkowski, Leland Aspirus Wausau Hospital
Baker, Scott Aurora Health Care
Ulery, David Aurora Health Care
Schmidt, Kari Aurora Health Care
Arnett, E. Stuart Aurora Health Care-South Region
Svetlik, Joe Reedsburg Area Medical Center
Banzhaf, Elaine Waukesha Memorial Hospital
Rocole, Theresa Wheaton Franciscan Healthcare - All Saints
Hammer, Michael Good Samaritan Health Center of Merrill
Lockhart, Jack, MD Gundersen Lutheran Medical Center
Dietsche, James Bellin Memorial Hospital
Peterson, Kimberly Bellin Memorial Hospital
Hiltunen, Mary Bellin Memorial Hospital
Woleske, Chris Bellin Psychiatric Center
Heifetz, Michael SSM Health Care-Wisconsin
Jones, Tom St. Joseph’s Community Health Services
Stuart, Philip Tomah Memorial Hospital
Johnson, Curtis Tri-County Memorial Hospital
Clough, Sheila Howard Young Medical Center
Keene, Kaaron Memorial Health Center
Kolb, Marvin O. West Allis Memorial Hospital
Peterson, Douglas Chippewa Valley Hospital and Oakview Care Center
Hansen, Robert Cumberland Memorial Hospital
Censky, Bill Holy Family Memorial Medical Center
Nockerts, Steven Richland Hospital
Deich, Faye Sacred Heart Hospital
Hyland, Carol Agnesian HealthCare
Kunferman, Deb Cumberland Memorial Hospital
Palagi, Richard Sauk Prairie Memorial Hospital
McManmon, Kristin SSM St. Joseph Hospital of Kirkwood
Baker, Chris St. Mary’s Hospital
Jensen, Russell St. Mary’s Hospital
Casanova, James St. Mary’s Hospital
Dallman, Michael
Lange, George, MD Westgate Medical Group, CSMCP
Sagan, Jean Wheaton Franciscan - Milwaukee
Schuster, Lynn Wheaton Franciscan - Milwaukee
Kluesner, Kevin Aurora Health Care-South Region
Krauklis, Gene Aurora Health Care-South Region
Levar, Jane Ministry Health Care
Schulz, Janet ProHealth Care
Kostroski, Sharon Saint Joseph’s Hospital
Sollenberger, Donna
Ballentine, Anne Wheaton Franciscan - Milwaukee
Boland, Susan Wheaton Franciscan Healthcare - All Saints
Clark, Mary Ann Cumberland Memorial Hospital
Swiderski, Julie Wheaton Franciscan - Milwaukee
Peterson, Brenda Sacred Heart Hospital
Decker, Michael Divine Savior Healthcare
De Vita, Robert Ministry Health Care
Hilt, Monica Sacred Heart-St. Mary’s Hospitals
Andritsch, Stacie Wheaton Franciscan Services, Inc.
Swift, Roberta Ministry Health Care
Erickson, William Sacred Heart-St. Mary’s Hospitals
Spieckerman, Jill Sacred Heart-St. Mary’s Hospitals
Holmes, Sandra Wheaton Franciscan - Milwaukee
Blanchard, Michael Saint Joseph’s Hospital
Bestor, William Community Memorial Hospital
Navti, Abigail Wheaton Franciscan - Milwaukee
Tarantino, Jennifer Aurora Health Care
Hall, Brenda Ministry Health Care
Steevens, Alan St. Clare Hospital and Health Services
Fowler, Rose Wheaton Franciscan Healthcare - All Saints
Huber, Mark Aurora Health Care
Calhoun, William Mercy Medical Center, Oshkosh
Penczykowski, James St. Mary’s Hospital
Winegarden, Carol L. St. Mary’s Hospital Medical Center
Mugan, James Agnesian HealthCare
Mourey, Gerald Aspirus Wausau Hospital
Worrick, Gerald Door County Memorial Hospital
Nick, Mary Meriter Hospital
Hoff, Linda Meriter Hospital
O’Keefe, Jim Mile Bluff Medical Center
Pennebecker, Allen Ministry Health Care
Hamilton, Mark
Staffileno, Gerri Columbia St. Mary’s Ozaukee Campus
Sanicola, Suzanne Columbia St. Mary’s-Columbia Campus
DeVetter, Roberta Saint Joseph’s Hospital
Pandl, Therese Columbia St. Mary’s-Milwaukee Campus
McNally, Maureen Froedtert Memorial Lutheran Hospital
Ashenhurst, Karla Ministry Health Care
Meysembourg, Len Spooner Health System
Debbie Rickelman
Contributions Ranging from $500 - $999
Bloch, Jodi Wisconsin Hospital Association
Borgerding, Dana Wisconsin Hospital Association
Miloszewicz, Angela Wisconsin Hospital Association
Shabino, Charles, MD Wisconsin Hospital Association
Potter, Brian Wisconsin Hospital Association
Frank, Jennifer Wisconsin Hospital Association
Grasmick, Mary Kay Wisconsin Hospital Association
Richardson, Dana Wisconsin Hospital Association
Cutler, Dave WHA Financial Solutions, Inc.
Rozenfeld, Jonathan St. Mary’s Hospital
Standridge, Debra Wheaton Franciscan Healthcare - St. Francis
Milakovich, Paul Aurora Health Care
Brandel, Patrick Holy Family Memorial Medical Center
Schafer, Michael Spooner Health System
Brannon, James Aurora Health Care
Bonk, Daniel Aurora Sheboygan Memorial Med. Ctr.
Morgan, Dwight Aurora Health Care
Teigen, Bobbe Aurora Medical Center - Manitowoc
Mlynarek, Robert Waukesha Memorial Hospital
Brophy, Michael Aurora Health Care
Grady, Glen Memorial Medical Center - Neillsville
Robertstad, John Oconomowoc Memorial Hospital
Buerstatte, Gary ProHealth Care
Brasseaux, Mary St. Nicholas Hospital
Kellar, Richard West Allis Memorial Hospital
Neufelder, Daniel Affinity Health System
Capelli, A.J. Aurora Health Care
Falvey, Patrick Aurora Health Care
Duncan, Larry Children’s Hospital of Wisconsin
Eddy, Lee Anne Children’s Hospital of Wisconsin
Gutzeit, Michael Children’s Hospital of Wisconsin
Jones, Michael Children’s Hospital of Wisconsin
Niemer, Margaret Children’s Hospital of Wisconsin
Radoszewski, Pat Children’s Hospital of Wisconsin
Reynolds, Sheila Children’s Hospital of Wisconsin
Ship, Mark Children’s Hospital of Wisconsin
Bezucha, Gary Boscobel Area Health Care
Woodward, James Meriter Hospital
Anderson, Sandy St. Clare Hospital and Health Services
Postler-Slattery, Diane Aspirus Wausau Hospital
Allison Stonebraker, Pat Children’s Hospital of Wisconsin
Shapiro, David Columbia St. Mary’s-Columbia Campus
Smith, Linda Aurora BayCare Medical Center
Kerwin, George Bellin Memorial Hospital
Korom, Nancy Children’s Hospital of Wisconsin
Klawiter, Anne Southwest Health Center
McGee, Fred Meriter Hospital
Wilkerson, Terry
Runge, Charles Froedtert Memorial Lutheran Hospital
Kryda, Michael, MD Saint Joseph’s Hospital
Schmidt, Michael Saint Joseph’s Hospital
Byrne, Frank, MD St. Mary’s Hospital
Zaher, Beth
Maxson-Cooper, Pamela Froedtert Memorial Lutheran Hospital
Myers, Raymond St. Joseph’s Hospital
Meyer, Loren Wheaton Franciscan Healthcare - All Saints
Blum, William Wheaton Franciscan Services, Inc.
Norton, Andrew Froedtert Memorial Lutheran Hospital
Barnett, Jane
Bultema, Janice
Geboy, Scott
Ronstrom, Stephen Sacred Heart Hospital
O’Connell, Blaine Froedtert Memorial Lutheran Hospital
Richards, Theresa Saint Joseph’s Hospital
Becker, Richard Community Memorial Hospital
Hymans, Daniel Memorial Medical Center - Ashland
Sachdeva, Ramesh Children’s Hospital of Wisconsin
Achenbach, Connie Prairie du Chien Memorial Hospital
Sanders, Michael The Monroe Clinic
Little, Steven Agnesian HealthCare
Plantenberg, Thomas Froedtert Memorial Lutheran Hospital
Kepchar, Dennis Ministry Health Care
Wallace, Michael Fort HealthCare
Fritsch, Phyllis Upland Hills Health
McCutcheon, Norma The Wisconsin Heart Hospital
Cardamone, Stephen Wheaton Franciscan - Milwaukee
Smith, David Wheaton Franciscan Services, Inc.
Contributions Ranging from $1000 - $1999
Leitch, Laura Wisconsin Hospital Association
Merline, Paul Wisconsin Hospital Association
Tyre, Scott Wisconsin Hospital Association
Boese, Jennifer Wisconsin Hospital Association
Stanford, Matthew Wisconsin Hospital Association
Bazan, Bill Wisconsin Hospital Association
Warmuth, Judith Wisconsin Hospital Association
Braddock, Jonathan WHA Financial Solutions, Inc.
Kachelski, Joe WHA Information Center
Gazzana, Thomas Children’s Hospital of Wisconsin
Canter, Richard Wheaton Franciscan Healthcare, Inc.
Nannis, Paul Aurora Health Care
Olson, David Bay Area Medical Center
Loftus, Philip Aurora Health Care
Nestor, Donald Aurora Health Care
Buettner, Susan Aurora Health Care
Devermann, Robert Aurora Medical Center of Oshkosh
O’Brien, Mary Aurora St. Luke’s Medical Center
Starmann-Harrison, Mary SSM Health Care-Wisconsin
Erwin, Duane Aspirus Wausau Hospital
Kaufman, Nancy Aurora Health Care
Van Cleave, Bruce Aurora Health Care
Erickson, Lief Aurora Health Care-South Region
Wick, Timothy Burnett Medical Center
Koehler, Thomas Aurora BayCare Medical Center
Britton, Gregory Beloit Memorial Hospital
Johnson, George Reedsburg Area Medical Center
Anderson, Loren Aurora Health Care-South Region
Birkenstock, Timothy Children’s Hospital of Wisconsin
Dunigan, Thomas Children’s Hospital of Wisconsin
Karuschak, Michael Amery Regional Medical Center
Munson, Kenneth Children’s Hospital of Wisconsin
Derrig, Thomas, MD Aurora Health Care
Olson, Edward Waukesha Memorial Hospital
Fale, Robert Agnesian HealthCare
Westrick, Paul Columbia St. Mary’s-Milwaukee Campus
Bruce, Bill St. Joseph’s Community Health Services
Kosanovich, John Watertown Memorial Hospital
Eichman, Cynthia Our Lady of Victory Hospital
Petasnick, William Froedtert Memorial Lutheran Hospital
Eiler, Gary
Fish, David St. Joseph’s Hospital
Ganju, Badri Aurora Health Care
Martin, Jeff Ministry Health Care
Wachs, Jon Wheaton Franciscan Healthcare, Inc.
Kief, Brian Howard Young Medical Center
Johnsrud, Kimry Wheaton Franciscan Healthcare - Elmbrook Memorial
Mohorek, Ronald Ministry Health Care
Wolf, Edward Lakeview Medical Center
Desien, Nicholas Ministry Health Care
Mattes, Dan Wheaton Franciscan Healthcare - Milwaukee
Peter Kammer Essie Kammer Group
Contributions Ranging from $2000 - $2999
Brenton, Mary E. Wisconsin Hospital Association
Quinn, George Wisconsin Hospital Association
Buser, Kenneth Wheaton Franciscan Healthcare - All Saints
Mahoney, Lorelle Aurora Health Care
Titus, Rexford ProHealth Care
Vice, Jon Children’s Hospital of Wisconsin
Ela, Susan Aurora Health Care
Brideau, Leo Columbia St. Mary’s-Columbia Campus
Johnson, Peter Aurora Health Care
Oliverio, John Wheaton Franciscan Services, Inc.
Contributions $3000 and up
Brenton, Stephen Wisconsin Hospital Association
Borgerding, Eric Wisconsin Hospital Association
Turkal, Nick Aurora St. Luke’s Medical Center
Size, Tim Rural Wisconsin Health Cooperative
Health Care Provider Immunity Bill Passes AssemblyAssembly Bill (AB) 224, which adds to current immunity protections for good faith reporting of possible law or standard of care violations, passed the full Assembly on a voice vote earlier this week.
Current law prohibits a health care facility or health care provider from taking or threatening to take disciplinary action against an employee of the facility or provider who, in good faith, reports a possible law or standard of care violation to specified individuals or entities. AB 224, from Representative Don Pridemore (R-Hartford) expands these protections to provide immunity from civil or criminal liability for the same reporting.
Included in the bill was an amendment proposed by WHA and offered by Rep. Joel Kleefisch (R-Oconomowoc) that added immunity protections for reporting information to any prospective employer of an employee or former employee of a health care provider or facility information relating to allegations of violations.
Unfortunately, there have been instances where patients have been put at risk by individuals who have repeatedly violated clinical or ethical standards. By allowing the sharing of that information with prospective employers, without the fear of liability, patients will be protected and quality of care will be improved.
WHA supports this measure as a way to improve and enhance Wisconsin’s already nationally recognized high levels of patient safety and quality of care by encouraging the reporting of violations.
AB 224 now moves to the Senate for consideration.
President’s Column: The Hospital Tax and Medicaid – What’s Next?There were two troublesome state budget outcomes that require WHA’s continued involvement. The first disappointment was the failure of the 2007-09 Budget to provide "meaningful" Medicaid payment increases for Wisconsin hospitals. The second disappointment was the IPFCF "transfer"—a decision that will lead to expensive litigation and higher liability premiums for Wisconsin physicians, hospitals and health care systems.
As it relates to Medicaid, the WHA Board’s position on Medicaid payment has been reaffirmed on several occasions since recommendations came to the Board from WHA’s Medicaid Task Force three years ago. That position articulated the necessary advance of "meaningful" Medicaid payment improvements in order to address a growing financial crisis for the state’s "safety net" hospitals and reduction of the statewide "hidden tax" on public and private payers burdened by rising costs of health insurance. The importance of advancing this legislative objective aligns with WHA’s Mission Statement and with the three core principles that frame WHA’s Strategic Plan (enabling consumerism, improving access and coverage, and promoting community accountability).
Related to that strategic plan, we strongly believe that WHA has an obligation to address the crisis that Medicaid underpayment has become for hospitals disproportionately hobbled by their geographic location and by their special missions to care for the medically indigent. Much like the financial crisis that threatened the survival of dozens of small and rural Wisconsin hospitals prior to enactment (and refinement) of the Critical Access Hospital (CAH) law(s), this is an issue that can no longer wait for others to solve. It’s been more than a decade since most Wisconsin hospitals received a "meaningful" Medicaid payment increase, and some hospitals have actually seen cuts totaling tens of millions of dollars during the last two budget cycles. During that time, the percent of cost reimbursed by MA has plummeted from 80 percent to 48 percent and the amount of dollars cost shifted to employers and employees as a result, has increased from $83 million/year to $566 million/year.
Although difficult to accept for many of us, it’s not hard to reach the conclusion that there will be no "meaningful" hospital Medicaid payment improvements absent a hospital tax anytime soon. That assessment is based on clear evidence that’s been piling up over recent years in Madison. The fact is, Medicaid provider payments financed with general revenue funds is not a bottom line priority for lawmakers.
If a provider tax is the only realistic opportunity for achieving "meaningful" Medicaid payment improvements in the near future, then the reworked "assessment" initiative we ended up with one month ago is a workable approach going forward. The fact that our revenue stream could always be "in play" in the future, despite safeguards gained in the revised proposal, will be a constant irritant that WHA will need to manage. But at the end of the day, the reworked assessment initiative represented the only real opportunity to address this decade long problem while capturing hundreds of millions of federal dollars that have been left on the table far too long. The WHA Board’s action on October 4 was a difficult but pragmatic decision that recognized the need to find a sustainable solution for funding major and meaningful Medicaid improvements going forward.
Governor Doyle has publicly suggested support for revisiting the assessment in the form of separate legislation. In the Senate, several prominent Democrats, including the new Majority Leader and the new Joint Finance Committee Chair, have also stated their interest in revisiting the issue. We recognize that it will be a challenge to move a hospital assessment through both houses, but we also believe that the prospect of another decade of inaction, while the "hidden tax" continues to grow, demands bipartisan attention and a real solution.
WHA must continue to work with all parties interested in finding sustainable solutions to our stated goal of enacting meaningful Medicaid payment increases that assist our "safety net" hospitals and reduce the "hidden tax" on health insurance premiums. The reworked hospital assessment initiative that served as the backdrop for the WHA Board’s position in early October should serve as the framework for WHA’s position going forward.
Steve Brenton,
Eric Borgerding,
President
Executive Vice President
On November 1, the Centers for Medicare and Medicaid Services (CMS) released the Medicare Outpatient Prospective Payment System (OPPS) final rule for calendar year (CY) 2008.
The changes in this final rule represent the beginning of a shift in CMS’ overall approach to payment under the OPPS. CMS is moving away from "service-specific" payments by expanding the packaging of individual services into Ambulatory Payment Classification (APC) groups and creating "encounter-based" APCs that will pay a single rate for a combination of specific services.
Major Provisions of the OPPS Final Rule Include:
Elimination of Certain APCs through Expanded Packaging of Ancillary Services: Currently, there are a number of services that are not paid separately, but are packaged into the APC rate for their related procedure or services. For CY 2008, CMS is looking to create more incentives for the efficient delivery of services and, hence, is expanding the number of services that will be packaged into larger APC groups. CMS is packaging payment for Healthcare Common Procedure Coding System (HCPCS) codes associated with the following ancillary services:
This policy will be implemented in a budget neutral manner by redistributing outpatient dollars to all other services. While this does not result in immediate savings for the Medicare program, CMS believes elimination of separate payments for these procedures will reduce growth in the volume of services provided in the outpatient setting over the longer term.
Combining Certain APCs into New, Encounter-Based APCs: CMS is creating a new type of APC called a "Composite APC." These new APCs would differ significantly from the current APCs in that Composite APCs are encounter-based, and a single payment would be made when a certain combination of HCPCS codes are reported on the same date of service, rather than paying for individual services under service-specific APCs.
For CY 2008, CMS is establishing a total of five Composite APCs:
Proposed and Adopted as Final:
New in the Final Rule and Adopted as Final - CMS is creating two additional Composite APCs that will pay hospitals for extended observation care provided to patients with a Level 5 clinic visit, a Level 4 or 5 emergency department visit, or direct admission to observation:
Current APC now identified as a Composite APC:
The seven measures CMS is requiring for the initial implementation of the HOP QDRP have been endorsed by the National Quality Forum (NQF) and include:
1) Emergency Department (ED) Transfer Acute Myocardial Infarction (AMI)-1 - Aspirin at Arrival
2) ED-AMI-2 - Median Time to Fibrinolysis
3) ED-AMI-3 - Fibrinolytic Therapy Received Within 30 Minutes of Arrival
4) ED-AMI-4 - Median Time to Electrocardiogram (ECG)
5) ED-AMI-5 - Median Time to Transfer for Primary PCI
6) PQRI #20 Perioperative Care: Timing of Antibiotic Prophylaxis
7) PQRI #21 Perioperative Care: Selection of Prophylactic Antibiotic
In the final rule, CMS responded favorably to comments from WHA and others by:
Pharmacy Overhead: CMS had proposed that hospitals report their pharmacy overhead charges in separate billings in order to provide data for possible future payment changes. In the final rule, citing industry concerns over the administrative burden of this reporting requirement, CMS is not requiring separate billing for pharmacy overhead.
Marketbasket Update: The final rule provides a full marketbasket update of 3.3 percent. Including adjustments for budget neutrality, the conversion factor will increase by approximately 3.6 percent from $61.468 in CY 2007 to $63.694 in CY 2008.
Outlier Payments: The final rule will decrease the outlier fixed-dollar threshold from $1,825 in CY 2007 to $1,575 in CY 2008. Therefore, under the final rule, outlier payments will be provided when the cost of furnishing a service exceeds 1.75 times the APC payment amount and exceeds the APC payment rate plus a $1,575 fixed-dollar threshold.
Other Provisions: CMS finalized two changes to the Medicare requirements for Critical Access Hospitals (CAH) that participate under a grandfathered "necessary provider" CAH designation.
CMS finalized its proposal to require hospitals to complete and document Medicare patients’ medical histories and physical examinations conducted after admission and prior to surgery or a procedure requiring anesthesia services. CMS also will require post-anesthesia evaluations of patients before discharge or transfer from the post-anesthesia recovery area.
CMS also made several fiscal year (FY) 2008 IPPS changes in this rule.
The final OPPS rule also addresses changes to the final payment rules for Ambulatory Surgery Centers.
The final rule is scheduled to be published in the November 27 Federal Register. WHA will provide a detailed summary of the rule.
A display copy of the final rule and other information regarding OPPS is available online at www.cms.hhs.gov/HospitalOutpatientPPS/HORD/list.asp#TopOfPage.
CMS has also posted a press release on the final rule at www.cms.hhs.gov/apps/media/press_releases.asp.
DQA Decides to Remain with Promissor for Nurse Aide TestingReversing an earlier decision to seek new proposals from providers of nurse aide testing, the Division of Quality Assurance (DQA) has informed the Testing Issues Workgroup that the contract with Promissor will be renewed. The group had been assembled by DQA to report and address issues relating to nurse aide training, testing programs and the Wisconsin nurse aide registry. The current contract with Promissor was initiated in 2002 and resulted in many concerns and complaints from members. Issues included location of testing sites, frequency of testing, quality of testing and timeliness of results. The Division, with input from the workgroup, has demanded improvements from Promissor in all the test-related processes. At this time, the Division believes that significant improvements have been made, to the degree that changing contractors would actually be more negative than continuing to work with Promissor.
The present contract is for five years with three possible one-year extensions. The contract has already been extended for one of those optional years, and DQA now intends to approve the other two. Department representatives have been clear that they want to hear of new or renewed concerns with Promissor and that they will continue to monitor Promissor’s performance.
The number of complaints and issues that WHA has received regarding Promissor has dropped off dramatically. If, however, you have concerns, contact Judy Warmuth, WHA’s vice president of workforce, at 608-274-1820.
Community Benefits: Stories From Our Hospitals – Aurora Medical Center of Manitowoc County, Two RiversA $2,000 grant to the Two Rivers Police Department was used to purchase roughly 500 gun locks, which officers distributed to the public in two separate events at Aurora Medical Center. Gun locks prevent accidental discharging of a firearm, yet only two in five gun owners lock their guns. Studies show that children are more likely to be killed by a loaded gun in their home than by an intruder, a sobering reality that catches people’s attention.
"Gun locks are extremely important, because an unlocked gun is a problem in the making," said David Hartman, captain of the Two Rivers Police Department. "Through Aurora we were able to get gun locks to give away to people and stop gun problems before they happen. It’s a very good program."
Community Benefits: Stories From Our Hospitals – Froedtert Hospital, MilwaukeeOf the 405 men screened for prostate cancer at a free event in May 2007 at Miller Park, nearly 15 percent had an abnormal PSA (prostate specific antigen) score and about 10 percent had an abnormal physical prostate exam. Froedtert Hospital and the Medical College of Wisconsin, FOX 6, the Milwaukee Brewers and the National Prostate Cancer Coalition (NPCC) sponsored the one-day event to emphasize the importance of early detection in surviving prostate cancer.
The participants received their test results in the mail several weeks after the screening. The NPCC conducts an extensive follow-up process with everyone whose test results are abnormal to ensure they seek care.
"We’re extremely pleased that so many men showed up for the event because early detection is the key to curing prostate cancer," said William See, MD, a prostate cancer specialist practicing at Froedtert Hospital and chairman of urologic surgery at the Medical College of Wisconsin. "Many of the men we saw that day said they had never had a prostate exam before. These are exactly the people we want to reach."
The average age of the screening participants was 58. According to Dr. See, the risk of prostate cancer increases after age 50 for men in general, and for African-American men, the risk goes up after age 40.
The men received two tests: a blood test to measure the amount of PSA in the blood and a physical examination of the prostate gland. The screenings were conducted in 39-foot clinic vehicle operated by the National Prostate Cancer Coalition. Equipped just as a doctor’s office would be, the vehicle is custom-designed to provide health care to men in a comfortable, private environment. Screenings were free and confidential, performed by Medical College of Wisconsin physicians and other clinical experts from Froedtert & the Medical College of Wisconsin.
The novelty of the baseball park venue, the Milwaukee Brewers’ strong performance this year and the lure of free Brewers’ tickets to each participant drew an unexpectedly large crowd. Many men waited in line for several hours, but there were few complaints.
"Everyone seemed to be in good spirits despite the long wait," said See. "Some of the guys said there was some real male bonding going on out there."
Submit hospital community benefit stories to Mary Kay Grasmick, editor, at
mgrasmick@wha.org.Top of page
WHA Financial Solutions: U.S. Department of Labor Announces Final Rule on Default Investment Alternatives
The final U.S. Department of Labor regulations issued October 23, 2007, approved a list of qualified default investment alternatives (QDIA). These investment alternatives may be used by plan sponsors who have adopted the automatic enrollment feature in their retirement plans.
Any QDIA selected for a plan must be managed by an investment manager, plan trustee, or plan sponsor who is a named fiduciary. The regulation clarifies that QDIAs can be offered through a variable annuity contract or other pooled collective trust funds. Plan fiduciaries are still liable for prudently selecting and monitoring QDIAs.
Safe harbor relief from fiduciary liability for investment outcomes is available to plan sponsors by satisfying several conditions. For a list of these conditions, read this month’s Solutions Spotlight, included in this week’s packet.
For more information on QDIAs or automatic enrollment, contact David Cutler at 800-362-7121 or
dcutler@wha.org.