An overview of ERISA's Form 5500 annual return/report and the Summary Annual Report, including proposed changes for 2019 plan years.
From audit requirements to filing the annual 5500, we will discuss compliance requirements, common pitfalls and best practices.
A midyear update on the Affordable Care Act, new rules and regulations affecting employee benefit plans, and court cases of interest.
A discussion of the legal aspects of wellness programs and how to implement them in compliance with DOL and EEOC rules.
A discussion of the documents and plan design issues the Department of Labor looks for during a health or welfare plan audit.
An annual HIPAA training refresher for employees who use protected health information as part of their job duties.
Determining if your employees are retirement ready is the crucial step in understanding the health and success of your retirement benefit.
A review of the notices and disclosures required by employer-sponsored health and welfare benefit plans, including annual notice requirements.
An overview of consumer-driven plans, including their interaction with account-based plans such as FSAs, HRAs, and HSAs.
We will benchmark different elements of retirement plan design, discuss statistics and recent trends. We hope you can attend!
A review of the Affordable Care Act and other benefits-related guidance from 2018; discussion of what employers need to do to remain in compliance in 2019.