2018 Webinar Schedule


Webinars you just can't afford to miss.

"I can always count on your webinars to be relevant, informative and reliable. The downloaded handout and Q&A are an added bonus!"

Paula Blake | CHS Insurance Services

January

Introduction to Health Savings Accounts (HSA)

Sue Sieger, ACFCI, CAS, 60 minutes
By attending this webinar you'll learn:

  • What is a Health Savings Account (HSA)?
  • Who is eligible for an HSA?
  • Who can make HSA contributions?
  • What are the HSA contribution limits?
  • What expenses are tax-deductible under the HSA?
  • What reporting is required for the HSA and who is responsible?

Audience: All clients, brokers

Register and attend!
  Thur, January 11, 2018 1:00 PM – 2:00 PM CST
  Tues, January 23, 2018 10:30 AM - 11:30 AM CST

Downloads

Slide Handout

February

Advanced HSA Concepts

Sue Sieger, ACFCI, CAS, 60 minutes
By attending this webinar you'll learn:

  • How does the employer make contributions to an HSA?
  • What is the impact to HSAs when an individual is not covered by the HDHP all year?
  • What FSA and HRA plan designs are HSA compatible?
  • What are the pros and cons of stacking FSA, HRA and HSAs?
  • How does Health FSA rollover and Health FSA grace period impact HSA eligibility?

Audience: All clients, brokers

Register and attend!
  Thur, February 8, 2018 1:00 PM – 2:00 PM CST
  Tues, February 20, 2018 10:30 AM - 11:30 AM CST

Downloads

Not yet available

March

ERISA Compliance: Wrap Plan Document and Form 5500 Filing Requirements

Sue Sieger, ACFCI, CAS, and Catherine Fenton, 60 minutes
By attending this webinar you'll learn about:

  • What is a Wrap Plan and why do you need one?
  • Who needs a Wrap Plan and for which plans?
  • What are the consequences of not having a Wrap Plan?
  • When do you need to file a Form 5500 for health and welfare plans?
  • What are the consequences if you don't file a Form 5500 timely?

Audience: All clients, brokers

Register and attend!
  Tues, March 6, 2018 10:30 AM – 11:30 AM CST
  Mon, March 12, 2018 1:00 PM - 2:00 PM CST

Downloads

Not yet available

April

Cafeteria Plan Basics

Glenda L. Hodge, 60 minutes
By attending this webinar you'll learn:

  • What is a Cafeteria Plan?
  • Why have one?
  • Which accounts are eligible?
  • Basic regulations

Audience: All clients, brokers

Registration dates coming soon!

Downloads

Not yet available

May

Advanced Cafeteria Plans

Jessica Theisen, FCS, 60 minutes
By attending this webinar you'll learn:

  • How to manage the “Use it or Lose it” rule using Rollover or a Grace Period
  • Health Savings Account contributions and Limited Health Care FSAs
  • Cash-in-Lieu and Flex Credits
  • Nondiscrimination testing and how to manage failures

Audience: All clients, brokers

Registration dates coming soon!

Downloads

Not yet available

June

Boot Camp: Crystal Clear COBRA
Part 1 - Offering COBRA Coverage

Erin Freiberg, JD, 60 minutes
By attending this webinar you'll learn about an employer's obligation to offer COBRA, including:

  • Which employers must offer COBRA coverage?
  • Which plans are subject to COBRA?
  • What events trigger an offer of COBRA, and to whom?
  • What notices must an employer provide to its employees before an election is made?

Audience: All clients, brokers

Registration dates coming soon!

Downloads

Not yet available

July

Boot Camp: Crystal Clear COBRA
Part 2 - Maintaining COBRA Coverage

Glenda L. Hodge, 60 minutes
By attending this webinar you'll learn about COBRA elections and maintaining coverage, including:

  • How is the COBRA premium calculated?
  • What must qualified beneficiaries do to elect and pay for COBRA coverage?
  • How long can an individual stay on COBRA coverage, and how can coverage be extended or terminated early?
  • What notices must an employer provide to its employees throughout the coverage period?

Audience: All clients, brokers

Registration dates coming soon!

Downloads

Not yet available

Nondiscrimination Testing Overview

Mary Quach, 60 minutes
By attending this webinar you'll learn:

  • What are the IRS Requirements?
  • What are some common data errors?
  • Why would tests fail and how do you fix them?
  • What are some outside factors that may impact testing?

Audience: All clients, brokers

Registration dates coming soon!

Downloads

Not yet available

August

Boot Camp: Crystal Clear COBRA
Part 3 - COBRA and Other Coverage

Abigail Darwin, 60 minutes
By attending this webinar you'll learn about how COBRA interacts with other coverage, particularly:

  • How does Medicare affect the offers of COBRA?
  • How does Medicare affect early COBRA termination?
  • How does COBRA affect retiree benefits?

Audience: All clients, brokers

Registration dates coming soon!

Downloads

Not yet available

Nondiscrimination Testing Data Collection

Mary Quach, 60 minutes
By attending this webinar you'll learn:

  • What data is required for nondiscrimination testing?
  • What are some common data errors?
  • How do I complete The BESTflexSM Plan Nondiscrimination Testing Worksheet?

Audience: All clients, brokers

Registration dates coming soon!

Downloads

Not yet available

September

Boot Camp: Crystal Clear COBRA
Part 4 - Common Pitfalls

Abigail Darwin, 60 minutes
By attending this webinar you'll learn about common problems employers experience during COBRA administration including:

  • Offering COBRA for Health FSAs, including rollover concerns
  • Calculating premiums for HRAs
  • COBRA as it relates to leaves of absence
  • Controlled Group/Merger and Acquisition issues

Audience: All clients, brokers

Registration dates coming soon!

Downloads

Not yet available

October

Eligibility

Jessica Theisen, FCS, 60 minutes

Audience: All clients, brokers

Registration dates coming soon!

Downloads

Not yet available

November

TBD

Downloads

Not yet available

Handouts available prior to webinar. Q&As and recordings available just after the webinar.


Boot Camp Videos
Permitted Election Changes


Part 1 - Change in Status Events (45:53)

Learn about when a participant can make a change in their election.

  Downloads:  Slide Handout | Webinar Q&A


Part 2 - Cost and Coverage Events (47:25)

Learn about cost and coverage events and other miscellaneous election change events.

  Downloads:  Slide Handout | Webinar Q&A


Part 3 - Leaves of Absence (1:00:27)

Learn how Leaves of Absence and Permitted Election Changes work together.

  Downloads:  Slide Handout | Webinar Q&A