Upcoming Webinars


May

Regulatory Updates and COVID-19 Relief: What’s Happened To Date and What It Means (60 minutes)

Erin Freiberg, JD
Compliance Director

The COVID-19 outbreak and response has created unprecedented change. Learn about what the following regulatory guidance means for COBRA continuation, ERISA-regulated health plans, and FSA benefits.

  • The U.S. Department of Labor (DOL) and Internal Revenue Service (IRS) joint rule providing relief from several deadlines related to employee benefits
  • IRS Notice 2020-29 providing temporary relief allowing employers to amend their 2020 cafeteria plans
  • IRS Notice 2020-33 implementing permanent changes to Health Care FSA rollover

Register and attend!

  Thurs, May 28, 2020 10:00 AM – 11:00 AM CT
  Tues, June 2, 2020 2:00 PM - 3:00 PM CT

Past Webinars


April

COVID-19 and Your Health and Dependent Care Accounts (60 minutes)

Erin Freiberg, JD
Compliance Director

Our compliance experts share critical information about managing health and dependent care FSAs, HRAs, and HSAs during the COVID-19 crisis. This session will cover:

  • What happens to participants’ accounts if they are laid off or furloughed
  • When a participant can make changes to their FSA elections
  • Eligible expense updates – over-the-counter medication, menstrual products, and more

Downloads

Slide Handout
Webinar Q&A


February

ERISA Compliance: When Do You Need a Wrap Plan? (60 minutes)

Sue Sieger, ACFCI, CAS
Senior Compliance Consultant

DOL audits are on the rise, so it’s a good time to learn which plans are subject to ERISA and which ones should be included in a Wrap Plan. Insurance carrier booklets and certificates alone will not meet the plan document and summary plan description (SPD) requirements.

This session reviews what a Wrap Plan is, who needs one, and why. We'll answer questions like:

  • What plans are subject to ERISA?
  • What plans should be included in a Wrap Plan?
  • What are the consequences for not having a plan document and SPD for ERISA plans?

This session also covers Form 5500 filing requirements for health and welfare plans and the consequences of failing to file returns timely.


Downloads

Slide Handout
Webinar Q&A


January

Why Wait for Change When You Can Have It Now? Mid-Year Takeovers (60 minutes)

Andrea Visione
Regional Sales Director

An employer’s open enrollment season and end of their benefit plan year is busy enough without having to navigate changes to plan administration. So many employers think they don’t have time to change. We have the answer: Mid-Year Takeovers. Join us to:

  • Learn about the benefits of a Mid-Year Takeover for FSAs & HRAs, which are bound by a plan year
  • See how changing in the middle of the year offers benefits for other administration too, like HSAs, COBRA, and commuter benefits
  • Get the details on how a Mid-Year Takeover affects participants and the steps employers take to make the change

Downloads

Slide Handout
Webinar Q&A