2016 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

February

Cafeteria Plan Basics

Jessica Theisen, FCS, 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

Thank you for attending!

March

Advanced Cafeteria Plans

Erin Freiberg, JD, 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

Thank you for attending!

April

Permitted Election Changes

Peter Antonie, CEBS, RHU, 60 minutes
By attending this webinar you'll learn:

  • What events allow a participant to change their pre-tax election?
  • How does the consistency rule apply to the change?
  • When is the change effective?
  • How are claims and deductions affected by the change?

Audience: All clients, brokers

Thank you for attending!

May

HSA Basics

Peter Antonie, CEBS, RHU, 60 minutes
By attending this webinar you'll learn:

  • Who can make HSA contributions?
  • What are the limits on contributions?
  • What expenses can be reimbursed from the HSA?
  • What reporting is required for the HSA and who is responsible?

Audience: All clients, brokers

Thank you for attending!

June

Advanced HSA Concepts

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

  • How does an employer make contributions to an HSA?
  • What is the impact to limits when an individual is not covered by the HDHP all year?
  • What is disqualifying coverage?
  • What FSA and HRA plan designs are compatible with an HSA?

Audience: All clients, brokers

Thank you for attending!

July

Nondiscrimination Testing Overview

Jessica Theisen, FCS, 90 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

Thank you for attending!

Wrap Plans

Abigail Darwin, 60 minutes
By attending this webinar you'll learn:

  • What is a Wrap Plan and why do you need one?
  • Who needs a Wrap Plan?
  • What plans can be included in a Wrap Plan?
  • What happens if you don't have a Wrap Plan?

Audience: All clients, brokers

Thank you for attending!

August

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

Thank you for attending!

September

Nondiscrimination Testing Data Collection

Jessica Theisen, FCS, 90 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 BESTflex Nondiscrimination Testing Worksheet?

Audience: All clients, brokers

Thank you for attending!

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

Sue Sieger, ACFCI, CAS, 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

Thank you for attending!

October

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

Teresa Cutler, ACFCI, CAS, 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

Thank you for attending!

November

Boot Camp: Crystal Clear COBRA
Part 4 - Common Pitfalls

Erin Freiberg, JD, 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

Thank you for attending!

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


Boot Camp Videos
Crystal Clear COBRA


Part 1 - Offering COBRA Coverage (52:20)

Learn about an employer's obligation to offer COBRA.

  Downloads:  Slide Handout | Webinar Q&A


Part 2 - Maintaining COBRA Coverage (56:55)

Learn about COBRA elections and maintaining coverage.

  Downloads:  Slide Handout | Webinar Q&A


Part 3 - COBRA and Other Coverage (53:55)

Learn about how COBRA interacts with other coverage.

  Downloads:  Slide Handout | Webinar Q&A


Part 4 - Common Pitfalls (53:02)

Learn about common problems employers experience during COBRA administration.

  Downloads:  Slide Handout | Webinar Q&A

Location (map)
1350 Deming Way, Ste 300
Middleton, WI 53562-4640

Mail Address
PO Box 44347
Madison, WI 53744-4347