2017 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

ERISA Compliance: Wrap Plan Document and Form 5500 Filing Requirements

Sue Sieger, ACFCI, CAS, 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 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

Thank you for attending!

March

COBRA for Tax-Advantaged Plans

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

  • Offering COBRA for Health Care FSAs, including rollover concerns
  • Offering COBRA for HRAs
  • Calculating COBRA premiums for HRAs and Health Care FSAs

Audience: All clients, brokers

Thank you for attending!

April

Boot Camp: Permitted Election Changes
Part 1 - Change in Status Events

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

  • When can a participant make a change in their election?
  • What are the Permitted Election Changes?
  • What is considered a change in status?
  • How do Permitted Election Changes apply in real life events?

Audience: All clients, brokers

Register and attend!
  Thur, April 13, 2017 1:30 PM – 2:30 PM CST
  Tues, April 18, 2017 10:00 AM - 11:00 AM CST

Downloads

Slide Handout

May

Boot Camp: Permitted Election Changes
Part 2 - Cost and Coverage Events

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

  • When can a participant change his pre-tax elections due to a change in coverage or the cost of coverage?
  • What happens if an employer makes a mistake regarding an employee's election?
  • What happens if an employee makes an incorrect election?
  • What happens to pre-tax elections if a company fails nondiscrimination testing?

Audience: All clients, brokers

Register and attend!
  Thur, May 11, 2017 1:30 PM – 2:30 PM CST
  Tues, May 16, 2017 10:00 AM - 11:00 AM CST

Downloads

Not yet available

June

Boot Camp: Permitted Election Changes
Part 3 - Leaves of Absence

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

  • How do Leaves of Absence and Permitted Election Changes work together?
  • What questions should be asked prior to leave?
  • How does FMLA affect Permitted Election Changes?
  • How to determine the Qualifying Event

Audience: All clients, brokers

Register and attend!
  Thur, June 15, 2017 1:30 PM – 2:30 PM CST
  Tues, June 20, 2017 10:00 AM - 11:00 AM CST

Downloads

Not yet available

July

Nondiscrimination Testing Overview

Jessica Theisen, FCS, 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

Register and attend!
  Thur, July 20, 2017 1:30 PM – 2:30 PM CST

Downloads

Not yet available

ACA Updates 1

Erin Freiberg, JD, 60 minutes
By attending this webinar you'll learn:

  • We will discuss new developments related to the Affordable Care Act (ACA).

Audience: All clients, brokers

Dates and times TBD

Downloads

Not yet available

August

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, August 10, 2017 1:00 PM – 2:00 PM CST
  Tues, August 22, 2017 10:00 AM - 11:00 AM CST

Downloads

Not yet available

Nondiscrimination Testing Data Collection

Jessica Theisen, FCS, 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

Register and attend!
  Tues, August 29, 2017 10:00 AM – 11:00 AM CST

Downloads

Not yet available

September

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, September 14, 2017 1:00 PM – 2:00 PM CST
  Tues, September 26, 2017 10:00 AM - 11:00 AM CST

Downloads

Not yet available

October

Legal Issues in Wellness

Erin Freiberg, JD, 60 minutes
By attending this webinar you'll learn:

  • Which laws employers must comply with when implementing a wellness program
  • How to evaluate if your wellness program is a group health plan
  • The differences between standards-based and activity-based approaches
  • Legally compliant ways to provide employee incentives for healthy living

Audience: All clients, brokers

Registration links coming soon.
  Thur, October 5, 2017 1:00 PM – 2:00 PM CST
  Tues, October 10, 2017 10:00 AM - 11:00 AM CST

Downloads

Not yet available

November

ACA Updates 2

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

  • We will discuss new developments related to the Affordable Care Act (ACA).

Audience: All clients, brokers

Register and attend!
  Thur, November 2, 2017 1:30 PM – 2:30 PM CST
  Tues, November 7, 2017 10:00 AM - 11:00 AM CST

Downloads

Not yet available

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


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

Mail Address
PO Box 44347
Madison, WI 53744-4347