Upcoming Webinars


October

Year End Compliance Review: Updates, Reminders, Toolkits, and More

Sue Sieger, ACFCI, CAS, 60 minutes

Join us for the year end compliance roundup. We will review the regulatory items that have happened throughout 2019, including the new Health Reimbursement Arrangement (HRA) rules, and discuss what needs to be on your radar at the beginning of 2020. Don't miss this opportunity to fine-tune your benefit strategies before year end!


Register and attend!

  Thurs, October 24, 2019 1:00 PM – 2:00 PM CDT
  Tues, October 29, 2019 10:00 AM - 11:00 AM CDT


Downloads

Handouts will be available prior to the webinar. Q&As will be available shortly after the webinar.

Past Webinars


September

Fundamentals of Nondiscrimination Testing

Jessica Theisen, CFC, 60 minutes

In this webinar we will discuss:

  • 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?

Downloads

Slide Handout

Webinar Q&A

July

Considering an HSA? Learn the Basics

Sue Sieger, ACFCI, CAS, 60 minutes

In this webinar we will discuss:

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

Downloads

Slide Handout

Webinar Q&A

June

From Premium Only to Premium Plus: Find the Cafeteria Plan That’s Best For You

Erin Freiberg, JD, 60 minutes

This webinar will review cafeteria plans, including:

  • The difference between cafeteria plans and ERISA plans.
  • Cafeteria plan requirements.
  • Premium only plans, Flexible Spending Accounts, managing Health Savings Account contributions, and more.
  • How Employee Benefits Corporation helps administer cafeteria plans.

Downloads

Slide Handout

Webinar Q&A

May

COBRA Pitfalls: Navigating Consequences and Solutions to COBRA Mistakes

Sue Sieger, ACFCI, CAS, 60 minutes

In this webinar, we will help you navigate common COBRA pitfalls by discussing:

  • What are common COBRA mistakes?
  • What are the consequences of COBRA mistakes?
  • How to correct COBRA mistakes.

We will also review some current court cases that illustrate the importance of COBRA compliance.


Downloads

Slide Handout

Webinar Q&A

April

COBRA Foundations: The Building Blocks to Compliance

Janine Haar, GBA, 60 minutes

This session will review the building blocks of COBRA, including:

  • Who is eligible to receive COBRA?
  • When are they eligible?
  • What premiums should I charge?
  • When is COBRA coverage terminated or extended?
  • The benefits of an Administrator vs. Self-Administration

We will also answer some frequently asked questions:

  • Can I offer more than the minimum COBRA requirement?
  • As an employer, what are my COBRA responsibilities during Open Enrollment?
  • How does Employee Benefits Corporation support employers who offer COBRA?

Downloads

Slide Handout

Webinar Q&A

March

Prevent This Year's FSA from Disqualifying Next Year's HSA

Janine Haar, GBA, 60 minutes

Many employers and employees may not realize that having an FSA one year can impact an employee’s ability to contribute to an HSA in the following year. Attend this session to learn more about:

  • The advantages of stacking an HSA with compatible FSAs and HRAs
  • How FSA rollover can disqualify HSA eligibility in the following year
  • How FSA grace period can disqualify HSA eligibility in the following year
  • Case Study: Finding HSA solutions to prior FSA with Employee Benefits Corporation

Downloads

Slide Handout

Webinar Q&A

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?
  • Who needs one and why?
  • Which plans should be included?
  • What is the consequence for not having a Wrap Plan?

We will also discuss the Form 5500 filing requirements for health and welfare plans and the consequences of failing to file returns timely.


Downloads

Slide Handout

Webinar Q&A