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

Thank you for attending!

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

Thank you for attending!

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

Thank you for attending!

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
  • Health Care FSAs
  • Dependent Care FSAs
  • Individual Premium FSAs

Audience: All clients, brokers

Thank you for attending!

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

Thank you for attending!

June

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

Glenda L. Hodge, 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!

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

Thank you for attending!

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

Thank you for attending!

August

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

Glenda L. Hodge, 60 minutes
By attending this webinar you will learn about COBRA and how it interfaces with other coverage, including:

  • Medicare’s effect on COBRA elections
  • Medicare’s effect on early COBRA terminations
  • COBRA and retiree benefit interactions
  • Alternative coverage

Audience: All clients, brokers

Thank you for attending!

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

Thank you for attending!

September

Boot Camp: Crystal Clear COBRA
Part 4 - Common Pitfalls

Glenda L. Hodge, 60 minutes
By attending this webinar you will learn about COBRA pitfalls and how to avoid them, including:

  • COBRA and Health FSAs
  • Calculating premiums for HRAs
  • COBRA and Leaves of Absence
  • COBRA in Mergers and Acquisitions
  • Summary

Audience: All clients, brokers

Thank you for attending!

October

Eligibility

Jessica Theisen, FCS, 60 minutes
A review of controlled groups, self-employed individuals, spouses, domestic partners, children and dependents. Learn how they impact who is eligible for employee benefits and tax advantaged accounts.

Audience: All clients, brokers

Thank you for attending!

November

Year End Compliance Review: What's In Your Open Enrollment Toolkit?

Sue Sieger, ACFCI, CAS, 60 minutes
Join us for the year end compliance round up.

  • How will the results of the mid-term elections impact benefits now and in the future?
  • As open enrollment winds down or is heating up, what things do you need on your radar for the end of this year and the beginning of 2019?
  • We will review the regulatory items that have happened throughout 2018 including the new proposed HRA rules.

Don't miss this opportunity to fine tune your benefit strategies before year end!

Audience: All clients, brokers

Thank you for attending!

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


Webinar Videos
Nondiscrimination Testing Webinars


Nondiscrimination Testing Overview (1:03:57)

Learn about IRS requirements, common data errors, why tests fail and how to fix them, and more.

  Downloads:  Slide Handout | Webinar Q&A


Nondiscrimination Testing Data Collection (50:39)

Learn about the data required for testing, common data errors, and how to complete the testing worksheet.

  Downloads:  Slide Handout | Webinar Q&A

Boot Camp Videos
Crystal Clear COBRA


Part 1 - Offering COBRA Coverage (45:46)

Learn about an employer's obligation to offer COBRA.

  Downloads:  Slide Handout | Webinar Q&A


Part 2 - Maintaining COBRA Coverage (49:07)

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 (54:35)

Learn about COBRA pitfalls and how to avoid them.

  Downloads:  Slide Handout | Webinar Q&A