Upcoming Webinars


Introducing a week-long series of six webinars covering a variety of topics. Build up your basics at a time of change and uncertainty—mix and match the sessions you need to strengthen your benefits foundation.

HSA Basics, Compatibility, and Retirement Savings (60 minutes)

Janine Haar, GBA, HSAe
Compliance Consultant

Health savings accounts (HSAs) provide some of the best tax advantages to employees. This webinar walks through what an employer needs to know when first implementing an HSA, who is eligible for an HSA, the contribution limit, and HSA eligible expenses. We’ll walk through reporting requirements for HSAs and who is responsible. We’ll also discuss how HSAs can be used with a flexible spending account (FSA) and the eligibility considerations to watch for.

Register and attend!

  Mon, July 13, 2020 2:00 PM - 3:00 PM CT

Health Reimbursement Arrangement (HRA) Basics (60 minutes)

John Wicker, CFC
Regional Sales Director

Pairing an HRA with an employer-provided health plan provides ultimate flexibility. Learn about the building blocks of HRAs, how employers can design a benefit plan that complements their health plan, how participants enjoy a benefit plan funded entirely with employer dollars, and see examples of standard plan designs and more robust options.

Register and attend!

  Tues, July 14, 2020 1:00 PM - 2:00 PM CT

Cafeteria Plan & Flexible Spending Account (FSA) Basics (60 minutes)

John Wicker, CFC
Regional Sales Director

Cafeteria plans and flexible spending accounts (FSAs) have a lot of options. Why should an employer have one and what do they need to know? We’ll talk through the basic regulations and benefits of Health Care FSAs, Dependent Care FSAs, and Individual Premium FSAs, including the “use it or lose it” rule, rollover, grace period, the basics of nondiscrimination testing, and how the limited health FSA can be used with a Health Savings Account (HSA).

Register and attend!

  Wed, July 15, 2020 10:00 AM - 11:00 AM CT

COBRA Basics in a Time of Uncertainty (60 minutes)

Erin Freiberg, JD
Compliance Director

Review the building blocks of COBRA, including who is eligible to receive COBRA, when are they eligible, and what premiums to charge. We will also answer some frequently asked questions:

  • What do I need to know about COBRA in the time of COVID-19?
  • Can I offer more than the minimum COBRA requirement?
  • As an employer, what are my COBRA responsibilities?

Register and attend!

  Wed, July 15, 2020 1:00 PM - 2:00 PM CT

Form 5500 & Wrap Plan Documents (60 minutes)

Sue Sieger, ACFCI, CAS
Senior Compliance Consultant

Learn about wrap plan documents, who needs one and why, which plans should be included, and 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 in a timely fashion.

Register and attend!

  Thurs, July 16, 2020 10:00 AM - 11:00 AM CT

Commuter Benefit Plans on the Rise (60 minutes)

Brian C. Connelly
Vice President, Business Development

It’s becoming more common for metro areas to require commuter benefits and rideshare services have continued to change transportation habits. This session talks through the basics of commuter account benefits, the transit and parking expenses that are eligible, the ways employees can easily use commuter accounts, and transportation benefit trends.

Register and attend!

  Fri, July 17, 2020 1:00 PM - 2:00 PM CT