Compliance
Captives 101: An Introduction to Captives in the Employee Benefits Arena
Description: An introduction to the captive vehicle for employer sponsored employee benefits… Speakers: Nick Getz (S)Marie Smith (M) Time: December...
Compliance
PEO 101: Understanding the dynamics of PEO Offerings and Employer Lessons Learned from PEO Exits
Description: Engaging a Professional Employer Organization (PEO) is an important business strategy for small and mid-sized employers. PEOs take the...
Compliance
ERISA 108: Spouses, Dependents, and Adult Dependents – Age and Relationship Considerations in Employee Benefits
Description Age considerations in ERISA and the Tax Code related to rights and restrictions in the instance of a spouse,...
Compliance
ERISA 107: Making the Switch from Fully Insured to Self-funded
Description: Employers are under an ever-increasing strain to offer competitive benefit packages designed to both attract and retain employees, all...
Compliance
M&A 101: An Introduction to the Concepts and Requirements for Mergers & Acquisitions in Employee Benefits
Description: The requirements of employee benefits plans can easily be overlooked or altogether disregarded during a merger or acquisition (M&A)...
Compliance
Medicare 101: Understanding the Basics of Medicare Requirements for Employee Benefits
Description Medicare is a federal program that pays for covered health care services of qualified beneficiaries. It was established in...
Compliance
Round Up 102: Annual mid-year roundup
Description: During this timely session, participants will learn aspects of the most significant employee benefit-related events occurring in 2023 and...
Compliance
Transparency 101: The Transparency Roundup for 2024
Description: The Consolidated Appropriations Act, 2021 (CAA), which was signed into law on Dec. 27, 2020, includes many benefits and...
Compliance
MHPAEA 103: The Employer’s Mental Health Parity Update for 2024
DESCRIPTION: This discussion will review the requirements group medical benefit plans must meet to satisfy the provisions of the Mental...