Past Webinars


February

ERISA Compliance: When Do You Need a Wrap Plan? (60 minutes)

Sue Sieger, ACFCI, CAS
Senior Compliance Consultant

DOL audits are on the rise, so it’s a good time to learn which plans are subject to ERISA and which ones should be included in a Wrap Plan. Insurance carrier booklets and certificates alone will not meet the plan document and summary plan description (SPD) requirements.

This session reviews what a Wrap Plan is, who needs one, and why. We'll answer questions like:

  • What plans are subject to ERISA?
  • What plans should be included in a Wrap Plan?
  • What are the consequences for not having a plan document and SPD for ERISA plans?

This session also covers Form 5500 filing requirements for health and welfare plans and the consequences of failing to file returns timely.


Downloads

Slide Handout
Webinar Q&A


January

Why Wait for Change When You Can Have It Now? Mid-Year Takeovers (60 minutes)

Andrea Visione
Regional Sales Director

An employer’s open enrollment season and end of their benefit plan year is busy enough without having to navigate changes to plan administration. So many employers think they don’t have time to change. We have the answer: Mid-Year Takeovers. Join us to:

  • Learn about the benefits of a Mid-Year Takeover for FSAs & HRAs, which are bound by a plan year
  • See how changing in the middle of the year offers benefits for other administration too, like HSAs, COBRA, and commuter benefits
  • Get the details on how a Mid-Year Takeover affects participants and the steps employers take to make the change

Downloads

Slide Handout
Webinar Q&A


November

Implementing an HSA? What Your FSA Participants Need to Know (60 minutes)

Janine Haar, GBA
Compliance Consultant

In this webinar, we will discuss what you and your employees need to know when implementing an HSA for the first time. We will answer the following questions:

  • What do you need to know as an employer?
  • How can employers provide the best tax advantages to their employees?
  • What do employees need to know to ensure eligibility to make contributions?
  • How can a current FSA interfere with a new HSA?

Downloads

Slide Handout
Webinar Q&A


October

Year End Compliance Review: Updates, Reminders, Toolkits, and More (60 minutes)

Sue Sieger, ACFCI, CAS
Senior Compliance Consultant

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!


Downloads

Slide Handout
Webinar Q&A


September

Fundamentals of Nondiscrimination Testing (60 minutes)

Jessica Theisen, CFC
Compliance Analyst

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