2017 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

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 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!

March

COBRA for Tax-Advantaged Plans

Abigail Darwin, 60 minutes
By attending this webinar you'll learn about:

  • Offering COBRA for Health Care FSAs, including rollover concerns
  • Offering COBRA for HRAs
  • Calculating COBRA premiums for HRAs and Health Care FSAs

Audience: All clients, brokers

Thank you for attending!

April

Boot Camp: Permitted Election Changes
Part 1 - Change in Status Events

Glenda L. Hodge, 60 minutes
By attending this webinar you'll learn:

  • When can a participant make a change in their election?
  • What are the Permitted Election Changes?
  • What is considered a change in status?
  • How do Permitted Election Changes apply in real life events?

Audience: All clients, brokers

Thank you for attending!

May

Boot Camp: Permitted Election Changes
Part 2 - Cost and Coverage Events

Abigail Darwin, 60 minutes
By attending this webinar you'll learn:

  • When can a participant change his pre-tax elections due to a change in coverage or the cost of coverage?
  • What happens if an employer makes a mistake regarding an employee's election?
  • What happens if an employee makes an incorrect election?
  • What happens to pre-tax elections if a company fails nondiscrimination testing?

Audience: All clients, brokers

Thank you for attending!

June

Boot Camp: Permitted Election Changes
Part 3 - Leaves of Absence

Jessica Theisen, FCS, 60 minutes
By attending this webinar you'll learn:

  • How do Leaves of Absence and Permitted Election Changes work together?
  • What questions should be asked prior to leave?
  • How does FMLA affect Permitted Election Changes?
  • How to determine the Qualifying Event

Audience: All clients, brokers

Thank you for attending!

July

Nondiscrimination Testing Overview

Jessica Theisen, FCS, 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!

ACA Repeal and Replace Update

Erin Freiberg, JD, 60 minutes
By attending this webinar you'll learn:

  • What Congress has done so far related to changing the ACA
  • The effect of the American Health Care Act on Employer Provided Plans
  • Looking into the Future: Benefit Trends

Audience: All clients, brokers

Thank you for attending!

August

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!

Nondiscrimination Testing Data Collection

Jessica Theisen, FCS, 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

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!

October

Legal Issues in Wellness

Erin Freiberg, JD, 60 minutes
By attending this webinar you'll learn:

  • Which laws employers must comply with when implementing a wellness program
  • How to evaluate if your wellness program is a group health plan
  • The differences between standards-based and activity-based approaches
  • Legally compliant ways to provide employee incentives for healthy living

Audience: All clients, brokers

Thank you for attending!

November

ACA Updates 2

Abigail Darwin, 60 minutes
By attending this webinar you'll learn:

  • Recent efforts to repeal, replace or modify the ACA
  • ACA compliance best practices
  • Suggestions to prepare effectively for the 2018 plan year

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