COURSE DESCRIPTION: Are you on top of the latest regulatory changes affecting employee benefits plans? This was an active year – there’s lots to brush up on as you prepare for the new year. What better time than now to 1) make sure you’re in compliance with new 2007 regulations, and 2) get prepared for what’s on the horizon in 2008?
Benefits expert and attorney, Karen McLeese, will clear up any confusion you may have over the following:
-
The new final regulations on automatic enrollment in 401(k) plans, notice requirements for default investment arrangements (QDIA), annual benefit statements, and employer securities diversification notices.
-
Compliance with the new proposed cafeteria plan regulations that become effective in 2009. Many issues here: Do you have a plan document? If so, does it contain all of the required provisions set forth in the regulations? Are the benefits you offer through your cafeteria plan “qualified”?
-
New guidance regarding procedures for substantiating and reimbursing medical expenses by use of a debit card, credit card, or other stored value card.
-
Revised guidance about Form W-2 reporting of employer contributions for group term life insurance, dependent care assistance, and health savings accounts, as well as Medicare Part D notices to participants and CMS.
-
State dependent child definitions applicable to insured group health plans may conflict with Federal tax law – how do you handle the tricky tax issues that they create?
-
Coordinating health savings accounts (HSA) with flexible spending arrangements.
-
How to ensure the success of your wellness program, while staying compliant with the HIPAA nondiscrimination rules.
-
And more….
ABOUT THE SPEAKER: Karen R. McLeese is Vice President of Employee Benefit Regulatory Affairs for CBIZ Benefits & Insurance Services, Inc., a division of CBIZ, Inc. She serves as in-house counsel with particular emphasis on monitoring and interpreting state and federal employee benefits law.
Karen received a bachelor of arts degree from the University of Notre Dame and her Juris Doctor from Duke University. She is a member of the Employee Benefits Committee for both the Kansas City Metropolitan Bar Association and the Missouri Bar Association. She is also a member of the Health Law Forum and the Labor and Employment Law Section of the American Bar Association.
HRCI CERTIFICATION: This program has been approved for 1.0 recertification credit hour toward PHR and SPHR recertification through the Human Resource Certification Institute (HRCI). For more information about certification or recertification, please visit the HRCI homepage.
MONEY-BACK GUARANTEE: We’re so confident you’ll get what you want out of this conference that we’ll refund your full fee if you’re not satisfied. It’s risk-free.
|
