Training Course
Syllabus:
This seminar is designed for human resource and benefits professionals, accountants, CFOs, controllers, payroll managers, presidents and vice presidents, business owners and managers, office managers, insurance professionals, tax managers, financial planners, consultants and attorneys.
This day-long seminar is designed to give participants a thorough overview of the intricacies of Section 125 Cafeteria Plans and other medical benefits. Practitioners, plan administrators, recordkeepers, attorneys, accountants, consultants, trust officers and human resource professionals will benefit from the expertise and knowledge of the speakers who will be sharing hands-on, practical experience. You will obtain valuable insight into the most common compliance deficiencies and pitfalls to avoid. Examples and comprehensive coverage of all the terminology you need to know will enhance this seminar experience.
Topics to be discussed include:
• Cafeteria Plan Design
• Health Spending Accounts: Health FSAs And MSAs
• Plan Implementation
• Communication To The Employees
• Important Legal And Practical Considerations
8:30 a.m. - 9:45 a.m.
I. Cafeteria Plan Design
A. Eligible Sponsors And Participants
B. Permissible Benefits
C. Sources Of Contributions
9:45 a.m. - 10:45 a.m.
II. Recent Legal Issues
A. Annual Reporting: ERISA vs. IRC
B. COBRA
C. HIPAA Privacy
10:45 a.m. - 10:55 a.m.
Break
10:55 a.m. - 11:45 a.m.
III. Health Spending Accounts: Health FSAs And MSAs
A. Non-Discrimination Testing
B. Election Change Rules
C. MSAs
11:45 a.m. - 12:00 p.m.
IV. Questions And Answers
12:00 p.m. - 1:00 p.m.
Lunch (On Your Own)
1:00 p.m. - 2:00 p.m.
V. Plan Implementation
A. Practical Considerations
B. Opportunities And Traps
C. Best Practices
D. ERISA Compliance
2:00 p.m. - 3:00 p.m.
VI. Communication To The Employees
3:00 p.m. - 3:10 p.m.
Break
3:10 p.m. - 4:15 p.m.
VII. Special Issues
A. Health Reimbursement Accounts
B. Special Techniques For Small Plans
C. Mergers And Acquisitions
D. Takeover Plans
E. How To Protect The Employer
F. How To Protect The Third Party Administrator
4:15 p.m. - 4:30 p.m.
VIII. Questions And Answers
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