This seminar is designed for human resource managers, controllers, CPAs, benefits administrators, vice presidents, enrolled agents, payroll professionals, business and office managers, financial planners, banking executives, insurance professionals, and attorneys.
This program is prepared to assist you to understand and to implement an HRA by taking you from definitions and regulations to concept and finally to implementation. This one day program will help you understand HRA’s and the legal and regulatory issues surrounding them.
Topics to be discussed include:
• Health Insurance 101
• What Is An HRA?
• Legal And Regulatory Issues
• Implementing And Educating For Benefit Change
8:30 a.m. - 8:45 a.m.
I. Welcome And Introduction
A. Goals For The Day
B. Introduction Of Speakers
C. Review Of Schedule
8:45 a.m. - 10:20 a.m.
II. Health Insurance 101
A. Why So Many Different Plans?
B. The Rise And Fall Of Managed Care
C. What Is AB 1672?
D. How Do I Choose A Health Plan?
E. How Do I Tell If The Plan Is Working?
F. What’s Old Is New Again
10:20 a.m. - 10:30 a.m.
10:30 a.m. - 12:00 p.m.
III. What’s An HRA?
A. What’s Going On today?
B. The HRA – A Consumer Driven Model
C. Employer Funded Reimbursement
D. Is An HRA For My Group?
E. What Does The IRS Say?
F. What’s the Difference Between The HRA, The FSA And The MSA?
G. Beware – What Are The Relevant Legal Issues?
12:00 p.m. - 1:00 p.m.
Lunch (On Your Own)
1:00 p.m. - 2:35 p.m.
IV. Legal and Regulatory Issues
B. Section 125
2:35 p.m. - 2:45 p.m.
2:45 p.m. - 4:00 p.m.
V. Implementing And Educating For Benefit Change
A. Implementing The Consumer Driven HRA
B. Administration And Transition Issues
C. Assessing A Group’s Culture And Readiness For Change
D. Education Necessary To Adopt An HRA Plan
4:00 p.m. - 4:30 p.m.
VI. Review And Questions From Attendees