This seminar is designed for human resource managers, controllers, CPAs, plan administrators, enrolled agents, payroll professionals, financial professionals, financial planners, insurance professionals and attorneys.
As a business professional, you know that complying with ERISA, COBRA and HIPAA regulations is an important and challenging issue. This comprehensive and dynamic one-day seminar is designed to provide you with a better understanding of the statutory and regulatory framework of these important federal regulations, and will prepare you and your business for meeting compliance requirements and avoiding costly penalties.
8:30 a.m. - 10:00 a.m.
I. Employee Benefit Plans: Pitfalls In Creating, Modifying And Terminating ERISA
A. Overview Of The Act
B. Creating And Documenting The Plan
C. The Role And Responsibilities Of The Plan Administrator And Other ERISA Fiduciaries
D. Compliance Issues
E. ERISA Preemption Of State Law And State Regulation Of Insurance
F. Claims Procedures
G. ERISA Litigation: Plan Design And Strategy Considerations
H. Questions And Answers
10:00 a.m. - 10:10 a.m.
10:10 a.m. - 12:00 p.m.
II. HIPAA Privacy For Employers
A. The HIPAA Compliance Challenge
1. Determining The Scope Of Compliance
2. Identifying Protected Health Information (PHI)
3. Starting Down The Road To Compliance
B. Honoring Plan Participants’ Rights
12:00 p.m. - 1:00 p.m.
Lunch (On your Own)
1:00 p.m. - 2:00 p.m.
II. HIPAA Privacy For Employers (Continued)
C. Listing And Disclosing PHI
D. Preventing Improper Use And Disclosure Of PHI
E. Ongoing HIPAA Privacy Compliance
2:00 p.m. - 3:30 p.m. (Break 2:50 p.m. - 3:00 p.m.)
III. Continuing Health Coverage: COBRA
A. Introduction And Overview
B. Which Plans Are Required To Comply?
C. Eligibility For Continuation Coverage
1. Qualified Beneficiaries
2. Qualifying Events That Trigger COBRA Coverage
D. Continuation Coverage
1. Types Of Coverage And Election Rights
2. Special Issues
a. When May COBRA Coverage Be Modified
b. Interaction Of COBRA With Health Coverage From Other Sources
3. Duration Of Coverage
E. Collecting Premiums
F. Administrative Issues
G. Penalties For Noncompliance
H. COBRA’s Interaction With Other Laws
I. Questions And Answers
3:30 p.m. - 4:30 p.m.
IV. Practical Recommendations For The HR Professional
A. Essential Tools For Compliance With ERISA
B. Benefit Plan Checklist
C. Self Audit
D. Questions To Ask