Benefit Insurance Marketing is pleased to extend an invitation to attend our upcoming monthly compliance Webinar. In conjunction with our alliance with United Benefit Advisors, you have the opportunity to learn more about the latest compliance trends and regulations from one of the nations leading employment and benefit law firms, Jackson Lewis LLP. Best of all, you can take advantage of the Webinar from the convenience of your office and personal computer.
If you are a Bim client or VIP, you should have received an email on Monday, February 29th with a preferred employer discount code to view the webinar for free. If you did not receive the email or have misplaced it, please contact compliance@teambim.com with your employer’s name in the subject line. Thank you!
Plan Documents 101: Who Needs What and Best Practices
Tuesday, March 8, 2016, 2:00 p.m. ET / 11:00 a.m. PT
Group health plans have a multitude of documents that need to be compliant with federal regulations. Cafeteria plans must have plan documents as well as documentation evidencing the adoption of the plan, and plans subject to ERISA need a plan document outlining the plan’s terms for a number of items, including eligibility, benefits, exclusions, a named fiduciary and plan administrator, claims and appeals procedures, funding information, and other items. These requirements are separate from the summary plan description, or SPD, requirement that plans must also meet.
This webinar will help employers understand what plan documents they need, what the documents should contain, and the implications of using a “wrap document” to wrap the ERISA plan document and SPD requirements into one document.
This webinar will:
- Explain what a cafeteria plan document is, and what is required to be in the document
- Outline the supporting documentation every cafeteria plan should have regarding its adoption
- Explain what a plan document is for ERISA purposes and what is required to be in the document
- Explain the requirements for SPDs
- Discuss how wrap documents are used, along with the pros and cons of using a wrap document
- Provide best practices regarding regular review and updating of plan documents
- Discuss an employer’s requirements when they update a plan, including Summary of Material Modification requirements
- Provide best practices regarding retention of plan documents and other recordkeeping requirements
This 90-minute beginner to intermediate level webinar will help employers understand the plan document requirements for group health plans.
The presentation will be posted on the UBA website the day before the webinar.
PRESENTER Monique Warren is a Principal in the White Plains, New York, office of Jackson Lewis P.C. She counsels employers on employee benefits compliance and administrative matters, drafts plan documents and employee communication materials, and represents employers to government agencies.
Ms. Warren’s expertise includes health and welfare plans as well as retirement plans. She has extensive experience helping group health plan sponsors navigate COBRA, HIPAA, and other ERISA and Internal Revenue Code provisions. A significant part of her practice currently focuses on employer issues related to the 2010 health care reform law. She also has extensive experience helping retirement plan sponsors comply with ERISA fiduciary requirements and the Code’s qualification requirements and correcting plan errors under the Department of Labor and Internal Revenue Service voluntary correction programs.
In addition to authoring many articles, Ms. Warren has been interviewed by and quoted in newspapers and periodicals, including The Wall Street Journal, and edits the firm’s Benefits Law Advisor blog.
Register here for the webinar.
Register for this webinar today while seating is still available. Each webinar is 90 minutes and is an exceptional educational value for only $149. This webinar event has been submitted to the Human Resource Certification Institute to qualify for 1.5 recertification credit hours. |