Benefit Plans Telephone Seminars

Understanding Your Summary Plan Descriptions ...nts and beneficiaries in ERISA-covered health and welfare benefit plans. The SPD must include important information regarding the plan, such as information on how the plan works, eligibility requirements, what benefits the plan provides and how those benefits may be obtained. The summary of material modification describes changes made to the plan and changes in the information in the SPD. This  more...

Self-Auditing Your Employee Benefits:A Guide to What May Need Fixing ...the day-to-day issues and questions that arise under your benefit plans and the typical annual processes and compliance requirements already in place. It is difficult to take the time to step back and ask what issues may be lurking that could create significant liabilities and penalties for the employer that are not being identified under your current processes and procedures. This live audio  more...

The Trickle Down Effect of Health Care Reform: A Potpourri of Payroll, Benefits, Income Taxes, and Other Changes BenefitsThe phased in requirements of health care reform require that you continually monitor the landscape to spend your benefit dollars effectively, while remaining compliant. This is an opportunity for employers to reassess their decisions and consider the future impact of this legislation. Attend this live audio conference and stay current on your compliance obligations, planning  more...

Evaluating Your Third-Party Administrator: Are You Getting What You're Paying For? ... not be taken for granted. As with all facets of employee benefit plans, TPAs need to be monitored and evaluated to ensure proper plan administration and fulfillment of a plan sponsor's fiduciary responsibility. This teleconference explores the key roles of TPAs, how to evaluate a TPA and the key areas to be evaluated to ensure you are receiving what you are paying for. This teleconference will  more...

Pitfalls of Participant Loans in Retirement Plans ...mplex administration. Plan sponsors of qualified employee benefit plans need to be aware of many pitfalls to avoid tax consequences. Even worse than tax consequences is the possibility of the entire plan losing its preferred tax status. This teleconference will explain the regulations of participant loans in a plan, help you avoid the associated pitfalls and ensure the plan complies with the  more...

Same-Gender Marriage Rulings: Impacts on Employee Benefit Plans Across the Nation nIn May 2008, the California Supreme Court ruled that the state cannot deny same-gender couples the right to marry. Same-gender couples - many of them, in fact - flocked to California and started getting legally married on June 17, 2008. But then in November 2008, California voters approved Proposition 8, which bans same-sex marriage going forward. Massachusetts and Canada also allow same-gender  more...