Eligibility Telephone Seminars

Social Security Benefits: Is It Worth It to Delay? ...Security to the present day and probable future. From the eligibility requirements and the exact procedure for the determination of benefits, to a discussion of taking or delaying benefits early. Explanation of how spousal benefits are determined and the penalties for either the worker and/or spouse taking benefits early will be discussed. Pursuant to taking Social Security benefits early,  more...

Health Savings Accounts ...is live audio conference will explain the basic rules for eligibility, contributions and use of an HSA with a high deductible plan. It will also review current studies on whether HSAs are achieving the goal of reducing total health care costs through consumerism. Focusing on the final comparability rules for employer contributions and updates on the new contribution limits and IRS guidelines,  more...

Section 199 Deduction for Qualified Construction Activities Income ...c production deduction. - You will be able to discuss the eligibility requirements for construction companies. - You will be able to identify the type of income that qualifies for the deduction. - You will be able to explain the safe harbors for de minimis nonconstruction activity and land values. This live audio conference is designed for construction and project managers, contractors,  more...

Understanding Your Summary Plan Descriptions ...ding 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 live audio conference will help you understand what a summary plan description is, what ERISA requires to be included in  more...

COBRA: A Little of Everything is Changing ...must coordinate your COBRA activities with this dependent eligibility change. Let's discuss the best way to handle this. And, some carriers have made this change to your contract eligibility early - how is that impacting compliance responsibilities? COBRA PLANS - What IS and What ISN'T? One of the most misunderstood parts of the COBRA law is the COBRA obligation on the Health FSA and  more...

Protecting Assets for Long-Term Care Medi-Cal Benefits ...cit Reduction Act of 2005, which made sweeping changes to eligibility requirements for the Medicaid program nationwide. Even after Medi-Cal eligibility is obtained, families must still concern themselves with the Medi-Cal's recovery program and understand alternatives to protect the home and other assets from Medi-Cal claims. This teleconference will help you identify the challenges of Medi-Cal  more...

Qualified Retirement Plans Eligibility and Vesting Tips and Traps for the Unwary ...conference will familiarize you with the general rules of eligibility and vesting. It will also assist you with specifically interpreting the provisions of your own plans and introduce you to a variety of options in order to make sure you know what you have and have what you want. In addition, although many provisions appear to be straightforward, the practical application of these functions  more...

Tip Credit and Tip Pooling: FLSA Considerations and Limitations BenefitsMany employees in the service sector are compensated in part by tips rather than wages. This is particularly the case for restaurants and tourist service occupations. Employers are allowed in certain circumstances to claim a tip credit toward satisfying state and federal minimum wage laws. This means that the tips are credited against and thus satisfy a portion of the obligation to pay  more...

Impact of the New ADA Amendments on Schools ...l needs students to change hiring, employment and student eligibility practices which may have been legal under the earlier Court opinions but are no longer valid under ADAAA. This teleconference will provide educators responsible for serving special needs students, as well as school administrators responsible for hiring and employment, with a review of these laws, examples and analyses of  more...