Sponsors Telephone Seminars

Flexible Spending Accounts ...sponsors are unaware of all the complex rules governing flexible spending accounts. In this session you will receive a thorough overview of the numerous plan design considerations and legal requirements of flexible spending accounts. This knowledge will enable you to avoid running afoul of rules that could jeopardize the tax-favored status of your plans. This live audio conference is designed  more...

Key Aspects of Mezzanine Financing ...for senior debt, a growing number of companies and equity sponsors are turning to mezzanine debt as a solution to their capitalization requirements. This live audio conference will provide you with an in-depth understanding of the key issues associated with the structuring and documenting of mezzanine financings. The program will help you understand unique features which distinguish mezzanine  more...

Recent Developments in Employer Liability for 401(k) Investments ...ion lawsuits - an ever-expanding list of factors bombards sponsors of 401(k) plans, and places companies and their management potentially in the cross hairs. From Enron, Worldcom and Sarbanes-Oxley, to the more recent massive class actions filed against Fortune 500 companies regarding 401(k) plan service fees, decision makers face increasingly tough choices and more difficult compliance  more...

Is Your Health Care Plan Grandfathered Under the Health Care Reform? ...sponsors of group health plans routinely make annual changes to their plans that are designed to reduce costs, increase efficiency, and improve employee health and productivity. As plan sponsors consider design changes for 2011, they must also take into account new federal mandates under the Patient Protection and Affordable Care Act, as modified by the Health Care and Education Reconciliation  more...

Criminal Liabilities Under HIPAA ...health care providers and Medicare prescription drug card sponsors may be prosecuted criminally for HIPAA violations. With ID theft on the rise, prosecutors are becoming more aggressive in enforcing HIPAA laws, particularly when intent to illegally obtain patient information is involved. In addition, failing to be aware of criminal liability under HIPAA can lull health care providers into lax  more...

Pitfalls of Participant Loans in Retirement Plans ...on problem area due to their complex 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  more...

Providing Investment Advice to Retirement Plan Participants Without Triggering Liability ...ce of financial literacy. Until recently, retirement plan sponsors have been constrained in the types of investment advice that can be provided to plan participants. Plan sponsors have long wanted to provide the investment advice their participants desire, but without incurring liability for advice given in good faith. This teleconference provides practical advice to human resource and benefits  more...

Changes of Status Checklist ...sponsors a cafeteria plan or other health and welfare plans, it can be confusing to administer your plan when an employee has a change in status. This teleconference will assist you in determining when you can allow an employee to change their election under your cafeteria plan. It will also cover what happens when an individual has a change in status while on COBRA. We will cover the details  more...

401 (k) Plan Audits-What to Expect of the Process ..., as it is essentially a compliance requirement, few plan sponsors see much value in the audit. This teleconference will explain in depth what is involved in the audit of a 401(k) plan. Gain insight into the various entities involved in the audit process and what they contribute to the successful and timely completion of an audit. Understand what an auditor is testing and why. With a  more...