Compliance Calendar:  What, When, Who and How—navigating the health and welfare notice and disclosure requirements.

Date:  Wednesday, June 19, 2019

Time: 1:00-2:30 pm ET

Cost:  $199.99 for live webinar and the recorded podcast for future listening

Speakers:  Ashley Gillihan, Alston & Bird, LLP

Moderator: TBD

Registration: https://spba.peachnewmedia.com/store/seminar/seminar.php?seminar=142752

CE Credits Available for Registered Participants!

CE Credits have been approved for this webinar in the following states:

• IA: L&H Agent General Credit – 1 hr
• IL: L&H Agent General Credit – 1 hr
• IN: L&H Agent Life, Accid & Health Credit – 1 hr
• MI: L&H Agent, Accident & Health Credit – 1 hr
• OH: L&H Agent General Credit – 1 hr
• PA: L&H Agent Health Credit – 1 hr
• TX: L&H Agent General Credit – 1 hr

Don’t see your state? Additional states have been requested, and approvals are pending. Check with SPBA to see if your state has been submitted. PLEASE NOTE: Only the REGISTERED participant will receive CE credit. Many members have assistants who register for the webinar on behalf of the member who actually attends. Please check to find out how your firm registers for webinars and whether or not your actual name appears as a registrant. If your name does not appear in the list of registrants, the CE Institute will not submit your name for CE credits.

For those participants seeking CE Credits, a window on the screen will ask poll questions throughout the webinar to verify your attendance – they will not quiz you on content. To obtain CE credit, you will have to answer three questions during the webinar. Please ensure you will be able to access the computer to answer the poll questions.

Description

In this session, we will identify and discuss all notices, disclosures and filings required for health and welfare plans.  In addition to identifying the notices, disclosures and filings that are required, we will discuss the manner in which such notices, disclosures and filings must be completed.  Our discussion will include but not be limited to the following:

• W-2 health coverage reporting—what is required to be reported and where does it go on the W-2?
• Notices required upon initial enrollment---what notices are you required to give when an employee or retiree enrolls in a plan and how do you give it to them?
• Notices required at annual enrollment—what notices are you required to give annually to eligible employees and/or retirees and how do you give it to them?
• SPDs—when are you required to furnish them, to whom and how do you furnish them?
• Governmental filings by month (assuming a calendar year plan)

Learning Objectives

>> An overview of all notices, disclosures, and filings required for health and welfare plans.

>> How to keep plans in compliance will all major notice, disclosure, and filing requirements.

>> How to identify what goes to plan participants and what goes to the government.

>> Strategies that can be employed by plans to manage their compliance calendar.   

Cost

The cost will be $199.99 per location for the live webinar and the audio podcast.  You may have as many people as can fit in a room, hear a conference call and see a computer screen for the live webinar. However, only the registered participant may submit for CE credit.

Technical Notes

Technical Warning One - Once you have registered you will need to tell your technical people to set your firewalls to accept email from two different email addresses:  support@peachnewmedia.com and Michael.lombardo@peachnewmedia.com.  Confirmation emails and reminders will be sent from these two different emails.

Anyone using Internet Explorer version 10 or older will not be able to view a live webcast, or on-demand stream.  You will need to be using a newer version of Internet Explorer.

Technical Warning Two – Freestone is the platform used to stream the webinar.  In the event that polling questions are incorporated into the webinar, please ensure that your pop-up blocker is turned off or adjusted so that they are able to appear.

Webinar Recorded for Future Listening

In addition to this live webinar, this webinar will be recorded and offered in a streaming mode (Internet connection required) and a podcast format (permitting you to download the recording and use it disconnected from the Internet).  The podcast is an MP3 format, audio and video file, that you can “save as” to your computer hard drive and then move to any MP3 compatible device.