Self-Auditing Your Employee Benefits:A Guide to What May Need Fixing

Staying in compliance with the numerous complex requirements and the specific terms of your employee benefits plans is a monumental task. It is easy to have your time consumed by 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 OnDemand Webinar will give you a checklist of the most important issues to look at from a legal and a practical perspective for each type of benefit plan and help you identify and prioritize them so that you can focus your time and resources on the most likely areas of concern.

Date and Time

Date: 2011-10-20
Time: -

Agenda

Qualified Retirement Plans
• Compensation Definitions vs. Payroll System
• Matching Contribution Calculations
• Depositing Contributions Timely
• Tests, Tests and More Tests!
• Eligibility and Vesting
• Controlled Group and Participating Employers
• ERISA 404(c) Compliance
• Reasonableness of Investment and Administration Fees
• Paying Expenses From Plan Assets
• Plan Loan Documentation
• Partial Plan Terminations
• Plan Documents and Spds
• Authority and Procedures for Making Changes

Health, Welfare and Cafeteria Plans
• Identifying All Your Benefits
• Examining Tax Consequences of Each Benefit
• Plan Documents and Spds
• Coordinating Your Health Plan Provisions and Your Stop-Loss Policy
• HIPAA Privacy
• Limiting ERISA Fiduciary Exposure for Denial of Insured Claims
• Eligibility and Consistency of Rules
• Special Domestic Partner Coverage Issues
• Application of Grandfather Rules
• Discrimination Testing
• Notices, Notices, Notices!
• Mid-Year Election Changes
• Authority and Procedures for Making Changes to Benefits

Executive and Stock Compensation
• Plan Documents and Employee Communications
• 409A – Are You Complying or Avoiding?
• Executive Medical Benefits
• Taxation of Perks
• Restrictive Covenants

Faculty

Renée W. O’Rourke, Greenberg Traurig, LLP

Credits

CLE (Please check the Detailed Credit Information page for states that have already been approved) ,HRPD ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.

Click here for detailed credit information

Who should attend?

This live audio conference is designed for human resource managers, benefits administrators, payroll managers, plan administrators, controllers, CFOs, finance directors, presidents, vice presidents, business and office managers, and attorneys.

Self-Auditing Your Employee Benefits:A Guide to What May Need Fixing

SKU: 387761EAU
Date: 2011-10-20
Time: -

Price: $199.00 USD