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. ORourke, 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