Employee Benefits: Changes of Status Checklist

$149.00

SKU: 411760

Description

Gain a clear understanding of employee benefit plan compliance and strategies in addressing employee change in status events.
Whether its a termination of employment, change in employment status from fulltime to parttime (or viseaverse), a change in status affecting welfare benefit plan coverage, or a leave of absence, there are a host of compliance items that employers must know and understand specific to their employee benefit plans. This course will discuss employee benefit plan compliance and strategies in addressing employee change in status events. Among the key topics that Jason will discuss include
Events that may trigger midyear election change opportunities under a cafeteria plan
Health plan coverage issues for various employee status changesevents
Retirement plan coverage and distribution considerations
Severance plan compliance and strategies
Attendees will walk away from this webinar with a better understanding of the employee benefits issues that need to be addressed in the event of an employee status change under their retirement and welfare benefit plans.

Date: 2025-02-12 Start Time: 1:00 PM ET End Time: 2:05 PM ET

Learning Objectives

* You will be able to discuss severance agreementplan considerations under the Internal Revenue Code, ERISA, Code Section 409A and COBRA.

* You will be able to identify employee benefit plan administration and compliance issues when an employee has a termination of employment, goes on a leave of absence, or changes from fulltime to parttime status.

* You will be able to explain the events that may allow a participant to make healthdentalvisionFSA election changes midyear.

* You will be able to recognize the importance of having a team of wellcoordinated employee benefit plan vendors and advisors assisting with your benefit plan administration.

Section 125 Cafeteria Plans
• Health/Dental/Vision Coverage and Changes in Status
• Health FSA, DCAP and HSA Changes
• Addressing an Election Mistake

Additional Health Plan Considerations
• Administering Leaves of Absence
• COBRA
• HDHP/HSA Considerations

Retirement Plan Administration/Compliance
• Long-Term, Part-Time Employees
• Rehired Employees
• Plan Distributions
• Nonqualified Deferred Compensation Plans and Section 409A

Severance Plans
• ERISA or Not?
• Cash Compensation
• Employee Benefit Continuation Issues

AIPB ,ASA ,HR Certification Institute ,SHRM ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.

Jason A. Rothman-Calfee, Halter & Griswold LLP