DOL Audits of Health Plans (2 P.M. ET/ 11 A.M. PT)

11 Jun 2013

The Department of Labor has significantly increased its audits of group health plans. These audits now cover compliance with parts of the Patient Protection and Affordable Care Act, in addition to the many other federal laws that apply to group health plans. Now is the time for employers to be sure they understand what they will need to provide if they receive an audit letter and to take steps to fill any gaps they may have.

During this 90 minute intermediate level webinar we will discuss what the updated DOL audit letter typically requests and provide guidance on how to respond if you receive an audit letter. We will also cover best practices for compliance and documentation to help you be as prepared as possible if an audit does occur.

Register for this essential webinar while seating is still available! The retail price to the public is $149. However, the first (25) seats will be at no cost to participants, compliments of e3 Financial (limit one complimentary seat per company). Thereafter, seats will be available at a discounted price of $49 – a savings of $100 over the retail price – So register now!

Please register by June 7, 2013

PRESENTERS

Avery M. Chenin, Of Counsel - Jackson Lewis LLP
Mr. Chenin focuses his practice on employee benefit plans, including providing advice regarding the planning, development, implementation and amendment of Employee Stock Ownership Plans (ESOPs), 401(k) plans, defined benefit pension plans and 403(b) plans. He also assists companies with executive compensation, welfare plan issues and mergers and acquisitions. Mr. Chenin's practice includes representing clients with respect to IRS and Department of Labor examinations and audits, and assisting in the resolution of plan defects, including submitting plan corrections under both the IRS and Department of Labor correction programs. He also provides counsel to clients related to plan fiduciary matters.

Teresa Y. Huang, Associate - Jackson Lewis LLP
Ms. Huang's current practice focuses on mergers and acquisitions and employee benefits, including employee stock ownership plans and trusts and merger and acquisition issues involving employee benefit plans. Ms. Huang also provides litigation support and research capabilities to the firm's litigation practice areas.

LIVE SEMINAR: Health Care Reform - What Will It Cost Your Company? (Part I)

22 May 2013

Health Care Reform is here to stay. How will it impact your industry? Will your costs increase 10% or 100%? Will your firm 'Pay' or 'Play'? We will examine a series of case studies that illustrate the true cost of health care reform and its impact on your company.

Learning Objectives Include:
We will seek to simplify the components of the bill through case studies based upon an actuarial model and input assumptions specific to the private sector. At the conclusion of the program, participants will:

• Understand more deeply the financial impact of "Pay or Play" Scenarios.
• Identify 3 unique strategies for dealing with costs of Health Care Reform.
• Learn specifically what components of Health Care Reform will impact their business.
• Measure 'Minimum Essential Coverage' as prescribed by the bill against Industry Benchmarks.

Targeted Audience
Senior HR Leaders or financial executives of small, mid-size or large firms.

Plan to Attend Both Parts of this Series
Thi sis the first in a two-part series - Part II, Health Care Reform: Communication Strategy, will be presented August 28, 2013 at the same location. Make your reservations today for both and save $10. PLUS, bring your CFO or Finance/Accounting Manager at the member price!

Presenter

Michael S. Rankin, Principal, e3 Financial
Michael is a Principal at e3 Financial, a full-service benefits broker in Newport Beach, California. e3 Financial goes beyond basic Industry Standard brokerage offerings to provide comprehensive employee benefit services that help entrepreneurial organizations attract and retain talent. Mike has been responsible for the growth and development of the Employee Benefit Department at e3 Financial, and the creation and develoment of the Client Service Protocol, a proprietary process used in the design, implementation and ongoing management of employee benefit plans. Michael is a noted public speaker and author.

When
Wednesday May 22, 2013
7:30 am - Registration
8:00 am - Breakfast and Program

Where
Sheraton Resort & Spa Carlsbad
5480 Grand Pacific Drive
Carlsbad, CA 92008

Costs
Single Event Cost
Members: $30
Vista CoC Members: $30
CFOs/Finance: $30
Future Members: $55
Sign up for Both and Save!
Part I & Part II Cost
Members: $50
Vista CoC Members: $50
CFOs Finance: $50
Future Members: $100

To Attend
For more information or to register for the event, please visit the San Diego SHRM website and view the Events section, or call them:
Gail Dill, Executive Director
www.sdshrm.org
619.589.0111

Reservations and Cancellations
Must be received by Noon the Monday before event.

Are You My Employee? (2 P.M. ET/ 11 A.M. PT)

16 May 2013

In recent years, both lawsuits and state and federal agency audits have increased over worker classification issues. PPACA's requirement that large and mid-size employers offer health coverage to their full-time employees or pay penalties will give employers another reason to make sure workers are classified correctly. Misclassifying workers can lead to awards of large dollars of back pay, penalties for under-withholding, and fines under PPACA.

Unfortunately, it's not always simple to decide if a worker is an "employee." Join us for this 90 minute intermediate level webinar and learn what to look at when deciding if a worker is a "common law" employee, tools available from the government to help you do this, and all the consequences to consider when making this decision.

Register for this essential webinar while seating is still available! The retail price to the public is $149. However, the first (25) seats will be at no cost to participants, compliments of e3 Financial (limit one complimentary seat per company). Thereafter, seats will be available at a discounted price of $49 – a savings of $100 over the retail price – So register now!

Presenters:

Kathleen R. Barrow, Partner - Jackson Lewis LLP
Kathleen has designed welfare benefit plans and executive compensation arrangements and has counseled sponsors and administrators of these types of plans for 15 years. She has appeared on behalf of clients before the national offices of the U.S. Treasury and the Department of Labor Employee Benefit Security Administration and has assisted employers in defending plan audits. Kathleen is a member of the Jackson Lewis Health Care Reform Task Force.

Randal M. Limbeck, Partner - Jackson Lewis LLP
Randal M. Limbeck is a partner in the Omaha office of Jackson Lewis LLP. He specializes in representation of clients in the areas of ERISA, employee benefits, and executive compensation. Mr. Limbeck has represented clients in a broad range of industries and size, with respect to design, document drafting, employee communications, litigation and assistance in dealings with the IRS and Department of Labor. Mr. Limbeck is admitted to practice in Nebraska.

HIPAA Privacy – New Obligations are Coming (2 p.m. EST/ 11 a.m. PST)

09 Apr 2013

The federal government handed down final HIPAA Privacy and Security rules in January, and now health plan sponsors and their business associates must ensure they're up to speed and compliant with the new requirements by Sept. 23, 2013.

Join us for this 90-minute, intermediate-level webinar in which we will provide a brief recap on the HIPAA requirements for group health plans and highlight what's new and what actions employers need to take to make sure they don't run afoul with the law.

Register for this essential webinar while seating is still available! The retail price to the public is $149. However, the first (25) seats will be at no cost to participants, compliments of e3 Financial (limit one complimentary seat per company). Thereafter, seats will be available at a discounted price of $49 – a savings of $100 over the retail price – So register now!

Presenters:

Kathleen R. Barrow, Partner - Jackson Lewis LLP
Kathleen has designed welfare benefit plans and executive compensation arrangements and has counseled sponsors and administrators of these types of plans for 15 years. She has appeared on behalf of clients before the national offices of the U.S. Treasury and the Department of Labor Employee Benefit Security Administration and has assisted employers in defending plan audits. Kathleen is a member of the Jackson Lewis Health Care Reform Task Force.

Joseph J. Lazzarotti, Partner - Jackson Lewis LLP
Joseph is a Partner in the Morristown, New Jersey office of Jackson Lewis LLP. He leads the firm's Privacy, Social Media and Information Management Practice, edits the Firm's Privacy Blog and is a Certified Information Privacy Professional (CIPP) with the International Association of Privacy Professionals. He also is a member of the Employee Benefits Counseling and Litigation Practice Group.

LIVE WEBINAR: What Will Health Care Reform Cost Engineering Firms? (9AM - 10AM PST)

03 Apr 2013

The IRS has given us lengthy proposed regulations on the "play or pay" penalty (and how to avoid it) under the Patient Protection and Affordable Care Act. Beginning in 2014, employers with 50 or more full-time employees (or full-time equivalent employees) will have to either offer health coverage that meets government requirements to their full-time employees or pay one of two penalty taxes. As 2014 approaches, employers must decide how best to handle this new obligation.

Firms with less than 50 employees will need to address the myriad of changes that will impact small group health care. Although small groups escape a penalty, complexity around compliance will increase and the regulatory bodies are on high alert.

What does this mean to the engineering community?

Join your CalGeo counterparts in an interactive discussion on the financial impact of health care reform to the California engineering community. During this complimentary live webinar, we will discuss the following topics:

• California State Exchange
• Engineering Firm Case Studies
• Compare ‘Minimum Value’ Coverage to Industry Benchmarks
• Financial Impact
• Tips for 2014

LIVE SEMINAR: Health Care Reform - Simplified! (8:00AM PST - 9:15AM PST)

28 Mar 2013

Come and join e3 Financial and Mike Rankin for this live interactive session.

Since the introduction of Health Care Reform, a multitude of requirements have been enacted and many of the original provisions have changed. For this session, Mike Rankin will cover the critical aspects of the legislation and help you identify a key plan of action in response to the bill.

Specifically, Mike will cover:

• State Exchanges
• Large Employer Requirements
• Case Studies
• Financial Impact
• Tips for 2014

When:
March 28th, 2013 (Breakfast Will be Served)
7:30am Registration
Program: 8:00-9:15am

Where:
Palm Conference Center (Parking Provided)
3333 Michelson Drive
Irvine, CA 92612

View Larger Map

Please register online with the form below or contact Katie Bruns at katie@e3financial.com.

Getting Ready For 2014: Analyzing Employer Obligations Under The Play or Pay Rules of Health Care Reform - Part Two (11AM PST / 2PM EST)

19 Mar 2013

The IRS has given us lengthy proposed regulations on the "play or pay" penalty (and how to avoid it) under the Patient Protection and Affordable Care Act. Beginning in 2014, employers with 50 or more full-time employees (or full-time equivalent employees) will have to either offer health coverage that meets government requirements to their full-time employees or pay one of two penalty taxes. As 2014 approaches, employers must decide how best to handle this new obligation.

Calculating the potential "play or pay" penalties can be complicated. In this 90-minute webinar, we'll discuss in detail how the penalties are calculated and when and how employers will pay them. If you're an employer with 50 or more employees, you won't want to miss this informative, intermediate-level webinar.

Register for this essential webinar while seating is still available! The retail price to the public is $149. However, the first fifteen (15) seats will be at no cost to participants, compliments of e3 Financial (limit one complimentary seat per company). Thereafter, seats will be available at a discounted price of $49 – a savings of $100 over the retail price – So register now!

The presentation slides will be posted at www.ubabenefits.com the day before the webinar.

PRESENTERS

Kathleen R. Barrow, Partner - Jackson Lewis LLP Kathleen has designed welfare benefit plans and executive compensation arrangements and has counseled sponsors and administrators of these types of plans for 15 years. She has appeared on behalf of clients before the national offices of the U.S. Treasury and the Department of Labor Employee Benefit Security Administration and has assisted employers in defending plan audits. Kathleen is a member of the Jackson Lewis Health Care Reform Task Force.

Joy M. Napier-Joyce, Partner - Jackson Lewis LLP Joy counsels clients in a broad range of benefit matters, including general compliance, administration of qualified retirement plans under ERISA and the Internal Revenue Code, and welfare plan issues involving cafeteria plans, health plans, flexible spending accounts, group insurance products, COBRA and HIPAA. She is a member of the Jackson Lewis Health Care Reform Task Force.

This series is brought to you by your Partner Firm of United Benefit Advisors - the nation’s leading independent employee benefits advisory organization with more than 200 Partner offices in 45 states, Canada and the United Kingdom - and Jackson Lewis, founded in 1958, and dedicated to representing management exclusively in workplace law. Jackson Lewis is one of the fastest-growing workplace law firms in the U.S., with more than 700 attorneys practicing in 49 locations nationwide.

Getting Ready for 2014: New Information on the Pay or Play Rules - Part One (11AM PST / 2PM EST)

12 Feb 2013

It’s the beginning of a new year and the IRS has given us a late Christmas present in the form of lengthy proposed regulations on the “pay or play” penalty (and how to avoid it) under the Patient Protection and Affordable Care Act. Beginning in 2014, employers with 50 or more full-time employees (or full-time equivalent employees) will have to either offer “affordable” health coverage of at least “minimum value” to their full-time employees or pay a penalty tax. As 2014 approaches, employers must decide (1) if they are large enough for the employer shared responsibility (“pay or play”) penalty to affect them, and (2) if they are large enough, how best to handle this new obligation.

If you are still wondering who exactly is an “employee” under the law, how you handle vacation time, whether you need to cover dependents, how to know if you’re large enough for the penalty to be an issue for you, and if there are special transition rules, the new proposed regulations provide answers.

In this 90-minute webinar, we’ll give you the answers to these questions, and explain some of the additional details provided in this important new guidance. (In our March webinar, we’ll cover the rules that apply if you are a large employer.) If you have 50 employees, or think you might, you won’t want to miss this informative, intermediate-level webinar.

Register for this essential webinar while seating is still available! The retail price to the public is $149. However, the first (25) seats will be at no cost to participants, compliments of e3 Financial (limit one complimentary seat per company). Thereafter, seats will be available at a discounted price of $49 – a savings of $100 over the retail price – So register now!

Presenters:

Kathleen R. Barrow, Partner with Jackson Lewis LLP
Kathleen is a Partner in the Omaha office of Jackson Lewis LLP. She has designed welfare benefit plans and executive compensation arrangements, and has counseled sponsors and administrators of these types of plans, for fifteen years. She has appeared on behalf of clients before the national offices of the United States Treasury and the Department of Labor Employee Benefit Security Administration and is assisted employers in defending plan audits. She is a member of the Jackson Lewis Health Care Reform Task Force. Mrs. Barrow is admitted to practice in Oklahoma, Texas, the 5th and 10th Circuit Courts of Appeals and U.S. Tax Court.

Joy M. Napier-Joyce, Partner with Jackson Lewis LLP
Joy is a Partner in the Baltimore office of Jackson Lewis LLP. She counsels clients in a broad range of benefit matters, including general compliance, administration of qualified retirement plans under ERISA and the Internal Revenue Code, and welfare plan issues involving cafeteria plans, health plans, flexible spending accounts, group insurance products, COBRA and HIPAA. She is a member of the Jackson Lewis Health Care Reform Task Force. Ms. Napier-Joyce is admitted to practice in Maryland and Massachusetts.

PPACA's Impact on Employer-Provided Benefits (11AM PST / 2PM EST)

08 Jan 2013

What's the difference between "essential benefits" and "minimum value"? The Patient Protection and Affordable Care Act uses similar terms for very different requirements, and it remains confusing for many people. Plan to attend this webinar on Jan. 8 and learn the differences in these terms and how they affect your company and the benefits you offer. In addition, you'll learn which requirements vary by state and which apply at the national level. We'll also discuss the preventive care requirements, including the requirements for women's preventive care.

In this 90-minute webinar, we will help employers understand what each of these requirements are, what is needed to meet the requirements and which employers the requirements affect. You won't want to miss this informative webinar

Register for this essential webinar while seating is still available! The retail price to the public is $149. However, the first (25) seats will be at no cost to participants, compliments of e3 Financial (limit one complimentary seat per company). Thereafter, seats will be available at a discounted price of $49 – a savings of $100 over the retail price – So register now!

PRESENTERS

Lisa M. deFilippis, Of Counsel - Jackson Lewis LLP
Ms. deFilippis has practiced employee benefits law for 25 years, advising a wide range of businesses and organizations in various industries. Lisa is experienced in all aspects of employee benefits law, including both retirement, welfare benefit, and nonqualified executive compensation plan design, drafting, compliance, fiduciary compliance issues, and employee benefits aspects of acquisitions and divestitures.

Jason M. Stein, Partner - Jackson Lewis LLP
Mr. Stein represents employers and management nationwide regarding ERISA-related class action litigation and a broad range of other employment-related legal issues. His experience includes, ESOPs, prohibited transactions, trust law, fiduciary breach, ERISA § 510 claims, benefits disputes and other areas.