Plan Documents: ERISA, Section 125, SPDs, and Wraps: Oh My!

Duration: 90 Minutes
Under the Employee Retirement Income Security Act of 1974 (ERISA), group health plans must be in writing. However, the plan may be composed of several documents - such as an insurance company's contract, a certificate of coverage, or a summary of benefits. However, these are not your legal ERISA plan documents. If you do not have an ERISA plan document and summary plan description, often called your wrap documents, your plan is out of compliance. Further, to have your employees' health plan premiums be deducted on a pre-tax basis, you must have a Section 125 plan (or a cafeteria plan) in place. This plan is separate from your ERISA plan documents.
Plan Documents Guidelines
Product ID: 508725
With these document requirements comes rules and compliance. The webinar will help you to understand the rules about which documents are required, and how to keep your documents complaint.

Objectives of the Presentation
  • What plan documents are required by ERISA?
  • How are these documents different than the documents I receive from my provider?
  • What are the requirements for these documents?
  • What is the difference between the ERISA documents and the Section 125 Plan?
  • Does ERISA apply to the Section 125 Plan?
  • What are the risks or penalties for noncompliance?
Why Should you Attend
Compliance with plan documents is one of the top errors that both the Department of Labor and the Internal Revenue Service audit. Failure to amend plans timely, failure to properly distribute notices, and failure to follow the plan documents are all top compliance failures. Additionally, the rules are often not as well understood with health plans as they may be with retirement plans. This webinar will break down the plan document rules, so that plan sponsors, and those working with plan sponsors, will be able to work proactively and mitigate risk and compliance issues with respect to health plans.

Areas Covered
  • Who is responsible for adopting, drafting, or amending these documents?
  • What are the distribution requirements for these documents?
  • What if I make a mistake in these documents? Is there a process for correction?
  • Do any of these documents affect filing requirements? Such as Form 5500s?
  • Are there any additional documents that I should be aware of?
  • What are the best practices that I should know?
Who will Benefit
  • Human Resource Managers, Executives
  • CFOs
  • In-House Counsel
  • Employee Benefits Advisors
  • Health Plan Advisors / Brokers
  • CPAs
$300
Recorded Session for one participant
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  • Presentation handouts in downloadable PDF format will be updated on your OCP Account within 24 hours of the purchase of the product
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Instructor Profile:
Jennifer Kiesewetter is a seasoned attorney in the field of employee benefits, encompassing qualified and nonqualified employee benefit plans, welfare benefit plans, and executive compensation plans.

Ms. Kiesewetter's practice includes regulatory compliance and governance with the Employee Retirement Income Security Act of 1974 ("ERISA"), the Internal Revenue Code and the Affordable Care Act ("ACA"), in addition to the other federal laws governing employee benefits and health care compliance regulatory law. She also represents plan sponsors and employers in ERISA litigation actions.

She is an Adjunct Professor of Employee Benefits at University of Memphis Cecil C. Humphreys School of Law. She is also a member of the American, Mississippi, and Memphis Bar Associations, and the Association for Women Attorneys. Additionally, Ms. Kiesewetter is a frequent writer and speaker on the topic of employee benefits and health care compliance regulatory law, both locally, regionally and nationally.

DISTINCTIONS FOR JENNIFER KIESEWETTER:
  • U.S. News & World Report - Best Lawyers 2016 "Best Law Firms" KLF has received a metropolitan tier 2 ranking designation in the practice areas of employee benefits (ERISA) law and litigation (ERISA)
  • The Best Lawyers in America¬©, Litigation - ERISA, 2013-2016
  • The Best Lawyers in America¬©, Employee Benefits (ERISA) Law, 2015-2016
  • Adjunct Professor, University of Memphis Cecil C. Humphreys School of Law, Employee Benefits, 2009-2013, 2015 - present
  • Member, Leadership Memphis, Executive Class, 2013
  • Mentor, Memphis Institute for Leadership Education (MILE), 2010-2011
  • Kindle Award Recipient, 2011
  • "Women to Watch," Memphis Minority Business Magazine

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