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Employee Benefits: Changes of Status Checklist

 

Gain a clear understanding of employee benefit plan compliance and strategies in addressing employee change in status events.

Whether it's a termination of employment, change in employment status from full-time to part-time (or vise-a-verse), 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 mid-year election change opportunities under a cafeteria plan
• Health plan coverage issues for various employee status changes/events
• 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.

Agenda

Faculty

Jason A. Rothman

Jason A. Rothman

Calfee, Halter & Griswold LLP

  • Partner at Calfee, Halter & Griswold LLP and member of Employee Benefits and Executive Compensation Practice Group
  • Represents publicly traded companies, privately held businesses, and nonprofit organizations on all aspects of employee benefits and executive compensation law
  • Recognized by Chambers and SuperLawyers in employee benefits law
  • Sought-after speaker/presenter for numerous organizations, including the Ohio State Bar Association, SHRM, and Worldwide Employee Benefits Network
  • Has been quoted/published in numerous publications, including the Washington Post, Plan Sponsor Magazine, Plan Advisor Magazine, Human Resource Executive, Employee Benefit Advisor, The Federal Lawyer, and SHRM
  • Can be contacted at [email protected] or 216-622-8227

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