Employees rarely remain in the same status throughout their entire career with a company.
Most employees go through multiple status changes throughout their time with an employer: various leaves of absence (some of which may be covered by FMLA), transitions from part-time status to full-time status, termination of employment, and maybe even rehire. Many of these status changes impact eligibility under the employer's benefit plans. Are benefits handled differently for employees on FMLA leave versus non-FMLA leave? How do employees transition from benefit-eligible positions to non-eligible positions and back again? What happens if an employee terminates employment for only a couple of weeks and then is rehired? This topic will walk through the various types of status changes that employees could experience during their time with a company and how various benefits could be affected by those status changes. Finally, the information will emphasize the importance of planning to prevent issues from arising and how employers can prepare for the future to prevent new issues.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Change in Status Overview
- Benefits Affected
- Types of Changes
- Preventing Status Change Issues
Benefits Affected
- Self-Funded Benefits
- Fully Insured Benefits
- Cafeteria Plan Elections
- Retirement Plans
Types of Changes
- Hire
- FMLA Leave
- Non-FMLA Leave
- Changes in Employment Status (Full-Time vs. Part-Time; Salaried vs. Hourly)
- Termination of Employment
- Rehire
Preventing Issues
- Plan Ahead of Time
- Clean up Current Issues
- Prepare for the Future
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on September 24, 2019.
Call 1-866-352-9540 for further credit information.
No Credit AvailableThis program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Patricia L. Beaty, Esq.
Taft Stettinius & Hollister, LLP
- Partner in the office of Taft Stettinius & Hollister, LLP focusing exclusively on employee benefit matters
- Practice emphasizes all aspects of employee benefits and executive compensation of both retirement and health and welfare plans
- Conducts regular client training, seminars, and workshops on ERISA, fiduciary duties, the Affordable Care Act, IRS and DOL audits, 401(k) plans, defined benefit plans, cash balance plans, health and welfare plans, VEBAs, Medicare Secondary Payer rules, litigation, mergers and acquisitions, 403(b) plans, 457(b) plans, 457(f) plans, and new comparability (cross-tested) plan designs
- Certified employee benefits specialist (CEBS), American Bar Association Committee on Employee Benefits, Indiana Benefits Conference (past chairperson), Indianapolis Bar Association, and current President of the Indiana Chapter of the International Society of Employee Benefit Specialists
- J.D. degree, Indiana University, Robert H. McKinney School of Law; B.S. degree, Ball State University
- Can be contacted at [email protected]
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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