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.
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Why Lorman?
Over 38 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
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
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More Program Information
Why Lorman?
Over 38 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 February 12, 2025.
Call 1-866-352-9540 for further credit information.
- AIPB 1.0
- This program is acceptable for 1.0 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
- ASA 1.0
- This program may qualify for 1.0 continuing education hour(s) towards maintaining your ASA credential. Please contact ASA for more information at [email protected]. Please retain proof of attendance in the event your CE record is audited.
HR Certification Institute 1.0
- This E-Learning program has been pre-approved for 1.0 (General) recertification credit hours toward aPHR®, aPHRi(TM), PHR®, PHRca®, SPHR®, GPHR®, PHRi(TM), and SPHRi(TM) recertification through HR Certification Institute® (HRCI®). For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org.
SHRM 1.0
- Lorman Education Services is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for 1.0 PDC(s) for the SHRM-CP or SHRM-SCP.
To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.
- Those applying for AIA and HRCI must view 100% of the program and answer the questions following the program.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
MP3 Download
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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More Program Information
Why Lorman?
Over 38 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
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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More Program Information
Why Lorman?
Over 38 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.
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- OnDemand Courses
- Live Webinars
- MP3 Downloads
- Course Manuals
- Executive Reports
- White Papers and Articles
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- State Specific Credit Tracker
- All-Access Pass Course Concierge
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