Employ a wellness program that creates benefits and growth for your business.
Implementing a comprehensive wellness program can yield a multitude of advantages and benefits. These wellness initiatives not only promote a holistic approach to health but also play a pivotal role in preventing potential liabilities. By adhering to best practices for disclosure and documentation, businesses can navigate through complex regulations, such as ERISA, HIPAA, and taxation requirements, ensuring compliance and mitigating risks. Fostering a culture of transparency and accountability through stringent document retention requirements and disclosure obligations can fortify the integrity of your wellness program, paving the way for a safer and healthier workplace environment. Anticipating the involvement of enforcement agencies such as the EEOC, CMS, DOL, IRS, and state and local authorities, businesses can align their wellness programs with regulatory expectations, positioning themselves for sustainable growth and success.
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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
Introduction
- Defining Wellness
- Health Care and Disability Costs
- Confronting Absenteeism, Presenteeism, and Retention
Why Do We Have Wellness Programs?
- Who Definition
- Wellness Wheel
- Types of Wellness Programs
- Workshops/Seminars
- Webinars
- Apps
- Workplace Support Groups
- One on One
- Preventative Measures
- Health Education
- Screening
- Lifestyle Management
- Nutrition
- Fitness
- Sleep
- Social/Spiritual
- Disease Management
- Stress Management
- Client Centered Care
- Mental Health and Employee Wellbeing
- Happy and Healthy
- Bias Reduction
- Impact on Workplace Safety
- Safe Spaces
- Ergonomics
- Injury Prevention
How Do You Know If Your Wellness Program Is Creating Potential Liability?
- ERISA and HIPAA
- The EEOC
- Taxation
- State and Local Activities
Best Practices for Disclosure and Documentation
- Document Retention Requirements
- Disclosure Obligations
- Designing and Administering Reasonable Alternative Standards
- Claims Procedures Best Practices
What to Expect From Agency Enforcement Actions
- EEOC
- CMs and DOL
- IRS
- State and Local Enforcement
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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 December 8, 2023.
Call 1-866-352-9540 for further credit information.
- 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.
- AR CLE 1.0
- This course has been approved for 1.0 hours of CLE by the Arkansas CLE Board.
- Arizona CLE 1.0
- The Arizona State Bar does not pre-approve or pre-certify MCLE programs. However, records of this program and attendance will be maintained by Lorman Education Services for auditing purposes. This activity may qualify for up to 1.0 hours toward your annual CLE requirement for the State Bar of Arizona.
- CA MCLE 1.0
- Lorman Education Services is a State Bar of California approved MCLE sponsor and this course qualifies for 1.0 CLE hours of participatory credit.
- CT CLE 1.0
- Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. This course has been approved for CLE credit in jurisdictions aside from CT and therefore it automatically meets the content and delivery requirements in Connecticut. Credit is based on a 60 minute credit hour and shall be awarded as follows: 1.0 CLE credit(s).
- GA CLE 1.0
- This program has been approved by the Georgia Commission on Continuing Lawyer Competency for 1.0 CLE hours.
- HI CLE 1.0
- This program was approved by the Hawaii State Board of Continuing Legal Education for 1.0 CLE credit hours.
- MO CLE 1.3
- This course qualifies for self-study CLE credit in Missouri.
- NH MCLE 1.0
- NH MCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. Lorman Education Services believes this Ondemand course meets the requirement of NH Supreme Court Rule 53 and may qualify for CLE credit(s). Program Length: 63 Minutes.
- PA CLE 1.0
- This Distance Learning program has been approved by the Pennsylvania Continuing Legal Education Board for 1.0 hours of substantive law, practice and procedure CLE credit.
- RI CLE 1.0
- This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 1.0 hours of CLE credit.
- VT CLE 1.0
- This self-study program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.0 hour(s) of CLE credit. Please note: Attorneys may only claim 12 credits per compliance period in this format. This course is considered "Non-Moderated Programming without Interactivity".
- WV MCLE 1.3
- This program has been approved by the West Virginia State Bar MCLE Commission for 1.3 MCLE hours.
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.
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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
Tonie Bitseff
UMWA Health & Retirement Funds
- Assistance General Counsel, United Mine Workers of America Health and Retirement Funds
- Over 20 years of experience serving as ERISA counsel to employee benefit plans and employers
- Experience identifying legal issues in design, implementation, administration, corrections, and conflict resolution related to health plans, severance plans, life insurance, disability benefits, wellness plans, 125 plans, individual account plans (HSAs, FSAs, and HRAs), retirement plans, and other forms of compensation
- Experience addressing legal issues in performing diligence reviews, internal audits, benefits outsourcing, vendor management, ERISA fiduciary liability, ERISA claims and appeals processes, and government audits
- LL.M. degree in taxation, University of Washington School of Law; J.D. degree, Seattle University School of Law; B.A. degree in speech communications, University of Washington
- Can be contacted at [email protected]
Liza A. Wade, MS, CHES
Liza Wade
- Focuses on Workplace Wellness, Health & Safety
- Works with Individual clients, onsite and virtual workshops, private wellness retreats
- Certified Health Education Specialist (CHES)
- MS, Health Promotion with a concentration in Workplace Wellness
- Can be contacted at [email protected]
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More Program Information
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.
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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