Session #706: Benefits Boot Camp

SHRM 2013 Annual Conference

Workplace Application: This workshop will provide a broad overview of key benefit plan documentation and compliance basics applicable for the novice or expert HR professional.

You have wide portfolios that comprise many areas of expertise, often learning about benefits by solving individual issues as they arise. This leads to a deep understanding of individual issues, but a lack of understanding of how benefit plans are structured to comply with technical and compliance mandates, including ERISA, the IRS, COBRA, HIPAA and more. This workshop provides a broad, basic understanding of how the rules work and how plans comply with those rules as well as educational content on ERISA – Plan Documents's, SPDs, Reporting, Fiduciary Duties; PPACA; Cafeteria Plans; Group Medical Plans; ADA/FMLA; COBRA; HIPAA; Medicare Part D; Fringe Benefits; Benefits Governance/Fiduciary best practices; Summary Plan Descriptions as well as recent compliance challenges.

Date(s) & Time(s):

Saturday, June 15, 2013 - 1:00pm to 5:00pm

Presenter:

Jay M. Kirschbaum

Benefits Compliance - Director and Sr. V.P.

World Insurance Associates

Connect Online with this Speaker

Jay has more than 30 years of experience as a tax attorney specializing in employee benefits. Prior to joining World, Jay was a Sr. VP and Senior ERISA Attorney with Lockton was previously the national practice leader for the legal and research team at WT.W

Jay served as a Peace Corps volunteer and business consultant from 1979 to 1982.

He has an LL.M. in taxation from New York University School of Law, J.D. with distinction from the University of Arizona College of Law and a BSBA from Washington University in St. Louis. Jay is the former Chair of the American Benefits Council, an adjunct professor of employee benefits in the LL.M. program at Washington University School of Law.

SESSIONS:

Elizabeth Vollmar

employee benefits attorney

Willis North America

Connect Online with this Speaker

Liz Vollmar has more than 25 years of hands-on experience in planning and implementing cost-effective welfare benefit plan designs and compliance strategies. As a senior member of Willis' National Legal and Research Group (NLRG), she provides expertise and leadership within NLRG and works closely with Willis consultants and clients across the country. Liz's wide-ranging expertise with respect to welfare benefits includes particularly in-depth knowledge of ERISA, COBRA, HIPAA and health care reform. She has also worked extensively with consumer-driven health plans (CDHPs), wellness programs, cafeteria plans, and welfare benefits issues in mergers, acquisitions, and divestitures.

SESSIONS:

Location:

S106A

Amount of Credit:

4.00

Credit Type:

•HR Credit

Session Type:

Preconference Workshop

Intended Audience:

Mid-Level

View other sessions related to this topic: