Understanding Your Summary Plan Descriptions
 |
CD & Manual | ||
| 389128TMX | $89.00 USD |  |
|
| Credit Details | |||
 |
87 Min. Audio MP3 - No shipping cost | ||
| 389128POD | $89.00 USD | |
|
| Credit Details | |||
| What is a Podcast? | |||
Benefits
Employers who sponsor ERISA-covered health and welfare plans are required to communicate the terms of the plan to participants in a summary plan description. The SPD is an important disclosure document that describes, in understandable terms, the rights, benefits and responsibilities of participants and beneficiaries in ERISA-covered health and welfare benefit plans. The SPD must include important information regarding the plan, such as information on how the plan works, eligibility requirements, what benefits the plan provides and how those benefits may be obtained. The summary of material modification describes changes made to the plan and changes in the information in the SPD. This live audio conference will help you understand what a summary plan description is, what ERISA requires to be included in the document and how to distribute the SPD. You will also discover what a summary annual report is, what is required under ERISA and the distribution requirements.
Agenda
| Overview of the Summary Plan Description | |
|
|
| What Should an SPD Contain? | |
|
|
| Distribution of SPD | |
|
|
| Summary Annual Report | |
|
Faculty
Jamie F. Gross, J.D., LL.M., Deloitte Tax, LLP
Judith Mester, Deloitte Tax, LLP
Jamie F. Gross, J.D., LL.M.
- Director in the Global Employer Services Tax Practice of Deloitte Tax, LLP, in New York City
- Experience in employee benefits focusing on the design, drafting and implementation of qualified and nonqualified plans
- Focuses on employee benefits regulatory compliance, health and welfare design and compliance
- Assists clients with qualified plan design and implementation, focusing on plan amendments and restatements for compliance with legislative changes such as GUST and EGTRRA, as well as with ERISA reporting requirements, including Form 5500s, summary annual reports and ERISA 204(h) notices
- Assists clients with health and welfare plan design, implementation and compliance with a focus on HIPAA privacy regulations, DOL claims procedure regulations and summary plan description regulations
- Conducts HIPAA privacy seminars for clients focusing on workforce training in privacy regulations
- Member of the New York State Bar Association, the New Jersey State Bar Association and the Massachusetts Bar Association
- J.D. degree, New England School of Law
- LL.M. degree in taxation, Boston University School of Law
- Can be contacted at jagross@deloitte.com
Judith Mester
- Firm director in the Global Employer Services – Compensation and Benefits Tax Practice at Deloitte Tax, LLP, in Philadelphia
- Experienced in serving large multinational and mid-cap companies in numerous sectors, including consumer business, manufacturing and life sciences
- Extensive experience in Sarbanes-Oxley tax compliance, internal control audit reviews, employment and executive compensation tax matters, and IRS practice and procedures
- Previously, team leader for Towers Perrin in Philadelphia, focusing on various tax compliance matters relating to qualified retirement, and health and welfare programs
- J.D. degree, Thomas M. Cooley Law School
- B.A. degree, University at Albany, State University of New York
- Can be contacted at 215-299-5239 or jmester@deloitte.com
These Materials are Designed For
This live audio conference is designed for human resource managers, benefits administrators, payroll managers, controllers, CFOs, finance directors, presidents, vice presidents, business and office managers, accountants, insurance professionals and attorneys.
| CD & Manual | - CD Set with bound 26 page manual |
| Podcast | - 87 Minute MP3 with 26 page electronic manual - Immediate Access and No Shipping Cost |
