Flexible Spending Accounts

CD & Manual
  389441TMX $209.00 USD Add to Cart
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 89 Min. Audio MP3 - No shipping cost
   389441POD $209.00 USD Add to Cart
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What is a Podcast?

Benefits

Many employee benefit plan sponsors are unaware of all the complex rules governing flexible spending accounts. In this session you will receive a thorough overview of the numerous plan design considerations and legal requirements of flexible spending accounts. This knowledge will enable you to avoid running afoul of rules that could jeopardize the tax-favored status of your plans.


Agenda

Section 125
  • Overview
  • Tax Advantages
  • Status Change Regulations
Flexible Spending Accounts
  • Eligible/Ineligible Expenses
  • Incurred Date Rule
  • Uniform Reimbursement Rule
  • COBRA
  • Use-It-Or-Lose-It Rule
  • Grace Period
  • Nondiscrimination Tests

Faculty

John C. Garner, Garner Consulting

John C. Garner
  • Principal of Garner Consulting
  • Practice emphasizes all aspects of life, health and disability benefits
  • Conducts regular seminars and workshops on numerous topics related to life, health and disability benefits
  • Writer of the Health Insurance Answer Book and many other articles related to life, health and disability benefits
  • Served as a guest lecturer on managed care at a graduate course at Chapman University
  • Chairs the CEBS Committee for the International Foundation of Employee Benefit Plans and also serves as the national legislative and government affairs advisor for the Disability Management Employer Coalition
  • Fellow of the International Society of Certified Employee Benefit Specialists
  • B.A. degree, Occidental College
  • Can be contacted at 626-359-2300 or john@garnerconsulting.com




These Materials are Designed For

This live audio conference is designed for human resource and benefits professionals, accountants, controllers, CFOs, payroll managers, presidents, vice presidents, business owners and managers, office managers and insurance professionals.

CD & Manual - CD Set with bound 58 page manual
Podcast - 89 Minute MP3 with 58 page electronic manual - Immediate Access and No Shipping Cost