Changes to Cafeteria Plans: What You Need to Know to Prepare
 |
CD & Manual | ||
| 385308TMX | $199.00 USD |  |
|
| Credit Details | |||
 |
96 Min. Audio MP3 - No shipping cost | ||
| 385308POD | $199.00 USD | |
|
| Credit Details | |||
| What is a Podcast? | |||
Benefits
The IRS recently issued new rules which replaced parts of the old regulations. These new rules are exciting but require you to review and act on your old documents. The information provided will assist you in decisions for the upcoming plan year and how to prepare for the changes.
Agenda
Reimbursing Individual Medical Insurance and Cautions
New Hires Have 30 Days to Enroll – Does This Apply to Annual Late Enrollees?
Automatic or Evergreen Elections
Changing Your Plan Documents and Sample Wording
Understanding the Claim Substantiation Rules
How the New Debit Card Rules Work
When Are These Rules Effective?
Employees With HSAs Aren’t Required to Follow Change of Status Rules
Vacation Buying and Selling
Employers Can Limit Health FSA Participation to Only Those in the Medical Plan
New Nondiscrimination Rules and a Safe Harbor for Premium-Only Plans
Daycare Participants Can Claim Money After Termination
Faculty
Brian L. Anderson, J.D., LL.M., Dewitt Ross & Stevens SC
Nancy Dantzman, Eflexgroup.com
Brian L. Anderson, J.D., LL.M.
- With Dewitt Ross & Stevens SC
- Practices in the areas of employee benefits and ERISA, business law, corporate and partnership law, nonprofit and tax-exempt organizations, tax law, estate planning, arbitrage rebate and real estate
- Chairperson of the law firm’s Employee Benefits Practice Group
- Assists employers and employees with 401(k) plans, pension plans, employee stock ownership plans, 403(b) tax-sheltered annuities, 457 and nonqualified deferred-compensation plans, stock options, phantom stock plans, health and welfare plans, and 125 cafeteria plans
- Chaired the Great Lakes Area TE/GE Council, a liaison group between the IRS and practitioners
- One of six employee benefits professionals originally appointed by the IRS to its Advisory Committee on Tax Exempt and Government Entities
- Author of Chapter 6, “Employee Benefits,” in A Guide for Wisconsin Nonprofit Organizations
- Named to the top lawyers list published by Madison Magazine, designated a Wisconsin Super Lawyer by Law & Politics magazine and included in several editions of The Best Lawyers in America®
- Currently is chair of the Federal Taxation Committee of the Wisconsin Institute of Certified Public Accountants
- LL.M. degree in taxation, New York University; J.D. degree, University of Wisconsin Law School; and B.A. degree in English and German, University of Illinois Urbana-Champaign
- Can be reached at 608-252-9340 or at bla@dewittross.com
Nancy Dantzman
- Vice president of sales at Eflexgroup.com, an Internet-based third-party administrator of flexible spending plans, HRAs, HSAs and COBRA, located in Madison
- National lecturer on consumerism in health care and pretax employee benefits
- Active member in NAHU, WAHU and NAPBA; and was active in the creation of the National Association of Professional Benefits Administrators
These Materials are Designed For
Human resources and benefits managers, attorneys, controllers, CFOs finance directors, payroll managers, presidents, vice presidents, business owners and managers
| CD & Manual | - CD Set with bound 48 page manual |
| Podcast | - 96 Minute MP3 with 48 page electronic manual - Immediate Access and No Shipping Cost |
