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Audio & Reference Manual

Flexible Spending Accounts

Gain a better understanding of the flexible spending accounts requirements and keep your company in compliance.

Many employee benefit plan sponsors are unaware of all the complex rules governing flexible spending accounts. 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.

Runtime: 84 minutes
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Why Lorman?

Over 31 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

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
  • Carryovers
  • Nondiscrimination Tests
  • ACA Changes That May Be Repealed
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Why Lorman?

Over 31 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 Webinar

This course was last revised on April 4, 2017.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

  • CAC 0.5
     

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 31 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

John C. Garner, CEBS, CLU, CFCI, CMC, GBA, RPA

John C. Garner, CEBS, CLU, CFCI, CMC, GBA, RPA

Bolton & Company

  • Chief compliance officer for Bolton & Company, one of the 100 largest insurance brokers in the country
  • Specializes in group life, health and disability benefits
  • Wrote the Health Insurance Answer Book, edited Self-Funding Health Benefit Plans, co-wrote the Medical/Disability Claims Handbook and wrote dozens of articles, including an award-winning article in the Journal of Financial Service Professionals on using HRAs and HSAs to control health care costs
  • National Legislative and Government Affairs advisor for the Disability Management Employer Coalition
  • Past president of the Western Claim Conference and the Los Angeles Chapter of the International Society of Certified Employee Benefit Specialists (ISCEBS), Employee Benefit Planning Association of Southern California and the Los Angeles Life and Accident Claim Association
  • Past member of the Governing Council of the ISCEBS and a past chair of the CEBS committee of the International Foundation of Employee Benefit Plans, the committee with academic oversight of the CEBS program
  • Graduate, Occidental College
  • Can be contacted at 626-535-1446 and [email protected]
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Why Lorman?

Over 31 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.

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Product ID: 400065
Published 2017
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