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Live Webinar

90-minute live streaming program
  • April 4
  • 1:00 - 2:30 pm EST

Also available as:

OnDemand Webinar
Audio & Reference Manual
MP3 Download

Flexible Spending Accounts

April 4

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.

Learning Objectives

- You will be able to review Section 125.

- You will be able to discuss status change regulations.

- You will be able to describe eligible/ineligible expenses.

- You will be able to recognize the use-it-or-lose-it rule.

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Why Lorman?

Over 30 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  • ACA Changes That May Be Repealed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 30 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.

Live Webinar Registration

  • HR Certification Institute 1.5
     
  • This program has been approved for 1.5 recertification credit hours toward general recertification through the HR Certification Institute. For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org.
     
  • SHRM 1.5
     
  • Lorman Education Services is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for 1.5 PDC(s) for the SHRM-CP or SHRM-SCP. For more information about certification or recertification, please visit www.shrmcertification.org
     
  • CPE 1.8 including Personnel/HR 1.8
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www. learningmarket.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.8 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Personnel/HR for 1.8 hours. Prerequisite: basic knowledge of employee benefits. Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     
  • Lorman Business Center, Inc. is a registered provider for CPA CPE through the State Education Department of New York, Sponsor number: 000640. The following course will carry the subject area of Advisory Services for 1.5 hours.
     
  • Lorman Business Center, Inc. has registered with the Texas State Board of Public Accountancy as a CPE Sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE Program. This program qualifies for 1.5 hours of continuing professional education.
     

Audio & Reference Manual

  • CAC 0.5
     

MP3 Download

No credit available.

Who should attend?

This live webinar 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.

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Why Lorman?

Over 30 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

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

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 and 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
  • On the Board of Directors of the Western Claim Conference and the Los Angeles Chapter of the International Society of Certified Employee Benefit Specialists (ISCEBS) and previously served as president of both of these organizations and is also a past president of the 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
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Can't Attend?

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Why Lorman?

Over 30 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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  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

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Product ID: 400065
Published 2017
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