Slide Deck

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  • 26 Slides

Changes of Status Checklist

 

Employees rarely remain in the same status throughout their entire career with a company.

Most employees go through multiple status changes throughout their time with an employer: various leaves of absence (some of which may be covered by FMLA), transitions from part-time status to full-time status, termination of employment, and maybe even rehire. Many of these status changes impact eligibility under the employer's benefit plans. Are benefits handled differently for employees on FMLA leave versus non-FMLA leave? How do employees transition from benefit-eligible positions to non-eligible positions and back again? What happens if an employee terminates employment for only a couple of weeks and then is rehired? This topic will walk through the various types of status changes that employees could experience during their time with a company and how various benefits could be affected by those status changes. Finally, the information will emphasize the importance of planning to prevent issues from arising and how employers can prepare for the future to prevent new issues.

Agenda

Faculty

Patricia Beaty

Patricia Beaty

Taft Stettinius & Hollister, LLP

  • Partner in the office of Taft Stettinius & Hollister, LLP focusing exclusively on employee benefit matters
  • Practice emphasizes all aspects of employee benefits and executive compensation of both retirement and health and welfare plans
  • Conducts regular client training, seminars, and workshops on ERISA, fiduciary duties, the Affordable Care Act, IRS and DOL audits, 401(k) plans, defined benefit plans, cash balance plans, health and welfare plans, VEBAs, Medicare Secondary Payer rules, litigation, mergers and acquisitions, 403(b) plans, 457(b) plans, 457(f) plans, and new comparability (cross-tested) plan designs
  • Certified employee benefits specialist (CEBS), American Bar Association Committee on Employee Benefits, Indiana Benefits Conference (past chairperson), Indianapolis Bar Association, and current President of the Indiana Chapter of the International Society of Employee Benefit Specialists
  • J.D. degree, Indiana University, Robert H. McKinney School of Law; B.S. degree, Ball State University
  • Can be contacted at [email protected] or 317-713-3533

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