Slide Deck

37 Slides available anytime
  • 37 Slides

Wellness Programs: EEOC Enforcement Actions and Complying with Federal and State Laws

 

Employ a wellness program that creates benefits and growth for your business.

Implementing a comprehensive wellness program can yield a multitude of advantages and benefits. These wellness initiatives not only promote a holistic approach to health but also play a pivotal role in preventing potential liabilities. By adhering to best practices for disclosure and documentation, businesses can navigate through complex regulations, such as ERISA, HIPAA, and taxation requirements, ensuring compliance and mitigating risks. Fostering a culture of transparency and accountability through stringent document retention requirements and disclosure obligations can fortify the integrity of your wellness program, paving the way for a safer and healthier workplace environment. Anticipating the involvement of enforcement agencies such as the EEOC, CMS, DOL, IRS, and state and local authorities, businesses can align their wellness programs with regulatory expectations, positioning themselves for sustainable growth and success.

Agenda

Faculty

Tonie Bitseff

Tonie Bitseff

UMWA Health & Retirement Funds

  • Assistance General Counsel, United Mine Workers of America Health and Retirement Funds
  • Over 20 years of experience serving as ERISA counsel to employee benefit plans and employers
  • Experience identifying legal issues in design, implementation, administration, corrections, and conflict resolution related to health plans, severance plans, life insurance, disability benefits, wellness plans, 125 plans, individual account plans (HSAs, FSAs, and HRAs), retirement plans, and other forms of compensation
  • Experience addressing legal issues in performing diligence reviews, internal audits, benefits outsourcing, vendor management, ERISA fiduciary liability, ERISA claims and appeals processes, and government audits
  • LL.M. degree in taxation, University of Washington School of Law; J.D. degree, Seattle University School of Law; B.A. degree in speech communications, University of Washington
  • Can be contacted at [email protected]
Liza A. Wade, MS, CHES

Liza A. Wade, MS, CHES

Liza Wade

  • Focuses on Workplace Wellness, Health & Safety
  • Works with Individual clients, onsite and virtual workshops, private wellness retreats
  • Certified Health Education Specialist (CHES)
  • MS, Health Promotion with a concentration in Workplace Wellness
  • Can be contacted at [email protected]

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