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21 Slides available anytime
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Why Is This Guy Still on My Health Plan?

 
There are numerous reasons an individual may be participating in your health plan, from their having a legal right to participate due to their (former) status as an employee or an employee’s spouse, domestic partner, or dependent, to the wording of the individual policy, to mistake or fraud. The longstanding federal statutes, known as COBRA and HIPAA come into play, as does the 2010 enacted ACA, the recently revised Defense of Marriage Act, and several other federal requirements. This on-demand webinar will address these reasons, cover how you might formally investigate whether the right individuals are participating in your plan, and discuss how to address a participant or beneficiary who should not have been initially enrolled.

Learning Objectives:
•You will be able to review the Internal Revenue Code and Employee Retirement Income Security Act of 1974.
•You will be able to discuss Consolidated Omnibus Budget Reconciliation Act of 1985 (COBRA).
•You will be able to review Family Medical Leave Act.
•You will be able to explain eligibility audits.

Faculty

Lowell J. Walters

Lowell J. Walters

Gray-Robinson, P.A.

Agenda

Faculty

Lowell J. Walters

Lowell J. Walters

Gray-Robinson, P.A.

  • Attorney with Gray-Robinson, P.A.
  • Helps business owners and entities receive beneficial tax treatment for their retirement and welfare plans by working with plan administrators, the IRS, Department of Labor or other regulatory agencies to ensure employee benefit plans are drafted and operated in compliance with the Internal Revenue Code, the Employee Retirement Income Security Act of 1974 (ERISA), and state law
  • Experience also includes advising and protecting employers and the tax status of employee benefit plans due to employee reclassifications and mergers and acquisitions
  • Has written and spoken on many topics related to his areas of expertise
  • Member of The Florida Bar, Hillsborough County Bar Association, Tampa Bay Pension Council, Florida West Coast Benefits Council (president, 2007 to 2008) and New Tax Professionals Association (co-chair, 2006)
  • LL.M. degree, University of Miami School of Law; J.D. degree, Brooklyn Law School; B.A. degree, Rutgers College of Rutgers University
  • Can be contacted at 813-273-5276 or [email protected]

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