Live Webinar

65-minute live streaming program
  • May 12
  • 1:00 - 2:05 pm EST

A Practical Approach to Developing a Wellness Program

May 12

Build compliant, effective wellness programs while avoiding costly legal mistakes.

Building a wellness program that actually works and is legally compliant is a challenge. With all of the various laws that may apply to a wellness program, employers can run into costly mistakes. In this presentation, Jason Rothman, Partner and Attorney at Calfee, Halter & Griswold will break down the biggest compliance risks, how wellness programs have evolved, and what it takes to build something effective and penalty proof.

Learning Objectives

  • You will be able to identify HIPAA compliance requirements applicable to wellness plans based on plan design.
  • You will be able to discuss the application of the ADA considerations to wellness plans.
  • You will be able to explain what legal considerations wellness plans have as it relates to incentives/surcharges.
  • You will be able to recognize the importance of having a well-designed and well-thought out wellness plan.

Purchase Options

Add to Wishlist

More Program Information

Why Lorman?

Over 39 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

HIPAA Compliance Issues
  • Participatory Programs
  • Health-Contingent Programs
  • Recent Case Law
ADA Compliance Issues
  • The Regulations
  • Incentive Considerations
  • Case Law
Other Legal Compliance Considerations
  • ERISA
  • COBRA
  • Tax Law
  • Others
Plan Design
  • Stick or Carrot
  • Communications
  • Employee Buy-in
Purchase Options

Add to Wishlist

More Program Information

Why Lorman?

Over 39 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

Live Webinar Registration

  • ASA 1.0
     
  • This program may qualify for 1.0 continuing education hour(s) towards maintaining your ASA credential. Please contact ASA for more information at [email protected]. Please retain proof of attendance in the event your CE record is audited.
     
  • HR Certification Institute 1.0
     
  • This program has been pre-approved for 1.0 (General) recertification credit hours toward aPHR®, aPHRi(TM), PHR®, PHRca®, SPHR®, GPHR®, PHRi(TM), and SPHRi(TM) recertification through HR Certification Institute® (HRCI®). For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org.
     
  • SHRM 1.0
     
  • Lorman Education Services/Noggin Guru Inc. is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for 1.0 PDC(s) for the SHRM-CP or SHRM-SCP.
     
  • CPE 1.2 including Personnel/HR 1.2
     
  • Noggin Guru, Inc. dba Lorman Education Services and BankersHub 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.nasbaregistry.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: 1.2 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 1.2 hours. Prerequisite: . 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.
     

Who should attend?

This live webinar is designed for human resource managers, benefits professionals, presidents, vice presidents, business owners and managers, supervisors, payroll professionals, accountants and attorneys.

Purchase Options

Add to Wishlist

More Program Information

Why Lorman?

Over 39 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

Jason A. Rothman

Jason A. Rothman

Calfee, Halter & Griswold LLP

Jason Rothman

  • Partner at Calfee, Halter & Griswold LLP and Co-Chair of Employee Benefits and Executive Compensation Practice Group
  • Represents publicly traded companies, privately held businesses and nonprofit organizations on all aspects of employee benefits and executive compensation law
  • Recognized by Chambers and Super Lawyers in employee benefits law
  • Sought after speaker/presenter for numerous organizations including Ohio State Bar Association, SHRM, and Employers Council on Flexible Compensation, and Worldwide Employee Benefits Network
  • Has been quoted/published in numerous publications including Washington Post, Plan Sponsor Magazine, Plan Advisor Magazine, Human Resource Executive, Employee Benefit Advisor, The Federal Lawyer, and SHRM.
  • Can be contacted at [email protected] or 216.622.8227
Purchase Options

Add to Wishlist

More Program Information

Why Lorman?

Over 39 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.

All of your training, right here at Lorman

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • OnDemand Courses
  • Live Webinars
  • MP3 Downloads
  • Course Manuals
  • Executive Reports
  • White Papers and Articles

Additional benefits include:

  • State Specific Credit Tracker
  • All-Access Pass Course Concierge

Questions? Call 877-296-2169 to speak with a real person.

Sign Up Today
With This Course

Access to all training products for one year
$699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.

Product ID: 412502
Published 2026
Purchase Options

Register today before this event fills.