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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.

Runtime: 70 minutes
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Why Lorman?

Over 32 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

Change in Status Overview

  • Benefits Affected
  • Types of Changes
  • Preventing Status Change Issues

Benefits Affected

  • Self-Funded Benefits
  • Fully Insured Benefits
  • Cafeteria Plan Elections
  • Retirement Plans

Types of Changes

  • Hire
  • FMLA Leave
  • Non-FMLA Leave
  • Changes in Employment Status (Full-Time vs. Part-Time; Salaried vs. Hourly)
  • Termination of Employment
  • Rehire

Preventing Issues

  • Plan Ahead of Time
  • Clean up Current Issues
  • Prepare for the Future
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More Program Information

Why Lorman?

Over 32 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 September 24, 2019.

Call 1-866-352-9540 for further credit information.

  • SHRM 1.0
     
  • 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 1.0 PDC(s) for the SHRM-CP or SHRM-SCP. For more information about certification or recertification, please visit www.shrmcertification.org.
     

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 32 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

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 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, 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, American Society of Pension Professionals and Actuaries
  • J.D. degree, Indiana University Robert H. McKinney School of Law; B.S. degree, Ball State University
  • Can be contacted at 317-713-3533 or [email protected]
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Why Lorman?

Over 32 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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Product ID: 405111
Published 2019
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