In the fast lane of employee benefits compliance, brokers need the right training to stay ahead. Navigating compliance can feel like a winding road. But with Medcom’s 5-part broker training program, you’ll have a clear roadmap to keep your business and clients on track. Compliance isn’t just about avoiding penalties—it’s a chance to grow your business, build client trust, and streamline operations.
Your Roadmap to Success
Join us from February 6 to March 6 for five essential compliance sessions, plus a bonus Q&A in the final week to keep you on track.
Session 1: ERISA and Plan Documents: Learn the ins and outs of ERISA, fiduciary duties, and the critical documents your clients need to stay compliant, including SPDs and wrap documents.
Session 2: ERISA and Form 5500: Get a break down of SPD and other notice distribution requirements, dive into Form 5500 filing, and learn best practices for handling delinquent filings.
Session 3: Tax-Advantaged & Account-Based Plans: Master the details of cafeteria plans, mid-year election changes, and nondiscrimination testing, along with overviews of HSAs and HRAs.
Session 4: Essentials of COBRA Compliance: Understand COBRA qualifying events, coverage periods, and employer responsibilities along with how COBRA applies in different scenarios, including leaves of absence and mergers.
Session 5: ACA, HIPAA & CAA: Explore ACA regulations, mental health parity, transparency rules, HIPAA privacy and security for self-funded plans, and Consolidated Appropriations Act (CAA) compliance.
Bonus Session: Q&A: Get expert answers to your lingering compliance questions and ensure you're fully prepared to apply what you've learned.
The Road to Business Growth
By attending this training, brokers can enhance their expertise, strengthen client trust, and improve business operations. Compliance knowledge will help brokers manage client expectations, stay on top of regulatory changes, and avoid costly errors. More importantly, this training positions brokers to drive their business forward and stand out in a competitive market.
Hop in the Driver’s Seat
Don’t get left behind on the road to compliance—register today for Medcom’s 5-part broker training series at the special discounted rate of $79 (a $499 value)! Start your journey now for a smoother ride for both your business and clients. Let’s drive compliance forward together!
