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Employee Benefits & Compliance Training for HR Professionals
Contact us to schedule$1,950 (Full 7 Sessions)
Meet the Instructor
Derek Ashton, CEBS
Director of Training & Compliance Business Development
An in-demand speaker and host of the popular year-round “Compliance Recharge” series, Derek informs and entertains while delivering practical insights tailored to the interests of insurance producers, benefits consultants, and brokerage client service professionals. After earning a B.A. in Divinity, Derek attained the Group Benefits Associate (GBA), Compensation Management Specialist (CMS), and Certified Employee Benefit Specialist (CEBS) designations through the International Foundation of Employee Benefit Plans and the Wharton School of the University of Pennsylvania. After joining Medcom in 2012, he directed the company’s Compliance & Actuarial Division for over seven years and now serves in a compliance consulting, training, and business development leadership role.
Training Agenda
Session 1: Compliance, ERISA Fiduciary Responsibility & Plan Documents
- Introduction to Employee Benefits & Compliance
- Federal Laws Impacting Employer-Sponsored Health & Welfare Plans
- Consideration of State Laws
- Why Compliance is Important
- Federal Regulatory Agencies
- Audits and Enforcement
- Avoiding Penalties and Managing Compliance Risk
- ERISA Fiduciary Overview & Plan Documents
- Employer Fiduciary Responsibilities
- Maintaining Compliant Plan Documentation
- Best Practices for Distribution of Documents and Notices to Employees
Session 2: Benefit Plan Eligibility & Election Changes
- Open Enrollment
- New Hires
- Special Enrollment Rights
- Cafeteria Plan Election Changes
- Nondiscrimination Rules
- Other Compliance Considerations (ACA, Tax Code, HIPAA, etc.)
Session 3: Keys for Success with COBRA
- COBRA Overview
- Qualifying Events & Second Qualifying Events
- COBRA Time Frames& Coverage Periods
- Applying COBRA Rules in Special Situations
- Medicare & COBRA
- Leave of Absence Scenarios
- COBRA & Severance Agreements
Session 4: Leaves of Absence, FMLA, & ADA
- Overview of FMLA
- Navigating FMLA and ADA
- Best Practices for Managing Benefits
- During a Leave of Absence
Session 5: The Affordable Care Act
- Overview of Market Reforms
- FTEs, Eligibility, & Tracking
- Rehire Rules
- Affordability
- Employer Reporting
- Penalties & Enforcement
Session 6: The Consolidated Appropriations Act
- No Surprise Billing
- Compensation Disclosures
- Annual RxDC Reporting
- Annual Gag Clause Attestations
- Mental Health Parity Requirements
Session 7: HIPAA Compliance & Best Practices for Compliant Employee Benefit Programs
- Overview of HIPAA & Privacy Regulations
- Best Practices for Compliant Employee Benefit Programs