Programs: Employee Benefits 101 | Employee Benefits 201 | Employee Benefits Masters | Executive and Fiduciary Responsibility | Plan Compliance
PROGRAM: EMPLOYEE BENEFITS MASTERS
Who: Designed for experienced benefits professionals who are in a decision-making capacity.
What: For those who want to learn the dynamics of medical plan pricing, plan design, benefits strategy, and core compliance issues!
I. Creating a Corporate Benefits Strategy
A.
Strategic
benefits philosophy
B.
Benefits
benchmarking
II. National Healthcare Reform (PPACA)
A. Pocket cheat sheet
B. An important analogy – stew!
C. Legislation challenges in court. Why?
D. Key provisions that executives need to know (W-2 Reporting, MLR, administrative headaches)
E.
Industry
taxation provisions – Cost increases
III. Wellness Initiatives with Real ROI
A.
The
case for wellness
B.
The
role of the employer
C. The buzz vs. the reality
D. Criteria for a successful wellness program
IV. Medical Insurance – It’s Not About the “Premium”
A.
Cost
of healthcare
B.
What
drives premiums – the theory
C.
What
drives premiums – the components
D.
How
does creditability work?
E.
Components
of a fully insured plan
F.
Components
of self funding
G.
Some
important realities of self-funding
H.
Sample
renewal analysis
V. Benefits Cost Saving Strategy
A.
Traditional
cost saving strategies
B.
Top
ten employer cost saving strategies for the 21st century
C. Know the numbers - cost and contribution modeling
D. What the future may likely hold
VI. Welfare Plan Compliance at the Masters Level
A.
ERISA
B.
5500s
C.
SPD
and Plan Documents
D.
Language
requirements
E.
Required
disclosures
F.
HIPAA
pre-ex
G.
CMS
reporting
H.
Severance
package pitfalls
I.
The
welfare plan audit
VII. Taxation Nuances – Common Mistakes Made by Employers
A. Life insurance Table I taxation
B. Short term disability insurance taxation
C. Long term disability insurance taxation
D. Domestic partners tax issues
VIII. Section 125 Plans (FSAs)
A. Strategic Plan Design
B. Compliance Issues
IX. Section 132 Plans (Commuter Plans)
A. Strategic Plan Design
B. Commuter Ordinances
X. COBRA
A. Common COBRA Failures
B. Penalties and Liability
XI. Retirement Plans – Plan Design and Compliance
A.
Strategic
Plan Design
B.
Compliance
Issues