You think you have a handle on your benefit compliance….But it’s likely you’ve missed something. As many as 70% of small employers are out of compliance in some area of the complex benefit compliance regulations. Find out what they are and how to fix it.
In addition to this step by step guide as to an employer’s legal responsibilities; topics to be covered will teach you strategies to avoid common pitfalls, which may include:
Premium Only Plans (POP)
Health Reimbursement Arrangements (HRAs)
Flexible Spending Accounts (FSAs)
ERISA Plan Documents
DOL Fiduciary Requirements and Notices
About our speakers: Marc has educated thousands of brokers and employers in various Health Underwriters chapters throughout the country since joining Word and Brown Companies in 1996. His experience with Word & Brown’s Conexis division includes roles as Sales Manager, Director of Sales, and Regional Vice President of Sales. Currently, Marc manages compliance for all of the Word & Brown Companies; his extensive knowledge of ERISA, Federal COBRA regulations and the IRS tax code allows him to identify the most effective compliance solutions for employers and broker partners. Marc received his BA English from California State University of Fullerton.
Sharon Martin is the President and Founder of Profit Strategies, Inc.; a boutique firm that offers personalized back office services for micro and small employers including Human Resources, Bookkeeping and Benefits. Founded in 1999, Profit Strategies extensive background in benefits and finance brings a unique blend of expertise to the small business owner allowing them to free themselves from the compliance side of their business.
The East Ventura County Employer Advisory Council (EAC) is composed of employer volunteers representing a cross-section of business and industry. The EAC was developed to promote a stronger partnership between the California Employment Development Department (EDD) and the business community. Its commitment is to assist employers in conducting their business more effectively and efficiently, to provide information on employment-related issues, and to enhance the communication between EDD and the private sector. This presentation is provided for educational and informational purposes only; it does not constitute an endorsement of the curriculum or speakers by the State of California EDD or by the East Ventura County EAC. Aside from staff designated to represent EDD, we assume no responsibility for the accuracy, legality or content of the materials provided during this event.
PROGRAM:8:15 AM – 9:15 AM (BREAKFAST PRESENTATION)
Registration 7:30 – 7:55 AM
Announcements 8:00 – 8:15 AM
EDD, an equal opportunity employer/program, is a partner in this event. Special requests for accommodation need to be made two weeks prior to the event by emailing firstname.lastname@example.org
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September 20, 2017
7:30 am - 9:15 am
LOS ROBLES GREENS GOLF COURSE BANQUET ROOM
299 S. MOORPARK ROAD THOUSAND OAKS, CA Map and Directions