Know the Code (DD): How to Comply with the New W-2 Health Care Coverage Reporting Rules
Dan Taylor and Rich Glass, Infinisource

Under the Patient Protection and Affordable Care Act, many employers must report the aggregate cost of applicable employer-sponsored group health plan coverage on each employee's Form W-2, Wage and Tax Statement, for 2012 and beyond. On Jan. 3, 2012, the Internal Revenue Service (IRS) issued Notice 2012-09, which provides additional clarification regarding the W-2 provision that has created uncertainty for employers, including what types of plans are subject to the provision, whether all employers must comply and the method for determining the cost of health coverage. By listening to this archived presentation recorded on Jan. 9, 2012, you will be provided with the details you need to know about the new W-2 reporting requirement, including a discussion on the recent notice issued by the IRS. Learn about transitional relief, valuation options, the paymaster rule, the COBRA exception and other items that will affect employers.

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401(k) Common Compliance Traps and How to Avoid Them: Part 3
Alison Cohen, TRANSAMERICA Retirement Services, Associate VP, Plan Compliance Manager

In this final recording of the series, Alison focuses on consequences of failing to timely file a Form 5500 in addition to discussing plan reporting and disclosure. (Recorded Aug. 2011)

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401(k) Common Compliance Traps and How to Avoid Them: Part 2
Alison Cohen, TRANSAMERICA Retirement Services, Associate VP, Plan Compliance Manager

In Part 2 of the series, Alison focuses on failing to follow the Plan's terms and/or failing to timely amend the plan. The presentation includes consequences, penalties, ways to avoid the problem and the best way to fix the problem if it has already happened. Fees, penalties, interest and the IRS' "Voluntary Correction Program" (VCP) are all discussed. (Recorded Aug. 2011)

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401(k) Common Compliance Traps and How to Avoid Them: Part 1
Alison Cohen, TRANSAMERICA Retirement Services, Associate VP, Plan Compliance Manager

This 3-part series will focus on avoiding compliance traps and - if the trap is sprung - provide options employers can take to minimize issues, penalties and fines while getting back into compliance. In Part 1, Alison discusses late deposits of employee deferrals or loan repayments, the late correction of a failed nondiscrimination test and the reasons why it is important to correct these issues. (Recorded Aug. 2011)

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FMLA Trends, Outsourcing and Best Practices
Cheryl Jez, Regional Practice Leader, Sales: Reliance Standard Life Insurance

This third and final installment of the Family Medical Leave Act HRFocus webinar series provides significant FMLA facts and statistics, looks at outsourcing FMLA administration and provides tips for curbing abuse of FMLA. Cheryl will also share some leave of absence and FMLA "Best Practices". (Recorded Aug. 2011)

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FMLA Documentation
Cheryl Jez, Regional Practice Leader, Sales: Reliance Standard Life Insurance

The second part of the Family Medical Leave Act HRFocus webinar series delves into the documentation requirements under FMLA. This informative session will review forms and letters, the employer's notice requirements, leave policies, and the employee's responsibilities. It will also touch on the interaction between FMLA and another federal law, the Americans' With Disabilities Act (ADA). (Recorded Aug. 2011)

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FMLA 101
Cheryl Jez, Regional Practice Leader, Sales: Reliance Standard Life Insurance

Part one of the HRFocus webinar series on the Family and Medical Leave Act is "FMLA 101" - an introduction to the FMLA. The focus will be on the basics of this complex federal law including eligibility rules, benefits, tracking methods, qualifying events, definitions, and information on the more recent Military FMLA leaves. (Recorded Aug. 2011)

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HIPAA Privacy and Security: What's New and What's Upcoming
Dan Taylor, National Sales Manager, Infinisource
Rich Glass, JD, Chief Compliance Officer, Infinisource

This is the third and final part of the series on HIPAA Privacy and Security in 2011. In this final installment, Infinisource reviews the Interim Final Rule (IFR) on electronic transactions, reviews proposed regulations on accounting of disclosures, looks at enforcement activity and previews upcoming rules and guidance. (Recorded Aug. 2011)

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New Obligations for Employers Under the HITECH Act
Rich Glass, JD, Chief Compliance Officer, Infinisource
Karen Kirkpatrick, Senior Compliance Advisor, Infinisource

Part two of our series on HIPAA Privacy and Security in 2011 focuses on the HITECH Act. The Interim Final HITECH Act Rule is reviewed, including specifying who must comply with the Act and defining unfamiliar key terms. In addition, a Breach Notification Map is provided to assist in determining if a breach occurred and-if it did-what steps should be taken. (Recorded Aug. 2011)

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Overview of HIPAA Privacy and Security and Employer's Best Practices
Dan Taylor, National Sales Manager, Infinisource
Karen Kirkpatrick, Senior Compliance Advisor, Infinisource

This comprehensive webinar is part 1 of a three part series on critical aspects of HIPAA Privacy and Security in 2011. It defines Covered Entities, Employers, and Business Associates and discusses how the regulations currently apply to each. It also defines Protected Health Information (PHI) and how it should be "cared for". Finally, it touches on possible violations, penalties and best practices. (Recorded Aug. 2011)

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Introduction to Social Security Disability
Valery Maercklein, Social Security Administration (SSA)

Valery Maercklein presents an overview of the basic concepts of Social Security Disability including the definition of disability under Social Security and who is eligible to receive these benefits. Also included are a brief review of the Social Security statement and a discussion of the advantages, requirements and steps for applying online for Social Security Disability benefits.

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ERISA 102: Roles & Responsibilities in ERISA Plans
John Gall , Unum

This webinar discusses additional responsibilities of ERISA fiduciaries including the reporting responsibilities of an ERISA plan through the annual Form 5500 Filing and attached schedules. ERISA plan administrators must be aware of disclosures required under ERISA for plan participants in the form of Summary Plan Descriptions and Summary of Material Modifications. Also discussed are restrictions on safeguarding of plan assets and the acceptable uses of plan assets, including a discussion of prohibited transaction rules.

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Grandfathered Health Plans
Suzanne Spradley, NFP

In this webinar, Suzanne Spradley outlines the applicable requirements foremployers when deciding whether to retain and maintain grandfathered status for their group health plans. This includes what plan design changes jeopardize grandfathered status, anti-abuse rules, and examples that describe each scenario. Finally, other insights provided by the interim final regulations are discussed.

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Coverage of Preventive Services Under the PPACA
Jessica J. Watts, NFP

This overview of the interim final regulations released on July 19, 2010 discusses coverage of preventive services as required by the PPACA. It covers which entities must comply with the regulations, the agencies responsible for the recommendations, examples for what cost-sharing is or is not permitted, and next steps that a plan sponsor should take to incorporate these new requirements.

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Form 5500 Electronic Filing
Mike and Kari Schneider, Wrangle, LLC

Form 5500 Electronic Filing is here. Mike and Kari Schneider with Wrangle, LLC, discuss the process and its changes from current law. Employers sponsoring plans subject to the Form 5500 filing requirements will learn what the law requires and how their filings should be prepared so that they are accurately and timely sent to the Employee Benefits Security Administration.

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Employee Free Choice Act: Preparing for a New Era of Union Organizing
Phil Jones, FBD Consulting

Phil Jones with FBD Consulting presents "Employee Free Choice Act: Preparing for a New Era of Union Organizing." Phil explains the Free Choice Act and how it will affect employers. He also provides a step by step guide for employers to follow when faced with a union organizing campaign. Phil Jones is a consultant with FBD Consulting, LLC. He has over 30 years of human resource experience and is the former President of the Kansas City Chapter of the Society of Human Resource Management (SHRM). Phil specializes in reorganizations and union environments.

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The Paul Wellstone and Pete Domenici Mental Health Parity and Addiction Equity Act of 2008
Janet Farrer, Greenberg Traurig

The effective date for The Paul Wellstone and Pete Domenici Mental Health Parity and Addiction Equity Act is fast approaching. It goes into effect for most group health plans for plan years beginning on or after October 3, 2009, with a later effective date possible for collectively bargained plans based on the date of the most current bargaining agreement. Our speaker Janet Farrer with Greenberg Traurig discusses the new legislation and its changes from current law. Employers sponsoring group health plans will learn what the law requires and how their plans need to be amended in or order to comply.

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The Value of Background Checks
Julie McKee, FBD Consulting, Inc.

Hiring the right candidate is one of the most important decisions an employer makes. Background checks can provide valuable information on candidates. But many employers are unclear as to how to conduct background checks and exactly what information may be obtained. Join Julie McKee with FBD Consulting as she discusses the value of conducting background checks and how an employer can use high-tech resources like Facebook and MySpace to learn more about a candidate.

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Introduction to Wellness, Health, and Productivity Programs
Ashley Beverly, Viverae (formerly Elite Wellness)

Many in the HR world have heard of wellness programs, but some may not understand all the benefits of implementing one, have tried unsuccessfully in the past, or were unable to get senior management support. Our speaker, Ashley Beverly, discusses the design options of a wellness program, why an organization should implement one, how to get management's approval, and how to measure the success.

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Employer Requirements under USERRA
Kermit Gable, Employer Support of the Guard and Reserve

The Uniformed Services Employment and Reemployment Rights Act of 1994 (USERRA) places many requirements on employers, including honoring an employee's right for military leave, reemployment obligations, and offering continuation of health coverage. Kermit Gable, an Ombudsmen for the Department of Defense, Employer Support of the Guard and Reserve, details employer requirements under USERRA.

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Federal Wage & Hour: How to Avoid the Landmines of the FLSA
Julie Davis, FBD Consulting, Inc.

Join Julie Davis as she covers the major provisions of the Fair Labor Standards Act (FLSA), including minimum wage, exemption from overtime, child labor, and record keeping. Additionally, she provides information on the potential landmines of this legislation and how employers can best avoid them.

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COBRA :What Every Employer Needs to Know
Sue Bisbee, Infinisource

Don't let COBRA compliance issues strike you unawares. Sue Bisbee, Regional Sales Manager with Infinisource, takes you through the basics of what every employer needs to know about managing COBRA, including: goals of COBRA administration, COBRA enforcement, qualified beneficiaries, qualifying events, COBRA coverage and timeframes, and COBRA notifications.

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HIPAA: What Every Employer Should Know
Peter Cizik, HIPAA Solutions Rx

The Health Insurance Portability and Accountability Act of 1996 (HIPAA) has drastically changed the way we all manage confidential health information. In this Webinar, Peter Cizik, CEO of HIPAA Solutions Rx, will cover what every employer should know about HIPAA Privacy and Security.

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Mission Impossible: Managing Employee Absenteeism without Violating the ADA and FMLA
Julie McKee, FBD Consulting, Inc.

Navigating the legal maze of ADA and FMLA requirements can be a daunting task. Every employer needs to be prepared to handle tough absenteeism problems without running afoul of these and other applicable laws. This session will provide a roadmap for navigating these issues so that you will say, Mission Possible.

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Workplace Harassment: What You Don't Know Can Hurt You
Julie McKee, FBD Consulting, Inc.

Claims of discrimination and harassment are not uncommon in the workplace. To address these concerns, this session will cover key aspects of the evolving laws and court decisions on this issue. Included are The Three P’s of Prevention: Policies, Procedures, and Practices.

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Ebe & Associates, P.C.

Jeffrey A. Hagelman, a partner at Ebe & Associates, P.C., is an attorney Board Certified in Labor and Employment Law by the Texas Board of Legal Specialization. Mr. Hagelman has represented employers ranging in size from small family-owned businesses to multi-national publically held corporations. Mr. Hagelman routinely consults with plan administrators regarding creation, revisions, amendments, plan administration and other aspects of their ERISA plans. He also defends employers and plan administrators in federal court against claims from employee beneficiaries and participants.