Notice: Our offices will be closed Monday, May 29 in observance of Memorial Day. We will resume normal business hours on Tuesday, May 30 at 8:30am EST. If you have questions about your account during this time, please use our online contact form and we will respond as quickly as possible.

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2017 Client Webinar Series

Below is the schedule for 2017 webinars. Invitations will be available here on this page during the year and also shared by email approximately 10 days prior to each webinar. It is likely that additional topics and sessions will be added as the year progresses. If so, they will be advertised here on our website and shared by email.

Date Topic
January: Plan Document Basics: What You Need To Know (Direct Distribution Recording)  Watch
February 21: The Basics of COBRA Compliance - What Employers Need To Know  Watch
March 22: Mini Webinar: Considerations When Adding a Health Savings Account (HSA)  Watch
April 18: Form 5500 Review and Updates  Watch
May 16: Mini Webinar: Medicare and Employee Benefits  Watch
June 20: Top 10 Benefits Compliance Mistakes
July: No Regular Webinar
August 15: Mini Webinar: Flex Plan Administration: Expense Adjudication, Debit Cards & Other Common Questions
September 19: Attendee Choice Webinar (more details to come)
October 17: TBA
November 21: Mini Webinar: TBA
December 19: End of Year Compliance Update and 2018 Compliance Checklist

 

Invitations and registration details for our complimentary educational webinars are distributed approximately ten (10) days prior to the scheduled date. Most regular webinars occur on the 3rd Tuesday of the month. We also post registration links here online. If you would like to request specific information, provide feedback, or suggest a future session topic, you are welcome to contact us at This email address is being protected from spambots. You need JavaScript enabled to view it..

Additional webinar options: If you would like to request a webinar or seminar for your organization or an association in which you participate, we welcome the opportunity to discuss with you.

 

Archive: 2016 Webinar Series

Date Topic
January 26: Mini Webinar: Employee Leaves of Absence & Benefit Elections  Watch
February 16: Update on Health Savings Accounts (HSAs) & Employer Options  Watch
March 15: Mini Webinar: Refresher on Mid-Year Qualifying Events  Watch
April 19: Update on Form 5500 Reporting for Health & Welfare Plans  Watch
May 19: Update & Overview of Key Benefits Compliance Issues for 2016  Watch
June 28: Mini Webinar: Practical Planning for July 31 Compliance Deadlines and Other Items  Watch
July: No Regular Webinar
August 16: Attendee Choice Webinar: The ERISA Plan Administrator – What Employers Need To Know  Watch
September 20: Summary Plan Descriptions (SPDs) & ERISA Compliance  Watch
October 18: Update on FSA & HRA Plans  Watch
November 15: ACA Update: Guided Quiz on Play-or-Pay  Watch
December 15: End-of-Year Compliance Update & 2017 Compliance Checklist  Watch

 

Archive: 2015 Webinar Series

Date Topic
January 21: Mini-Webinar: Refresher on Mid-Year Qualifying Events  Watch
February 19: The Basics of Health Savings Accounts & Key Issues to Know  Watch
March 4: Mini-Webinar: Individual Premium Reimbursement  Watch
March 17: Mini-Webinar: Owner Eligibility for 125, HRA, and HSA Plans  Watch
April 21: ACA Update & Key Issues for Employers for 2015 & 2016  Watch
May 19: Update on Form 5500 Reporting for Health & Welfare Plans  Watch
June 16: Update on COBRA Requirements for Group Health Plan  Watch
July: No Monthly Webinar
August 18: ACA Update and Compliance Planning for Employers  Watch
September 15: ERISA Update & Refresher on Plan SPDs  Watch
October 20: Update on HRA Plans & Creative Plan Solutions  Watch
November 18: Update on Section 125 Plans, FSAs, & Pre-Tax Benefits  Watch
December 15: End-of-Year Compliance Update & 2016 Compliance Checklist  Watch

 

Archive: 2014 Webinar Series

Date Topic
February 18: Health Care Reform Update: Details of New Employer Mandate Guidance ("Play-or-Pay")  Watch
March 25: What Employers Need to Know about Summary Plan Descriptions ("SPDs")  Watch
May 22: HSA Eligibility & How HRAs & FSAs Coordinate with HDHPs & HSAs  Watch
June 17: Update on Form 5500 Reporting for Health & Welfare Plans
July 22: Health FSA Rollover & Ways to Increase FSA Participation & Tax Savings  Watch
September 3: Update on ACA's Employer Mandate
October 14: Update on HRA Plans & Creative Plan Design Solutions  Watch
November 12: Update on Section 125 Plans, FSAs, & Pre-Tax Benefits  Watch
December 16: End-of-Year Compliance Review & 2015 Compliance Checklist Watch