e3 Archived Events

Fiduciary Responsibilities Under ERISA (2 P.M. ET/ 11 A.M. PT)

16 Sep 2014

The Employee Retirement Income Security Act (ERISA) lays out the definition and responsibilities of fiduciaries. Individuals who oversee employee benefit plans need to understand these requirements. In this 75-minute intermediate level webinar we will cover:

  • How a person becomes a fiduciary
  • The duties of a fiduciary (selecting and monitoring service providers, making sure contributions are made on time, providing required disclosures to plan participants, etc.)
  • The importance of creating and following procedures
  • The critical need to read and follow the plan
  • Potential consequences of mismanaging fiduciary responsibilities
  • Ways to manage fiduciary duties and risks
  • Recent developments with fiduciary obligations

This webinar will focus on group health plan issues, but will also touch upon some of the additional issues that fiduciaries of retirement plans need to consider. As Department of Labor audits of benefit plans become more commonplace, this is a must-see webinar for anyone tasked with overseeing employee benefits.

Jackson Lewis, dedicated to representing management exclusively in workplace law, is one of the fastest growing workplace law firms in the U.S., with over 700 attorneys practicing in 49 locations nationwide.

Presenters:

Randal M. Limbeck
Shareholder
Jackson Lewis P.C.

Randal M. Limbeck is a Shareholder in the Omaha office of Jackson Lewis P.C. He specializes in representation of clients in the areas of ERISA, employee benefits, and executive compensation. Mr. Limbeck has represented clients in a broad range of industries and size, with respect to design, document drafting, employee communications, litigation and assistance in dealings with the IRS and Department of Labor.

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Planning for 2015 - Open Enrollment and Other PPACA Issues (2 P.M. ET/ 11 A.M. PT)

12 Aug 2014

The Patient Protection and Affordable Care Act (PPACA) continues to phase in. Many plan design requirements took effect in 2014 for both large and small plans. This next year will bring employer-shared responsibility ("play or pay") requirements for larger employers. PPACA has also affected the notices employers need to give as part of the open enrollment process and it affects COBRA. To help plan sponsors understand their options and obligations, this 90-minute intermediate level webinar will cover:

  • A review of the 2014 plan design requirements, including the eligibility waiting period rules
  • How group health plans and the Marketplace handle special enrollment and Section 125 change in status events
  • Upcoming fees
  • The health plan identifier requirement
  • Notices that should be included in your open enrollment packet -- and those that are no longer needed
  • A refresher on Summary of Benefits and Coverage requirements, including the transition and distribution rules
  • A review of the common law employee definition
  • A reminder of how to count workers correctly -- and why it matters
  • Recent developments, and what is in the regulatory pipeline

Register for this essential webinar while seating is still available! The retail price to the public is $149. However, the first (50) seats will be at no cost to participants, compliments of e3 Financial (limit one complimentary seat per company). Thereafter, seats will be available at a discounted price of $99 – a savings of $50 over the retail price – So register now!

Please register by August 8, 2014

PRESENTER

Joyce, Shareholder, Jackson Lewis P.C.Joy M. Napier Joyce is a Shareholder in the Baltimore office of Jackson Lewis P.C. She counsels clients in a broad range of benefit matters, including general compliance, administration of qualified retirement plans under ERISA and the Internal Revenue Code, and welfare plan issues involving cafeteria plans, health plans, flexible spending accounts, group insurance products, COBRA and HIPAA. She is a member of the Jackson Lewis Health Care Reform Task Force and leader of the firm's Employee Benefits Practice Group.

This series is brought to you by your Partner Firm of United Benefit Advisors (UBA) -- the nation's leading independent employee benefits advisory organization with more than 200 Partner offices in 45 states, Canada and the United Kingdom -- and the National Association of Health Underwriters (NAHU), representing licensed health insurance agents, brokers, consultants and benefit professionals who serve the health insurance needs of employers and individuals seeking health insurance coverage.

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Understanding the Wage and Hour Laws (2 P.M. ET/ 11 A.M. PT)

08 Jul 2014

In recent years, employers have paid millions of dollars in back pay to workers who have been classified incorrectly or paid for fewer hours than they should have been. Both federal and state laws apply to employers, and some of the requirements are complicated. This 90 minute intermediate level webinar is designed to help you stay on top of your obligations under the Federal Labor Standards Act (FLSA).

This webinar will cover:

  • Which workers these laws apply to
  • Which employees are entitled to overtime, and proposed changes in those rules
  • Issues related to mobile devices
  • Calculating overtime
  • Managing unauthorized overtime
  • Minimum wage issues, especially for employers with employees in multiple states
  • Meal and rest periods

The retail price to the public is $149. However, the first (25) seats will be at no cost to participants, compliments of e3 Financial (limit one complimentary seat per company). Thereafter, seats will be available at a discounted price of $49 – a savings of $100 over the retail price – So register now!

Jackson Lewis, dedicated to representing management exclusively in workplace law, is one of the fastest growing workplace law firms in the U.S., with over 700 attorneys practicing in 49 locations nationwide.

Presenters:

Thomas M. Lucas
Shareholder
Jackson Lewis P.C.

Thomas M. Lucas is a Shareholder and Litigation Manager in the Norfolk, Virginia office of Jackson Lewis P.C. Mr. Lucas represents management exclusively in the full range of employment and labor law matters, including employment discrimination litigation and traditional labor law. An experienced trial attorney, Mr. Lucas defends clients in litigation arising under Title VII, the Age Discrimination in Employment Act, the Family and Medical Leave Act, the Americans with Disabilities Act, and in other employment-related civil litigation. He also represents clients before federal and state administrative and regulatory agencies, including the Equal Employment Opportunity Commission, the Department of Labor (Wage & Hour, OFCCP, OSHA), the National Labor Relations Board, the Department of Justice and ICE. Mr. Lucas' counseling practice includes drafting employment policies, handbooks, employment and non-competition agreements, and advising clients on the difficult day-to-day issues arising in the workplace. He trains managers and supervisors in the law and practice of union avoidance.

Kristina H. Vaquera
Shareholder
Jackson Lewis P.C.

Kristina H. Vaquera is a Shareholder in the Norfolk office of Jackson Lewis P.C. Ms. Vaquera’s practice focuses exclusively on labor and employment counseling and litigation. She represents employers in federal and state court lawsuits and agency investigations and charges covering a wide range of statutes and subjects, including anti-discrimination and civil rights laws, wrongful termination claims, wage and hour laws, covenants not to compete, leave of absence claims, negligent hire/retention, and breaches of fiduciary duty and contract. Ms. Vaquera has litigated class and collective actions, including FLSA, FCRA, and discrimination class actions. She also represents clients in mediation and arbitration before various national and state entities. As part of Ms. Vaquera’s counseling practice, she assists clients with employment agreements, handbooks, background checks and drug testing issues, and disciplinary action.

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ERISA: Basics and In Context (2 P.M. ET/ 11 A.M. PT)

10 Jun 2014

We thought we'd take a break from PPACA and get back to basics - ERISA basics, that is. Health care reform has created a number of critical issues for group health plans, but employers typically sponsor other benefits for their employees - dental, vision, life, long term disability, severance, and others. ERISA may apply to all of these programs, including health benefits. Because the Employee Retirement Income Security Act of 1974 is so fundamental to a company's overall employee benefits strategy and implementation, all plan sponsors need to be aware of certain key provisions of ERISA that affect plan design, administration, and compliance. In this 90-minute program, we will touch on the following:

  • Overview of ERISA's regulatory environment
  • Reporting and disclosure provisions, including basic rules for SPDs and wrap documents
  • Which plans are covered by ERISA, including voluntary benefits
  • ERISA preemption

We also will cover what can sometimes be vexing questions for plan sponsors, such as:

  • Are these "voluntary" benefits subject to ERISA?
  • When do we have to file an annual report/Form 5500?
  • Do we need a fidelity bond?
  • How do we handle benefits while an employee is on leave?

Ignorance of ERISA can create significant legal risk, even if you meet PPACA coverage mandates. This program will provide an introduction to ERISA and address some of the key concepts that all employers and other plan sponsors should know.

The retail price to the public is $149. However, the first (25) seats will be at no cost to participants, compliments of e3 Financial (limit one complimentary seat per company). Thereafter, seats will be available at a discounted price of $49 – a savings of $100 over the retail price – So register now!

***Please register by June 6, 2014

PRESENTER

Joseph J. Lazzarotti, Shareholder - Jackson Lewis P.C.

Joseph J. Lazzarotti is a Shareholder in the Morristown, New Jersey office of Jackson Lewis P.C. He leads the firm's Privacy, e-Communication and Data Security Practice. He also is a member of the Employee Benefits Counseling and Litigation Practice Group and is a member of the Firm's Healthcare Reform Taskforce.

Mr. Lazzarotti advises employers and plan sponsors regarding the establishment, administration and operation of fully insured and self-funded health and welfare plans, which includes counseling concerning the Affordable Care Act, as well as assisting in the set-up of administrative and other arrangements with third-party administrators, claims administrators and other vendors.

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Form 5500 Filing Requirements (2 P.M. ET/ 11 A.M. PT)

13 May 2014

Most employee benefit plans are required to file a Form 5500 annually, and penalties for not meeting this obligation can be costly. During this 90-minute basic- to intermediate-level webinar we will discuss:

  • Which plans must file the Form 5500, and which plans are exempt because of size, plan sponsor, or funding status
  • Rules and options for combining plan benefits into one or several filings
  • Filing due dates and extensions
  • The basics of completing the main form and the schedules group plans commonly need
  • Filing electronically
  • Penalties and the delinquent filer program
  • Areas of DOL and IRS emphasis in examining the Form 5500
  • Areas of the Form 5500 that increase audit exposure/strategies to reduce risk
  • Frequent errors in preparation of the Form 5500

The retail price to the public is $149. However, the first (25) seats will be at no cost to participants, compliments of e3 Financial (limit one complimentary seat per company). Thereafter, seats will be available at a discounted price of $49 – a savings of $100 over the retail price – So register now!

PRESENTERS

Randal M. Limbeck, Shareholder - Jackson Lewis P.C.
Randal M. Limbeck is a Shareholder in the Omaha office of Jackson Lewis P.C. He specializes in representation of clients in the areas of ERISA, employee benefits, and executive compensation. Mr. Limbeck has represented clients in a broad range of industries and size, with respect to design, document drafting, employee communications, litigation and assistance in dealings with the IRS and Department of Labor.

B. Tyler Philippi, Associate - Jackson Lewis P.C.
B. Tyler Philippi is an Associate in the Omaha office of Jackson Lewis P.C. Mr. Philippi represents clients encountering a variety of issues related to employee benefit plans including Internal Revenue Service and United States Department of Labor corrections, plan design and administration, and reporting and disclosure compliance. Prior to joining Jackson Lewis, Mr. Philippi worked as an Investigator for the United States Department of Labor's Employee Benefits Security Administration (EBSA) in Chicago, Illinois.

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Legislative and Regulatory Update (2 P.M. ET/ 11 A.M. PT)

08 Apr 2014

Want to know what is happening in Washington, D.C., as it relates to the now four-year-old Patient Protection and Affordable Care Act (PPACA)? While parts of the law have been implemented, major additional requirements are scheduled to take effect over the next several years. Significant regulations on the employer-shared responsibility and reporting requirements were issued earlier this year. Meanwhile, a number of bills have been introduced in Congress to modify, or even repeal, this law.

The retail price to the public is $149. However, the first (25) seats will be at no cost to participants, compliments of e3 Financial (limit one complimentary seat per company). Thereafter, seats will be available at a discounted price of $49 – a savings of $100 over the retail price – So register now!

As CEO of the National Association of Health Underwriters, Janet Trautwein has a unique perspective on what is happening with proposed legislation and both new and pending rules. Join us for this 90-minute webinar as Janet discusses what is happening in Washington, D.C., the possibilities of changes, some of the reasons behind the recent regulations, and what employers can expect over the coming months.

PRESENTER

Janet Trautwein, Executive Vice President and CEO of the National Association of Health Underwriters
Janet Trautwein is Executive Vice President and CEO of the National Association of Health Underwriters (NAHU) in Arlington, Virginia. Her responsibilities include oversight of all NAHU activities and primary representation of the association to the media, government agencies and elected officials at all levels, the insurance industry, and the public.

Prior to becoming the CEO of NAHU, Janet served for many years as the head of NAHU's government affairs department, working with members of Congress on Capitol Hill and agencies of the executive branch, supervising NAHU government affairs staff, monitoring and analyzing legislation, writing and revising legislation and developing policy recommendations for NAHU. She has a particular interest and expertise in issues related to the uninsured, long-term care, high-risk pools and health insurance markets around the United States.

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Counting Employees under Health Care Reform (Part 1) (2 P.M. ET/ 11 A.M. PT)

11 Mar 2014

The IRS has issued the final employer-shared responsibility ("play or pay") regulations and employers promptly need to determine if they are large enough for the requirements to apply to them. The employer's size also determines when any penalties will start to apply. Employers need to be up-to-date on which workers must be counted and which of an employee's hours must be considered. Employers also need to understand how full-time and part-time employees are counted and how related companies affect the employee count.

In this 90-minute webinar, we will help you understand how to determine your status under the new rules, and how the transition rules may help you. (The actual requirements for large employers, including the optional measurement and stability periods, will be covered in a separate webinar.) If you have 50 employees, or think you might, you won't want to miss this informative, intermediate-level webinar.The presentation slides will be posted on the UBA website the day before the webinar.

The retail price to the public is $149. However, the first (25) seats will be at no cost to participants, compliments of e3 Financial (limit one complimentary seat per company). Thereafter, seats will be available at a discounted price of $49 – a savings of $100 over the retail price – So register now!

PRESENTERS

Randal M. Limbeck, Shareholder - Jackson Lewis P.C.
Randal M. Limbeck is a Shareholder in the Omaha office of Jackson Lewis P.C. He specializes in representation of clients in the areas of ERISA, employee benefits, and executive compensation. Mr. Limbeck has represented clients in a broad range of industries and size, with respect to design, document drafting, employee communications, litigation, and assistance in dealings with the IRS and Department of Labor.

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Current Developments with Health Care Reform (2 P.M. ET/ 11 A.M. PT)

11 Feb 2014

The health marketplaces/exchanges have enrolled many individuals, but are not without problems. Lawsuits continue to be filed about different provisions of the Patient Protection and Affordable Care Act (PPACA) and a number of bills have been introduced in Congress to modify the law. Meanwhile, the regulatory agencies continue to release clarifications and new regulations.To help you remain up-to-date with employer obligations and opportunities as PPACA continues to evolve, in this 90-minute, intermediate-level webinar we will discuss:

  • The logistics of the marketplaces and the challenges of choosing insurance, enrolling through the marketplace, and accessing health care
  • Issues currently under review by the U.S. Supreme Court
  • Pending legislation
  • Recent regulatory guidance and clarifications

The retail price to the public is $149. However, the first (25) seats will be at no cost to participants, compliments of e3 Financial (limit one complimentary seat per company). Thereafter, seats will be available at a discounted price of $49 – a savings of $100 over the retail price – So register now!

PRESENTER

Kathleen R. Barrow, Shareholder - Jackson Lewis P.C.

Kathleen R. Barrow is a Shareholder in the Rapid City, South Dakota office of Jackson Lewis P.C. She has designed welfare benefit plans and executive compensation arrangements, and has counseled sponsors and administrators of these types of plans, for 15 years. She has appeared on behalf of clients before the national offices of the United States Treasury and the Department of Labor Employee Benefit Security Administration and has assisted employers in defending plan audits. She is a member of the Jackson Lewis Health Care Reform Task Force.

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HRAs, HSAs, and FSAs under PPACA

14 Jan 2014

The IRS has recently issued notices that will affect health reimbursement arrangements (HRA) and health flexible spending accounts (FSA). Beginning in 2014, most employers will not be able to have an HRA or a health FSA unless they also sponsor a group medical plan. Reimbursement of individual policies will also be prohibited. Employers now have more flexibility with their health FSAs, as some carryover of unused contributions will be allowed.

In this 90-minute intermediate level webinar, we will compare these account-based health plans, discuss how they interact, and explain how they are affected by the Patient Protection and Affordable Care Act. We will also discuss the timing of any needed plan amendments.Register for this essential webinar while seating is still available! The retail price to the public is $149. However, the first (25) seats will be at no cost to participants, compliments of e3 Financial (limit one complimentary seat per company). Thereafter, seats will be available at a discounted price of $49 – a savings of $100 over the retail price – So register now!

Jackson Lewis, dedicated to representing management exclusively in workplace law, is one of the fastest growing workplace law firms in the U.S., with over 700 attorneys practicing in 49 locations nationwide.

Presenters:

Lisa M. deFilippis, of Counsel, Jackson Lewis

Lisa M. deFilippis is Of Counsel in the Cleveland, Ohio office of Jackson Lewis LLP. Ms. deFilippis is a member of the firm’s Employee Benefits Practice Group. She has practiced employee benefits law for 25 years, advising a wide range of businesses and organizations in various industries, including manufacturing, sports management, health care, professional practice, tax-exempt organizations, universities and government entities, varying in size from large publicly traded companies, public universities, mid-size companies to small closely held businesses and nonprofits. Prior to private practice, Ms. deFilippis was in-house counsel supporting the areas of employee benefits and business law.

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