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Description
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Compliance 101 for Plan Administrators
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This webinar will discuss the basic responsibilities of HR professionals and welfare plan sponsors to accurately communicate benefit plan rights and responsibilities to employees and government agencies. Topics will include:
- Understanding who is responsible for employee communications and reporting
- Summary plan descriptions (SPDs), summaries of material modification
(SMMs), and summaries of material reductions (SMRs) including their required content, when they must be distributed, and options for electronic distribution
- Participant notices, including those that must be provided annually and the rules governing additional disclosures requested by participants
- Governmental reporting to the Department of Labor
- "Hot" notice topics, including COBRA notices, special enrollment notices,
notices of preexisting condition limitations, and WHCRA notices
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"The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute's criteria to be pre-approved for recertification credit."
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Presenters: |
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Julia M. Vander Weele, Partner
Spencer Fane Britt & Browne LLP
Julia Vander Weele, a partner with Spencer Fane, practices in the firm's Employee Benefits Group. She is also a member of the ERISA Litigation Group. Prior to joining Spencer Fane, Julia worked as in-house counsel for Fortis Benefits Insurance Company, where she managed ERISA litigation and advised senior management on other ERISA issues related to group disability, life, and dental products. She was also a Judicial Law Clerk for the 7th Judicial District of Iowa. Julia's practice focuses on ERISA and other laws governing employee benefits, including matters affecting pension, profit sharing, 401(k), cafeteria plans, and welfare plans. She has had significant experience providing employer training on HIPAA and ERISA issues, and has had substantial involvement in matters dealing with retiree health coverage and bankruptcy.
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Gregory L. Ash, Partner
Spencer Fane Britt & Browne LLP
Greg is a partner in Spencer Fane's Overland Park office, where he is a member of the firm's Employee Benefits Group and Chair of its ERISA Litigation Group. For over 15 years Greg's practice has focused exclusively on ERISA and other laws governing employee benefits, including matters affecting pension, profit sharing, ESOP, 401(k), executive compensation, and welfare plans. He regularly counsels clients of all sizes - including multiemployer "Taft-Hartley" funds, Fortune 100 corporations, small privately-held employers, and boards of directors - on benefits issues such as executive deferred compensation, plan design and administration, and fiduciary compliance.
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