Webinar Series

Compliance Lunchbox: Unpacking Your Compliance Obligations

Hungry for key compliance information that will help give you a better understanding of health benefits compliance? We’ve got the cure for your craving!

Join us for a free lunchtime webinar on the first Wednesday of each month as our Compliance Specialist serves up a slice of expertise on the most timely and relevant topics. Open to advisers and employers!

On the menu:

Contracts 101: Creating Simple, Compliant Service Provider Agreements

Wednesday, Dec. 5th @ Noon EST

Register here!

   

Webinar Resources

We’ve compiled all of the best stuff from our Compliance Lunchbox webinars for you here! Whether you want to relive the magic or you’re checking us out for the first time, we think you’ll find it pretty helpful.

October 3, 2018
Who’s In Charge Here?: What Retirement Plan Fiduciaries Should Know About Plan Governance
Webinar Takeaways
401(k) Plan Governance Whitepaper

September 5, 2018
How to Rock Enrollment: Staying in Compliance During the Open Enrollment Process
Webinar Takeaways
Summary of Notices & Disclosures

August 1, 2018
Small but Mighty: How Small Employers Can Triumph Over Their Compliance Responsibilities
Small Employers Whitepaper
Employee Counting Methods

June 6, 2018
Is Your 401(k) O(k)?: How to Prepare for DOL & IRS Retirement Plan Audits
Webinar Takeaways
EBSA Fact Sheet: Monetary Results 2017

May 2, 2018
Not-So-Risky Business: What You Should Know About the HIPAA Risk Assessment
Webinar Takeaways
What You Need to Know About PHI

April 4, 2018
HIPAA Rules!: An Overview of HIPAA Privacy & Security Rules
Webinar Takeaways
What You Need to Know About PHI
Employers and Their Self-Insured Health Plans
Q&A

March 7, 2018
Sharing is Caring: A Helpful Helping of Shared Responsibility Reporting
Webinar Takeaways

February 2, 2018
A Healthy Dose of Wellness
Webinar Takeaways

December 6, 2017
Got Nondiscrimination Frustration? Find Out if Your Plans Pass the Test.
Webinar Takeaways
Q&A

November 1, 2017
Health FSAs: How Not to Get Bent Out of Shape 
Webinar Takeaways

Q&A

October 4, 2017
Cafeteria Plans: What’s On Your Tray?
Webinar Takeaways
Q&A

September 6, 2017
Avoid Medicare Despair
Webinar Takeaways
How to Calculate Medicare Part D Penalties
Q&A

August 2, 2017
ERISA 101
Webinar Takeaways
Q&A