Retiree Medical: An Employer of Choice Offering Thought to be Extinct

2014 Annual Conference
Workplace Application: Learn best practices for integrating a retiree Health Reimbursement Arrangement (HRA) into your benefits program, including key regulations, account features and set-up requirements.

The risks of unfunded liabilities associated with a traditional retiree medical plan are unknown and unpredictable. Under a defined contribution approach, such as an HRA, those risks fade and become known and controllable. Where retiree medical plans have seemed unmanageable, an HRA and its DC approach might be the answer for some employers to set them apart from their competition. Krischbaum will review how an HRA supports retiree medical expenses. You will get an overview of key HRA regulations as well as learn about HRA applications in a tax-advantaged basis and in a defined contribution approach.

Date(s) & Time(s): 
Monday, June 23, 2014 - 2:00pm to 3:15pm

Jay M. Kirschbaum

Jay M.

Jay has more than 30 years of experience as a tax attorney specializing in employee benefits.  Prior to joining World, Jay was a Sr. VP and Senior ERISA Attorney with Lockton was previously the national practice leader for the legal and research team at WT.W

Jay served as a Peace Corps volunteer and business consultant from 1979 to 1982. 

He has an LL.M.  in taxation from New York University School of Law, J.D. with distinction from the University of Arizona College of Law and a BSBA from Washington University in St. Louis.  Jay is the former Chair of the American Benefits Council, an adjunct professor of employee benefits in the LL.M. program at Washington University School of Law.





W414 CD
Amount of Credit: 
Credit Type: 
HR Credit
Session Type: 
Concurrent Session
HR Expertise
Intended Audience: 
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