805: Benefits Bootcamp: Basics Plus COVID, Transparency & Surprise Billing
*Additional registration and fee required.
The rules regarding employee benefit plans are complex and seemingly unrelated. This session will provide the overall framework for understanding and applying the various laws and regulations that employers need to be aware of as they design and administer their employee benefit programs. We will cover ERISA, the IRC, COBRA, HIPAA, the ACA, the new transparency and surprise billing requirements as well as any leftover (we hope they are left over next year) COVID-related mandates. Time constraints will not permit deep dives into all the specifics, but the overview is designed to provide a structure for understanding the overall structure of the rules identifying potential issues to address before they become actual issues.
Learning Objectives:
- Understand the basics of employer sponsored welfare benefits.
- Understand how the various compliance areas - ERISA, tax, COBRA, HIPAA, ACA, etc. are applied to employee benefits.
- Understand how the various compliance obligations work in conjunction with each other.
- Understand when employers can make decisions about their plans from a practical perspective and when they need to get legal advice.
- Understand the basics of employee benefit compliance sufficiently to design welfare plans to meet the needs of the employer's workforce while staying compliant with the rules and regulations that govern employee benefits.
Jay M. Kirschbaum
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.