ACA and ERISA Compliance: 11 Steps to Avoid (or Survive) a DOL Audit

2023 Annual
Attendees will learn how to identify common plan design and/or operational problems and fix them, before the DOL shows up.

REPEATED ON WEDNESDAY AT 7:30AM

After passage of the ACA and updates to ERISA, there are even more requirements that employers sponsoring health and other welfare plans need to ensure they are performing correctly. During this fast-moving session, one of SHRM's most highly rated speakers, Gary Kushner, SPHR, CBP will walk through 11 items you'll want to review to make sure you have all of the processes and documentation you'll need if your employer is ever the subject of a DOL audit of your health and welfare plans.

Learning Objectives:

  • Learn what the DOL looks for when they do an audit (and what you can do to be totally prepared).
  • Identify the pitfalls that many employers miss when sponsoring plans that can show up on audit.
  • Understand the rules around electronic SPD and notice disclosures.

In-person session offerings are on a first-come, first-served basis.

To view all event accessibility & accommodations details visit here.

If a speaker has provided session materials, please visit https://presentations.shrm.org

Date(s) & Time(s): 
Tuesday, June 13, 2023 - 2:00pm to 3:00pm
Presenter: 

Gary B. Kushner, CBP

Gary B.
Kushner, CBP

Internationally recognized as an expert in the field, Mr. Kushner is one of the nation's most sought after speakers on HR strategy and employee benefits. He has advised four U.S. Presidents on health care and has testified before the U.S. Senate Finance Committee, the U.S. House Ways and Means Committee and the U.S. House Small Business Committee on employee benefit issues.

A frequent resource to the media, Mr. Kushner contributes to the Wall Street Journal, the New York Times, AP, Knight-Ridder, the Kiplinger Washington Newsletter, CNN News, Fortune, MSNBC and Good Morning America among others. More importantly, he and his wife Tamis have five children and four wonderful (and amazing!) grandchildren.

 

Location: 
N262
Session Type: 
Concurrent Session
Competency: 
Business (Behavioral)
Intended Audience: 
Mid-Level
Senior-Level
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