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

2024 Annual
Attendees will learn how to identify common plan design and/or operational problems and fix them, before the DOL shows up.

Seating Instructions: Seating is first-come, first-served. Reserved seating options are available for accessibility and accommodations. For detailed accessibility information, visit INFO > FAQs in the app.

After passage of the ACA and updates to it and ERISA, there are even more requirements that employers sponsoring health and other welfare plans need to ensure they are complying 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.


Direct Link to Session Materials: If the speaker provides session materials, you can access them via the app, web format or at https://presentations.shrm.org/.

Live Streaming and Recording: Unless marked 'in person only,' all sessions are live-streamed on the app or web format and available for replay 30 days after the event.

Acknowledgment of Technical Issues: While rare, technical issues may occur during sessions. We appreciate your patience as we quickly address them.

Accessibility & Accommodations Information: For detailed accessibility & accommodations information, visit INFO > FAQs in the app.

Date(s) & Time(s): 
Monday, June 24, 2024 - 11:00am to 12:00pm
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: 
S105, South Building - Level 1 (MPCC)
Session Type: 
Concurrent Session
Competency: 
Business (Behavioral)
Workplace (Technical)
Intended Audience: 
Early Career
Mid-Level
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