Session #806: Benefits Boot Camp

SHRM 2016 Annual Conference & Exposition
Workplace Application: This workshop will provide a broad overview of the various laws that govern employee benefit plans for the novice- to the expert-level.

ERISA is the foundation for all the plans you provide to your employees. This workshop will offer an overview of the ERISA mandates, the plan documents and other communication requirements, the reporting and compliance mandates, and the fiduciary obligations. The general requirements under the Internal Revenue Code, COBRA, HIPAA and other laws that pertain to employee benefits will also be discussed. Finally, you will learn how to apply FMLA, ADAAA, FLSA and other employment laws to illustrate how these laws intersect and to understand their effect on employee benefits. This workshop will help you understand:

·         The overall ERISA structure so you can apply employee benefit laws to specific situations.

·         What a plan document is, what a summary plan description is, the differences between them and their importance.

·         The relevancy of the fiduciary obligations of a plan sponsor.

·         The requirements of HIPAA and COBRA and how to manage employee benefit plans to maintain compliance with
          both of these laws.

·         The basics of the FMLA, FLSA and ADAAA and how to stay compliant with those rules and their interaction with
          employee benefit plans.

Date(s) & Time(s): 
Sunday, June 19, 2016 - 8:00am to 12:00pm

Jay M. Kirschbaum

Jay M.





Jason Sheffield


Jason has experience in a broad range of employee benefit matters respecting both retirement and welfare plans.  He has worked with clients of all sizes to develop, implement and administer qualified and non-qualified plans.  He has represented corporate, institutional and individual clients before several administrative agencies, including the Department of Labor, Internal Revenue Service and the Centers for Medicare & Medicaid Services.  Prior to working as a benefits attorney, Jason worked as a litigation consultant, advising on multi-district and complex litigation related to oversight and administration of ERISA-governed benefit plans.  He has also worked as a lobbyist, researching the costs and benefits of alternative employee benefit and compensation designs and educating lawmakers and the public on specific issues such as expansion of domestic partner benefits, HIV/AIDS-related employment discrimination, and inclusion of transgender-inclusive employee benefits.  Jason received his J.D. from Western New England University School of Law and his B.A. from Georgia State University, magna cum laude.  He has spent significant time as a lecturer and instructor on benefits issues.

Additional Fee & Registration Required
Amount of Credit: 
Credit Type: 
HR Credit
Session Type: 
Preconference Workshop
HR Expertise
Intended Audience: 
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