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Let’s Talk Plan Documents
Employee benefits regulations come from a myriad of federal laws, each of which result in different plan sponsor obligations. Specifically, the plan documents that are necessary to comply with those laws vary and the purpose and required distribution of each can be downright confusing. Join us as we discuss the different plan documents that are required to be maintained by a group health plan and the nuances to complying with those requirements.

The speakers will answer as many questions as possible during the webinar. If your question isn’t answered, reach out to your advisor for further assistance.

This program is pending approval for 1.0 (general) recertification credit hours toward PHR, SPHR and GPHR recertification through the HR Certification Institute. For more information about certification or recertification, visit the HR Certification Institute website at www.hrci.org.

Note: Those listening to a recorded webinar will not be eligible for credit.

Aug 19, 2020 03:00 PM in Eastern Time (US and Canada)

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Speakers

Beth Allen, CEBS
Vice President and Counsel @NFP
Elizabeth joined NFP in June 2014. As part of the NFP Benefits Compliance team, Elizabeth advises employers and brokers on employee benefits compliance issues. Prior to joining NFP, Elizabeth spent five years as an investigator for the US Department of Labor, Employee Benefits Security Administration. As an investigator, she reviewed health and welfare and pension plans for compliance with ERISA, and she worked with employers, service providers, and other regulatory agencies to bring employee benefit plans into compliance. She also served as the Voluntary Fiduciary Correction Program (VFCP) coordinator from 2012-2014. Elizabeth holds a Bachelor of Arts in government from the University of Texas at Austin and a Juris Doctor from Southern Methodist University Dedman School of Law. She is also a member of the State Bar of Texas and a Certified Employee Benefits Specialist (CEBS).
Jill Brooking, CEBS
Vice President @NFP
Jill has been with NFP since 2005, advising employers and brokers on compliance issues related to employee benefits and human resources matters. She has over 15 years of experience in the employee benefits and insurance industry, and is familiar with all aspects of it, having worked for United Healthcare on the carrier side, the Texas Department of Insurance on the regulatory side and in human resources and benefits administration on the employer side. She is a Certified Employee Benefits Specialist (CEBS).