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Past Attendee Testimonials

By attending the Forum, I am able to stay on top of all emerging trends around this topic – including regulatory changes, consumer trends, plan enrichment, wellness, retirement planning, and overall best practices. Because of this depth of coverage, I require our senior HR managers to attend as well."
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       Veritext Deposition &
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Monday, September 23, 2013

11:30 a.m. - 12:15 p.m.
Track: Regulatory & Compliance View Track

LANDMINES OF PRE-TAX BENEFITS

Nancy Dantzman, VP & Sales, EFLEXGROUP, INC.
Lori Gesick, RHU, CIC, CISR, Team Lead, Employee Benefits, FLOOD & PETERSON

In tax-free benefit offerings, landmines are everywhere. In this session, learn how to navigate around the landmines to get the most value out of consumer-driven health (CDH) plan offerings. Do you offer, or are you interested in offering HRAs, HSAs, POPs, FSAs, and Parking/Transit? This session will cover compliance rules, non-discrimination testing tips, and how to integrate multiple plans to obtain the greatest employer-level tax saving. Presenters will also discuss potential landmines to avoid in coordinating CDH plans with other insurance, address the impact of health care reform, and show attendees the best practices relating to implementation of employee benefit plans that are qualified in nature.

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