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DCAHU Member Lunch and CE

DCAHU Member Lunch and CE

Date: March 19, 2020
Time: 11:30 am to 1:30 pm
Place: Villa Portofino Clubhouse, 4001 Via Portofino, Palm Desert 92660
Cost: $33 Members, $55 Non-Members, $65 at The Door
CE: 1 Hour of Credit, Course #332951

“Account Based Plans”

Presented by Paul Robert, Manager of Compliance and Education, Word & Brown General Agency

This course focuses on the most-common compliance topics and pitfalls surrounding Account Based Plans, with a special focus on 2020’s new Individual Coverage HRAs (ICHRAs). The course looks at the “ins and outs” of Premium Only Plans (POPs), Health and Dependent Care Flexible Spending Accounts (FSAs), Health Reimbursement Arrangements (HRAs), and Health Savings Accounts (HSAs). Also discussed – plan requirements, design options, advantages, eligibility, participation, HRA/HSA/FSA “stacking,” plan limitations, and more.

Paul Roberts is responsible for leading Word & Brown’s educational initiatives and the WB Compliance team in California and Nevada. Paul is a tenured veteran in the health insurance industry, carrying a long history of health insurance experience and an education in business management. He is passionate about education and keeping health insurance brokers and employers in-line with compliance. Paul can be found at many industry events across the nation delivering CE, HRCI and SHRM courses, educating himself, advocating for the role of the agent, and working directly with brokers and employers.

To learn more visit dcahu.org.

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