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GGAHU ERISA Compliance

Golden Gate Association of Health Underwriters (GGAHU) ERISA Compliance

Date: March 22, 2018
Time: 8:00 am to 12:00 pm
Place: Lafayette Library Arts & Science Room, 3491 Mt. Diablo Boulevard  Lafayette 94549
Cost: $20 Members, $30 Non-Members

ERISA Compliance with Carolyn McNairy, Vice President of Sales, TASC Compliance Services

ERISA -Stands for “Employee Retirement Income Security Act of 1974” — the federal law that regulates employee benefit “plans.” ERISA is governed by the U.S Department of Labor and enforced by the Employee Benefits Security Administration (EBSA).

Topics covered:

  • Employers Subject to ERISA
  • Definition of Welfare Benefits
  • Benefits Subject to ERISA
  • Safe Harbor Exemptions
  • Basic ERISA Rules and Key Requirements
  • Summary Plan Description
  • Summary of Benefits and Coverage
  • Disclosure Requirements
  • Annual Reporting to The Government
  • Non-Compliance for Group Health Plans
  • Excise Tax Violations and Penalties

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