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TASC CE “ERISA 101” and “Landmines of PreTax Benefits”

TASC Continuing Education Courses: “ERISA 101” and “Landmines of PreTax Benefits”

Date: July 30, 2019
Time: 12:30 pm to 4:00 pm, Lunch Provided
Place: 1000 Burnett Avenue, Ground Floor, Concord 94520
Cost: No Charge to Brokers
CE: Two Hours Credit

You’re invited to attend two complimentary one-hour CE courses ERISA 101 and Landmines of Pretax Benefits co-hosted by Claremont Insurance Services and TASC, and presented by Carolyn McNairy, Compliance Vice President at TASC. And as a special bonus, well discuss the New HRA Rule during lunch.

With over 40 years of employee benefits and administration experience, Carolyn educates TASC’s Group Sales Force, employee benefits consultants, general agents, carrier sales staff, providers and clients on ERISA, FMLA, COBRA, FSA, and ACA legal requirements.

Attend “ERISA 101” to Learn: 

  • What an ERISA plan is and who is required to comply.
  • The benefits subject to ERISA.
  • The legal requirements of a plan sponsor.
  • Disclosure and reporting requirements.
  • Penalties for non-compliance and DOL investigations.

Attend “Landmines of Pretax Benefits” to Learn About:

  • Health Savings Accounts
  • Flexible Spending Accounts
  • Health Reimbursement Accounts
  • Other Coordinating Plans: Integration, Debit Cards, and Post Deductibles

Details: 

  • Date: Tuesday, July 30, 2019
  • Time: 12:30 pm to 4:00 pm PT
  • Place: 1000 Burnett Avenue, Ground Floor, Concord, CA 94520
  • Cost: No charge to brokers.
  • CE Credit: Two CE hours.
  • Bonus Content: The New HRA Rule

Schedule:

  • 12:30 pm to 1:30 pm – Lunch, TASC Overview, Bonus: The New HRA Rule
  • 1:30 pm to 2:30 pm – ERISA 101 CE Course
  • 2:30 pm to 3:00 pm – Break
  • 3:00 pm to 4:00 pm – Landmines of Pretax Benefits CE Course

Don’t miss this exclusive broker education event in Concord. Register to attend lunch and one or both CE courses! Space is limited.

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