LSAs, FSAs, & DCAs
Lifestyle Spending Accounts (LSAs), Flexible Spending Accounts (FSAs), and Dependent Care Accounts (DCAs) play an increasingly important role in supporting the diverse needs of today’s workforce. As employee expectations continue to evolve, these account-based benefits offer flexible, tax-advantaged solutions that help employers better support wellness, healthcare, and dependent care needs across all life stages. This...
Individual Coverage Health Reimbursement Arrangements (ICHRA)
Individual Coverage Health Reimbursement Arrangements (ICHRAs) are transforming the way employers offer health benefits by providing a flexible, tax-advantaged approach that adapts to the diverse needs of today’s workforce. As organizations look for more personalized and cost-effective solutions, ICHRAs have become an increasingly important option in modern benefits design. This course provides a comprehensive overview...
CAA Compliance & Fiduciary Duty in Health Plan Oversight
The Consolidated Appropriations Act (CAA) introduced new compliance requirements and fiduciary responsibilities for employer-sponsored health plans. This course provides brokers, consultants, and employer fiduciaries with a practical overview of the CAA and the steps needed to support compliance. Participants will learn about broker compensation disclosures, fiduciary obligations under ERISA and the CAA, the No Surprises...
The Do’s and Dont’s of ERISA and HIPAA Compliance
Navigating employee benefits compliance can be challenging, especially when regulations such as COBRA, ERISA, and HIPAA intersect. Employers and benefits professionals are expected to understand a complex set of rules governing health plans, participant communications, privacy requirements, and ongoing compliance obligations. This course provides a practical overview of the laws and regulations that impact employer-sponsored...
Introduction to Health Savings Accounts
Health Savings Accounts (HSAs) have become one of the most valuable tools available to help individuals save for healthcare expenses while enjoying significant tax advantages. With more than $75 billion in HSA assets nationwide, these accounts continue to grow in popularity, yet many consumers and benefits professionals still lack a full understanding of how they...