Compliance Specialist Program

Monday June 15th
	Afternoon Sessions
	1:00 - 1:30	Registration and Check-in
	1:30 - 2:00	Conference Introduction - Attendee Introductions
	2:00 - 2:30	How do different firms approach compliance Benefit Comply works with over 25 firms across the country and each firm handles compliance differently. We will review different approaches taken by different firms.
	2:30 - 2:45	Break
	2:45 - 4:30	Affordable Care Act Session 1 Obviously the ACA is the biggest issue facing compliance professionals. In this first of 3 ACA sessions will focus on two of the principal ACA issues facing firms today: - In-depth employer pay or play strategies - Implications of change to small group definition Then we will open up the session to a Q&A so that attendees can discuss other important ACA issues.
	Networking Reception 5:30 - 7:00	Located in the Hilton Marquette Hotel
Tuesday June 16th
	Morning Sessions
	9:00 - 10:00	Affordable Care Act Session 2 In our second ACA session we will go into great detail on defining full-time employees and counting hours of service.
	10:30 - 10:45	Break
	10:45 - noon	Affordable Care Act Session 3 Employers are struggling to understand how to manage the upcoming ACA reporting requirements. The last ACA specific session will review these rules, and even more importantly discuss strategies to help clients deal with this difficult issue.
	noon - 1:00	Lunch Provided
	Afternoon Sessions
	1:00 - 2:45	Current Section 125 and Plan Document Issues -Health FSA as excepted benefit -ACA related plan document issues -Current Section 125 plan administration issues
	2:45 - 3:00	Break
	3:00 - 4:00	2020 Vision - Flexibility and Future of Employee Benefits Bob Seng J.D., one of the country’s leading ERISA and benefits attorneys, will discuss the details of the American Benefit Council’s public policy strategic plan “2020 Vision - Flexibility and Future of Employee Benefits". Bob was one of the co-authors of this important report which was presented to the National Press Club in 2014 and will serve as a key discussion document for future benefits policymaking at the federal level.
	4:00 - 4:30	Panel Q&A
	Dinner 6:00	Networking reception and dinner is included in the registration fee. More details to come.
Wednesday June 17th
	Morning Sessions
	9:00 -10:15	Other Important Health Plan Compliance Issues In this session we will review other important compliance issues including: - HIPAA Privacy and Security - Defined contribution strategies and individual health insurance - More
	10:15 -10:30	Break
	10:30 - noon	Aggregated Group Rules and Discrimination Testing Employers need to understand if they are part of a controlled group or affiliated service group for a number of reasons, not the least of which is that it must be included in the ACA reporting beginning in 2016. Mark Major J.D. will review how to determine when separate employers need to be treated as an "Aggregated Group" based on the IRS §414 rules. We will also review §105(h) non-discrimination rules.
	noon - 1:30	Lunch Performing a compliance assessment In a program during lunch we will look into ways for your firm to perform a comprehensive compliance assessment for existing clients and prospects.
	Afternoon Sessions
	1:00 - 1:30	NEW EEOC Wellness Rules We will discuss the recent EEOC proposed guidance for employer sponsored wellness plans.
	1:30 - 2:15	DOL Audits Mark Major has assisted a number of employers with working through a DOL benefits audit. In this session Mark will describe the process and help you understand how you can assist your clients.
	2:15 - 2:30	Break
	2:30 - 3:30	Discussion of Specific Compliance Case Studies We will present actual compliance questions and issues that we have worked on with employers and will encourage the group to participate in coming up with solutions to solve the clients problems.
		Conference concludes at 3:30 PM

Compliance Specialist Program

Monday June 15th

Tuesday June 16th

Wednesday June 17th

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