Health and Welfare Benefits Compliance Course

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Course Content

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Plan Document, SPD & SBC Requirements 5 Topics

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Lesson Content

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Plan Documents for ERISA Plans

Summary Plan Description (SPD) and Summary of Material Modifications

Disclosures Required to be Included in SPD

Summary of Benefits (SBC) and Coverage, Uniform Glossary & Notice of Modification

Summary Annual Report (SAR)

Notice and Communication Requirements 9 Topics

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Lesson Content

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Electronic Distribution Requirements

HIPAA Special Enrollment Notice

Women’s Health and Cancer Rights Act (WHCRA) Notice

Grandfathered Status Disclosure

Exchange Notice

Medicare Part D – Notice of Creditable/Non-Creditable Coverage

State Premium Assistance Notice for Medicaid (and CHIP Notice)

§1557 Nondiscrimination Notice

Excluded Contraceptives