Webinars

Welcome to CCB Webinars

Within 90 minutes, CCB Webinars provide you with timely training on current compliance issues.
CCB webinar advantages include:

* Get competent on Health Reform today through our industry-leading 5-part series
* Learn from one of the nation's leading employment law firms, Jackson Lewis
* Eliminates bottlenecks in your work flow by addressing topics comprehensively
* Helps train your team members to contribute more and advance their own careers
* Earn CE credit toward certifications and participate in live Q&A, and/or
* Access replays 24/7 for a year or longer
* Free to clients and for trial periods for friends

Call (858) 753-4102 now for a no obligation trial period. Start immediately by clicking on the link below.

This webinar will cover how to determine if an employer fits ERISA’s church, government, or municipal exemption. We will:

  • Briefly discuss which employers are subject to ERISA
  • Describe the ERISA exemptions
  • Discuss the considerations for group health plans that meet the exemptions
  • Discuss the impact of referencing ERISA or meeting ERISA obligations when the plan is exempt from ERISA
  • Discuss recent Supreme Court cases involving ERISA and church plans

This 60-minute intermediate level webinar will help employers understand whether their group health plan fits within an ERISA exemption.

  • July, 11 2017

Group health plans have a multitude of documents they need to be compliant with federal regulations.  Cafeteria plans must have plan documents as well as documentation evidencing the adoption of the plan, and plans subject to ERISA need a plan document outlining the plan’s terms for a number of items including eligibility, benefits, exclusions, a named fiduciary and plan administrator, claims and appeals procedures, funding information, and other items. These requirements are separate from the summary plan description, or SPD requirement, that plans must also meet.

This webinar will help employers understand what plan documents they need, what the documents should contain, and the implications of using a “wrap document” to wrap ERISA plan document and SPD requirements into one document.

This webinar will:

  • Explain what a cafeteria plan document is, and what is required to be in the document
  • Outline the supporting documentation every cafeteria plan should have regarding its adoption
  • Explain what a plan document is for ERISA purposes and what is required to be in the document
  • Explain the requirements for SPDs
  • Discuss how wrap documents are used along with the pros and cons of using a wrap document
  • Provide best practices regarding regular review and updating of plan documents
  • Discuss an employer’s requirements when they update a plan, including Summary of Material Modification requirements
  • Provide best practices regarding retention of plan documents and other record keeping requirements

This 90-minute beginner to intermediate level webinar will help employers understand the plan document requirements for group health plans.

Group health plans have a multitude of documents they need to be compliant with federal regulations.  Cafeteria plans must have plan documents as well as documentation evidencing the adoption of the plan, and plans subject to ERISA need a plan document outlining the plan’s terms for a number of items including eligibility, benefits, exclusions, a named fiduciary and plan administrator, claims and appeals procedures, funding information, and other items. These requirements are separate from the summary plan description, or SPD requirement, that plans must also meet.

This webinar will help employers understand what plan documents they need, what the documents should contain, and the implications of using a “wrap document” to wrap ERISA plan document and SPD requirements into one document.

This webinar will:

  • Explain what a cafeteria plan document is, and what is required to be in the document
  • Outline the supporting documentation every cafeteria plan should have regarding its adoption
  • Explain what a plan document is for ERISA purposes and what is required to be in the document
  • Explain the requirements for SPDs
  • Discuss how wrap documents are used along with the pros and cons of using a wrap document
  • Provide best practices regarding regular review and updating of plan documents
  • Discuss an employer’s requirements when they update a plan, including Summary of Material Modification requirements
  • Provide best practices regarding retention of plan documents and other record keeping requirements

This 90-minute beginner to intermediate level webinar will help employers understand the plan document requirements for group health plans.

The Employee Retirement Income Security Act (ERISA) lays out the definition and responsibilities of fiduciaries. Individuals who oversee employee benefit plans need to understand these requirements. In this 75-minute intermediate level webinar we will cover:

  • How a person becomes a fiduciary
  • The duties of a fiduciary (selecting and monitoring service providers, making sure contributions are made on time, providing required disclosures to plan participants, etc.)
  • The importance of creating and following procedures
  • The critical need to read and follow the plan
  • Potential consequences of mismanaging fiduciary responsibilities
  • Ways to manage fiduciary duties and risks
  • Recent developments with fiduciary obligationsThis webinar will focus on group health plan issues, but will also touch upon some of the additional issues that fiduciaries of retirement plans need to consider. As Department of Labor audits of benefit plans become more commonplace, this is a must-see webinar for anyone tasked with overseeing employee benefits.

The Employee Retirement Income Security Act (ERISA) lays out the definition and responsibilities of fiduciaries. Individuals who oversee employee benefit plans need to understand these requirements. In this 75-minute intermediate level webinar we will cover:

  • How a person becomes a fiduciary
  • The duties of a fiduciary (selecting and monitoring service providers, making sure contributions are made on time, providing required disclosures to plan participants, etc.)
  • The importance of creating and following procedures
  • The critical need to read and follow the plan
  • Potential consequences of mismanaging fiduciary responsibilities
  • Ways to manage fiduciary duties and risks
  • Recent developments with fiduciary obligations

 

This webinar will focus on group health plan issues, but will also touch upon some of the additional issues that fiduciaries of retirement plans need to consider. As Department of Labor audits of benefit plans become more commonplace, this is a must-see webinar for anyone tasked with overseeing employee benefits.

The Employee Retirement Income Security Act (ERISA) lays out the definition and responsibilities of fiduciaries. Individuals who oversee employee benefit plans need to understand these requirements. In this 75-minute intermediate level webinar we will cover:

  • How a person becomes a fiduciary
  • The duties of a fiduciary (selecting and monitoring service providers, making sure contributions are made on time, providing required disclosures to plan participants, etc.)
  • The importance of creating and following procedures
  • The critical need to read and follow the plan
  • Potential consequences of mismanaging fiduciary responsibilities
  • Ways to manage fiduciary duties and risks
  • Recent developments with fiduciary obligationsThis webinar will focus on group health plan issues, but will also touch upon some of the additional issues that fiduciaries of retirement plans need to consider. As Department of Labor audits of benefit plans become more commonplace, this is a must-see webinar for anyone tasked with overseeing employee benefits.

The Employee Retirement Income Security Act (ERISA) lays out the definition and responsibilities of fiduciaries. Individuals who oversee employee benefit plans need to understand these requirements. In this 75-minute intermediate level webinar we will cover:

  • How a person becomes a fiduciary
  • The duties of a fiduciary (selecting and monitoring service providers, making sure contributions are made on time, providing required disclosures to plan participants, etc.)
  • The importance of creating and following procedures
  • The critical need to read and follow the plan
  • Potential consequences of mismanaging fiduciary responsibilities
  • Ways to manage fiduciary duties and risks
  • Recent developments with fiduciary obligationsThis webinar will focus on group health plan issues, but will also touch upon some of the additional issues that fiduciaries of retirement plans need to consider. As Department of Labor audits of benefit plans become more commonplace, this is a must-see webinar for anyone tasked with overseeing employee benefits.

Most employee benefit plans are required to file a Form 5500 annually, and penalties for not meeting this obligation can be costly. During this 90-minute basic-to-intermediate level webinar we will discuss:

  • Which plans must file the Form 5500, and which plans are exempt because of size, plan sponsor or funding status
  • Rules and options for combining plan benefits into one or several filings
  • Filing due dates and extensions
  • The basics of completing the main form and the schedules group plans commonly need
  • Filing electronically
  • Penalties and the delinquent filer program
  • Areas of DOL and IRS emphasis in examining the Form 5500
  • Areas of the Form 5500 that increase audit exposure/strategies to reduce risk
  • Frequent errors in preparation of the Form 5500The presentation slides will be posted the day before the webinar.
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