Cafeteria Plans for Rookies

Understanding the Rules and Learning to Play the Game Right

Available immediately and for 60 days after purchase.

Cafeteria plans are one of the most popular benefits around, allowing employees to buy coverage with pre-tax dollars while employers save on taxes too. These tax advantages are subject to detailed compliance rules, however, and proper training for individuals new to cafeteria plan administration is critical. Whether you are a plan sponsor, TPA, or advisor to cafeteria plans, EBIA is here to help.

In this 90-minute web seminar, our experts introduce the basics, with practical tips and advice to help your rookies understand the rules and learn to play the game right.

Originally presented and recorded on April 3, 2008.

For one registration fee ($249), you and your co-workers may view the seminar as many times as you wish for 60 days after purchase.

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Seminar Level

Topics Covered

Here’s some of what was covered:

The big picture: What’s a cafeteria plan and why have one? What are the types of cafeteria plans and how do they work (from premium payment plans to flex credit plans)? How do cafeteria plans allow employers and employees to save on taxes?
What benefits can be provided under a cafeteria plan (including health and dental insurance, health FSAs, DCAPs, and more)? How are employer contributions and pre-tax employee contributions made under a cafeteria plan, what limits apply, and when might cash-outs be provided?
How and when do employees elect to participate in a cafeteria plan and its benefits? What’s the election irrevocability rule and what are the exceptions to it?
What operating rules apply to the component health FSAs and DCAPs often offered under cafeteria plans?
What documentation is needed to establish and administer a cafeteria plan? What are the most common administration problems to watch out for (including potential discrimination problems)?
What information must be given to employees regarding a cafeteria plan? What information must be reported to the government?

Details

Speakers: John L. Barlament and Cheryl Risley Hughes. Mr. Barlament is an attorney, and a partner with Michael Best & Friedrich LLP in Milwaukee. He is a Contributing Author of EBIA’s Consumer-Driven Health Care and HIPAA Portability, Privacy & Security manuals. Ms. Hughes is an attorney and principal with Sanders, Schnabel & Brandenburg, P.C. in Washington, D.C. She is a Contributing Author of EBIA’s Consumer-Driven Health Care and Fringe Benefits manuals.

Handouts: A handout of the seminar slides and other information is provided through download.

Viewing Details

You and your co-workers may view the seminar as many times as you wish during a 60-day viewing window.

Please respect our copyright; do not record the web seminar, share the access link, or duplicate materials. For details on our copyright policy, please visit here.

System Requirements for Recorded Web Seminars

EBIA uses WebEx technology for the seminar. You may wish to view system requirements, test your system and download any necessary WebEx software here:

http://developers.webex.com/api/jointest/

If you are not able to complete the WebEx installation, please contact WebEx technical support at (866) 863-3904.

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