Cafeteria Plan Election Changes

What’s Permitted and What Isn’t?

Available immediately

How do you respond when employees want to change the cafeteria plan elections they made at open enrollment? Is your plan designed to accommodate election changes? What administrative steps should you take? What information do you need to make the right decision? Whether you are an employer or plan service provider, join us for this 90-minute web seminar and our experts will help you understand how to evaluate and administer election changes under the IRS rules. Using lots of examples, we will tackle the difficult change requests and administration issues.

Originally presented on February 12, 2009.

Seminar Level


Intermediate Difficulty

Topics Covered

Here’s some of what was covered:

  • What changes are permitted by the IRS rules? What changes should be incorporated into the plan document?
  • How does the consistency requirement affect whether a change can be made?
  • What are the differences between the rules for health FSA election changes and the rules for other changes?
  • What are the deadlines for requesting election changes? When do changes become effective? When can an election change be retroactive, and how should the funding for a retroactive change be handled?
  • What election change rules apply to pre-tax HSA contributions under the 2007 proposed cafeteria plan regulations?
  • What rules apply to employees going on FMLA leave or USERRA leave?
  • How do HIPAA’s special enrollment rules affect election changes?

Details

Speakers: Melanie N. Aska and Jody L. Dietel. Ms. Aska is an attorney and Senior Editor at EBIA. She is the Editor and a Contributing Author of EBIA’s Consumer-Driven Health Care manual. Ms. Dietel is the President of Creative Benefits, a division of WageWorks, as well as WageWorks’ Compliance Officer. WageWorks is a third-party administrator with a nationwide client list.

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

Viewing Details

Accessing the recorded web seminar: After you purchase a recorded web seminar, you will receive an email with access information. You and your co-workers may then view the recording as many times as you wish for 60 days. An internet connection is required to view the recording; it can be stopped and started as needed and has a table of contents for easy navigation.

Recordings are accurate as of the date presented: Our recordings are accurate as of the presentation date of the live seminar. We supplement handout materials with articles from the EBIA Weekly covering significant later developments. You must check the table of contents at your access link for updates before viewing a recorded seminar.

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