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BASIC Compliance Series: Requirements for Health & Welfare-Webinar, March 28, 2017

Friday, February 24, 2017  
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Compliance Requirements for Health and Welfare Benefits

Tuesday March 28, 2:00 PM – 3:30 PM EDT 
Part two of a two part Compliance Series

Part two or our two-part compliance series ERISA expert, Mary Bauman, will cover ongoing compliance requirements for health and welfare benefit plans:

  • 5500 filing
  • Claim and appeal procedures
  • Nondiscrimination testing
  • Administrator contracts
  • Record retention
  • PCORI fee 

Mary will present for 60 minutes regarding the above topic. The remainder of the time will be devoted to Q&A and information regarding BASIC ERISA Essentials.  Part one covered participant disclosure requirements for health and welfare benefits plans (SPD, SMM, SAR and Model notices) on March 7th. You can access the slides and recording after March 8th by filling out the form on this webpage: recording

To register for this complimentary webinar, click here:  Register Now


Mary V. Bauman is an attorney at Miller Johnson in Grand Rapids, MI. She works with employers in establishing, amending, and terminating employee benefit plans of all types. She often plays a consulting role to help the employer strategize ways to better control plan costs and achieve human resources objectives in connection with a plan. In addition, she represents several clients who perform various aspects of employee benefit administration. 

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