ERISA and Cafeteria Plan Documents

In today’s complex regulatory environment, staying compliant with DOT drug and alcohol testing requirements is more critical—and more challenging—than ever. This webinar is designed to equip safety professionals, fleet managers, and HR personnel with the knowledge and tools they need to manage their drug and alcohol programs confidently.

According to NATMI, recipients who enrolled in a NATMI training and certification lowered their organization's accident rate by 86%, achieved a lower occupational injury rate by 83%, and controlled costs associated with accident litigation by 100%. The cost of participating in NATMI is minimal compared to the company’s day-to-day operational savings. The Certified Director of Safety (CDS)/Certified Safety Supervisor (CSS) course is designed to help safety personnel attain a greater professional knowledge base that should, in turn, provide greater confidence to improve operations, prevent and control injury and damage, as well as the ability to provide strong representation such as during a court case.

This month’s webinar will offer practical advice to help employers determine full-time status and ensure compliance with benefit eligibility requirements. We will cover the differences in requirements for small employers versus applicable large employers as well as for different types of benefits. We will explain the monthly measurement method versus the look-back measurement method and the break in service rules for leaves of absence and rehires. Examples will be provided to help employers manage different types of common employee positions.

Join us for an exclusive evening of networking and industry insights at the Acres Pre Captive Connections Dinner. This intimate private dining experience brings together risk management professionals and captive insurance experts at the elegant Peppercorn at the Bank in Cedar Rapids. Connect with peers, share industry perspectives, and build valuable relationships within the captive insurance community.

In this quick, high-impact webinar, we’ll explore how employers can regain control of their health plan financials by leveraging self-funding strategies, smart contract structures, and intentional plan design. You’ll learn best practices for reducing fixed costs, managing risk effectively, and optimizing medical spend—giving you the tools to make your health plan work harder for your organization and your people.

Join us for a session on ERISA plan documentation requirements, where we will cover the essential content and distribution requirements for plan documents and summary plan descriptions (SPD) and the risks associated with non-compliance. We'll explore how wrap documents can be utilized to incorporate missing ERISA content requirements and consolidate separate benefits into a single ERISA plan, simplifying your annual Form 5500 filings. Additionally, we will discuss best practices for reviewing and updating plan documentation to ensure it reflects any changes. This session is crucial for anyone involved in benefits administration and compliance. Don't miss this opportunity to enhance your understanding and ensure your plans are up to date.