EBIA Employee Benefits Seminars

Learn from experienced industry leaders at seminars designed for benefits professionals such as human resource and benefits managers, plan sponsors, TPAs, insurance professionals, attorneys, accountants and government officials who work with employee benefits.

Backed by the authority of the EBIA Compliance Library, EBIA Seminars provide intermediate-level coverage of key employee benefits topics.
Group discount pricing is available: All additional registrants for the same event (order placed at same time) will receive a 10% group discount! Does not apply to prior purchases.

Seminar Recordings
We bring EBIA employee benefits seminars to you. Recordings of 2017 seminars will become available after June 2017.




Health Care Reform: What's Next?

8:00 a.m. – Registration/Coffee/Danish
8:30 a.m. – 4:30 p.m.

What becomes of the Affordable Care Act (ACA) under the Trump Administration? Which provisions stay, go, or change? And how do employers, administrators, and advisors handle the uncertainty? Topics include:

  • Impacts for Employer Health Plans. The "big picture" for group health plan mandates: What stays, what goes, and what's entirely new?.
  • Which Plans Are Affected? Explains excepted benefits categories, grandfathered plans, and what these designations mean going forward.
  • Continuing Impact of HIPAA Portability and Nondiscrimination Rules. Update on HIPAA’s special enrollment and health-status nondiscrimination rules including implications for wellness programs.
  • Update on ACA's Plan Design Provisions. Preventive care and patient protections, out-of-pocket maximum, annual/lifetime dollar-limit prohibition, age 26 mandate, and more.
  • Update on ACA's Plan Administration Reforms, Fees, and Taxes. What's next for SBCs, the claims and external review rules, Form W-2 reporting, PCOR and reinsurance fees, and status of the Cadillac tax.
  • Structural Reforms. The fate of Code §4980H employer shared responsibility and related reporting requirements—plus, what employers and their advisors need to know about the individual mandate, marketplace coverage, premium tax credits, and more.


Cafeteria Plans

8:00 a.m. – Registration/Coffee/Danish
8:30 a.m. – 4:30 p.m.

Everything you need to know about establishing, contributing to, and administering cafeteria plans—including the latest agency guidance affecting flex credits and opt-out payments. Topics include:

  • Types of Cafeteria Plans and How They Work. Premium payment and salary reduction designs, including health FSAs, DCAPs, flexible benefit/flex credit plans and simple cafeteria plans.
  • What Benefits Can Be Offered. Qualified benefits, including special issues raised by premium reimbursement accounts, COBRA, and health care reform.
  • Contributions and Cash-Outs. Salary reductions, types of employer contributions, maximum contribution amounts, and other funding issues.
  • Elections. Timing and mechanics, including negative elections and automatic enrollments.
  • Midyear Election Changes. Election change requirements, with our handy permitted election change tables and real-life examples.
  • Nondiscrimination Rules. Rules for cafeteria plans, health FSAs, and DCAPs, plus noncompliance consequences.
  • Health Flexible Spending Arrangements (Health FSAs). Uniform coverage and use-or-lose rules (including grace periods and carryovers), annual limit on salary reductions, expense reimbursements (including claims substantiation, adjudication and debit card programs) and selected health care reform, COBRA, ERISA and HIPAA issues.
  • Dependent Care Assistance Programs (DCAPs). Permitted expenses, plus design and administration issues.
  • Administering and Amending a Plan. Including applicable reporting and disclosure requirements for cafeteria plans, health FSAs and DCAPs.


ERISA Compliance for Health and Welfare Plans

8:00 a.m. – Registration/Coffee/Danish
8:30 a.m. – 12:00 Noon

ERISA litigation marches on—and with it, the risk of fiduciary liability for plan sponsors and their service providers. Here’s the guidance you need to comply with ERISA’s rules affecting plan documentation, disclosures, fiduciary responsibilities, third-party administration, claims and appeals, and government reporting. Topics include:

  • What Law Applies? Understanding ERISA preemption—when does ERISA apply versus state law?
  • When Are Fringe Benefits Subject to ERISA? Are you offering ERISA benefits without knowing it? How to identify when benefits (including “voluntary” benefits) are subject to ERISA.
  • Plan Documents and SPDs. Satisfying content and format rules; penalties for noncompliance.
  • Fiduciary Duties. Who’s an ERISA fiduciary, implications of fiduciary status and issues for plan sponsors and service providers when outsourcing plan administration.
  • Handling Benefit Claims. Claims, appeals, and external review rules, plus implications for benefits litigation.
  • How Plans Pay Benefits and Why It Matters. ERISA’s “exclusive benefit” and trust rules, including the special rules for participant contributions.
  • Form 5500 Requirements. Which plans must file; how, when, and what to file. Updated to highlight proposed changes!
  • SARs and Recordkeeping. Summary annual reports (SARs) and ERISA recordkeeping.


HSAs, HRAs and Consumer-Driven Health Care

12:30 p.m. – Registration
1:00 p.m. – 4:30 p.m.

As benefit costs continue to increase, consumer-driven designs continue to evolve. We’ll walk you through the potential advantages—and compliance challenges—of plan designs that include Health Reimbursement Arrangements (HRAs), workplace Health Savings Accounts (HSAs), and wellness programs. Topics include:

  • Consumer-Driven Health Care Overview. Introduces HSAs, HRAs and health FSAs.
  • Wellness and Disease-Management Programs. Impact of HIPAA, GINA, ADA and other laws on program design and rewards, including the latest guidance and court decisions.
  • Health Reimbursement Arrangements (HRAs). Essential elements, funding restrictions and expense reimbursement rules, claim substantiation and adjudication, interaction with health health flexible spending arrangements (health FSAs).
  • FSAs and HSAs, and issues under HIPAA and COBRA. Plus health care reform impacts, including HRA integration and what counts toward affordability and minimum value under Code § 4980H.
  • Workplace Health Savings Accounts (HSAs). Who can have an HSA, what is a high-deductible health plan, what coverage is compatible with HSA eligibility, interaction with HRAs and health FSAs, contribution limitations (including special rules for late entrants and married individuals), and rules for tax-free reimbursement of expenses. Plus the tax consequences of employer contributions, nondiscrimination and reporting rules, rules for contributions made through a cafeteria plan, and ERISA and COBRA implications.
  • Putting it All Together: Which Design for Which Employers? How to choose the account-based arrangement that best suits an employer’s needs.


HIPAA Privacy and Security

8:00 a.m. – Registration/Coffee/Danish
8:30 a.m. – 12:00 Noon

With escalating enforcement activity and another phase of compliance audits underway, we’ll deliver the legal rules along with best practices for health plans and business associates. Topics include:

  • Overview of HIPAA’s Privacy Requirements. Explains which entities are subject to the privacy rules (covered entities and business associates), the role of the employer plan sponsor, and what information is—and is not—protected health information (PHI).
  • Use & Disclosure Rules and Individual Rights. Including disclosures to plan sponsors, business associates, friends and family, and others. Plus—individuals’ access to their own PHI and other rights, drafting and distributing the notice of privacy practices, and creating and implementing privacy policies and procedures.
  • HIPAA’s Security Requirements. Overview of the regulatory structure, administrative, physical, technical, and organizational safeguards, and documentation requirements—including practical tips for addressing the the all-important risk analysis and other common issues for group health plans.
  • Breach Notification. How to determine whether an incident amounts to a "breach," who must be notified and when, and the importance of being prepared.
  • Business Associate Contracts. Addressing HITECH Act provisions. Subcontractors of business associates.
  • HIPAA Enforcement. The latest update on OCR’s enforcement activities, including Phase 2 audits, resolution agreements, and penalties.


COBRA Compliance for Group Health Plans

12:30 p.m. – Registration
1:00 p.m. – 4:30 p.m.

We’ll guide you through the legal rules and the mechanics of COBRA notices, elections, duration, and the interaction between COBRA and Marketplace coverage. Topics include:

  • When COBRA Applies. Employers and plans subject to COBRA, consequences of noncompliance, and when and to whom COBRA must be offered (qualifying events and qualified beneficiaries).
  • Initial COBRA Disclosures. Timing and content requirements for the initial notice and SPD.
  • Notice of Qualifying Event; Election and Unavailability Notices. Timing and content of these required notices to the plan or to qualified beneficiaries.
  • COBRA Elections. How qualified beneficiaries may elect COBRA, and what coverage they may elect. Includes issues of multiple plans, open enrollment, and the effect of COBRA election on Marketplace coverage eligibility.
  • COBRA Premiums. Explains calculation of the applicable premium, payment deadlines, and other issues relating to payment and late payment.
  • Duration of Coverage. Detailed examples illustrate the basic COBRA coverage periods, extensions, and early termination of COBRA, with discussion of required COBRA termination notices.
  • Special Issues for Health FSAs and HRAs. Explains which health FSAs qualify for a limited COBRA obligation (including treatment of carryovers), plus how to determine coverage and premium amounts.

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Benefits seminars backed by the EBIA compliance library

EBIA seminars provide intermediate coverage of the compliance requirements for benefit plan design and administration, including late-breaking developments. All backed by in-depth EBIA compliance manuals and the EBIA Weekly newsletter.

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For Continuing Education information click here.

You can make a substitution for the same location and course at any time without penalty. If you need to cancel there is a $100 cancellation fee when you give us at least 10 business days notice. If you give less than 10 business days notice, your tuition is forfeited.



1. Choose your location and dates

2. Select your topics

3. Register Online below
    or call 800.231.1860.


Boston • May 9-12
Offices of Thomson Reuters
Boston, MA
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Minneapolis, MN • May 23-26
Minneapolis Marriott Northwest
Brooklyn Park, MN
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Dallas, TX • June 6-9
Offices of Thomson Reuters
Carrolton, TX
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Seattle, WA • June 13-16
Sheraton Bellevue Hotel
100 112th Ave. NE
Bellevue, WA 98004
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Chicago, IL • June 20-23
Offices of Thomson Reuters
Chicago, IL
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* To qualify for additional registrant pricing, all registration forms must be sent in a single order.