Course Detail

Cafeteria Plan Election Changes: Who, What, Why, and When?  

CATEGORY: Specialized Knowledge & Applications
2 CPE Credits
Please contact a salesperson at 800.231.1860 to buy this course.

Change happens. But the cafeteria plan rules don’t always allow it. Which status changes permit election changes—and how does the consistency rule apply? What if an employee made an election mistake that doesn’t come to light until the plan year is well underway? Our experts will walk through the election change rules focusing on what plan sponsors, administrators and advisors need to know. They’ll apply the rules to real-life scenarios, suggest best practices (including a four-step process for analyzing any election change request), and answer your trickiest election-change questions.

Recorded Webinars: If you missed a live webinar, choose the recorded version. The recorded webinar will be available for purchase within 48 hours of the live event. The recorded webinar is viewable as many times as you wish for 60 days. Click here for a listing of all recorded webinars (PDF). Please note: CPE Credit is not granted for webinar recordings. Recordings are accurate as of the presentation date of the live webinar.

Please contact a salesperson at 800.231.1860 to buy this course.

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Course outline