This "coffee talk" style video series features compliance consulting professionals having an informal and informational conversation about employee-benefits topics such as Trending Benefits, Enforcement Realities and more.

Practically Speaking with Compliance: HIPAA Privacy & Security

In this Practically Speaking video, Sean McLean, JD, and Judith Nauta, JD, explore real-world HIPAA challenges, offering practical steps to secure your health plan and mitigate risk. Watch now to learn the biggest misconceptions that lead to costly fines, why ongoing risk analysis is critical and how to properly align your Privacy and Security Officer roles.

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Practically Speaking with Compliance: Gag Clause Attestations

Join host Sean McLean, JD, for a review of the gag clause prohibition and a step-by-step walkthrough of the Gag Clause Prohibition Compliance Attestation submission process. This webinar also highlights which contracts are impacted, examples of problematic terms and the key information needed to complete your annual attestation.

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Practically Speaking with Compliance: COBRA Pitfalls

Join Gallagher's Compliance counsel, Sean McLean, JD, and Anja Reitshamer, JD, for the latest episode of Practically Speaking with Compliance: COBRA Pitfalls. They'll guide you through common COBRA compliance challenges — including qualifying events, Medicare and FSA interactions — providing practical guidance to protect your organization.

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Practically Speaking with Compliance: A Day in the Life of a Fiduciary

In this Practically Speaking video, Sean McLean, JD, meets with Kelly Lazzara, JD, to discuss common fiduciary activities in both health and retirement plans, and concepts that can help you stay in compliance with the ERISA fiduciary rules. Understand the four fiduciary pillars and common health and retirement plan administrative functions that trigger the fiduciary obligations, as well as simple considerations and Gallagher resources that can help navigate them correctly.

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Practically Speaking with Compliance: Communicating Electronically

Join hosts Mandy Bartoshesky, JD, MPH, and Sean McLean, JD, as they talk about required notices — such as SPDs, the HIPAA notice, COBRA notices and wellness disclosures.

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Practically Speaking with Compliance: The Importance of SPDs, SMMs and SMRs

Join us for a video conversation with hosts Mandy Bartoshesky, JD, MPH, and Sean McLean, JD, as they dive deeper into the importance of summary plan descriptions (SPDs), summaries of material modifications (SMMs) and summaries of material reductions (SMRs).

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Practically Speaking with Compliance: Trending Benefits

Hosts Mandy Bartoshesky, JD, MPH, and Sean McLean, JD, discuss what compliance considerations to take into account when adding trending benefits to your health and welfare program. They identify trending benefits and the important questions to ask when adding a benefit. And they explore how these questions help reveal compliance obligations for your plans.

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Practically Speaking with Compliance: Enforcement Realities

Compliance professionals often discuss benefit compliance and non-compliance with employers. In reality, a compliance risk can arise from a simple participant request or a bad actor exposing vulnerabilities. Join hosts Mandy Bartoshesky, JD, MPH, and Sean McLean, JD, as they discuss the practical reality of enforcement and how a simple issue can have a big impact.

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Correcting Plan Mistakes

Practically Speaking with Compliance: Correcting Plan Mistakes

Join hosts Kimberley Mitchell, JD, Mandy Bartoshesky, JD, MPH, and Ruben Reyes, JD, LL.M., as they discuss common mistakes faced by sponsors of employer health and welfare plans and what to do about them. They explore what constitutes a mistake, and common plan mistakes and potential approaches for responding to them.

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