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.

null

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).

Watch on demand

null

Practically Speaking with Compliance: Gag Clause Attestation Submissions

Join host Sean McLean, JD, for a review of the gag clause prohibition and a step-by-step walk through the Gag Clause Prohibition Compliance Attestation submission process.

WATCH ON DEMAND

null

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.

Watch on Demand

null

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.

Watch on Demand

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.

Watch on Demand