AssuredPartners HRCI & SHRM Pre-Approved Webinar | Let’s Wrap This Up! Understanding the Basics of Health & Welfare Plan Document Requirements

Posted November 19, 2018 by Megan DiMartino in Uncategorized | 0 comments

Does your company’s health and welfare plans each have their own plan document and SPD, or are all of your benefits wrapped together under one plan? Do your benefit plan documents and SPDs include the required language under ERISA and other federal laws, or are you relying on the certificates, policies and benefit summaries provided to you by your carriers and/or TPAs to keep you compliant?

If you answered “yes” to the latter questions or if you just don’t know where your company falls, this webinar will help you break down the document requirements and start your company down a path to compliance.

Please join Caroline Smith, Esq., VP of Compliance for AssuredPartners, for this HRCI* and SRHM** pre-approved, complimentary, one-hour webinar as she provides an overview of ERISA and other federal law requirements as they relate to the plan documents, SPDs and the like, and helps you better understand the risks and penalties associated with noncompliance. This webinar will also include a look at the requirements under the Internal Revenue Code and corresponding regulations related to Cafeteria Plans and what those requirements mean to your company. Our goal is to provide tangible takeaways to help employers assess their company’s current risk and learn what to do to get into compliance.

Webinar details:

  • Thursday, November 29, 2018
  • 2:00pm – 3:00 pm EST
  • No cost to attend
  • This webinar is open to all HR and Finance Professionals – but not to brokers, agents, TPAs and PEOs

Register Now

*The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.
**AP Benefit Advisors, LLC is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP or SHRM-SCP. This program is valid for 1 PDC for the SHRM-CP or SHRM-SCP. For more information about certification or recertification, please visit

For more information, contact The information contained in this post, and any attachments, is not intended and should not be misconstrued as legal advice. You should contact your employment, benefits or ERISA attorney for legal direction.

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