The Vorys Benefits Conferences were designed and developed specifically for in-house benefits professionals. During these half-day programs, the Vorys benefits team will provide networking opportunities, updates and valuable insights regarding a variety of benefits-related topics. Come ready to learn and collaborate!


This program is pending approval for 3.75 (general) credit hours toward PHR, SPHR and GPHR recertification through the HR Certification Institute and the Society for Human Resource Management.

This course is also pending approval by the Kentucky Bar Association and The Supreme Court of Ohio Commission on Continuing Legal Education for 3.75 total CLE hours instruction. 

Registration has closed for this event.

Programs
8:00 A.M. Check-in and Breakfast
8:35 A.M. Back to Basics - A Refresher on "Not So New" Rules
  This session will provide a refresher regarding some of the “not so new” employee benefit plan rules that require the ongoing attention of plan sponsors, including:
  • COBRA compliance and required notices
  • ACA compliance and the impact of breaks in service and employment status changes
  • health and retirement plan participant communications and disclosure requirements
 
Howard_Elizabeth_web Baron_Peggy_web Parrish_Dawne_printpilot
Elizabeth Howard Peggy Baron Dawne McKenna Parrish
10:15 A.M. Retirement Plan Update 
  In this session we will provide:
  • an update on the rules for required minimum distributions
  • a reminder regarding the importance of addressing cybersecurity in all vendor agreements
  • developments regarding ESG and cryptocurrency investments
  • new incentives to self-audit and correct operational errors
 
Dunsizer_J_web Ciriaco_Tony_web
Jen Dunsizer Tony Ciriaco
11:00 A.M. Key Issues Applicable to Self-Insured Health Plans
  In the session we will discuss the following:
  • Mental Health Parity and Nonquantitative Treatment Limitations
    • compliance audits
    • enforcement
  • vendor contracting for CAA
  • travel benefits under a health plan
  • breaking news on regulatory and sub-regulatory guidance
 
Poth_Christine_web-1 Howard_Elizabeth_printpilot CHILAKAMARRI_MUKTA_web
Chris Poth Elizabeth Howard Mukta Chilakamarri
11:45 A.M. Know Your Numbers - Do You Know What Fees You Are Paying Your Plan Vendors?
  This session will provide an overview of the legal and administrative issues associated with ERISA employee benefit plan fees, including the following:
  • what fees can be paid out of plan assets
  • why plans can only pay reasonable fees
  • tips on how to conduct a Request for Proposal or benchmarking
  • overview of notices your vendors should be providing and what you should be doing with those notices
  • notices required to be provided to participants
  • how fees should be reported on the Form 5500
 
Poth_Christine_web-1 Swary_Wendy_printpilot
Chris Poth Wendy Swary
12:30 P.M. Networking Lunch
8:00 A.M. Check-in and Breakfast
8:30 A.M. Back to Basics - A Refresher on "Not So New" Rules
  This session will provide a refresher regarding some of the “not so new” employee benefit plan rules that require the ongoing attention of plan sponsors, including:
  • COBRA compliance and required notices
  • ACA compliance and the impact of breaks in service and employment status changes
  • health and retirement plan participant communications and disclosure requirements
 
Howard_Elizabeth_web Baron_Peggy_web Parrish_Dawne_printpilot
Elizabeth Howard Peggy Baron Dawne McKenna Parrish
10:00 A.M. Retirement Plan Update 
  In this session we will provide:
  • an update on the rules for required minimum distributions
  • a reminder regarding the importance of addressing cybersecurity in all vendor agreements
  • developments regarding ESG and cryptocurrency investments
  • new incentives to self-audit and correct operational errors
 
Dunsizer_J_web Ciriaco_Tony_web
Jen Dunsizer Tony Ciriaco
11:00 A.M. Key Issues Applicable to Self-Insured Health Plans
  In the session we will discuss the following:
  • Mental Health Parity and Nonquantitative Treatment Limitations
    • compliance audits
    • enforcement
  • vendor contracting for CAA
  • travel benefits under a health plan
  • breaking news on regulatory and sub-regulatory guidance
 
Abbott_Jacquie_web CHILAKAMARRI_MUKTA_web
Jacquie Abbott Mukta Chilakamarri
11:45 A.M. Know Your Numbers - Do You Know What Fees You Are Paying Your Plan Vendors?
  This session will provide an overview of the legal and administrative issues associated with ERISA employee benefit plan fees, including the following:
  • what fees can be paid out of plan assets
  • why plans can only pay reasonable fees
  • tips on how to conduct a Request for Proposal or benchmarking
  • overview of notices your vendors should be providing and what you should be doing with those notices
  • notices required to be provided to participants
  • how fees should be reported on the Form 5500
 
Poth_Christine_web-1 Swary_Wendy_printpilot
Chris Poth Wendy Swary
12:30 P.M. Networking Lunch
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