Health and Welfare Plan Rules and Processes

Session Date: 
May 9th, 2017 - 11:10AM12:25PM


This session will provide a understanding of health and welfare employee benefit plans, including various type of health and welfare arrangements, key roles and responsibilities, the annual health care process and claims processing cycle, and tax status and tax concerns of health and welfare employee benefit plans.

Attendees will:

  • Discuss types of health and welfare arrangements (e.g. indemnity, self-insured, HSA, FSA, HRA,EGWP)
  • Understand the roles and responsibilities of the employer, employees and different service providers (TPA, insurer, trustee, recordkeeper)

Field of Study:

Session Type:

Skill Level:

Speaker(s) Speaker Details Session(s)
Joan Vines CPA, Managing Director, BDO, McLean, VA 37
Gabriel O'Keefe CPA, Partner, Plante Moran PLLC, Southfield, MI 37, 70
Linh Crider CPA, CFE, Director of Claims Auditing, Bond Beebe, P.C, Bethesda, MD 37

Field of Study Legend

Behavioral Ethics
Business Management & Organization
Personal Development
Specialized Knowledge

Skill Levels Legend

L1 - Level 1
L2 - Level 2
L* - Level 1 & Level 2