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Understanding the Impact of Health Care Reform
Health care reform will impact all employers. Get the information you need now.
Faculty
Brookfield, WI • October 21, 2010 • ID# 386791
Continuing Education Credit• CPP/FPC 6.50 • IL CLE 6.50 • WI CLE 8.0 • HRPD 1.0 • WI INS 8.0 • CPE 8.0• PACE 8.0 • HR Certification Institute 6.50
For more detailed CE credit information, visit us at www.lorman.com/ID386791 or contact us at 866-352-9540.
Keeping You Current.Helping You Succeed.®
R
A DIVISION OF LORMAN BUSINESS CENTER, INC.
Moderator:Drew J. Cochrane, Esq.Stafford Rosenbaum LLP
Peter A. Frittitta, M.B.A.R&R Insurance Services, Inc.Marcus B. Newman, CBC GCG Financial, Inc.Robert J. SimandlSimandl & Prentice, S.C.
BRING A
COLL E AGUE
Bring a Colleague – Save $50 –(Includes Free Manual)
YOUR COURSE AGENDA
Drew J. Cochrane, Esq.
• PartneratStaffordRosenbaumLLP• Practicefocusesprimarilyonemploymentandlaborlaw,aswellasgeneralbusinessandcommerciallitigation
• Appearedbeforenumerousstateandfederalcourts,andadministrativeagenciesthroughoutWisconsin,includingtheWisconsinSupremeCourt
• Experienceencompassessuccessfullitigationofnumerouslaborandemploymentmatters
• B.A.andJ.D.degrees,UniversityofWisconsin
Peter A. Frittitta, M.B.A.
• VicepresidentofBenefitsPracticeforR&RInsuranceServices,Inc.,oneofWisconsin’sleadingindependentinsurancebrokersandapartnerofAssurexGlobal
• FormervicepresidentofsalesdevelopmentatCobalt/BlueCross&BlueShieldofWisconsinandvicepresidentofsalesandaccountmanagementforUnitedHealthcareofWisconsin
• Industryexperienceincludessales/distribution,finance,operations,administration,marketresearch,advertisingandproductdevelopment
• Ledthedevelopmentofthefirstpoint-of-serviceproductinWisconsin
• MemberoftheWisconsinAssociationofHealthUnderwritersandtheNationalAssociationofHealthUnderwriters
• M.B.A.andB.S.B.A.degrees,MarquetteUniversityinMilwaukee
• LicensedWisconsininsuranceintermediaryinlife,accidentandhealthlines
Marcus B. Newman, CBC
• VicepresidentofGCGFinancial,Inc.withafocusonserving
smallbusinesses• Responsibleforthehealthinsuranceofmorethan300privatelyheldbusinessesacrossthecountry
• Providesexpertandobjectiveguidancewithrespecttogroupinsurancebenefitsofallkinds,401(k)andothersalarydeferralplans,pensionandprofitsharingplans,deferredcompensationplans,executivebenefitsandawidevarietyofinvestmentsforcloselyheldbusinessowners
• ConsistentrevenueleaderatthefirmandannualqualifierfortheMillionDollarRoundTable
• YoungestGCGFinancial,Inc.advisoreverelectedtotheexecutiveboardoftheChicagoChapteroftheNationalAssociationofInsuranceandFinancialAdvisors
• FounderandpresidentofArrayEducation,Inc.,anorganizationcommittedtothepreventionofteenagesubstanceabuseandaddictionthroughawidevarietyofprogramsthathelpyoungpeoplemakeresponsible,informeddecisionsaboutdrugsandalcohol
• B.A.degreeinphilosophy,NortheasternIllinoisUniversity
Robert J. Simandl
• Co-founderofthelawfirmofSimandl&Prentice,S.C.• Providescounselonemployeebenefitissuesandcounselsclientsontherequirementsofthefederalandstatefamilyandmedicalleavelaws,theAmericanswithDisabilitiesActandemploymentdiscrimination
• Certifiedpublicaccountant,andservedontheWisconsinFamilyandMedicalLeaveTaskForce
• WrotetheFamilyandMedicalLeaveLawComplianceManual• B.B.A.degree,withhonors,inaccounting,UniversityofWisconsin-Milwaukee
• J.D.degree,cumlaude,MarquetteUniversity
8:00 am – 8:30 am Registration
8:30 am – 10:10 am Drew J. Cochrane, Esq.Overview of Health Care Reform• ImpactofHealthCareReformonEmployersandEmployees
ofVariousSizes• TimeLineofChanges
– ChangesEffectiveImmediately– ChangesEffectiveforPlanYearsBeginningMoreThanSixMonthsFromDateofEnactment
– Changesfor2011,2013,2014and2018
10:10 am – 10:20 am Break
10:20 am – 12:00 pm Peter A. Frittitta, M.B.A.Changes That Effect Individuals and Employers• Mandates• Exchanges• Medicare• ChangestoFSAs,HSAsandHRAs
12:00 pm – 1:00 pm Lunch (On Your Own)
1:00 pm – 2:30 pm Marcus B. Newman, CBC Role of Consumerism in Health Care in the Shadow of Health Care Reform Legislation• ConstraintsonEmployer-BasedHealthBenefits• ShiftinEmployerHealthBenefitStrategiesOverTime• CarrierResponsesinHealthInsuranceBenefitDesignsand
Offerings
• OpportunitiesforEmployersinOfferingEmployer-BasedHealthBenefitsUtilizingConsumerismandOtherTools
2:30 pm – 2:40 pm Break
2:40 pm – 3:15 pm Robert J. SimandlTax Changes and Implications on Employers• GrandfatheredPlans• RuleandDefinitionChanges• Penalties• RevenueRaisers• Incentives• AutomaticNoticeRequirements
3:15 pm – 3:50 pm Robert J. SimandlWellness Plan Initiatives: How the Federal Government Will Encourage Sponsorship of Wellness Programs Through Incentives and Guidance
3:50 pm – 4:30 pm Drew J. Cochrane, Esq., Peter A. Frittitta, M.B.A., Robert J. Simandl and Marcus B. Newman, CBC
Panel Discussion, and Questions and Answers• ImpactonUnions• ImpactonInsuranceCarriers• ManagingAdministrativeCosts• MiscellaneousIssues
YOUR SEMINAR LEADERS
YOUR COURSE AGENDA YOUR BENEFITS OF ATTENDING
GENERAL INFORMATION: • This seminar may be recorded by Lorman. • If you need special accommodations, please contact us two weeks in advance of the program. • Lorman Education Services is not approved to offer self-study CPE credit for accountants; therefore, no CPE will be given for this program if ordered as a self-study package.CANCELLATIONS: Substitute registrants can be named at any time. A full refund, less a $20 service charge, will be given if notification is given six or more business days in advance. Notification of less than six business days will result in a credit that can be applied to any Lorman products or services. If you do not cancel or attend, you are responsible for the entire payment. © 2010 Lorman Education Services. All rights reserved.
Names of Attendees
NAME TITLE
NAME TITLE EMAIL
FIRM NAME
ADDRESS
Firm Information
CITY STATE ZIP CODE
TELEPHONE FAX WEBSITE
Approving ManagerNAME TITLE
PRIORITY CODE
Payment InformationAmount enclosed $___________ Check enclosed payable to Lorman Education Services Charge to credit card ___AE___MC___VISA
Signature ______________________________________ Card number ______________________________________ Exp. Date ______________
SEMINAR IDLOCATION DATE
Where Is It?Sheraton Milwaukee Brookfield Hotel375 South Moorland Road262-786-1100Brookfield, WI
Health care reform will impact all employers. Get the information you need now.
Aftermonthsofdebate,CongresspassedthemostsignificanthealthcarereformlegislationsincethecreationoftheMedicareprograminthe1960s.Registernowandlearnwhatthislegislationmeanstoyou.Thisisanopportunityforemployerstoassessbest-practiceprogramsandmakethedecisionsnecessarytodevelopplansthatworkwiththenewrequirements.Thisseminarisdesignedtogiveyou,theemployer,theinformationyouneedtomoveforwardinaddressingtheissuesassociatedwithhealthcareandtogiveyousomeinsightintothehealthcaremovementandwhatitmeansforyouandyouremployees.
Benefits for You•Knowyourobligationsandwhenyouneedtocomply•Understandhowthisnewlegislationinteractswithstatelaws•Learnhowhealthcarereformaffectsyourplans•Understandthepenaltiesandhowtheycouldapplytoyou
Seminar Tuition (includes free manual with attendance) F Yes! I would like to attend. ($329 per person) F Yes! I would like to bring a colleague. ($279 per each additional registrant) F Yes! I would like the Best Value discount. ($428 per package [$329] plus CD recording [$99*] of this seminar)
I am unable to attend but I am interested in: CD/Manual Package* ($349) Manual Only* ($119)
Amount Enclosed$ __________ Tuition Subtotal$ __________ Shipping & Handling ($7.95 first item, $1.00 each additional)
$ __________ Sales Tax (If tax-exempt, please include your certificate.)$ __________ TOTAL
*Add $7.95 shipping & handling plus applicable sales tax to product orders. Please allow four to six weeks after the date of the seminar for delivery.
How Do I Register?email: [email protected]: www.lorman.com/ID386791 telephone: 866-352-9539 fax: 715-833-3953mail: Mail this form with payment information to:
Lorman Education Services Dept. 5382, P.O. Box 2933 Milwaukee, WI 53201-2933
REGISTER NOWwww.lorman.com/ID386791
Who Will Be There?This seminar is designed for human resource managers, benefits administrators, business owners, office managers, CFOs, controllers, accountants, payroll managers, insurance professionals, tax managers and attorneys.
Brookfield, WI October 21, 2010 386791DISCOUNT CODE
FREEManual
with attendance
Take $50OFFwhen you register a second attendee
Keeping You Current. Helping You Succeed.®
EDUCATION SERVICES
R
A DIVISION OF LORMAN BUSINESS CENTER, INC.
Understanding the Impact of Health Care Reform
$119 Value!
Continuing Education Credit• CPP/FPC 6.50 • IL CLE 6.50 • WI CLE 8.0 • HRPD 1.0 • WI INS 8.0 • CPE 8.0• PACE 8.0 • HR Certification Institute 6.50For more detailed CE credit information, visit us at www.lorman.com/ID386791 or contact us at 866-352-9540.
EXPRESS REGISTRATION www.lorman.com/ID386791
Understanding the Impact of Health Care Reform
Brookfield, WI • October 21, 2010 • ID# 386791
Understanding the Impact of Health Care ReformBrookfield, WI • October 21, 2010 • ID# 386791
Full-Day Seminar
Keeping You Current. Helping You Succeed.®
EDUCATION SERVICES
R
A DIVISION OF LORMAN BUSINESS CENTER, INC.P.O. Box 509 • Eau Claire, WI 54703
Presorted StandardU.S. Postage
PAIDLORMAN EDUCATION
SERVICES