Los Angeles Benefits Basics (7/25)

July 25, 2024 9:00 AM-3:30 PM
Pasadena, CA

Chapter Event

Benefits Basics
Thursday, July 25, 2024
9:00 am - 3:30 pm

9:00 - 9:45 am: Registration, Breakfast & Headshots

9:45 – 10:00 am: Welcome and Opening Remarks

10:00 – 11:00 am: Health & Welfare Compliance Checklist
Identify compliance requirements for employee benefits and retirement plans. Learn about regulatory compliance imposed by DOL, IRS, CMS, EEOC, HHS, and state insurance departments.
Michelle Cammayo, CEBS, Compliance National Practice Lead, IMA Financial
Michelle Landrum,CEBS, Employee Benefits Consultant, IMA Financial

11:00 am – 12:00 pm: Employee Benefits Administration & Strategy
Learn the key tasks of managing a health & welfare plan including benefits administration tasks, renewal process, running an Open Enrollment, technology vendors, and best practices for effective communication.
Karen Hallsman, CEBS, Benefits Manager, MarketCast

Debbie Freeman, Director of Corporate Benefits, TetraTech

12:00 – 1:00 pm: Networking Lunch & Complimentary Headshots

1:00 – 2:00 pm: Fundamentals of Retirement Administration
Learn the best practices for operating your retirement plan including the life cycle of a retirement plan, eligibility and enrollment, participant data and contributions, distributions and loans, and Form 5500 reporting.
Crystal Coleman, CEBS, Principal, CLA

2:00 – 3:00 pm: Retirement Compliance Checklist Overview of the essential components of retirement compliance, covering topics such as ERISA regulations, fiduciary responsibilities, plan documentation, reporting and disclosure requirements, and recent legislative updates impacting retirement plans including SECURE 2.0.
Rodney Balbuena, Managing Director, Sageview

3:00 - 3:30 pm: Reflection and Closing Remarks