Fringe Benefit Planning for 2017 and Beyond

Topics

• Data gathering issues
• Considerations in planning for employee benefits and retirement planning
• Overview of available life, health and retirement planning tools to the employer
• How to effectively match the objectives of the employer with that of the employee group
• Design features of a group term life insurance plan
• Tax implications of dependent care and educational assistance plans
• General overview of major ERISA reporting and disclosure requirements
• Alternatives in providing medical benefits to employees and their families
• Overview of age and sex discrimination rules
• Understanding of IRC common control rules

Who should Attend

• EAs
• CPAs
• Financial Planners
• Attorneys
• Bankers
• Insurance Agents
• HR executives