Retiree Health Plan to Prepare You for Retirement | Webinar

April 14, 2020by Whitney Boyer0
This is a 60 minute intermediate level webinar and took place on April 14, 2020 at 2:00pm Eastern

This retiree health plan webinar will help sponsors understand the compliance issues surrounding the retiree health plan coverage.

The retiree health plan webinar will also:

  • Discuss whether retirees that are included in a health plan covering active employees can be treated differently than active employees (such as different contributions and benefits) and the nondiscrimination rules that should be taken into account
  • Discuss the effect of offering retiree coverage on an employer’s COBRA obligations
  • Discuss how the Medicare Secondary Payer (MSP) rules and Age Discrimination in Employment Act (ADEA) apply to retirees in contrast with individuals with current employment status
  • Provide a brief overview of reporting obligations retiree-only plans must comply with including 1094/1095 reporting, Form 5500, Summary Annual Report (SAR), and Section 111 MSP reporting
  • Provide a broad overview of the retiree drug subsidy program



Your Presenter

Lorie Maring is a partner in the Atlanta office of Fisher Phillips and a member of the Employee Benefits Practice Group. She has extensive experience in all areas of employee benefits, including health and welfare programs, qualified and non-qualified retirement plans and executive compensation. She advises employers and employee benefit insurance consultants on the complex compliance and day-to-day issues arising under ERISA and state and federal laws governing employee benefit plans.

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