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Let's break it down together.

This series is designed to cover the big issues – straight and to the point. We will break down legislation and regulations that affect employee benefit plans. You have questions? Great! Because Office Hours is specifically designed to address your questions. We want to help you find the answers.

Thursday, April 4, 2019

10:00am - 11:00am PST

ABD Host

Brian Gilmore

Lead Benefits Counsel, VP

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1) Why Does Section 125 Matter?

The cafeteria plan safe harbor from constructive receipt
Qualified benefits for cafeteria plans

2) Plan Document Requirements

Content requirements
Specific timing rules for adoption, amendment, and restatement

3) Making/Changing Elections

The biggest Section 125 issue!
The irrevocable election requirement, and mid-year permitted election change events
Why exceptions are a major problem (unless doctrine of mistake applies)

4) The Use-It-Or-Lose-It Rule

Exceptions to the rule
Permitted uses of forfeitures
Options after mid-year termination

5) Nondiscrimination Rules

Strategies for passing the notorious 55% Average Benefits Test
Best practices for correcting failures

Office Hours Webinar

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