Thank you to our meeting sponsor:
Legal Hour - Earn 1.0 Hours of HR credit from HRCI and SHRM
Luncheon Meeting - Earn 1.0 Hours of HR credit from HRCI and SHRM
Legal & Regulatory Hour
10:15 am - 11:15 am
A Minefield of Acronyms & What It Means to be a Fiduciary
Speaker: Ross Carmichael
There are many hazards in today’s employee benefit compliance landscape. For employers, navigating the ACA, ERISA, COBRA, HIPAA, FMLA, ADA, etc. can be daunting. Attendees will learn more about these topics and more from Ross, who will help you understand employee benefits & the important role of fiduciaries, and share insights regarding next steps after tax reform.
Ross Carmichael graduated from the University of California, Santa Barbara in 2000 with a bachelor’s degree in history. He played professional basketball in Europe before returning to Texas and attending Texas A&M University School of Law.
In 2008, Carmichael became an investigator with the Department of Labor’s Employee Benefits Security Administration, leading its Dallas Regional Oil & Gas Project and its HIPAA and Affordable Care Act Compliance Project. In his time at the DOL, Carmichael received the Secretary of Labor’s Exceptional Achievement Award for his work on the Health Disclosure and Claims Issues Project.
Since joining Higginbotham, Carmichael has presented before hundreds of employers and participated in numerous panels for various business organizations throughout Texas. He has been interviewed by CBS News and the New York Times, and he also helps represent Higginbotham on the National Association of Health Underwriter’s Principal Council. He has been named a “Top ERISA Attorney” by Fort Worth, Texas Magazine and been a recipient of the Fort Worth Business Press’ “40 Under 40” award.
11:30 am - 1:00 pm
ACA 2018 Update- Including How to Avoid receiving an IRS Penalty Notice
Speaker: Jennifer Reed
For years, Jennifer Reed has presented on ACA reporting, teaching insurance brokers and HR professionals all over the country. She will give us a fresh update on what is happening with ACA including how to avoid receiving a dreaded Penalty Assessment Letter (Letter 22J) from the IRS. Healthcare was not only transformed by ACA, but it is ever changing during the “repeal” process of the current administration. Unfortunately, the risk of receiving a Penalty Assessment Letter from the IRS is high (compared to a DOL audit), even for employers that are fully compliant with the current Employer Mandate. With penalties ranging from a few thousand to multiple millions and the short turn-around time for an appeal, HR professionals need to be aware of how to avoid receiving these notices.
Speaker Bio: Jennifer Reed has 10-plus years of experience in Employee Benefits and HR Technology consulting. Because of her unique background, she is known as a key presenter on ACA reporting. She was also a primary contributor to the research and development of the ACA reporting services for a national human capital management software company. Jennifer leads the Benefit Compliance and HR Technology Consulting at GUS BATES Insurance and Investments.
FAJITA TACO SALAD W/CHICKEN FAJITA MEAT
MIXED GREENS TOPPED W/CHEDDAR CHEESE,
DICED TOMATOES, BLACK OLIVES, GUACAMOLE, GREEN ONIONS & PEPPERS
SERVED IN A CRISPY TACO BOWL
SALSA & RANCH DRESSING ON TABLE
TRES LECHES CAKE
ROLLS - BUTTER - ICE TEA - COFFEE
Ridglea Country Club
3700 Bernie Anderson Ave
Fort Worth, TX 76116
All registrations must be received before close of business on the Monday prior to the event. Thereafter, a limited number of registrations will be accepted at the door on a first-come, first-served basis. Please understand that you cannot be guarantee seat at the meeting if you do not register by the Monday preceding the event. If you can't make the event, please let us know 72 hours beforehand by sending an email to email@example.com, so that we can cancel your registration. Otherwise, we will bill you for the reservation (we pay the venue based on the number of attendees reserved - including no-shows).
Use of Materials
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