Master the complex regulatory landscape of employee benefits. Learn the practical strategies our instructor attorneys use to navigate ERISA compliance, manage retirement plans effectively, and handle health and welfare benefits without costly mistakes.
Navigate Title I and Title II, understand agency jurisdiction
Navigate Title I and Title II, understand the division of authority between IRS, DOL, and PBGC
Learn what makes plans compliant and what triggers disqualification
Master ERISA, ADA, COBRA, FMLA, HIPAA, and how each impacts your plans
Know which agency has jurisdiction over what and how to work with each effectively
Identify violations before they happen, understand exemptions and protections
Navigate Section 410(b) testing and handle ADP/ACP tests effectively
Set up loan programs, process QDROs, and manage contributions properly
Know when participants can access funds and handle distributions correctly
Know what triggers audits and how to fix errors before IRS discovers them
Know which plans ERISA covers and maintain proper documentation
Know which plans ERISA covers and which are exempt
Maintain SPDs, SMMs, and plan documents that satisfy DOL standards
File Form 5500 correctly and meet disclosure deadlines
Understand when ERISA preempts state requirements and when it doesn't
Establish DOL-compliant procedures and create winning administrative records
Know who the fiduciaries are and protect your plan's rights
Leverage deferential standards and limited discovery rules
Learn what appellate courts and regulators are focusing on
Know which welfare plans are subject to ERISA and establish compliant procedures
Know which welfare plans are subject to ERISA
Handle Form 5500, SPD, and SMM requirements for welfare plans
Understand when trusts are required and what constitutes plan assets
Establish DOL-compliant claim and appeal processes
Navigate prohibited transaction rules for welfare plan assets
Understand play-or-pay rules and handle Forms 1094 and 1095 correctly
Understand what PHI you can access and structure compliant BAAs
Navigate ADEA, ADA, FMLA, GINA, and USERRA requirements
Master COBRA, mental health parity, and Medicare coordination
Navigate HSAs, HRAs, FSAs, and claim substantiation requirements
Smart questions deserve clear answers. Here's what HR leaders and decision-makers ask us most often.
Real-world expertise. Guaranteed results. Trusted since 1979.
Build Benefits Law Expertise That Protects Plans and Limits Your Liability
The Certificate in Employee Benefits Law is 4.5 intensive days where you'll build expertise in ERISA compliance, retirement plan administration, and health care reform requirements with practicing benefits attorneys—working through the complex regulations that govern 401(k) plans, health benefits, and benefits litigation.
What Sets This Program Apart