UPCOMING & ON-DEMAND WEBINARS
FEATURED UPCOMING WEBINAR
M&A 101: An Introduction to the Concepts and Requirements for Mergers & Acquisitions in Employee Benefits
August 28, 2024 | 1:00pm – 2:00pm EST, 10:00am – 11:00am PS
In this webinar, we will discuss the high-level components of benefits compliance issues that may arise during an M&A, including:
- Why does it matter if the M&A transaction is a stock or an asset transaction?
- How do the terms of the purchase agreement affect the transition of benefits to the buyer?
- What are the pros and cons of merging benefits plans?
- What steps are necessary to avoid forming a MEWA?
- What are the advantages and disadvantages of terminating a seller’s Health FSA?
- What are the approaches to continuing a seller’s Health FSA?
- Who is responsible for sending COBRA Election Notices to the seller’s employees?
- Who will be responsible for the benefit plan reporting for Form 5500s, Form M-1s, ACA Employer Information Reporting, and other post-transaction closing?
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COMPLIANCE WEBINARS – Baldwin Regulatory Compliance Collaborative
The Baldwin Regulatory Compliance Collaborative (BRCC) is a partnership of compliance professionals, across all our national partnerships, including AHT Insurance, offering client support and compliance solutions for the benefit of the Baldwin Risk Partners organization.
UPCOMING WEBINARS:
ERISA 107: Making the Switch from Fully Insured to Self-funded
September 25, 2024 | 10:00am Pacific, 1:00pm Eastern
ERISA 108: Spouses, Dependents, and Adult Dependents – Age and Relationship Considerations in Employee Benefits
October 30, 2024 | 10:00am Pacific, 1:00pm Eastern
PEO 101: Understanding the dynamics of PEO Offerings and Employer Lessons Learned from PEO Exits
November 27, 2024 | 10:00am Pacific, 1:00pm Eastern
Captives 101: An Introduction to Captives in the Employee Benefits Arena
December 18, 2024 | 10:00am Pacific, 1:00pm Eastern
If you have any questions about this or other Baldwin Professional Educational Connection programs, please contact Jason Sheffield, National Director of Compliance: Jason.Sheffield@baldwinriskpartners.com