On-demand webinar

Compliance challenges and best practices for public sector health and retirement plans

Are your plans in statutory and regulatory compliance and up to date? Do your documents reflect the benefits being provided? Are you conducting fiduciary training and keeping current on compliance activities?
Join us for an overview of the compliance challenges facing public sector health and retirement plans and learn best practices that can be incorporated into plan administration to avoid compliance missteps.

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Compliance stumbling blocks are common to all employee benefit plans. Public sector plans are no exception and compliance errors can result in adverse tax consequences to participants, and the potential for fiduciary claims or participant challenges to benefits.

Our speakers will discuss some of the basics of public sector plan compliance and highlight legislative changes, including:

  • How to avoid the unintentional creation of participant rights under ERISA
  • State versus federal law requirements
  • Handling the compliance challenges created by a multiple employer plan structure
  • New Form W-4P retirement reporting and required minimum distribution amendment compliance
  • Solving common administrative challenges

    We will allow time at the end of the session to address audience questions.

About our speakers

Laurie Duchateau (2019) WEB-2

Laurie DuChateau | Laurie is a Principal and leads the U.S. Compliance Consulting practice with responsibility for cross-practice compliance consulting, publications, research, and training. An attorney with more than 25 years of experience in employee benefits law, Laurie has consulted with public sector clients on a broad spectrum of retirement, health, and welfare plan compliance issues.

Melissa MaherMelissa Maher | Melissa is a Director in the Compliance Consulting practice. She helps clients across the U.S. comply with HIPAA’s privacy and security regulations and regularly conducts HIPAA workforce training. Additionally, Melissa has more than 15 years of health and welfare benefits consulting experience, partnering with organizations to optimize their benefits and deliver value to employees.

RandieThompsonRandie Thompson | Randie is a Director in the Compliance Consulting practice. With more than 20 years in private legal practice as an ERISA attorney, she specializes in complex health and welfare benefit arrangements and has extensive experience in both federal and state regulatory audits, investigations, and inquiries. Randie works with her clients nationwide to help them comply with ERISA and its corollary laws and regulations, including HIPAA, ACA, COBRA, and IRC.

Pat Trunzo | Pat is a Director in the Compliance Consulting practice. With nearly 25 years of employee benefits consulting and law firm experience, Pat helps plan sponsors and administrators meet the requirements of the many laws impacting the design and operation of their retirement and health and welfare plans.


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