You will want to take advantage of Relation’s upcoming compliance webinar – Wellness in the workplace.

Join our VP of Compliance, Matthew LoPorto, and our Wellness Program Manager, Jeanne McDaniel, as they team up to discuss how to create a thriving Wellness Program that not only encourages engagement with health and wellness benefits but also cultivates a positive organizational culture, enhances job satisfaction, and boosts employee retention. Plus, you’ll learn how to effectively manage healthcare costs while ensuring compliance with crucial Federal regulations like HIPAA, ADA, and GINA.

Join Relation Insurance Services for our upcoming webinar, Wellness in the Workplace – How to Create an Effective and Compliant Wellness Program

 

Wellness in the Workplace Webinar

Matthew LoPorto will also share his insights on the compliance essentials for a successful Wellness Program. As well as crucial regulatory updates that will impact your health plans as we prepare for the open enrollment for the 2025 Plan Year.

Relation will be hosting the webinar WELLNESS IN THE WORKPLACE! HOW TO CREATE AN EFFECTIVE AND COMPLIANT WELLNESS PROGRAM on:

TUESDAY, SEPTEMBER 17, 2024
2:00 – 3:00 PM EST 

To make sure you’re on top of your employee benefits game and in sync with compliance, don’t miss out – save your seat today!

Have questions?  Please feel free to submit them in advance to [email protected] or questions may be asked during the webinar.

After you register, you will receive a confidential email containing information about joining the meeting.

P.S. Cannot attend? Register to receive a copy of the webinar recording.

About The Speakers

Matthew LoPorto
Vice President, Compliance at Relation Insurance
Matthew LoPorto is the VP of Compliance for Relation’s employee benefits team. Matt leads a team that provides compliance support to ensure our groups are meeting federal and state requirements applicable to benefit plans. One of Matt’s responsibilities also includes monitoring newly proposed and enacted legislation at the State and Federal level to make sure that our teams are better prepared for the ever-changing regulatory landscape of insurance and employee benefits. Matt has over 10 years of experience in the insurance and group benefits industry with a focus on regulatory compliance and is a member of several industry advocacy groups including the Legal Counsel Working Group of the Council of Insurance Agents and Brokers. Matthew graduated as an evening student from Brooklyn Law School.
Jeanne McDaniel
Wellness Program Manager at Relation Insurance
Jeanne, brings with her nearly 30 years of experience as a registered dietician nutritionist! With a rich background in various environments – including hospitals, schools, publish health organizations, and consulting – Jeanne specializes in Corporate Wellness and holds a Certified Wellness Practitioner Manager at Relation. she collaborates closely with our clients, offering expert guidance, support, and resources to implement or elevate their Wellness Programs.

You will want to take advantage of Relation’s upcoming compliance webinar!

Our VP of Compliance, Matthew LoPorto, is teaming up with Marilyn Monahan, owner of the Monahan Law Office, to bring you expert guidance on employee benefits and insurance laws.

Join Relation Insurance Services for our upcoming webinar, The Intersection of Leave Laws & Employee Benefits.

he Intersection of Leave Laws & Employee Benefits

With her extensive experience advising employers and consultants on compliance, Marilyn will be guiding us through practical, real-world examples of benefits administration during leaves of absence.

With the increasing complexity of overlapping leave laws like FMLA and USERRA, it’s more important than ever for HR and benefit professionals to understand how they impact employee benefit plans. Marilyn will highlight the tips, traps, best practices, and action items you need to know about to stay compliant. She’ll cover everything from which benefits employers must offer, for how long, and who has to pay for them.

Matt will also be providing crucial guidance on upcoming Federal filings to ensure that you’re aware of your responsibilities.

Secure your spot today and join Marilyn and Matt for an exclusive webinar. You’ll gain a better understanding of how to administer health benefits during an employee’s leave.

Relation will be hosting the webinar THE INTERSECTION OF LEAVE LAWS AND EMPLOYEE BENEFITS on:

WEDNESDAY, MAY 8 2024
2:00 – 3:00 PM EST 

To make sure you’re on top of your employee benefits game and in sync with compliance, don’t miss out – save your seat today!

Have questions?  Please feel free to submit them in advance to [email protected] or questions may be asked during the webinar.

After you register, you will receive a confidential email containing information about joining the meeting.

P.S. Cannot attend? Register to receive a copy of the webinar recording.

About The Speakers

Matthew LoPorto
Vice President, Compliance at Relation Insurance
Matthew LoPorto is the VP of Compliance for Relation’s employee benefits team. Matt leads a team that provides compliance support to ensure our groups are meeting federal and state requirements applicable to benefit plans. One of Matt’s responsibilities also includes monitoring newly proposed and enacted legislation at the State and Federal level to make sure that our teams are better prepared for the ever-changing regulatory landscape of insurance and employee benefits. Matt has over 10 years of experience in the insurance and group benefits industry with a focus on regulatory compliance and is a member of several industry advocacy groups including the Legal Counsel Working Group of the Council of Insurance Agents and Brokers. Matthew graduated as an evening student from Brooklyn Law School.
Marilyn Monahan
Attorney, Monahan Law Office
Employee benefits and insurance corporate and regulatory lawyer whose practice focuses on health and welfare plans. Extensive experience counseling human resource and insurance industry professionals on compliance obligations under federal and state employee benefit and insurance laws and regulations. Provides advice to clients on such laws as ACA, ERISA, COBRA, HIPAA, FMLA, and related Internal Revenue Code provisions.

With the 50th anniversary of ERISA upon us, our Compliance VP, Matthew LoPorto is set to guide you through its requirements and dive into how plan sponsors can stay true to their ERISA fiduciary duties.

Join Relation Insurance Services for our upcoming webinar, where we will be kicking off this year’s compliance series!

Matt will be covering topics, like: 

  • The must-knows of the ERISA Wrap Document.
  • ​​​​​​Break down the essentials of both the Plan Document and Summary Plan Description.
  • ​Walk you through when and how you can send these key documents electronically to your team.
  • Provide insights on the Summary of Material Modification.
  • Tackle the Section 125 Plan Document.
  • ​​​​​Provide insight from what we learned at the Council for Insurance Agents and Brokers’ Legislative Summit where our Compliance and Legal teams got to chat with Congress about the future of employee benefits.

Relation will be hosting the webinar on The Who, What, Where, Why, and How of ERISA Compliance on:

Wednesday, March 13, 2024
2:00 PM – 3:00 PM EST 

To make sure you’re on top of your employee benefits game and in sync with compliance, don’t miss out – save your seat today!

About The Speakers

Matthew LoPorto
Vice President, Compliance at Relation Insurance
Matthew LoPorto is the VP of Compliance for Relation’s employee benefits team. Matt leads a team that provides compliance support to ensure our groups are meeting federal and state requirements applicable to benefit plans. One of Matt’s responsibilities also includes monitoring newly proposed and enacted legislation at the State and Federal level to make sure that our teams are better prepared for the ever-changing regulatory landscape of insurance and employee benefits. Matt has over 10 years of experience in the insurance and group benefits industry with a focus on regulatory compliance and is a member of several industry advocacy groups including the Legal Counsel Working Group of the Council of Insurance Agents and Brokers. Matthew graduated as an evening student from Brooklyn Law School.

On December 19, the Relation Insurance Employee Benefits Compliance Team hosted its Quarterly Compliance Webinar titled “Looking Towards 2024: What Regulatory Changes Will Impact Your Employee Benefit Plans.” The presentation began with our VP of Compliance, Matthew LoPorto, providing the latest updates from the Council of Insurance Agents and Brokers’ Legal Counsel Working Group. Matt discussed some of the high priority regulatory issues that the Legal Counsel Working Group will continue to engage in as we move into 2024 such as the proposed regulations applicable to pharmacy benefit managers and how those regulations impact group health plans.

The conversation then focused on the regulatory changes that are occurring in 2024 that are most impactful to employee benefit plans. Some of the items discussed were:

  • The updated Affordability Percentage for the ACA Employer Mandate and a review of the Affordability Safe Harbors;
  • New electronic filing requirements for the 1094-C and 1095-C Forms;
  • Implementation of a new Machine-Readable File for Prescription Drug Rates;
  • Updated requirements for the Self-Service Comparison Tool;
  • Extended tax benefits for employer-provided student loan payments;
  • Plan design changes to Medicare Part D and how that impacts creditable coverage; and
  • The requirement to complete, and document, an analysis of the design and application of the non-quantitative treatment limits to comply with the requirements of the Consolidated Appropriations Act and the Mental Health Parity and Addiction Equity Act.

We also discussed the annual filing requirements for RxDC Reporting and the Gag Clause Prohibition Compliance Attestation, as well as due dates for other annual filing requirements and potential penalties for non-compliance. The Compliance Team also provided documentation that included a compliance overview of State Disability Insurance Laws, and Paid Family and Medical Leave State Laws. The webinar concluded with the Team providing the 2024 Benefit Plan Limits for specific plan types.

Click below to watch an on-demand replay of the webinar:

 

If you have any questions regarding information that was discussed during the presentation please connect with us at [email protected]

 

As we get ready for the new year, join our Vice President of Compliance, Matthew LoPorto as he discusses key updates that are being made to compliance requirements impacting group health plans in 2024.

Join Relation Insurance as we help you Look Towards 2024: What Regulatory Changes Will Impact Your Employee Benefit Plans

Looking Towards 2024: What Regulatory Changes Will Impact Your Employee Benefit Plans

 

Matt will highlight what regulatory changes are being made and focus on how employers can most effectively maintain compliance. Some of the topics that we will be discussing are:

  • ACA affordability rules and the new electronic filing requirement.
  • Transparency in Coverage and how it applies to plan sponsors and group health plans.
  • How the Consolidated Appropriations Act impacts Mental Health Parity and the employer’s obligation to conduct and document a comparative analysis.
  • Updates being made to Medicare Part D coverage and how that will affect employer group health plans.
  • An overview of changes being made to State Leave and State Disability Laws.

This webinar will serve as a critical step in maintaining compliance with the ever-changing regulatory landscape of employee benefits and a great way to get a head start on ensuring compliance throughout 2024. That’s not all! Matt will also share his takeaways from the latest Council of Insurance Agents and Brokers’ Legal Counsel Working Group meeting which took place a few weeks ago at the law offices of Steptoe and Johnson in Washington DC. The Legal Counsel Working Group of the CIAB focuses on advocating on behalf of its member groups in the employee benefits and insurance space at both the federal and state level.

Stay ahead of the regulatory curve on your employee benefits and keep growing your Relationship with compliance by joining us for this essential webinar. With so much valuable content, this webinar is a must-attend event.

About The Speakers

Matthew LoPorto
Vice President, Compliance at Relation Insurance
Matthew LoPorto is the VP of Compliance for Relation’s employee benefits team. Matt leads a team that provides compliance support to ensure our groups are meeting federal and state requirements applicable to benefit plans. One of Matt’s responsibilities also includes monitoring newly proposed and enacted legislation at the State and Federal level to make sure that our teams are better prepared for the ever-changing regulatory landscape of insurance and employee benefits. Matt has over 10 years of experience in the insurance and group benefits industry with a focus on regulatory compliance and is a member of several industry advocacy groups including the Legal Counsel Working Group of the Council of Insurance Agents and Brokers. Matthew graduated as an evening student from Brooklyn Law School.

In this webinar, Kait Feeney, COO of the leave management platform Tilt and Matthew LoPorto, Vice President, Compliance of Relation Insurance Services will give an overview of current U.S. state-paid family and medical leave (PFML) laws as well as upcoming changes on the horizon. Along with covering the who and what of all things state PFML, we’ll also share best practices on how to navigate the ever-changing leave law landscape more effectively.

Join Relation Insurance and Tilt as they help you understand: The State of State Paid Family & Medical Leave in 2023 and Beyond

Register for Take It or Leave It The State of State Paid Family & Medical Leave in 2023 and Beyond

About The Speakers

Matthew LoPorto
Vice President, Compliance at Relation Insurance
Matthew LoPorto is the VP of Compliance for Relation’s employee benefits team. Matt leads a team that provides compliance support to ensure our groups are meeting federal and state requirements applicable to benefit plans. One of Matt’s responsibilities also includes monitoring newly proposed and enacted legislation at the State and Federal level to make sure that our teams are better prepared for the ever-changing regulatory landscape of insurance and employee benefits. Matt has over 10 years of experience in the insurance and group benefits industry with a focus on regulatory compliance, and is a member of several industry advocacy groups including the Legal Counsel Working Group of the Council of Insurance Agents and Brokers. Matthew graduated as an evening student from Brooklyn Law School.

 

Kait Feeney
COO @ Tilt

America is facing a retirement crisis. Surveys conducted by the Federal Reserve have found that only 75% of non-retirees have any retirement savings whatsoever, and only 40% feel that their retirement savings are on track.

Secure Act 2.0 is Congress’s latest attempt to address this pressing issue. Signed into law in late December 2022, this package of retirement reforms aim to finish the job begun by the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019.

Version 2.0 of the Secure Act introduces dozens of provisions intended to improve retirement outcomes. From better catch-up contributions to automatic 401(k) enrollment.

Join Relation Insurance and ERISSA expert Brad Campbell as they help you understand the important implications for both employers and employees.

 

About The Speakers

Whitney Jones
Vice President of Corporate Retirement Solutions at Premier Wealth – A Relation Company
In Whitney’s current role, she manages the company’s retirement plan business in all markets. Whitney holds the Certified Plan Fiduciary Advisor designation, multiple FINRA securities licenses, and is an Accredited Investment Fiduciary. In 2023, Whitney was recognized by the National Association of Plan Advisors as being a Top Women Advisor “Rising Star” and a Top Advisor Under 40 “Ace.” A graduate of Oklahoma State University, Whitney enjoys spending time with her husband, their teenager, toddler twins, and two doodle pups. Helping families succeed through employer-sponsored retirement plans is her passion. Helping plan sponsors navigate the retirement plan landscape is her calling.

 

Brad Campbell
Bradford Campbell is a nationally recognized figure in employer-sponsored retirement plans who leverages his prior experience as the U.S. Assistant Secretary of Labor for Employee Benefits to advise clients across a broad range of issues related to the Employee Retirement Income Security Act (ERISA). As ERISA’s former “top cop” and primary regulator, Brad has detailed and wide-ranging knowledge of the structure and operation of ERISA plans, insight that he applies to client engagements.

 

Matt Harris
Business Development and Retirement @ American Century Investments

The current state of the world has made it more important than ever for employers to align with employees in all aspects of their lives.

Join Relation Insurance and Franklin Templeton as they help you:

  • Identify why there has never been a more urgent time for employers to evaluate their benefit offerings and consider ways to evolve the way they support employee needs
  • Understand how personalization has empowered consumers and is becoming the market standard
  • Understand the lack of employee well-being has an impact on their work
  • Recognize that workers are looking to their employers for help



Voice of the American Worker - Hear What Employees Really Want Webinar

 

Speakers:

 

Whitney Jones
Vice President of Corporate Retirement Solutions at Premier Wealth – A Relation Company
In Whitney’s current role, she manages the company’s retirement plan business in all markets. Whitney holds the Certified Plan Fiduciary Advisor designation, multiple FINRA securities licenses, and is an Accredited Investment Fiduciary. In 2023, Whitney was recognized by the National Association of Plan Advisors as being a Top Women Advisor “Rising Star” and a Top Advisor Under 40 “Ace.” A graduate of Oklahoma State University, Whitney enjoys spending time with her husband, their teenager, toddler twins, and two doodle pups. Helping families succeed through employer-sponsored retirement plans is her passion. Helping plan sponsors navigate the retirement plan landscape is her calling.

 

Matt Foster
National Retirement StrategistFranklin Templeton
Matt Foster is a Vice President and National Retirement Strategist with Franklin Templeton’s Workplace Retirement Division. Matt’s primary responsibilities include placement and distribution of investment products offered by Franklin Templeton in the qualified plans market. Additionally, he provides valuable support to financial professionals specific to best practices, business building strategies, market intelligence, and regulatory interpretation.

 

Join our Employee Benefits team for our latest compliance webinar:

Wellness Programs And The Law: Checking The Boxes

Setting up a wellness program requires many steps beyond developing options and strategies that will increase the health and well-being of your employees. A major hurdle is satisfying all of the legal requirements that apply. This program will provide an overview of the main legal requirements impacting wellness programs (HIPAA, ADA, and GINA), and provide guidance on developing a compliant program. We will discuss common compliance challenges facing employers and offer some solutions. Tips, traps, best practices, and action items will be included.

Date: Wednesday, February 22, 2023
Time: 2 PM EST
Duration: 1 hour 30 minutes

Register for Wellness Programs and The Law - Checking The Boxes

 

Have questions?  Please feel free to submit them in advance to [email protected] or questions may be asked during the webinar.

After you register, you will receive a confidential email containing information about joining the meeting. Be sure to add the event to your calendar.