Here are our most recent Spring publications and presentations. If there is a topic not covered here, that you’d like more information about, please contact us.
Spring Publications
Navigating Transgender Leave: An Exploratory White Paper
Inclusivity in the workplace continues to be a priority for many organizations, and it is a term that seems to expand and evolve regularly. The LGBTQ workforce faces a unique set of challenges and has a different set of needs than the rest of their colleagues. In this white paper, we uncover just what those challenges are, and how employers can help. We do a deep dive into how benefits and leave policies affect the LGBTQ population specifically, outline protective laws (or lackthereof) across the country, and offer advice to employers looking to be truly inclusive in their benefits programs as well as in their culture and values.
Click here to download a copy.
Syzygy Insurance Co. v. Commissioner of Internal Revenue: What You Should Know
Recently, the Courts ruled that Syzygy Insurance Company (“Syzygy”), a micro captive created by Highland Tank & Manufacturing Co. and its Associates (“HT&A”) did not qualify as an 831(b) micro-captive entity between the years of 2009 and 2011. Federal courts have been especially assertive outlining bad fact patterns for certain captives, as seen in similar case results such as Avrahami v. Commissioner (“Avrahami”) and Reserve Mechanical Corp v. Commissioner (“Reserve”).
Understanding the criteria and results of these court rulings is imperative to ensure that your clients’ captives, or even your own, are appropriately managed and operated.
Download the whitepaper here for a checklist and tips on keeping your captive sound and compliant.
State of the Industry: Cyber Risk & Captives
While most understand the gravity of cyber attacks and the impact they can have on both individuals and organizations, many are still under-prepared them. This is a newer, emerging and constantly evolving risk that the industry hasn’t quite figured out yet. Get a feel for what professionals in risk management and captive insurance feel in regards to prioritization of cyber risk, the adequacy of their coverage, and an overview of the current commercial and captive markets for cyber insurance with this white paper. Download it here.
Voluntary Benefits: No Longer Voluntary for Employers
The area of voluntary benefits is one that has been changing and evolving rapidly in recent years. Once hardly considered “worth it”, today employers would have a hard time affording a top-notch benefits package without them. In this white paper we explore that shift, the advantages of voluntary benefits for all stakeholders, identify common mistakes made in voluntary plan implementation, and offer advise on how to launch an effective program. Click here to download and read.
ERISA Considerations for Voluntary Plans
The The Employee Retirement Income Security Act of 1974 (ERISA) has been making employers cautious for decades, however as the popularity of voluntary benefits continues to rise as a solution for mitigating the increasing costs of healthcare as well as the need for competitive benefits to retain and attract talent, things are getting even more confusing. In this webinar, we provide an overview of ERISA, voluntary benefits, their complicated relationship and how to best navigate these policy-based issues. Click here to watch.
Time for a Captive Check-Up?
As trends change and new and emerging risks arise, it’s
unlikely that your captive’s goals and strategies will or
should stay the same as the years go by. We recommend
that companies take a fresh look at their captives, much like
a check-up with a doctor, every few years. This refeasibility
study yields great advantages, and in this webinar we explain motivations and best practices. More info here.
Spring Presentations
Paid Sick Leave Compliance and Employer Best Practices (Slidedeck) |
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Managing Medical Stop Loss in a Captive (Slidedeck) |
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What You Need to Know About the Cadillac Tax (Webinar) |
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Health Care Reform’s Impact on Disability Management (Slidedeck) |
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A Look at How and Why Colleges are Funding Health Insurance Using a Medical Stop-Loss Captive (webinar) |
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Why Fund Employee Benefits in a Captive and How to Gain Approval to Do It (webinar) |
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Integrated Disability and Absence Management (webinar) |
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Pediatric Dental Benefits Under the ACA – What Employers (and Dentists) Need to Know (Slidedeck |
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The Evolving Role of Captives Within the New Healthcare Reality (Slidedeck) |
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The Basics of Group Captives (Webinar) |
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Brief Group Captive Overview (Slidedeck) |
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Healthcare Reform: What to Expect (Slidedeck) |
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Preventative Employee Benefits Programs (Slidedeck) |
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Captives for Healthcare Reform and Writing Employee Benefits in a Captive (Webinar) |