CANCELED March 2020 Luncheon - Benefit Design and Strategy

Donna Wilkinson, Senior Counsel for Ameriflex, will discuss the new HRA rules and how to design these plans for small and large companies with a FSA and/or HSA. She will also discuss updates to consumer driven health account regulations and rules that went into effect 1/1/20, top compliance issues with consumer driven health accounts, how Direct Primary Care works, and the future of HSAs with Direct Primary Care.

Upon completion of this course, attendees will have: a working knowledge of the updated HRA rules and will know how to design benefits plans using these two new products, have an understanding of Direct Primary Care, ability to structure a health plan to remain in compliance with updated legislation, and gain skills to competently sell consumer driven healthcare products and services and have the ability to explain each. Attendees will learn the rules as they apply to account-based plans such as health…