Past Event : Nov 14, 2023

TRUCKER HUSS WEBINAR: Family-Forming Benefit Plans—ERISA and Tax Considerations

Date: November 14, 2023

Time: 9:00 – 10:00 am PST

Cost: Complimentary

Presenters: Mary Powell and Alaina Harwood

Family-forming benefit plans have grown in popularity among employers. These benefits can be offered in various ways, such as through the expansion of fertility benefits in major medical plans, fertility health reimbursement arrangements (HRAs), adoption assistance plans, and surrogacy plans.  We will discuss important ERISA and tax issues that employers should consider when adopting these benefits.

Topics will include:

  • Types of family-forming benefits subject to ERISA
  • Compliance obligations under the Affordable Care Act (ACA) and the Consolidated Appropriations Act (CAA)
  • Federal tax treatment of benefits provided under these plans
  • Recent court cases

Please direct your questions (or comments) to:  webinars@truckerhuss.com

MATERIALS: The materials for this presentation will be available on our website at truckerhuss.com/events and circulated with the webinar reminder two hours prior to commencement.  A recording of the webinar will be available at that link within 48 hours.

MCLE Credit: This program is eligible for Continuing Legal Education (CLE) credit. Please contact Joe Harrison at jharrison@truckerhuss.com to receive a CLE certificate of completion.

This program is valid for 1 hour of PDC for SHRM-CP℠ or SHRM-SCP℠.

This program has been approved for 1 (HR (General)) recertification credit hour toward aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through the HR Certification Institute.

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