EAT LEARN EARN RICHARDSON TX


Thursday, January 25, 2018 (8:30am - 11am US/Central)
Hilton Garden Inn
1001 W President George Bush Hwy [map]
Richardson, TX 75080

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Flexible Spending Accounts (FSA’s), The Perfect Trifecta
Purpose/Objectives
This session will explain the general requirements for flexible spending accounts under cafeteria plans and how they benefit 1) the employer, 2) the employees and 3) the broker. Attendees will learn the differences between General Health FSA, Limited Health FSA, Post HSA Deductible Health FSA, Dependent Care FSA and Premium Reimbursement Accounts. We will discuss claims substantiation rules. A case study will show how FSA plan design can be utilized for market expansion, and to enhance employer and employee benefits value.
Attendee Take Away
1. What are the different types of flexible spending accounts?
2. Learn key differences between the Health FSA, Dependent Care FSA and Premium Reimbursement accounts.
3. Learn the rules for substantiating FSA claims
4. Learn how to use FSA’s to expand your market base (Case Study)

SPEAKER: Don Cooper, MBA, ACBC, CFC,
President TRIFLEX Corporation

Registration Includes:
8:30 am Networking and Breakfast Buffet
9:00 am - 11:00 am Course

Registration Fees:
These fees are available through 01/24/2018
Name Price Available To
Richardson TX ELE $30.00   Affiliate Member
Limited Affiliate Member
Affiliate Association
Board
Advisory Council
Advisory Council - Board
Non-Profit
Plan Sponsor Corporate
Plan Administrator / Consultant / Service Provider
Individual
Associate
Guest
NonMember


Cancellation and Other Policies:
no refunds on cancellation

Continuing Education Information:
2 Texas Broker Credits
2 ECFC CE Units