2017 Teleconference Series

The monthly series of ECFC teleconferences provide a unique and valuable opportunity for association members to receive in-depth briefings on important and timely topics by experts from ECFC’s Technical Advisory Committee and key decision-makers in government. ECFC’s top experts work through difficult and delicate topics in one-hour sessions. Topics are appropriate to the month and many will elaborate and further discuss ECFC FLEX Reporter articles and answer questions. The sessions are designed to pass on up-to-the minute information as well as technical expertise.

All supporting documents and audio from each teleconference are located under your ECFC profile - under “My Meetings”.  This is a paid subscription and is open to members and non-members.  Click here for registration information.

2017 Teleconference Series Dates | All Conferences are 1-2 p.m. ET


January 11, 2017
Speaker: William Sweetnam, ECFC Legislative and Technical Director
Topic: Qualified Small Employer Health Reimbursement Arrangements 21stCentury Cures Act Adds New Method for Small Employers to Reimburse Employee Health Premiums
Bill Sweetnam will discuss the 21st Century Cures Act that contains the small business HRA provision that is important to many ECFC members.


February 8, 2017
Speaker: William Sweetnam, ECFC Legislative and Technical Director
Topic: Overview of Legislative and Regulatory Issues in 2017
With a new President Trump and Republicans leading both the Senate and the House of Representatives, 2017 should be an interesting year in Washington.  Bill Sweetnam, ECFC’s Legislative and Technical Director, will provide his perspective on how the Trump Administration and the House and Senate may address issues relating to flexible compensation plans, such as the potential repeal of the “Cadillac Tax,” HSAs and FSAs and transit benefits.


April 12, 2017
Speakers: Donna Crisalli, Esq.
Topic: Topic: Medical Expense Difficult Questions
Donna Crisalli will discuss some of the more difficult and interesting medical expense questions she has received from ECFC members in the last few months. Including: When does a smart.high tech device qualify for reimbursement, indirect expenses, and testing for the healthy function of the body. There will be a Q&A at the end of the call, but if you would like your topic discussed during the presentation - please email your questions to: Donna Crisalli, ECFC Technical Advisor at dcrisalli@ecfc.org.



May 10, 2017
Sue Sieger, ACFCI, CAS, Senior Compliance Consultant, Employee Benefits Corporation
Topic: ERISA Compliance-Wrap Plan Document and Form 5500 Filing Requirements
We will cover:
What is a wrap plan and why do you need one?
Who needs a Wrap plan and for which plans?
What are the consequences of not having a wrap plan?
When do you need to file a Form 5500 for health and welfare plans?
What are the consequences if you don’t file a Form 5500 timely?




June 14, 2017
Speakers: John Hickman and Ashley Gillihan
Topic: ACA 1557 and It’s Impact on TPAs, Flex, and HSA Administration



July 12, 2017
Speaker: Dan Brandenburg, Esq. and Roberta Watson, Esq.
Dan Brandenburg and Roberta Watson, Partners in The Wagner Law Group will present, as part of the Second Wednesday series,  The Effect as of July 6, 2017 of the DOL Fiduciary Conflict of Interest Rule on HSA Custodians, Trustees and Fiduciaries of HSAs that are part of a High Deductible Health Plan—Catching up to a moving Target. The presentation will provide an overview of the status and contents of the DOL Fiduciary guidance and provide background material, when appropriate, within the time limits of the presentation. It also will very briefly touch on the guidance in this area that the SEC has said that it intends to issue.



September 13, 2017
Speaker: Janet LeTourneau, ACFCI
Topic: Flexible Benefits Calendar and Open Enrollment Tips
This course includes the basics of benefit reporting requirements, dates for compliance, and updated indexed dollar amounts for certain benefits. The calendar and reminders are consolidated into one presentation to make it easy for employers and plan sponsors to use as a checklist for their flexible benefits administration.


October 11, 2017
Speakers: Jason Folks, CFCI, WageWorks and Aaron Fraser, CFC, WageWorks
Topic: COBRA Ugly
In this session, we will explore a few of the less frequent interactions between COBRA and other laws and requirements (such as Medicare and Social Security disability). In addition, we will discuss the potential pitfalls and practical difficulties some employers and plan administrators face in their COBRA obligations and responsibilities, including some strategies on how to maneuver through these COBRA challenges.
Key Points:
Understand the overlap between federal continuation rights and other complementary provisions.
Discuss unusual pitfalls in day to day COBRA administration
Identify mitigating tactics to overcome these obstacles


November 8, 2017
Speakers: Katie Bjornstad Amin, Groom Law Group, Chartered and Donna Crisalli, Technical Advisor, ECFC
Topic: ACA Reporting Update and Hot Topics
Topic to cover ACA employer mandate and minimum essential coverage reporting updates, including what’s new for 2017 reporting in early 2018, common mistakes, and interesting HRA reporting issues.


December 13, 2017
Speaker: John Hickman and Ashley Gillihan, Alston + Bird
Topic: 2017 Year In Review and Drill Down on QSEHRA Guidance (IRS Notice 2017-67)


ECFC Members: Remember to renew your membership by February 1, 2017. Access to discounted registration rates will be suspended on February 1, 2017, and companies that do not renew their membership will owe non-member rates for 2017 with registration fees amended accordingly. Click here to register.