2024 November
The IRS provides several options for tax-favored reimbursement of different expenses, but the rules vary significantly between benefit options. Some accounts are subject to contribution limits, while others are subject to reimbursement limits. And then to complicate things further, some limits apply on a calendar year basis, while others are tied to the employer’s plan year. This webinar will clarify the 2025 annual limits, and how they apply to each type of benefit, including when there is a change in plan year or short plan year, or when employees join mid-year.
Don't miss out on this opportunity to boost your compliance confidence!
Presented By:
David Flotten, JD, Senior Consultant, Benefit Comply, LLC
David Flotten has over 24 years of experience in employee benefits and employment law with a particular focus on health and welfare plan compliance and employee benefits strategic planning. He has helped employers deal with difficult compliance issues related to ERISA, health reform, HIPAA, and more. David regularly presents seminars on the ACA, employee benefits compliance and other HR topics, including for the College of Continuing & Professional Studies at the University of Minnesota. He has also taught the PHR/SPHR and SHRM-CP/SHRM-SCP exam prep courses.
Delaney Callahan, JD, Compliance Consultant, Benefit Comply, LLC
Delaney Callahan joined Benefit Comply, LLC in 2021 after her previous position in the third-party administrator field where she researched and assisted in maintaining compliance with Section 125 regulations and COBRA, ERISA, and ACA requirements for health and welfare benefit plans of a wide range of employers. After being introduced to the world of employee benefits compliance, as a Compliance Consultant at Benefit Comply, she provides guidance on regulatory compliance for health and welfare benefit plans to insurance professionals and directly to employers. Ms. Callahan received her law degree from Michigan State University College of Law, and her bachelor’s degree from Calvin College.
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