Understanding the Impact of Health Care Reform

Health care reform will impact all employers. Get the information you need now.

Faculty

Brookfield, WI • October 21, 2010 • ID# 386791

Continuing Education Credit• CPP/FPC 6.50 • IL CLE 6.50 • WI CLE 8.0 • HRPD 1.0 • WI INS 8.0 • CPE 8.0• PACE 8.0 • HR Certification Institute 6.50

For more detailed CE credit information, visit us at www.lorman.com/ID386791 or contact us at 866-352-9540.

Keeping You Current.Helping You Succeed.®

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A DIVISION OF LORMAN BUSINESS CENTER, INC.

Moderator:Drew J. Cochrane, Esq.Stafford Rosenbaum LLP

Peter A. Frittitta, M.B.A.R&R Insurance Services, Inc.Marcus B. Newman, CBC GCG Financial, Inc.Robert J. SimandlSimandl & Prentice, S.C.

BRING A

COLL E AGUE

Bring a Colleague – Save $50 –(Includes Free Manual)

YOUR COURSE AGENDA

Drew J. Cochrane, Esq.

• PartneratStaffordRosenbaumLLP• Practicefocusesprimarilyonemploymentandlaborlaw,aswellasgeneralbusinessandcommerciallitigation

• Appearedbeforenumerousstateandfederalcourts,andadministrativeagenciesthroughoutWisconsin,includingtheWisconsinSupremeCourt

• Experienceencompassessuccessfullitigationofnumerouslaborandemploymentmatters

• B.A.andJ.D.degrees,UniversityofWisconsin

Peter A. Frittitta, M.B.A.

• VicepresidentofBenefitsPracticeforR&RInsuranceServices,Inc.,oneofWisconsin’sleadingindependentinsurancebrokersandapartnerofAssurexGlobal

• FormervicepresidentofsalesdevelopmentatCobalt/BlueCross&BlueShieldofWisconsinandvicepresidentofsalesandaccountmanagementforUnitedHealthcareofWisconsin

• Industryexperienceincludessales/distribution,finance,operations,administration,marketresearch,advertisingandproductdevelopment

• Ledthedevelopmentofthefirstpoint-of-serviceproductinWisconsin

• MemberoftheWisconsinAssociationofHealthUnderwritersandtheNationalAssociationofHealthUnderwriters

• M.B.A.andB.S.B.A.degrees,MarquetteUniversityinMilwaukee

• LicensedWisconsininsuranceintermediaryinlife,accidentandhealthlines

Marcus B. Newman, CBC

• VicepresidentofGCGFinancial,Inc.withafocusonserving

smallbusinesses• Responsibleforthehealthinsuranceofmorethan300privatelyheldbusinessesacrossthecountry

• Providesexpertandobjectiveguidancewithrespecttogroupinsurancebenefitsofallkinds,401(k)andothersalarydeferralplans,pensionandprofitsharingplans,deferredcompensationplans,executivebenefitsandawidevarietyofinvestmentsforcloselyheldbusinessowners

• ConsistentrevenueleaderatthefirmandannualqualifierfortheMillionDollarRoundTable

• YoungestGCGFinancial,Inc.advisoreverelectedtotheexecutiveboardoftheChicagoChapteroftheNationalAssociationofInsuranceandFinancialAdvisors

• FounderandpresidentofArrayEducation,Inc.,anorganizationcommittedtothepreventionofteenagesubstanceabuseandaddictionthroughawidevarietyofprogramsthathelpyoungpeoplemakeresponsible,informeddecisionsaboutdrugsandalcohol

• B.A.degreeinphilosophy,NortheasternIllinoisUniversity

Robert J. Simandl

• Co-founderofthelawfirmofSimandl&Prentice,S.C.• Providescounselonemployeebenefitissuesandcounselsclientsontherequirementsofthefederalandstatefamilyandmedicalleavelaws,theAmericanswithDisabilitiesActandemploymentdiscrimination

• Certifiedpublicaccountant,andservedontheWisconsinFamilyandMedicalLeaveTaskForce

• WrotetheFamilyandMedicalLeaveLawComplianceManual• B.B.A.degree,withhonors,inaccounting,UniversityofWisconsin-Milwaukee

• J.D.degree,cumlaude,MarquetteUniversity

8:00 am – 8:30 am Registration

8:30 am – 10:10 am Drew J. Cochrane, Esq.Overview of Health Care Reform• ImpactofHealthCareReformonEmployersandEmployees

ofVariousSizes• TimeLineofChanges

– ChangesEffectiveImmediately– ChangesEffectiveforPlanYearsBeginningMoreThanSixMonthsFromDateofEnactment

– Changesfor2011,2013,2014and2018

10:10 am – 10:20 am Break

10:20 am – 12:00 pm Peter A. Frittitta, M.B.A.Changes That Effect Individuals and Employers• Mandates• Exchanges• Medicare• ChangestoFSAs,HSAsandHRAs

12:00 pm – 1:00 pm Lunch (On Your Own)

1:00 pm – 2:30 pm Marcus B. Newman, CBC Role of Consumerism in Health Care in the Shadow of Health Care Reform Legislation• ConstraintsonEmployer-BasedHealthBenefits• ShiftinEmployerHealthBenefitStrategiesOverTime• CarrierResponsesinHealthInsuranceBenefitDesignsand

Offerings

• OpportunitiesforEmployersinOfferingEmployer-BasedHealthBenefitsUtilizingConsumerismandOtherTools

2:30 pm – 2:40 pm Break

2:40 pm – 3:15 pm Robert J. SimandlTax Changes and Implications on Employers• GrandfatheredPlans• RuleandDefinitionChanges• Penalties• RevenueRaisers• Incentives• AutomaticNoticeRequirements

3:15 pm – 3:50 pm Robert J. SimandlWellness Plan Initiatives: How the Federal Government Will Encourage Sponsorship of Wellness Programs Through Incentives and Guidance

3:50 pm – 4:30 pm Drew J. Cochrane, Esq., Peter A. Frittitta, M.B.A., Robert J. Simandl and Marcus B. Newman, CBC

Panel Discussion, and Questions and Answers• ImpactonUnions• ImpactonInsuranceCarriers• ManagingAdministrativeCosts• MiscellaneousIssues

YOUR SEMINAR LEADERS

YOUR COURSE AGENDA YOUR BENEFITS OF ATTENDING

GENERAL INFORMATION: • This seminar may be recorded by Lorman. • If you need special accommodations, please contact us two weeks in advance of the program. • Lorman Education Services is not approved to offer self-study CPE credit for accountants; therefore, no CPE will be given for this program if ordered as a self-study package.CANCELLATIONS: Substitute registrants can be named at any time. A full refund, less a $20 service charge, will be given if notification is given six or more business days in advance. Notification of less than six business days will result in a credit that can be applied to any Lorman products or services. If you do not cancel or attend, you are responsible for the entire payment. © 2010 Lorman Education Services. All rights reserved.

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Where Is It?Sheraton Milwaukee Brookfield Hotel375 South Moorland Road262-786-1100Brookfield, WI

Health care reform will impact all employers. Get the information you need now.

Aftermonthsofdebate,CongresspassedthemostsignificanthealthcarereformlegislationsincethecreationoftheMedicareprograminthe1960s.Registernowandlearnwhatthislegislationmeanstoyou.Thisisanopportunityforemployerstoassessbest-practiceprogramsandmakethedecisionsnecessarytodevelopplansthatworkwiththenewrequirements.Thisseminarisdesignedtogiveyou,theemployer,theinformationyouneedtomoveforwardinaddressingtheissuesassociatedwithhealthcareandtogiveyousomeinsightintothehealthcaremovementandwhatitmeansforyouandyouremployees.

Benefits for You•Knowyourobligationsandwhenyouneedtocomply•Understandhowthisnewlegislationinteractswithstatelaws•Learnhowhealthcarereformaffectsyourplans•Understandthepenaltiesandhowtheycouldapplytoyou

Seminar Tuition (includes free manual with attendance) F Yes! I would like to attend. ($329 per person) F Yes! I would like to bring a colleague. ($279 per each additional registrant) F Yes! I would like the Best Value discount. ($428 per package [$329] plus CD recording [$99*] of this seminar)

I am unable to attend but I am interested in: CD/Manual Package* ($349) Manual Only* ($119)

Amount Enclosed$ __________ Tuition Subtotal$ __________ Shipping & Handling ($7.95 first item, $1.00 each additional)

$ __________ Sales Tax (If tax-exempt, please include your certificate.)$ __________ TOTAL

*Add $7.95 shipping & handling plus applicable sales tax to product orders. Please allow four to six weeks after the date of the seminar for delivery.

How Do I Register?email: customerservice@lorman.comwebsite: www.lorman.com/ID386791 telephone: 866-352-9539 fax: 715-833-3953mail: Mail this form with payment information to:

Lorman Education Services Dept. 5382, P.O. Box 2933 Milwaukee, WI 53201-2933

REGISTER NOWwww.lorman.com/ID386791

Who Will Be There?This seminar is designed for human resource managers, benefits administrators, business owners, office managers, CFOs, controllers, accountants, payroll managers, insurance professionals, tax managers and attorneys.

Brookfield, WI October 21, 2010 386791DISCOUNT CODE

FREEManual

with attendance

Take $50OFFwhen you register a second attendee

Keeping You Current. Helping You Succeed.®

EDUCATION SERVICES

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A DIVISION OF LORMAN BUSINESS CENTER, INC.

Understanding the Impact of Health Care Reform

$119 Value!

Continuing Education Credit• CPP/FPC 6.50 • IL CLE 6.50 • WI CLE 8.0 • HRPD 1.0 • WI INS 8.0 • CPE 8.0• PACE 8.0 • HR Certification Institute 6.50For more detailed CE credit information, visit us at www.lorman.com/ID386791 or contact us at 866-352-9540.

EXPRESS REGISTRATION www.lorman.com/ID386791

Understanding the Impact of Health Care Reform

Brookfield, WI • October 21, 2010 • ID# 386791

Understanding the Impact of Health Care ReformBrookfield, WI • October 21, 2010 • ID# 386791

Full-Day Seminar

Keeping You Current. Helping You Succeed.®

EDUCATION SERVICES

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A DIVISION OF LORMAN BUSINESS CENTER, INC.P.O. Box 509 • Eau Claire, WI 54703

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