LA CEBS Benefits Basics

9 am - 9:45 am: Registration, Breakfast & Headshots

9:45 am - 10 am: Welcome and Opening Remarks

10 am - 11 am: Health & Welfare Compliance Checklist

Michelle Cammayo, Compliance National Practice Lead, IMA Financial

Michelle Landrum, Employee Benefits Consultant, IMA Financial

Identify compliance requirements for employee benefits and retirement plans. Learn about regulatory compliance imposed by DOL, IRS, CMS, EEOC, HHS, and state insurance departments.

11 am - 12 pm: Employee Benefits Administration & Strategy

Karen Hallsman, Benefits Manager, MarketCast

Iyaseli Castorena, Global Benefits Manager, Pelican Products

Learn the key tasks of managing a health & welfare plan including benefits administration tasks, renewal process, running an Open Enrollment, technology vendors, and best practices for effective communication.

12 pm - 1 pm: Networking Lunch & Complimentary Headshots

1 pm - 2 pm: Fundamentals of Retirement Administration

Crystal Coleman, Principal, CLA

Learn the best practices for operating your retirement plan including the life cycle of a retirement plan, eligibility and enrollment, participant data and contributions, distributions and loans, and Form 5500 reporting.

2 pm - 3 pm: Retirement Compliance Checklist

Rodney Balbuena, Managing Director, Sageview

Overview of the essential components of retirement compliance, covering topics such as ERISA regulations, fiduciary responsibilities, plan documentation, reporting and disclosure requirements, and recent legislative updates impacting retirement plans including SECURE 2.0.

3 pm - 3:30 pm: Reflection and Closing Remarks