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January Program Meeting

Beyond ACA Reporting: Other Reporting for Benefit Plans

Categories: TAHRA Webinar Meeting

Presented by Cory Jorbin

ACA reporting gets most of the attention from employers when it comes to reporting requirements for benefit plans. This is far from the only reporting requirement, and it's important for employers to understand what needs to be done and when.

At this program you will get the following:

  • Overview of ACA reporting and requirements.
  • Benefits related information captured on employee W-2s.
  • Description of Form 5500, who it applies to, when it needs to be completed and why it's important.
  • Required annual notice distribution procedures.

Cory Jorbin is the Chief Compliance Officer for the West Region Employee Benefits team. Cory consults with employers of all sizes to design, implement and ensure the compliance of employee benefit plans with the Affordable Care Act, ERISA, Internal Revenue Code, HIPAA, COBRA, FMLA, ADA and related matters. He actively presents nationwide on related topics before employer groups and professional associations. Cory uses his experience to assist clients with employee benefits issues that arise in connection with mergers, acquisitions, and other corporate transactions. Cory enjoys finding creative and practical solutions to problems created by complex laws and regulations. He holds a Bachelor of Arts degree from DePaul University and a Juris Doctorate from Cleveland State University. Cory is a licensed attorney in the State of Illinois and is admitted to practice before the US Tax Court.

TAHRA is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP®. This program is valid for 1.00 PDCs for the SHRM-CP or SHRM-SCP. For more information about certification or recertification, please visit shrmcertification.org.

This event is approved for HRCI credits

The use of this official seal confirms that this Activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval. This Program has been approved for 1.0 HR (General) recertification credit hours toward aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). For more information about certification or recertification, please visit the HRCI website at www.hrci.org.

The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute's criteria to be pre-approved for recertification credit.

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January 20, 2021 | 12 - 1 p.m.

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