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Surviving Compliance: Your ERISA & COBRA Responsibilities

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DoubleTree by Hilton Hotel San Francisco Airport

835 Airport Boulevard

Burlingame, CA 94010

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Love it or hate it, compliance is something employers face on a day to day basis. Labor law compliance, payroll compliance, IRS compliance, ERISA compliance…it never ends.

We feel your pain!

Join us for an informative seminar on one aspect of compliance your broker can help you with: ERISA.

Together with PrimePay, we will demystify some of the compliance requirements associated with employee benefits. Learn how having ERISA experts on your side can keep your company compliant with current ERISA laws and help you avoid a Department of Labor audit.

If you offer benefits to your employees, ERISA compliance is a reality you must face.

Whether you need some guidance or just a quick recap, join us for lunch and an interesting panel discussion on this widely misunderstood topic.

RSVP today to secure your spot!
Space is limited.

Meet our Panel:

Jo Ann Vernon, Regional Advisor for PrimePay
Jo Ann enjoys working with brokers to strategize and develop comprehensive solutions for their clients. After 24 years of experience in the employee benefits industry, Jo Ann has seen the industry change and morph in many different directions. What hasn’t changed is the need and guidance that our employers need with new regulations and ongoing regulations. A self proclaimed insurance nerd, Jo Ann loves to dive in and dissect insurance documents and work with brokers to make sure that clients are in compliance.

Mona Reese, Account Manager for Risk Strategies Company
As Client Manager, Mona works with the client on a day-to-day basis to execute benefit strategies and employee happiness goals. Mona is a licensed health and life producer, and has spent more than 20 years navigating the employer group health insurance industry. She uses her knowledge and compassion to help clients and their employees maximize their benefit programs and master employer ERISA responsibilities.

Sandie Darling, In House Benefits Counsel for Entire Insurance Solutions
Sandie Darling joined Entire Insurance Solutions in June 2017 as the In House Benefits Counsel. Ms. Darling began her career as an Investigator with the U.S. Department of Labor, Employee Benefits Security Administration auditing health and welfare plans for compliance with ERISA. She has also worked as an ERISA attorney representing Taft Hartley benefit funds. Most recently, Ms. Darling worked as the General Counsel for a national Third Party Administrator providing ERISA compliance services to health and welfare Plans. She is licensed to practice law in the state of California and also in the United States Federal Court Northern and Central Districts of California. Ms. Darling earned a Bachelor of Arts degree in Political Science from California Polytechnic State University, San Luis Obispo and a Juris Doctorate from Golden Gate University.


Lunch Served at 11:30am
Discussion begins at 12pm

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Date and Time

Location

DoubleTree by Hilton Hotel San Francisco Airport

835 Airport Boulevard

Burlingame, CA 94010

View Map

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