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Employee Benefit Plans Conference 2020


EBP2031 - Overview of Health and Welfare Plans


May 5, 2020 10:25am ‐ May 5, 2020 11:40am

Description

Health and Welfare (H&W) Plan Audits are a specialized area in EBP audits. For effectively auditing any H&W plan, it is critical to understand the structure of the plan being audited as to what benefits it cover, how those benefits are covered, what are the mechanics of the plan, are the benefits self-funded / unfunded / fully insured/ partially insured etc.

Learning Objectives:
  • Understand the types of health and welfare plans and plan arrangements
  • Understand the annual health care process
  • Understand general audit planning and risk assessment considerations
  • Understand key areas in H&W plan financial statements

Speaker(s):

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