Boomers And Medicare: How To Navigate The Secondary Payer Rules, Properly Coordinate Benefits, And More

Webinar: ID# 1026527
Recorded On-Demand
About This Course:
While Millennials in the workplace get a lot of press, chances are you still have a lot of Boomers on your payroll, too. As they age into Medicare eligibility, do you know how to handle their benefits properly?

It’s a complex area with a lot of highly specific rules, including the Medicare Secondary Payer (MSP) rules, which can trip up even highly savvy HR professionals. And you can face stiff penalties if you improperly try to shift a current plan participant onto Medicare in order to reduce your costs.

Don’t miss our informative webinar when you’ll learn:
  • The distinction between Medicare eligibility and Medicare entitlement—and why it matters
  • How Medicare intersects with group health plan benefits plan offerings
  • Tips for communicating with employees as they approach age 65 about their medical coverage options
  • Requirements for when an employee signs on to Medicare and still keeps coverage under the company plan
  • How to tell when you must continue employee health benefits after Medicare starts
  • What to say to a retiring employee about his or her medical coverage options
  • How the Medicare Secondary Payer rules apply to your particular plan
  • How to design a coordination of benefits rule for the company plan
  • And much more!
About Your Presenters:

Callan G. Carter, Esq.
Special Counsel
Trucker Huss

Callan G. Carter, Special Counsel at Trucker & Huss, has extensive experience in the areas of health and welfare plans, qualified plans, and deferred compensation. She focuses her practice primarily on health and welfare plans, cafeteria plans, and the effects of healthcare reform. She advises clients on plan design, prepares required documents, and assists in compliance with applicable laws, including ERISA, HIPAA, IRC, USERRA, COBRA and the ACA (as well as state and local requirements). Ms. Carter advises clients on the complex application of non-discrimination rules, prohibited transactions, fiduciary issues, controlled group determinations, and benefits issues in mergers and acquisitions. She also negotiates services contracts on behalf of her clients with insurance companies and other health and welfare plan vendors.

Karl Ahlrichs, SPHR Karl Ahlrichs, SPHR
Gregory & Appel

Karl Ahlrichs, SPHR, is a consultant at Gregory & Appel who has broad experience in senior level problem solving, with proven skills in handling complex organizational issues with uncommon sense. Mr. Ahlrichs is a national speaker and author who joined Gregory & Appel after serving as a founding partner of ExactHire, a human resources services firm. He also served as a Senior Consultant for Professional Staff Management. He was in business development in the Indianapolis office of Marsh & McLennan, and Vice President of Right Management Consultants. Mr. Ahlrichs facilitates an invitation-only roundtable for Indiana CFOs, and was the program chair for the Indiana Society for Human Resources Management annual conference for more than a decade. He is a member of HRPDA, SHRM, the American Society of Training and Development, and the Association for Psychological Type. He is president of the Indiana Chapter of the National Speakers Association, and was named the SHRM Human Resource Professional of the Year for the State of Indiana. Mr. Ahlrichs has been selected to present at the SHRM Annual Conference for 20 consecutive years.
Boomers And Medicare: How To Navigate The Secondary Payer Rules, Properly Coordinate Benefits, And More
Available or On-Demand format
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