Course Details

Flexible Spending Accounts

Webinar: ID# 1023850
Recorded CD
About This Course:
Many employee benefit plan sponsors are unaware of all the complex rules governing flexible spending accounts.

Receive a thorough overview of the numerous plan design considerations and legal requirements of flexible spending accounts. This knowledge will enable you to avoid running afoul of rules that could jeopardize the tax-favored status of your plans.


Section 125
  • Overview
  • Tax Advantages
  • Status Change Regulations
Flexible Spending Accounts
  • Eligible/Ineligible Expenses
  • Incurred Date Rule
  • Uniform Reimbursement Rule
  • Use-It-Or-Lose-It Rule
  • Grace Period
  • Carryovers
  • Nondiscrimination Tests
  • ACA Changes That May Be Repealed
About The Presenter

John C. Garner, CEBS, CLU, CFCI, CMC
  • Chief compliance officer for Bolton & Company, one of the 100 largest insurance brokers in the country
  • Specializes in group life, health and disability benefits
  • Wrote the Health Insurance Answer Book, co-wrote the Medical/Disability Claims Handbook and wrote dozens of articles, including an award-winning article in the Journal of Financial Service Professionals on using HRAs and HSAs to control health care costs
  • National Legislative and Government Affairs advisor for the Disability Management Employer Coalition
  • On the Board of Directors of the Western Claim Conference and the Los Angeles Chapter of the International Society of Certified Employee Benefit Specialists (ISCEBS) and previously served as president of both of these organizations and is also a past president of the Employee Benefit Planning Association of Southern California and the Los Angeles Life and Accident Claim Association
  • Past member of the Governing Council of the ISCEBS and a past chair of the CEBS committee of the International Foundation of Employee Benefit Plans, the committee with academic oversight of the CEBS program
Flexible Spending Accounts
or via CD
Course Details
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