Course Details

Social Security & Medicare: Medicare Reporting Requirements & Retirement/Social Security-Eligible Employees

Webinar: ID# 1030967
Recorded On-Demand
About This Course:
Baby boomers are retiring in big numbers, a trend that will continue for many years. As these employees prepare for retirement, they have questions about Social Security eligibility, and how and when to apply for Medicare benefits. For those that want to continue to work past 65, they also have questions about how continuing to work will impact their benefits.

When an employee is about to retire or becomes permanently and totally disabled and is no longer able to work, HR and benefits managers can expect a flood of questions about what Medicare Parts A, B, C, and D cover, the amount of the Social Security benefits to which they are entitled based on their age, what they need to do to apply for Social Security or Social Security Disability benefits, and more.

It's important to be able to adequately answer their questions and handle the types of challenges that can come from Medicare and Social Security administration.

Join us for an in-depth webinar on how to answer employees' questions about benefit options and available resources they can turn to for additional help and how to comply with Medicare reporting requirements.

You'll learn:
  • When an employee may sign up for Social Security or Social Security disability benefits
  • What every employer should know-and be able to communicate to the workforce-about Medicare A, B, C, and D
  • The distinction between Medicare eligibility and Medicare entitlement-and why it matters
  • What you need to do if an employee signs up for Medicare and keeps coverage under the company plan
  • How Medicare impacts (or intersects with) group health plan payments, consumer-driven health insurance, and COBRA-and how to tell when you must continue employee health benefits after Medicare starts
  • Medicare reporting essentials employers must master
  • How the Medicare Secondary Payer rules apply to your particular plan
  • And more!
About Your Presenters:

Callan G. Carter, Esq.
Special Counsel
Trucker Huss APC

Callan G. Carter, Special Counsel at Trucker Huss APC, 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.

Serena Aisenman, Esq.Serena Aisenman, Esq.
Trucker Huss

Serena Aisenman, an associate and employee benefits attorney at Trucker Huss APC, assists clients in the areas of health and welfare plans, qualified retirement plans and ERISA litigation. She has experience drafting plan documents, SPDs and amendments; analyzing plan administrative and fiduciary issues; ERISA, COBRA, Affordable Care Act and HIPAA compliance; preparing submissions to the Internal Revenue Service and Department of Labor; reviewing qualified domestic relations orders (QDROs); resolving ERISA and Internal Revenue Code compliance issues raised in connection with investigations or audits by the Department of Labor or Internal Revenue Service; and addressing a variety of litigation matters.
Social Security & Medicare: Medicare Reporting Requirements & Retirement/Social Security-Eligible Employees
or via On-Demand
Course Details
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