Legal Update

November 07, 2019
7:30 AM to 9:30 AM
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Lovitt & Touche
1050 W Washington Street, 2nd Floor
Tempe, AZ 85281


Registration is Open Between October 22, 2019 and November 5, 2019 (noon)

Event submitted for HRCI & is valid for 1.0 SHRM-PDC for the SHRM-CP® or SHRM-SCP®


About this meeting...

As 2019 comes to an end, Snell & Wilmer are pleased to present their traditional End of Year Plan Sponsor “To Do” Lists. This year, they’ll present their “To Do” Lists in four separate Employee Benefits Updates. This Part 1 covers year-end health and welfare plan issues. Parts 2, 3, and 4 will cover executive compensation issues, qualified plan issues, and cost-of-living increases. Each Employee Benefits Update provides a checklist of items to consider before the end of 2019 or in early 2020.

Key Take-aways will be:

  • Clarification on reporting requirements relating to Health Plans
  • Overview of Penalty Assessments
  • Considering Impact of Non-Discrimination Rules
  • Compliance with Mental Health Parity Requirements
  • … and many more topics!


Our Speaker

Nancy Campbell has been practicing in the employee benefits area since 1992 and is a partner at Snell & Wilmer. Her practice is focused on health and welfare plans, qualified plans and employee benefits planning in mergers and acquisitions. Nancy has significant experience in the areas of Employee Retirement Income Security Act of 1974 ("ERISA"), the Affordable Care Act, consumer driven health arrangements, high deductible health plans, health savings accounts, health reimbursement arrangements, association health plans, wellness programs, same-sex spouse and domestic partner benefits, COBRA, HIPAA, flexible benefit plans, tuition reimbursement programs, qualified domestic relations orders, Section 404(c) compliance, correcting qualified plan defects through EPCRS, and benefit claim administration.

Nancy routinely assists clients with day-to-day administration of their employee benefit plans and programs. Nancy has represented clients in matters before the Internal Revenue Service and the Department of Labor.


ATRA's Meeting Format

7:30 – 8:00 AM – Register/Network with other meeting attendees; light breakfast
8:00 – 8:10 AM – HR Hot Topics, Announcements
8:10 – 8:15 AM – Legal Update presented by Snell & Wilmer
8:15 – 9:25 AM – Speaker Introduction & Educational Presentation
9:25 – 9:30 AM – Final Remarks & Door Prize Drawing

Thank you to Lovitt & Touche for providing the Meeting Space


Snell & Wilmer for providing the Legal Update



 The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program.  It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit.

 Program Approved for X Credits



 Class Approved for 1.0 Credit




$0.00 Members

$35.00 Guests


2019 ATRA Legal Update Presentation