Course Detail

Wrap Documents and Bundled Plans: Pros, Cons & Logistics  

CATEGORY: Specialized Knowledge & Applications
2 CPE Credits

Why do some employers “bundle” all of their health benefits into one plan, while others maintain separate plans for different types of benefits? These decisions can have implications under ERISA, COBRA, and various aspects of Affordable Care Act compliance. We’ll explore what factors employers and their advisors should consider—for insured and self-insured plan. And we’ll discuss the logistics of bundling, including drafting tips for wrap documents and SPDs.

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Course outline