The Human Resources Network is open only to the employees of ICBM bank members. It is an opportunity for member banks’ human resources professionals to share ideas and best practices. Facilitated by ICBM, Human Resources Network meetings offer your human resources staff a venue to learn new techniques and address challenges unique to human resources at independent community banks. ICBM secures speakers and other educational opportunities for its members. As a member of ICBM, your human resources staff can join the Network at no charge.
Human Resources Network meetings focus on topics decided upon by the members.
Presentation: Top Frequently Asked Questions About Wrap Plans
Wrap plan documents are a valuable tool for ERISA compliance. In this webinar, you’ll learn what a wrap plan is, who needs one, and why they need it. We will discuss some of the most frequently asked questions that come up as employers determine how this may fit into their compliance plans.
Takeaways
- Understanding of What a Wrap Plan is and Who Needs One
- Understanding of the Key Components to Consider When Designing a Wrap Plan
- Understanding of Penalties for Non-compliance with ERISA’s Plan Document and SPD Requirements
Pricing: Complimentary for Bank Members only
Presenter: Sue Sieger has over 30 years of experience in the employee benefits industry. As senior compliance consultant at Employee Benefits Corporation, she has worked with thousands of employers and has become a leading specialist in Section 125, Section 105 Plan design and administration, and Health Savings Accounts (HSA). Ms. Sieger is a frequent speaker on employee benefits and regularly conducts employer and agent training nationwide. She has conducted seminars for the Employer Council on Flexible Compensation (ECFC), Benefits Pro, Society of Human Resources (SHRM), the Wisconsin Association of School Boards (WASB), the Wisconsin Association of Health Underwriters (WAHU) and Minnesota Association of Health Underwriters (MAHU) to name a few.
Ms. Sieger received a bachelor’s degree in business administration with an emphasis in personnel/human resources from the University of Wisconsin-La Crosse. She also earned a Master’s degree in servant leadership and a Graduate Certificate in Ethical Leadership in Organizations from Viterbo University. She holds a current Wisconsin insurance license, which broadens her knowledge base when consulting with employers’ regarding employee benefit plan decisions. Ms. Sieger is also a current member of the Wisconsin Association of Health Underwriters (WAHU) and the National Association of Health Underwriters (NAHU).
Ms. Sieger obtained the designation of Certified in Flexible Compensation (CFC) in 1999, and Certified in Flexible Compensation Instruction (CFCI) in 2002 from the Employer Council on Flexible Compensation (ECFC). In addition, in 2012, Ms. Sieger obtained the COBRA Administration Specialist (CAS) designation and the Advanced Certificate in Flexible Compensation Instruction (ACFCI). She currently serves as faculty for the ECFC credentialing program and has helped develop much of the curriculum used to train the nation’s top benefit professionals and is a current ECFC Board Member. Ms. Sieger is the past chair of the SIGIS Eligible Products List Committee, that reviews and approves items to be included in the Inventory Information Approval System (IIAS) used for health care debit card transactions.
