Events & CE

We offer a robust professional education series that will meet the continuing education and professional enhancement needs of our broker partners.

Program content, dates, and times are subject to change

WEBINAR: BenefitFront  Multi-Option Proposal Generator

Tuesday, June 27, 2017 at 10:30 AM

The BenefitFront Multi-Option Proposal  generator allows users to assign plans to employees and create a proposal outlining multiple plans for the employer.  Learn how you can now tag each employee to a specific plan and compare different plans more realistically based on what plans in which employees  are currently enrolled.

We also have partnered with WebCE to provide a catalog of courses approved to meet state-specific requirements on topics including ethics, law, annuities and variable products, and LTC/LTC Partnership Training.

Past Webinars, Seminars & CE Courses

Expand the sections below to see examples of past programming for Kistler Tiffany Benefits’ broker partners. For more information, or to access a recording of one of our webinars, please contact your Employee Benefits Consultant.

Broker Town Hall 

June 2017

Scott Wham hosts a lively and interactive discussion on the future of health care reform, including any timely and relevant updates on the potential passage of the American Health Care Act (AHCA).  

Broker partners also will hear from one of Kistler Tiffany’s PEO partners, TriNet, about non-traditional methods to potentially maintain and grow your block of business

SEMINAR: Dominion National Dental Presentation

Do your clients and their employees desire maximum access, convenience, and flexibility when it comes to their dental offering? Learn about Dominion’s network and service model for employers in PA, DE, MD, and VA.

SEMINAR: Web Benefits Design Presentation

Kistler Tiffany Benefits is pleased to announce a new partnership with Web Benefits Design (WBD),  a full-service benefits administration solution that will help our broker partners stand  out against the competition when it comes to winning and retaining business. WBD administration accommodates any group benefit plan design, all carriers and products,  any type of funding, and any employee contribution method. WBD tailors their approach to fit  the uniqueness of your client and their benefits program.

Broker Town Hall

February/March 2017

Do you or your clients have questions about the future of health care under the new administration? Our first Broker Town Hall discussion of 2017 will address the current legislative climate impacting health care reform.

WEBINAR: 2016 Year-In-Review with Scott Wham, Esq.

Thursday, December 8, 2016

Topics covered during the webinar include:

  • Review of Year-End Deadlines
    • ACA Reporting
    • FLSA
  • Overview of New Alternative Funding Strategies
  • Summary of Key Updates to New Jersey SEH Guidelines
  • The Future of Health Care Reform under the New Administration


Carrier Speed Dating

October 2016

Exclusive opportunity to hear our top carrier representatives discuss their 2017 products, guidelines, and other newsworthy updates–each in 20 minutes or less!


SEMINAR: ACA Reporting Refresher Hosted by KTB’s Director of Compliance Services, Scott Wham, Esq.

September 2016

This refresher is designed to review the process of completing ACA reporting requirements for 2016 (specifically, IRS Forms 1094-C and 1095-C in accordance to IRS Code Sections 6055 and 6056).

Sessions will be an open-forum setting, so it will be a great opportunity for in-depth discussions regarding:

  • Filing deadlines
  • An overview of the proper method for completing forms 1094-C/1095-C (including an overview of commonly encountered scenarios)
  • Solutions available in the marketplace for clients who are not interested in completing the reporting internally


CE Event: 5 Biggest Medicare Mistakes 

September 2016


Broker Town Hall

June 2016

Led by Kistler Tiffany Benefits’ Director of Compliance Services’ Scott Wham, Esq., these meetings are designed as an open forum for our valued broker partners to come together quarterly to discuss industry best practices, keep abreast of recent legislation, and review services provided by KTB.


CE Event: Health Care Reform: Recent Guidance for Group Health Plans 

May 26, 2016


SEMINAR: Strategies for Selling Alternative and Level-Funded and Health Plans

April 12 – 14, 2016


Broker Town Hall

February 2016

Led by Kistler Tiffany Benefits’ Director of Compliance Services’ Scott Wham, Esq., these meetings are designed as an open forum for our valued broker partners to come together quarterly to discuss industry best practices, keep abreast of recent legislation, and review services provided by KTB.


WEBINAR: New Year, New Regulatory Guidance

Wednesday, January 20, 2016

The tail end of 2015 was subject to a flurry of federal legislative and regulatory activity that impacted employer-sponsored health plans.  In order to keep our broker partners and their clients informed regarding the significance of the recent federal updates, Kistler Tiffany Benefits Director of Compliance Services Scott Wham Esq. will host a webinar addressing the major legislative/regulatory changes that occurred during the fourth quarter of 2015.  The webinar will include overviews of the following issues:

  • The change in reporting deadlines under IRS Code Section 6055 and 6056;
  • The delay of the Cadillac Tax; and
  • IRS Notice 2015-87 and the impact of employer-sponsored Health Reimbursement Arrangements (HRAs), flex credits, opt-out payments, and/or fringe benefit payments on Pay-or-Play’s affordability calculations
  • Updated affordability standards under Pay-or-Play

WEBINAR: Year in Review

Wednesday, December 9, 2015

  • The current state of the Cadillac Tax, including a review of the proposed federal regulations effective for renewals in 2018 addressing the exercise tax placed on high-dollar health plans.
  • A review of the reporting deadlines for the IRS Code 6055 & 6056 requirements (Affordable Care Act)
  • Transitional Reinsurance Fee dollar amounts for 2016.
  • The PACE Act as it applies to groups in the 50-99 market (e.g. deferring to the states the decision to expand the small group market from 50-99).


SEMINAR: Carrier Speed Dating

Tuesday, October 13, 2015 – KTB Berwyn Office

Wednesday, October 14, 2015 – KTB Mount Laurel Office

In a fun twist on speed dating/networking, Kistler Tiffany Benefits has invited the major carriers to pitch 2016 strategies and new products to our broker partners, and to (quickly!) answer questions – all in under 20 minutes! Only one carrier will be present at a time, allowing for aprivate exchange (get it?) between the carrier and our broker partners. Once the presentation begins, so does the stop watch. You won’t want to miss this unprecedented opportunity to hear from all the carriers in one, consolidated format.


SEMINAR: ACA Reporting Requirements Workshop

Monday, September 28, 2015 – KTB Mount Laurel Office

Tuesday, September 29, 2015 – KTB Berwyn Office

Wednesday, September 30, 2015 – KTB Berwyn Office

Step-by-step tutorial for our broker partners through the process of completing the Affordable Care Act’s new reporting requirements (specifically, IRS Forms 1094-C and 1095-C in accordance to IRS Code Sections 6055 and 6056).  By attending the workshop, broker partners will have an opportunity to review appropriate filing deadlines, distribution methods, and data collection points that are necessary for complying with the reporting requirements.  It will also review third-party solutions available to their clients who are not interested in completing the reporting requirements internally.


CE COURSE: 5 Biggest Medicare Mistakes

Presented by Doug Lubenow

Thursday, September 24, 2015 – KTB Mount Laurel Office

Thursday, October 8, 2015 – KTB Berwyn Office

Wednesday, October 21, 2015 – Shore Diner


CE COURSE: Are Your Clients Prepared for a DOL Audit?

Presenter: Steve Honig, O.C.A. 

Wednesday, June 10, 2015 – KTB Berwyn Office

Wednesday, June 10, 2015 – Blue Ball Barn, Wilmington

Thursday, June 11, 2015 – KTB Mount Laurel Office

Thursday, June 11, 2015 – Atlantic County Golf Club


CE COURSE: The ACA: Current Climate and Future Reporting

Presenter: Kistler Tiffany Benefits’ Director of Compliance Services’ Scott Wham, Esq. 

Thursday, May 21, 2015 (part of Kistler Tiffany Benefits’ Broker Golf Outing)


WEBINAR: Compliant Health Contribution Strategies 

Wednesday, March 18, 2015

  • An overview of the ADEA and its impact on age-banded premiums
  • An overview of defined contribution strategies comparing small employers to large employers
  • Compliant small employer contribution strategies
  • Summary of the Pay-or-Play penalties and the necessary steps for avoiding them
  • A comparison Minimum Essential Coverage Plans (Skinny Plans) to Minimum Value Plans (Bronze)
  • Strategies for minimizing exposure to Pay-or-Play penalties utilizing Minimum Essential Coverage and Minimum Value Plans