Broker Town Hall
Led by Kistler Tiffany Benefits’ Director of Compliance Services’ Scott Wham, J.D., 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.
All attendees will receive a WebCE voucher.
Tuesday, March 12, 2019, 9 AM, Cavaliers Country Club, Newark, DE
Tuesday, March 12, 2019, 1:30 PM, Kistler Tiffany Benefits’ Berwyn Office
Thursday, March 14, 2019, 9 AM, Atlantic City Country Club, Northfield, NJ
Thursday, March 14, 2019, 1:30 PM, Kistler Tiffany Benefits’ Mount Laurel Office
Friday, March 15, 2019, 9 AM, Galloping Hills Golf Course, Kenilworth, NJ
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.
Webinar: 2018 Year-End Compliance Webinar Hosted by Kistler Tiffany Benefits’ Director of Compliance Services, Scott Wham
Thursday, December 20, 2018
As 2018 draws to an end, it’s already apparent that 2019 is going to be a year of change in health care. How will the mid-term election results impact insurance markets? What regulatory developments should brokers be paying attention to? What new strategy trends will we see in 2019?
Tune-in to the year-end webinar, presented by Scott Wham, J.D. to find out!
CE Opportunity – The Harrison Group Presents Pre-Tax Employee Benefit Plans that Decrease the Overall Costs of Healthcare
Help your fourth quarter clients with pre-tax strategies! Kistler Tiffany Benefits is pleased to host Richard H. Miller, Jr., CPA, president of the Harrison Group, for a 1 credit CE event titled “Pre-Tax Employee Benefit Plans that Decrease the Overall Costs of Healthcare” in our Berwyn Mount Laurel and Delaware offices. The purpose of this course is to provide:
- Innovative ideas that can save your clients money
- Health Savings Account
- Health Reimbursement Arrangements
- Healthcare Flexible Spending Accounts
- Limited Purpose Healthcare FSA
- Plan Combinations
- Common mistakes that can hurt your relationship with your client
- Enrollment mistakes that can sabotage your engagement
- Excellent customer service tips that are critical to your success
The course will also discuss legislative changes on the horizon.
Thursday, November 8, 2018, 11:30 AM, Kistler Tiffany Benefits’ Mount Laurel office
Wednesday, November 14, 2018, 9 AM, Kistler Tiffany Benefits’ Wilmington Office
Monday, November 19, 11:30 AM, Kistler Tiffany Benefits’ Berwyn office
Seminar – 2019 Independence Blue Cross Broker Information Session for Individual Plans
Tuesday, October 9, 2018, 10 AM
The training will cover: 2019 Products | Rates | Commissions | Changes for Open Enrollment
Carrier Speed Dating
This is your exclusive opportunity to hear all about 2019 products, updates, and other exciting news in a fun, engaging format. Each carrier will be given less than 20 minutes to present, allowing you, the audience, to receive the most necessary, need-to-know information quickly and concisely.
Tuesday, October 2, 2018, 9:30 AM
Kistler Tiffany Benefits’ Mount Laurel Office
Confirmed Carriers: Aetna, AmeriHealth, Cigna, Horizon, UHC Oxford, Nippon and Qualcare
Wednesday, October 3, 2018, 9:30 AM
Galloping Hills Golf Course, Kenilworth, NJ
Confirmed Carriers: Aetna, AmeriHealth, Cigna, Horizon, UHC Oxford, OSCAR, Nippon and Qualcare
Thursday, October 4, 2018, 11:30 AM
WorkMerk, 100 Four Falls Corporate Center, Conshohocken, PA
Confirmed Carriers: Aetna, Cigna, Independence Blue Cross, Nippon, UnitedHealthcare
Seminar – Kistler Tiffany Benefits’ Preferred Third Party Administrators
Monday, September 24, 2018
Kistler Tiffany Benefits would like to invite our broker partners to join us for an information session with two of our preferred Third-Party Administrators (TPA’s) – Insurance Design Administrators and Beneration – on Monday, September 24, 2018 at 9:30 AM at Kistler Tiffany Benefits’ Berwyn location.
Join us to learn more about both companies as well as exclusive opportunities and services available to you through a preferred partnership.
Seminar – Get Trained on Horizon BCBSNJ 2019 Medicare Products
Friday, September 14, 2018
You are invited to participate in a live seminar with the Horizon Medicare team on Friday, September 14, 2018, at 10 AM at Kistler Tiffany Benefits’ Mount Laurel office.
This meeting will cover 2019 Horizon Medicare products.
Broker Town Hall
Hosted by Kistler Tiffany Benefits’ Director of Compliance Services, Scott Wham, J.D., the next Broker Town Hall series will focus on primarily on Association Health Plans while also covering recent guidance from the Trump Administration regarding limited duration, short-term health plans and an update on Pay-or-Play penalty enforcement.
Tuesday, September 4, 2018, 9 AM, Blue Ball Barn, Wilmington, DE
Tuesday, September 4, 2018, 1 PM, Kistler Tiffany Benefits’ Berwyn Office
Thursday, September 6, 2018, 9 AM, Atlantic City Country Club, Northfield, NJ
Thursday, September 6, 2018, 1 PM, Kistler Tiffany Benefits’ Mount Laurel Office
Friday, September 7, 2018, 9 AM, Galloping Hills Golf Course, Kenilworth, NJ
Webinar: New Jersey Paid Sick Leave – What Your Clients Need to Know
Wednesday, August 15, 2018, 10:00 AM
Join Kistler Tiffany Benefits Maria Peterson, HR Manager, SPHR, SHRM-SCP, for a webinar regarding the New Jersey Earned Sick and Safe Days Act, which requires all New Jersey employers to provide earned sick leave to its employees working in New Jersey. The law becomes effective October 29, 2018.
During the webinar, Maria will discuss:
- What employers are covered by this law?
- Which employees are eligible for paid sick leave?
- How much paid sick leave is required?
- What are the qualifying reasons to use sick leave?
- How to handle if your company has a PTO policy rather than vacation and sick leave
CE Opportunity – Principal Presents Ethics and Compliance
Wednesday, July 11, 2018, 9:30 AM, KTB Mount Laurel Office
Thursday, July 12, 2018, 9:30 AM, KTB Berwyn Office
Tuesday, September 18, 2018, 9:30 AM, Galloping Hills Golf Course
Kistler Tiffany Benefits is pleased to host Principal for a 2 credit CE event titled “Ethics and Compliance” in both the Berwyn office and the Mount Laurel office. The purpose of this course is to provide producers with information they need to treat their customers and employees fairly and ethically. This seminar looks at ethics in the industry. It explores the importance of maintaining privacy; what fraud is and how to recognize it. Federal regulations that impact the industry are covered as well as marketing and advertising compliance. It also discusses contingent compensation – what it is and what to do through a series of frequently asked questions.
Broker Event – Join Kistler Tiffany Benefits & Extensis for Special Meet and Greet With Seth Joyner
Tuesday, June 12, 2018, 12 PM-3 PM
Extensis, the fastest growing Professional Employer Organization in the Northeast, and Kistler Tiffany Benefits have entered into an exclusive new partnership–and we want our broker partners to be the first to hear about it and how it will provide value to you and your clients.
Broker Seminar – “Inside the Beltway” featuring NAHU’s Janet Trautwein
Tuesday, May 1, 2018
Join Kistler Tiffany Benefits on Tuesday, May 1, 2018, for an exclusive opportunity to hear from a true D.C. insider on the most current issues and obstacles impacting the health insurance industry under the Trump Administration. National Association of Health Underwriters’ Executive Vice President and CEO Janet Trautwein will give her perspective on the driving forces behind both action and inaction in our nation’s Capitol as well as give real answers to some of the tough questions that are on the forefront of all of our minds regarding Employer Exclusion, the Cadillac Tax Repeal, Medical Loss Ratio, and more.
CE Opportunity – The Hartford Presents Disability 101
Wednesday, April 11, 2018
Kistler Tiffany Benefits is pleased to host The Hartford for a 2 credit CE event titled “Disability 101” on Wednesday, April 11, 2018, from 2:30 – 4:30 PM at Kistler Tiffany Benefits’ Berwyn office. The purpose of this course is to provide group insurance agents with basic information about Group Disability Insurance. In addition, the class will:
- Help agents explain to their clients the risks of an employee becoming disabled and the need for coverage.
- Various sources of income available to the employee for protection against the loss of income due to disability.
- Basic contract features of Short Term Disability insurance (STD) and Long Term Disability insurance (LTD).
This course is registered in PA, DE, and NJ.
Broker Town Hall
March 2018
Join us for our first Town Hall events of 2018! Now that the new year is in full swing, it’s a good time to process the events that unfolded over the past year related to health plan compliance as well as look at the (likely) changes and trends on the horizon. Hosted by Scott Wham, J.D., Kistler Tiffany Benefits’ Director of Compliance Services, our March Town Hall events will address the following topics and more:
- The potential expansion of Association Health Plans
- The delay of the Cadillac Tax, Medical Device Tax, and Health Insurer’s Tax
- Lessons learned regarding Pay-or-Play compliance
Webinar: 2017 in Review
Wednesday, December 13, 2017, 1:30 PM
2017 was another eventful year for Employee Benefits and Compliance! As lawmakers wrangle over the future of the Affordable Care Act, employers are left wondering what is required of them.
This webinar is an opportunity to get ready for 2018 and ensure your clients are in compliance with the laws and changes for the upcoming year.
Topics to be covered include:
- A review of congressional attempts to repeal and replace the Affordable Care Act
-
The current state of health care reform (including an analysis of the Trump Administration’s executive actions)
- The future of health care reform
Seminar: 2018 IBC Broker Information Session for Individual Plans
Thursday, October 26, 2017, 1:30 PM
The Independence Blue Cross Consumer Team will host a special training at Kistler Tiffany Benefits on 2018 Open Enrollment Period for individual products.
The training will cover: 2018 Products | Rates | Commissions | Changes for Open Enrollment
Seminar: Independence Blue Cross 51+ Product Portfolio Training
Tuesday, October 10, 2017, 11 AM
Kistler Tiffany Benefits Broker Partners are invited to attend one of two training sessions on Tuesday, October 10, 2017 at the Kistler Tiffany Benefits’ Berwyn office to learn about Independence Blue Cross’ NEW 51+ product portfolio for commercial fully-insured and self-funded customers.
Seminar: Capital Blue Cross/Highmark Blue Shield
Wednesday, October 11, 2017, 9 AM
Join us on Wednesday, October 11, 2017, and meet the teams from Capital Blue Cross and Highmark Blue Shield. This is your exclusive opportunity to hear all about 2018 products, updates, and other exciting news.
Webinar: Delta Dental of New Jersey’s New Business Program
Tuesday, October 17, 2017, 11 AM
Please join Kistler Tiffany Benefits and Delta Dental of New Jersey for a review of Delta’s New Small Business Program which includes employer groups with 2-99 employees.
Delta will provide a brief background their products, discuss the changes prior to and since the launch of the Small Business Program in February 2017, discuss the Delta networks, underwriting regulations and how to secure a proposal. The webinar also will provide insight into the plans available in the 100+ market.
Carrier Speed Dating
This is your exclusive opportunity to hear all about 2018 products, updates, and other exciting news in a fun, engaging format. Each carrier will be given less than 20 minutes to present, allowing you, the audience, to receive the most necessary, need-to-know information quickly and concisely.
Monday, October 2 at the Grand Summit Hotel in Summit, NJ
Wednesday, October 4 at KTB’s Mount Laurel Office
Thursday, October 5 at the Sheraton Valley Forge
Webinar: ID Theft Assist
September 12, 2017
Review services available to your clients through Kistler Tiffany Benefits’ partner ID Theft Assist during this highly informative webinar.
Broker Town Hall
September 2017
Join us as we go “back to basics.” Kistler Tiffany Benefits’ Director of Compliance Services, Scott Wham, J.D., will review the current state of the Cadillac Tax (slated to take effect in 2020). He will also provide an overview on basic ERISA compliance concepts that can be used in prospecting and retention conversations as well as address any recent developments regarding health care reform.
Webinar: BenefitFront Multi-Option Proposal Generator
June 27, 2017
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.
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: Web Benefits Design Presentation
June 21, 2017
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.
Seminar: Dominion National Dental Presentation
June 20, 2017
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.
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, J.D.
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, J.D.
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, J.D., 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, J.D., 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, J.D., 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