Topic:   Cafeteria Plan Compliance

Summary:
Heather Mazac, ERISA counsel for USI Southwest, will review the rules surrounding Section 125 cafeteria plans.  Heather will discuss which documents are required to qualify for pre-tax deductions, and she’ll also discuss the different nondiscrimination tests that must be completed annually, including a basic overview of how to run the tests and how to make corrections when a test fails.

Speaker:     
Heather Mazac
ERISA Counsel, Employee Benefits, Southwest USI

Speaker Bio:
Heather Mazac joined USI Southwest’s Dallas office in 2020 as in-house ERISA Counsel, focusing on helping USI Southwest and its clients stay compliant with the requirements of various benefits laws.  Before joining USI, Heather worked for the U.S. Department of Labor in the Employee Benefits Security Administration.  She also practiced law for the City of Dallas and the North Central Texas Council of Governments. Heather has over 10 years of employee benefits law experience.

As ERISA Counsel, Heather monitors changes in benefits laws (health care reform, HIPAA, COBRA, etc.), provides assistance to clients with respect to specific legal questions (discrimination, privacy, etc.), conducts seminars to distribute legislative requirements, and writes weekly updates covering new developments and general issues regarding health and welfare plans, among many other things.

CLM Credit:  1.0 credit in one of the following:

CLM Application - Organizational Development

Functional Specialty - HR Management

Recertification - HR Management

Lunch Menu:

Starter – Caesar Salad

Entrée Options – Eggplant Parmesan Served with Pasta Marinara | Pan-fried, topped with marinara, mozzarella & parmesan; Meatball & Spaghetti; or Shrimp fra Diavolo | San Marzano tomato, basil, cream, red pepper, rigatoni

Dessert – Red Velvet Cake

If you have any special needs or dietary requests, please reach out to Janet Dotson or Kyla Ray, so accommodations can be made.

Seating will begin at 11:40 a.m.

Location:
Rizzuto's Ristorante & Chop House
6262 Fleur De Lis Drive
New Orleans, LA 70124
Map