This program provides an overview of the liabilities in corporate transactions that come from health and welfare plans and the implications of such transactions on compliance with ACA, COBRA and employer shared responsibility penalty tax and reporting requirements. The segment will also discuss the ACA implications a corporate merger may have on retiree medical plans, a plan’s exemption under HIPAA and the ACA, and corporate transactions and HIPAA privacy considerations. We will discuss strategies for dealing with the taxes, liabilities and the legislation that will have a significant impact on the liabilities generated by these plans. The program will consider the impact of the U.S. Supreme Court’s decision regarding retiree medical benefit changes under collectively bargained plans and the impact on the liabilities related to retiree medical plans (OPEB).

What You Will Learn

• Recognize the liabilities associated with health and welfare plans acquired in mergers and acquisitions
• Understand compliance, reporting, privacy and exemption issues associated with these transactions
• Understand how liabilities for retiree medical plans may be impacted by a corporate transaction
• Strategies for dealing with the impact of taxes, legislation and decisions on liabilities generated by the plans

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