Performing Dependent Eligibility Audits - 1 CPE Credit October 21, 2011

Understand the need to perform a Dependent Eligibility Audit to comply with ERISA and fiduciary requirements. Also, with rising health care costs and the increased federal regulation with PPACA, Plan Sponsors need to explore all possible options to controlling their healthcare spending. This presentation will explain the various types of audits, how they are performed, and the return on investment that can be expected from the audit.

About the Presenters
Bruce Flunker is President of Employee Benefit Consultants, Inc., a licensed third party administrator headquarted in Milwaukee, WI. Bruce began his insurance career in 1980, when he joined Wausau Insurance as an Employee Benefit Specialist. He went on to hold several management positions with Safeco Life, and in 1998, was promoted to President of Safeco Administrative Services and Employee Benefits Consultants. Bruce currently serves on the board of the Society of Professional Benefit Administrators and the Wisconsin PPO organization. He has earned his designation as a Certified Employee Benefit Specialist from The Wharton School of Business at the University of Pennsylvania.

Bret Petrick has been providing employee benefits programs since 1995 to all types and sizes of companies and specializes in bringing cutting edge benefits technology and resources to his clients in Silicon Valley. He currently is the Manager of the Employee Benefits Department at Archway Insurance, one of the largest independently owned brokerages in the Valley. Bret is proud to hold the following professional designations; Chartered Life Underwriter, Chartered Financial Consultant and Certified Self Funding Specialist.

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