PO Box 71005, 2135 NW 108th Street

Clive, IA 50325

Event Registration

Below is a list of all events that are currently open for registration. Click on the event name to proceed.
Aug 22, 2019

DOL/IRS Compliance & Healthcare Savings Requirements in 2019 & Beyond

Category: Member Program

Johnston, IA - Iowa Bankers Insurance 8800 NW 62nd Ave #6210 - Johnston, IA - 9:00-11:00am

2 CECs available

The Department of Labor and Internal Revenue Service have issued regulations and provisions surrounding benefit plan compliance and tax-advantaged plans over the years. This presentation will provide detail regarding the DOL's stance regarding ERISA compliance and go into the importance of mitigating risk for advisors and their clients. The information shared will also introduce tax-advantaged benefit concepts that can provide healthcare savings for employers and employees, and what rules and regulations have been outlined by the IRS.

Presented by Casandra Mueller, BASE, Executive Sales Representative

Casandra Mueller is an Executive Sales Representative for BASE with a personal mission to not only serve but educate.  Joining BASE in 2014, she started out in a service relations capacity and quickly became known for the premier client services she provided.  Due to her hard work and advanced sales skills, Casandra is known for building long lasting relationships with partners and clients alike. Because of her ability to develop relationships and her extensive knowledge, Casandra has had the opportunity to be in front of industry leaders across the country, sharing the latest trends and feedback on products and services to help fulfill cost containment and compliance needs.  Her drive, knowledge and commitment in the industry has made her a respected visionary in today’s marketplace.

Member Cost - $10

Non Member Cost - $40

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