You think you know ERISA compliance.
This will surprise you.
Section 125. POP plans. Discrimination testing. Everyone nods along — until a plan fails, an audit lands, or a key employee loses their tax-free benefits. One hour fixes that.
Nobody actually explained this to you. And that gap is costing your clients.
Here’s what really happens: the broker assumes the TPA handles testing. The TPA assumes the broker flagged it. The employer assumes everyone has it covered. And the POP plan sitting in a drawer? Never properly documented.
“Most compliance failures aren’t from ignorance — they’re from assumption. Someone, somewhere, thought someone else had it.”
ERISA requirements, Section 125 cafeteria plan rules, Section 105(h) self-funded plan testing, Premium Only Plan compliance — they don’t live in silos. They interact. And when they interact badly, the tax-favored status your clients depend on quietly disappears.
Six things you’ll know by noon.
Section 125 & 105(h)
Why they test differently and what triggers a failure before it happens.
POP Connections
Elections, plan design, documentation — see how they interact.
High-risk Patterns
Identify the red flags before your client gets flagged.
Testing Calendar
Which tests run when, and what happens if missed.
Documentation
Section 125 compliance documents that hold up under scrutiny.
Correcting Failures
Failures happen. What you do next separates a fix from a catastrophe.
If compliance lands on your desk,
this seat has your name on it.
Benefits broker
Fielding compliance questions and quietly hoping you got the answers right.
HR professional
Owns plan administration but never got a straight answer on what testing actually requires.
Benefits consultant
Wants to be the most informed person at every client table — not the one googling afterward.
TPA / plan admin
Knows the mechanics but wants a cleaner framework to guide clients through testing season.
Two people who live inside this stuff.
Edward Larned
Sr. Vice President, Sales
Eddie Larned is the Senior Vice President of Sales at Clarity Benefit Solutions, where he leads the company’s national sales organization and oversees sales strategy and performance across the United States.
Meredith Laroe
Director, Corporate Compliance & Global Operations
Meredith Laroe, CFC, CCS, is a seasoned professional with over 15 years of expertise in Consumer Benefits, COBRA, and Employee Benefits Administration. She oversees regulatory compliance and global training initiatives, ensuring seamless collaboration across teams.
Mark your calendar.
This one's worth it.
June 23, 2026 · Noon ET / 11 AM CT · Live Webinar
The professionals who show up leave with a framework they can put to work the next morning. The ones who “save it for later” — well, later never quite comes. This webinar is free. The expertise in the room is not.
Seats are limited for live attendance