Family-Forming Benefit Plans: ERISA and Tax Considerations

Trucker Huss

Presenters: Mary Powell and Alaina Harwood

Family-forming benefit plans have grown in popularity among employers. These benefits can be offered in various ways, such as through the expansion of fertility benefits in major medical plans, fertility health reimbursement arrangements (HRAs), adoption assistance plans, and surrogacy plans.  We will discuss important ERISA and tax issues that employers should consider when adopting these benefits.

Topics will include:

• Types of family-forming benefits subject to ERISA
• Compliance obligations under the Affordable Care Act (ACA) and the Consolidated Appropriations Act (CAA)
• Federal tax treatment of benefits provided under these plans
• Recent court cases

More Information, How to Register