Employee Benefits Reporting Checklist

Online Seminars

Employee Benefits Reporting Checklist

November 29, 2017, 9:30 am – 10:30 am

“A great employee is like a four leaf clover, hard to find and lucky to have.” – Tammy Cohen

  • Do you have key employees who make substantial contributions to the success of your business?
  • Do you know what the financial impact on your business would be if a key employee terminated employments?
  • Do you know how to determine the econimic value of a key employee?
  • Have you ever lost a key employee to a competitor?
  • Do you offer any benefits on a selective basis to your key employees? Do your competitors?

Join us as we take a broad-brush approach touching on products/services that will help build solutions and strengthen the success for your business.

Speaker: Alan Williamson, CLU, ChFC
Financial Advisor
LassiterWare, Inc.

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Loss Control Services Driver Training Robert H. Laughter, Nationwide

Online Seminars

Loss Control Services Driver Training Robert H. Laughter, Nationwide

February 27, 2019, 9:30 am – 10:30 am

Please join us Wednesday, February 27, 2019 to hear Robert “Bob” Laughter, a Risk Advisor with Nationwide, speak on:

• MVR Criteria for Commercial Drivers
• MVRs vs PSP
• Vehicle Accident Facts
• Preventable vs Unpreventable
• Main Types of Collisions

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Invitation to Bid / RFP Employee Benefits

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LassiterWare Academy

Invitation to Bid / RFP Employee Benefits

Invitation to Bid/ RFP Employee Benefits

October 2018

Welfare Benefits

Background

On behalf of our client, LassiterWare invites admitted insurance carriers to bid on the welfare benefits package with an effective date of January 1, 2019. The client is a large non-profit based in Jacksonville, Florida and serves more than 50,000 children and families to 14 counties in Northeast and Central Florida. They have served young children and their families for more than 50 years. It is important to note that the counties include: Lake, Sumter, Marion, Levy, Citrus Dixie, Levy Alachua, Putnam, Bradford, Clay, Baker, Nassau, and Duval.

If you are interested in receiving the RFP and Bid package please email trentm@lassiterware.com on or before October 22, 2018.

Purpose

The purpose of this RFP is to secure proposals from Qualified, Admitted insurance carriers with experience in the non-profit insurance industry to provide comprehensive employee benefits coverage to our client. The group has 552 eligible employees and represents $3,100,000 in benefits spend. Key areas of concern are: Network availability, client service, rates, and cost control strategies.

Insurance Summary

The carrier must demonstrate the highest level of ability in providing the following lines of coverages:

  • Group Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Basic Life
  • Basic AD&D
  • Basic Long Term Disability
  • Voluntary Short Term Disability
  • Voluntary Employee Life
  • Voluntary Spouse Life
  • Voluntary Child Life
  • Voluntary Group Hospital Confinement
  • Voluntary Critical Care
  • Voluntary Accident

Coverage Date

The current plan agreements expire on December 31, 2018.

Calendar of Events

Unless otherwise revised by a subsequent addendum to this solicitation, the dates and times by which stated actions shall be taken or completed are listed below. If the client determines, in its sole discretion, that it is necessary to change any of these dates and times, it will issue an email to all participants defining the new time line. It is the carrier’s responsibility to comply with these timeframes.

Notice of RFP issued and advertised: October 12, 2018

Last day for participating firms to request bid package: October 22, 2018

Bid package released: October 23, 2018 to all qualified carriers

Written proposals due to LassiterWare: November 5, 2018

Client consulting team meets and discusses proposals, and Negotiations (if necessary) on or before: November 11, 2018

Evaluation Committee meets and determines final recommendation Award decision made by Client: November 18, 2018

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Medical Marijuana Regulatory Update | Jeffry Branham, Esq. & Douglas Noah, Esq.

Online Seminars

Medical Marijuana Regulatory Update | Jeffry Branham, Esq. & Douglas Noah, Esq.

September 26, 2018, 12:00 am – 10:30 am

Does marijuana remain an illegal drug?

  • How many states have legalized
  • Medical marijuana?
  • Recreational marijuana?
  • Both medical and recreational marijuana?
  • What is the difference between the two in the workplace?
  • What are the common features of the State Marijuana Statues?
  • Do employers in states that have legalized marijuana still permitted to conduct marijuana testing on employees?
  • If an employee fails a drug test for marijuana, however, has a medical prescription, can the employer terminate employee or would that be considered discrimination?
  • If a company has multi-state employees wherein some states have legalized medical and/or recreational use of marijuana and some do not, how does a company effectively manage this issue in the workplace and be in compliance?
  • What should be included in the employee handbook/workplace policy regarding the legalization of the drug?

Speaker: Jeffry Branham
Esq. & Douglas Noah, Esq.

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How To Tap Into Millennial Management

Online Seminars

How To Tap Into Millennial Management

August 29, 2018, 9:30 am – 10:30 am

In 45 minutes, Stephani, will discuss:

  • How to attract Millennials with changing talent demands
  • Strategies to retain and engage your millennial workforce
  • How to communicate with a multi-generational workforce
  • The impact of the digital revolution on your human capital management

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