May 2017

May 04, 2017

Benefits Education Workshop Series #1: Medical Benefits Exposed – Knowledge You Need Now

Please join us for an encore presentation of our first Workshop which is designed to broaden your knowledge of healthcare plans, carriers and their renewals. The presentation is based on years of experience interacting with HR staff, and compiling the most commonly-asked questions, or misunderstood features of medical plans. In this post-healthcare reform market, understanding how your plan works and how to approach cost-containment is knowledge you need now.

This complimentary Workshop will cover the following topics:

  • The little known “Whys” behind certain components and/or restrictions on all 3 medical plans
  • Components of an HMO plan and how they interact with each other to encompass managed care
  • Overview of what factors carriers use to calculate renewal increases
  • Outline cost containment solutions for rising healthcare costs


Michelle Cammayo
Senior Account Executive, Client Services
Bolton & Company

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May 09, 2017

2017 Bolton Foundation Throw Down at The Rose Bowl

The Bolton Foundation is once again hosting our fundraiser on the Rose Bowl football field! “The Bolton Throw Down” is an official cornhole bean bag toss tournament that will raise money for local nonprofits. This event offers a chance to compete, mix and mingle with our partners and local business leaders while enjoying great food and drinks during the Foundation’s largest annual fundraising effort! Be a sponsor, enter a team or participate as a spectator! Sponsorships and teams are limited, registration ends April 14th. Are you ready to throw down? Every toss counts!

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May 10, 2017

BAN Webinar: Handbooks – Deeper Dive

Presented by our partner, Benefit Advisors Network. Bobbi Kloss offers an overview of NLRB issues in this special webinar. You’ll be exposed to the core concepts of developing a handbook: tying policies to the mission and culture of your organization and maintaining compliance. REGISTRATION REQUIRED

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May 18, 2017

Charter Schools Forum 2017

Bolton’s Pasadena Headquarters. The LCAP Academy is a three-day institute (this is the 3rd of three sessions) providing guidance & training in the required update of your school’s LCAP with an emphasis on an authentic, continuous improvement process aligned with charter renewal, rather than one driven by compliance alone. The Academy will cover new changes affecting how your school’s LCAP is reviewed & monitored, as well as the latest changes in State accountability. Registration Fee covers up to 3 individuals from the same school. 10% off with Bolton Discount Code BOLTONCSRM17.

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May 23, 2017

Creative Uses of Consumer-Driven Health Plans Webinar

Consumer-driven health plans that rely on Health Savings Accounts must have a High Deductible Health Plan that meets certain legal requirements. This webinar will describe those requirements.

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June 2017

June 14, 2017

BAN Webinar: Affordable Care Act Update – What’s New with the ACA

Presented by our partner, Benefit Advisors Network. Join Stacy Barrow, Esq. as he provides attendees with insight and understanding during this informative webinar. Stacy discusses top compliance issues in 2017, new legal and regulatory updates in employee benefits, and recent court cases of interest. REGISTRATION REQUIRED

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June 28, 2017

BAN Webinar: Assessing Health Claims Risk, Part 1

Presented by our partner, Benefit Advisors Network. Join Dr. Bruce Campbell for a special, two-part webinar series assessing and mitigating health claims risk. In this first webinar, Dr. Campbell will discuss the keys to Assessing Risk including health risk assessment, biometrics, the general health profile of existing health membership, and the pool of high probability claimants that could generate high cost. REGISTRATION REQUIRED

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July 2017

July 28, 2017

BAN Webinar: Mitigating Health Claims Risk, Part 2

Presented by our partner, Benefit Advisors Network. In the second of this 2 Part Assessing and Mitigating Health Claims Risk, webinar series, Dr. Bruce Campbell provides guidance on Mitigating Health Risk. Attendees will gain an understanding of value based insurance design, optional programs from the health plan and pharmacy benefits manager, when it is appropriate to hire an external vendor and who they should be, and various health promotions to engage with employees and boost morale. REGISTRATION REQUIRED

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August 2017

August 09, 2017

BAN Webinar: Legalities of Creative Benefit Designs: Wellness Programs that comply with DOL, ADA and GINA Rules

Presented by our partner, Benefit Advisors Network. Join us for an overview of the legal and regulatory guidelines for wellness programs set forth by the U.S. Department of Labor and the Equal Employment Opportunity Commission. Learn how different types of wellness programs trigger application of rules under HIPAA, ADA and GINA. We’ll provide a review of the limits on rewards under DOL & EEOC rules. There will be a discussion of the notice requirements applicable to wellness programs and they’ll touch on recent court cases of interest. REGISTRATION REQUIRED

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October 2017

October 11, 2017

BAN Webinar: Introduction to Consumer Directed Healthcare and Account-Based Plans: HDHPs, HSAs, FSAs and HRAs

Presented by our partner, Benefit Advisors Network. Stacy Barrow, Esq. offers an introduction to consumer directed healthcare including: Background on Consumer Directed Healthcare, HSA Eligibility and Contribution Rules, Using HSA Funds, Employer Contributions to HSAs, and HRAs & FSAs under the ACA, REGISTRATION REQUIRED

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December 2017

December 13, 2017

BAN Webinar: End of Year Compliance Round-Up

Presented by our partner, Benefit Advisors Network. Stacy Barrow, Esq. will provide webinar attendees with an update on legal and regulatory changes under the ACA in 2017, a review of other agency guidance in 2017 applicable to health and welfare plans, updates on recent court cases affecting health and welfare plans, and what to expect for 2018. REGISTRATION REQUIRED

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