Cost: Complimentary.

Webcast Sponsored by:

As employee benefit costs continue to rise year after year, many treasury and finance teams feel stuck. Benefits can’t be cut without damaging hiring, retention, and employee satisfaction, but the cost increases place continuous strain on the corporate budget. As we head into a new year, it’s important for treasury and finance professionals to fully understand their organization’s options.

Instead of fully insured health benefits, companies can choose to pursue self-insurance, captive insurance, or level-funded insurance. This webcast will explore the differences between these models and the benefits of each. Register now to discover how midmarket treasury and finance teams have saved more than $100 million in health benefits costs over the past decade.

Join this webcast to learn:

• How selecting the right insurance structure can save a company 6 to 7 figures annually without sacrificing employee benefit levels
• The pros and cons of each type of employee health insurance
• How to stay compliant with all regulations around fiduciary duty through the lens of the DOL and ERISA
• ERISA fiduciary duties applicable to health plan sponsors
• Trends in health and welfare plan compliance requirements
• And more!

Register Now

Can't attend? Register here for an on-demand recording after the webcast.

Speaker:

Russ Carpel | CEO | LevelFunded Health

Russ Carpel, a seasoned entrepreneur, boasts 20+ years of expertise in marketing, business development, management, and private equity fundraising. Prior to founding Level Funded Health in 2014, Russ founded and led ForeverCar.com, a national retailer of vehicle service contracts. Prior to this, Russ drove national advertising revenue for top media brands like The Economist and Crain Communications. He holds a Bachelor's Degree from Bradley University and pursued postgraduate studies at Northwestern University.

Victoria Zerjav | Partner | Holland & Knight

Victoria Zerjav is an executive compensation and employee benefits attorney in Holland & Knight's Stamford and New York City offices. Ms. Zerjav provides sophisticated client counseling in regards to executive compensation, employee benefits and employee relations, including in connection with mergers and acquisitions (M&A) and other strategic transactions. She regularly represents Fortune 1000 companies, private equity-backed businesses and venture capital entities across a variety of industries with respect to complex employee benefit plan and compensation issues.

Ms. Zerjav advises sellers on strategies to protect their benefit plans, executives and employees before and after an acquisition. She also counsels buyers on avoiding unwanted liabilities, retaining key employees and transitioning benefit plans in a merger or acquisition.
Ms. Zerjav has in-depth experience partnering with clients' corporate counsel on M&A in both the role as company benefits deal counsel (addressing employee and benefits liability allocations in deals) and company benefits counsel (addressing benefits concerns specific to the client), focusing on specific issues and vetted, workable solutions that are aligned with the client's specific benefits in the context of the transaction, as well as in connection with integration post-transaction.

Ms. Zerjav also advises companies in the financial sector regarding terms of credit agreements, investment funds relating to investments by employee benefit plan investors and companies across industries on fiduciary compliance, including regarding prohibited transaction and fiduciary responsibility roles. Ms. Zerjav is praised for her dedication and pivotal role in identifying and resolving concerns in advance of a transaction's next steps and integrating employees and benefits post-transaction.

In addition to her practice, Ms. Zerjav leads the Holland & Knight Stamford office's initiatives on behalf of the Public and Charitable Service Department – through which she champions community service, charitable giving and pro bono legal service throughout the Northeast – and is extremely active in the firm’s Women’s Initiative.


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Questions? Please email [email protected] or call at (212) 457-4981