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Webinar Details

  • Pub Code: C3M04-11WEB
  • Speakers
    • Chip Kerby
    • L.J. (Mac) McCarthy
    • Michelle Mudge-Riley

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Wellness Regs Crash Course: How the New Reform Rules Will Power Wellness Incentive Programs

January 16, 2013 Webinar - Listen On-Demand or Get a CD!

Although employers have long used incentives or surcharges for wellness programs, the Affordable Care Act (ACA) allows them to increase rewards or penalties, potentially making them far more potent tools in improving employee health status. Proposed regulations issued in late November clarify the ACA requirements for nondiscriminatory wellness programs. Join us to hear three leading consultants in the health benefits and actuarial fields discuss these new options for employers and health plans. Learn the nuances of these new regulations and how to translate them into business strategies that can help your organization reduce health care costs, improve productivity and succeed in the health care marketplace of the future.

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The On-Demand recording will be available immediately upon purchase* as a link within a PDF file of the accompanying written materials. CDs and printed materials are shipped via USPS.

Sponsored by Atlantic Information Services, Inc., publisher of AIS's Health Reform Week, Health Plan Week and Inside Health Insurance Exchanges

Hear three industry leaders discuss what the new wellness regulation means for health plans, employers, providers, agents and brokers, and state health officials. You’ll get valuable perspectives and answers to questions like:

  • Which wellness programs are subject to the new rules? Which ones aren’t?
  • What are “health factors”? How should plans and issuers monitor compliance with specific health factors?
  • What are the maximum incentives/penalties? How are the maximums determined when programs include a tobacco-cessation component?
  • What are “reasonable alternative standards” and when must they be included as part of a wellness program?
  • How is “tobacco use” defined? What methods can plans and issuers use to confirm tobacco use?
  • What is the difference between participatory versus health-contingent wellness programs?
  • What are the biggest changes to existing wellness programs required under the new rules?
  • How do the new wellness regs mesh with other rules that affect wellness programs?


Chip Kerby is an attorney at Liberté Group LLC. His practice focuses on ERISA health and welfare benefit plans, including the following areas of emphasis: compliance issues involving ERISA and other federal laws; contract negotiations with vendors; mitigation of potential fiduciary liability; assistance with IRS, DOL and CMS audits; and federal and state initiatives to reform the nation’s health care system. Chip recently served as an adjunct professor at Georgetown University Law Center and is a fellow of the American College of Employee Benefits Counsel. He is admitted to practice in the District of Columbia. Chip’s legal career spans more than 30 years in Washington, D.C., where he has worked as a partner with McDermott, Will & Emery; as a principal in Mercer’s Washington Resource Group; as a senior manager at PriceWaterhouse; as an associate at Miller & Chevalier; and as assistant branch chief and attorney-advisor in the chief counsel’s office of the IRS. He has a J.D. degree cum laude from Washington and Lee University School of Law and an LL.M. degree from Georgetown University Law Center.

L.J. (Mac) McCarthy is president of McCarthy Actuarial Consulting, combining the discipline of actuarial science with extensive experience and a reputation for integrity to help employers, health plans and researchers find innovative solutions to health and welfare issues. He has more than 35 years of health and welfare actuarial experience, with more than 25 years advising employers and plans on the development and financial management of innovative programs. Since 2008, much of his focus has been on U.S. health care reform, as it is expressed in legislation as well as more fundamental reform. Beyond that, Mac’s specialties include wellness and disease management programs, consumer-driven health care, multi-option benefit programs, post-retirement medical and disability plans. Mac sits on the Conference of Consulting Actuaries’ Board of Directors, chairs the CCA’s Healthcare Reform Steering Committee and is a member of a number of the American Academy of Actuaries’ workgroups addressing various aspects of federal health care reform. Mac is a regular speaker at national actuarial meetings as well as other forums. Before founding McCarthy Actuarial Consulting, Mac was a principal and national resource at Mercer Health & Benefits. Before that he held a variety of group actuarial and administration positions at two insurance companies. Mac received a B.S. in mathematics from the Illinois Institute of Technology. He is a fellow of the Society of Actuaries, a fellow of the Conference of Consulting Actuaries and a member of the American Academy of Actuaries.

Michelle Mudge-Riley is a physician, senior consultant and associate with McCarthy Actuarial Consulting. Michelle has experience with corporate wellness within small, mid-size and large employer groups as well as with regional employee benefit brokerage and consulting firms. She assists with prevention, wellness and health promotion strategies. Specifically, she helps organizations with overall wellness strategy, particularly in defining and measuring wellness to provide tangible evidence of return on investment through integration of business and clinical data. Michelle received her medical degree from Des Moines University Osteopathic Medical School and her M.H.A. from Virginia Commonwealth University (VCU). She completed a medical internship at VCU Hospital System and a business residency under the CEO of the same hospital system.

Moderator: Patrick Connole, editor of Health Plan Week

Designed Especially For

  • Health plans:
    • CEOs, COOs and CFOs
    • Provider relations directors
    • Actuaries
    • Attorneys
    • Product developers
    • Market research analysts
    • Government and public affairs directors
  • Health system, hospital and other provider organization:
    • Administrators
    • Finance officers
    • Managed care contracting directors
    • Medical directors
  • Agents and brokers
  • State health officials
    • Financial analysts, including securities and credit analysts.
    • Consultants

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The On-Demand Recording will be delivered as a link within a PDF file of the accompanying written materials. Shipping will NOT be charged for this item.

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Written Materials

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Wellness Regs Crash Course: How the New Reform Rules Will Power Wellness Incentive Programs

Place your order through our secure shopping cart


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