Quarterly Compliance Conversations with CBIZ | Quarter 1

Download your copy of our first Quarterly Compliance Conversation of 2025! Each quarter, join Karen McLeese, CBIZ’s Vice President of Employee Benefits Regulatory Affairs, for a review of relevant employee benefit reminders and updates, as well as a deep dive into a specific benefits topic.

During our first installment, we review key employee benefits updates, including:

  • Simplified ACA reporting
  • State paid family leave tax and coordination guidance
  • And more

We also dive into account-based arrangements, including Health FSAs, HRAs and HSAs, discussing what they are, their differences and the requirements of each plan type.

Speaker:

Karen McLeese


Karen McLeese
Vice President Employee Benefits Regulatory Affairs
CBIZ Benefits & Insurance Services