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Bill Lucas Insurance

Employee Benefit Workshop

Workshop Postponed – New Date TBA

Memorial Health Medical Center – Medical Education Auditorium

Things You Should Know

  • Did you know Gulfstream only has HSA Plans for all of their employees?
  • Did you know Self-Funded Plans bypass some of the Obamacare Rules?
  • Get the Latest and Greatest ACA Updates!
  • Why is United Healthcare getting out of Georgia’s ACA policies?
  • Why the Department of Labor might call on you and what you need to have?
  • What is happening with the Cadillac Tax?

Pick the Correct Class – Size Does Matter

Groups under 50 FTE – 9:00am – 12:00pm
Groups over 50 FTE – 1:00pm – 4:00pm

Workshop Agenda:

  • Health Savings Accounts H.S.A
  • Self Funding/Level Funding 2+ Employees
  • Fundamental Basics of Self Funding
  • *New Plans Available*
  • ACA co-mingled with Group Insurance
  • ERISA Updates:
    • 2017 Play or Pay Penalties
    • Wrap Docs & POP Plans
    • DOL Audits
    • Update on Cadillac Tax

Guest Speakers:

  • Bill Lucas – Bill Lucas Insurance
  • Harrison Lucas – J.L. Herring & Associates
  • Bryan Wagnoner – Core Management Resources
  • Bob Stillerman – Health Savings Administrators
  • Garrett Lucas – Bill Lucas Insurance
  • Rebecca Sczepanski – Hunter Maclean

group-benefits-sponsors-2016

Register Today!

Use the form below to register for the 2016 Employee Benefit Workshop.

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Our Clients Say

Bill I will have to say that when my husband and I need some directions whether it is on our insurance or investment stuff, I feel very secure in saying that I wouldn’t want anyone else handling our personal matters. You are always there in a heartbeat with answers or recommendations for changes on our accounts. Thank you for being our friend and professional business advisor.

Thomas & Kathleen Kautz
Owners Roly Poly Restaurant, Savannah, GA

912-756-6686 /

2591 Hwy 17, Suite 300A
Richmond Hill, GA 31324
(F) 912-756-6755 / (TF) 877-727-3221


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About Bill Lucas Insurance

William (Bill) H. Lucas is the CEO and founder of Bill Lucas & Associates Inc., better known as Bill Lucas Insurance. Celebrating 30 years in the industry, Bill has built his successful insurance firm from the ground up, believing in taking care of his customers and his community through education and one-on-one client care.

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