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Montridge Advisory Group Ltd.

This webinar provides plan administrators on 10 tips on the rules insurance carriers follow. These guideline will help you administer your Group Benefits plan correctly.

This webinar will give an overview of: 
  • Enrolment eligibility for employees, contractors and seasonal employees
  • What to do if an employee waives coverage or has spousal coverage.
  • Termination, lay-offs, and reinstatement rules
  • Taxability of benefits
Who should attend: 
  • Group Plan Administrators, HR managers, Directors of People and Culture.

Meet your instructor

Preet Pall

Preet specializes in employee benefits, individual insurance, and executive benefit solutions. She joined Montridge in 2013, after twenty years with large insurers and her own brokerage firm. She has an extensive background in charitable work, and prides herself on providing sound advice, innovative plans, and fostering lifelong client relationships.

Course Curriculum

  • 1

    Benefits 103 – "How To's" of Plan Administration

    • Webinar Recording

  • 2


    • Course Survey